These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity's attaining more than 5% in any class of a company's securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from March 6 through March 12, 2025. Source: VerityData

Increases in Holdings

WEX $(WEX)$ Impactive Capital raised its stake in the corporate payment processing company to 2,584,047 shares. Impactive Capital did so through the purchase of 467,429 WEX shares from March 3 through March 6, 2025, at per share prices ranging from $154.23 to $155.76.

Following the latest purchases, Impactive Capital owns 6.7% of WEX's outstanding stock. Shares of WEX have lost approximately 14.1% since the beginning of this year.

Janux Therapeutics(JANX) RA Capital Management increased its stake in the clinical-stage biopharmaceutical company to 11,971,377 shares. RA Capital did so through the purchase of 824,041 Janux Therapeutics shares from March 5 through March 7, 2025, at per share prices ranging from $29.90 to $31.50.

Following the latest purchases, RA Capital Management owns 19.9% of Janux Therapeutics' outstanding stock. Shares of Janux Therapeutics have lost roughly 40.3% in value since the beginning of this year.

Lamb Weston Holdings$(LW)$ JANA Partners raised its stake in the potato producer to 7,985,426 shares. JANA Partners did so through the purchase of 817,177 Lamb Weston shares from Jan. 31 through March 7, 2025, at per share prices ranging from $53.52 to $61. On Jan. 27, 2025, JANA issued a letter to Lamb Weston's board, citing overwhelming shareholder feedback and support for significant board and leadership changes. The letter follows multiple prior quarters of extremely poor financial metrics and a significant cut to its fiscal 2025 guidance, which resulted in the stock plummeting 20%.

Following the latest purchases, JANA Partners owns 5.6% of Lamb Weston's outstanding stock. Shares of Lamb Weston Holdings have lost approximately 22.3% since the beginning of this year.

TriMas$(TRS)$ Trend International Holding increased its stake in the manufacturing and production company to 5,071,641 shares. Trend International did so through the purchase of 900,974 TriMas shares from March 4 through March 10, 2025, at per share price ranging from $21.01 to $24.25.

Following the latest purchases, Trend International owns 12.5% of TriMas' outstanding stock. Shares of TriMas have gained 2.6% since the beginning of this year.

Decreases in Holdings

Innoviva$(INVA)$ Sarissa Capital Management reduced its stake in the biotechnology company to 5,237,161 shares. Sarissa Capital Management did so through the sale of 2,039,839 Innoviva shares from March 4 through March 7, 2025, at per share prices ranging from $17.48 to $17.89.

Following the latest sales, Sarissa Capital Management continues to own 8.4% of Innoviva's outstanding stock. Shares of Innoviva have remained mostly flat since the beginning of this year.

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March 14, 2025 18:17 ET (22:17 GMT)

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