JANA Partners sent a letter dated September 17, 2026 to The Cooper Companies board calling for an external CEO search, a new board chair, and evaluation of asset sales. Cooper Companies recently lowered its annual forecasts and ended a strategic review of CooperSurgical without pursuing a sale, a decision JANA criticizes. Q3 fiscal 2026 revenue of approximately USD 1.07 billion missed consensus of roughly USD 1.10 billion; shares fell about 14.7% after the September 9, 2026 release. JANA argues Cooper's fertility and medical device businesses under CooperSurgical could command a valuation premium under different ownership and that the conglomerate structure contributes to a public-market discount.

Victor Khosla took a 14.7% stake in New Fortress Energy Inc. (NFE) to influence capital structure and governance following a debt restructuring. The position was established through a debt-for-equity exchange completed on September 11, 2026, under a restructuring support agreement. Khosla, acting through Strategic Value Partners and affiliates, holds voting rights on an as-converted basis and a right to nominate a director. The group intends to engage with leadership and shareholders regarding performance, strategy, and governance. This conversion of a distressed-debt position provides the investor standing to shape the company post-restructuring.

Lane Bess, Bess Ventures & Advisory, LLC, and the Destin Huang Irrevocable Trust report aggregate beneficial ownership of approximately 10.4% of Blaize common stock based on 144.8 million shares outstanding as of August 13, 2026. Lane Bess may be deemed to beneficially own 13,021,985 shares, including 12,446,783 shares held by Bess Ventures, 389,968 shares held by the trust, and 185,234 shares underlying exercisable options at $1.18 per share. Bess Ventures foreclosed on 3.5 million shares of Debtor Collateral Stock on May 8, 2026, after the SPAC sponsor defaulted on a $25.0 million loan. The company issued 2.0 million common shares to Bess Ventures on July 7, 2026 under a settlement agreement. Under a Third Forbearance Agreement, title to 2.0 million collateral shares remains with the sponsor until December 31, 2026 or an earlier termination event.

Kim Seongyeon and five related parties increased their stake in OscoTec Inc. (039200.KQ) to 22.25% to seek management control. The group holds 8.5 million shares and requested an extraordinary general meeting on September 17, 2026, to appoint three new directors and amend the articles of incorporation. The proposed amendments seek to delete Articles 27(2) through 27(5), which currently require an 80% supermajority for director appointments and removals. While a first-instance court invalidated part of these supermajority provisions, an appeal by OscoTec Inc. is ongoing. This Korean large-shareholding filing with management-control purpose allows the filer to pursue the EGM agenda to lower the director appointment threshold to an ordinary resolution.

The entity acquired 7.0 million shares via a third-party allotment paid-in capital increase at KRW 610 per share for a total cost of KRW 4.3 billion (~$3.1M). The reporter is a civil law partnership with HD&M Co., Ltd. as its largest partner at 69.77% contribution.

Foster Electric will collaborate with activist investor Axium Capital to formulate a new mid-term business plan in November. Axium Capital holds 25% of Foster Electric's shares on a voting rights basis. President Kazuhiro Kishi said Axium's identified challenges matched the company's own recognized issues. Foster Electric has disclosed nearly everything to Axium, including interviews with factories, the board of directors, and department heads.

Islet Management and Yorkville-affiliated funds report beneficial ownership of 4.4 million OraSure shares, about 6.4% of outstanding stock. The group believes OraSure shares are undervalued and formed a Group Agreement dated September 11, 2026 to enhance stockholder value. The group may nominate directors for the 2027 annual meeting and discuss capital allocation, capitalization, ownership structure including a possible sale, and board composition. Islet Management holds 490,000 shares (~0.7%) acquired for about $1.68 million. YA II PN, Ltd. and related Yorkville entities hold 3.9 million shares (~5.7%) acquired for about $15.32 million. Islet has cash-settled total return swaps referencing 500,000 notional shares (~0.7%), giving economic exposure without voting or dispositive power. Percentages are based on 69.0 million shares outstanding as of July 31, 2026.

Align Partners Asset Management Co., Ltd. consolidated a 14.29% stake in Gabia Inc. (079940.KQ) to influence management rights. The asset manager acquired 1.2 million shares from Align Partners Korea Fund LP via a block trade on September 10, 2026, at KRW 42,450 (~$31) per share. The transaction was funded with KRW 50.5 billion (~$36M) from investor contributions. Align Partners filed a large shareholding report stating it is considering shareholder proposals and the exercise of shareholder rights. This local filing for management-control purpose clears the filer to push for board changes, capital policy, or M&A.

Rainer-Marc Frey, through H21 Macro Limited, purchased 1.19 million Leonteq shares, or nearly 6.5% of outstanding shares, from Raiffeisen Switzerland. Frey now holds 29.78% of Leonteq directly and indirectly. Raiffeisen has completely exited as a Leonteq shareholder with this sale. The extraordinary general meeting on September 21 will vote on Frey's proposal for a buyback of up to 5 million registered shares for a maximum of CHF 100 million between autumn 2026 and end of June 2028. The recently acquired shares will not be eligible to vote; only shares registered with voting rights by September 14, 2026 are entitled to vote. Andreas Casutt is to be elected as new chairman and Reto Suter as a board member at the EGM. Leonteq's board did not issue a recommendation on Frey's buyback proposal.

Effissimo Capital Management Pte Ltd increased its stake in Soft99 Corporation (4464.T) to 53.1% via a large-shareholding report reflecting a further purchase, not an initial filing. Effissimo had already disclosed a 35.04% stake (up from 31.33% earlier) before this increase, as part of its ongoing tender-offer dispute over Soft99's management buyout.