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 Jan. 9 through Jan. 15, 2025. Source: VerityData
Original Filings
Orthofix Medical$(OFIX)$ Juniper Investment disclosed a new position in the medical-device firm of 1,937,249 shares. Juniper reported that it purchased 101,089 of those shares from Dec. 2 through Dec. 31, 2024, at per share prices ranging from $17.28 to $19.25. Following the latest purchases, Juniper Investment owns 5.1% of Orthofix Medical's outstanding stock, requiring it to report further Orthofix purchases or sales. Shares of Orthofix Medical have gained roughly a quarter in value since the beginning of 2024.
Increases in Holdings
FIGS$(FIGS)$ Bamco raised its stake in the healthcare apparel company to 49,877,758 shares. Bamco acquired 19,039,999 FIGS shares on Jan. 13, 2025, at $6.25 apiece pursuant to a put-call agreement it entered into on Jan. 7. On Dec. 31, 2024, Bamco issued a letter to FIGS, opposing the company's proposed "going private" transaction by Story3 Capital Partners for $6 per share, noting that a leveraged buyout would harm FIGS' growth, employees, and product quality. Despite this, Bamco doesn't intend to seek board representation. Following the purchases, Bamco owns 30.9% of FIGS' outstanding stock. Shares have lost roughly 10.8% since the beginning of 2024.
Decreases in Holdings
P10$(PX)$ 210 Capital lowered its stake in the asset management firm to 4,335,505 shares. 210 Capital did so through the sale of 823,985 P10 shares from Jan. 2 through Jan. 8, 2025, at per share prices ranging from $13.05 to $13.40, and gifted another 220,000 shares to an undisclosed charitable organization on Dec. 30, 2024.
Following the latest sales, 210 Capital continues to own 6.7% of P10's outstanding stock. Shares of P10 have gained over a third in value since the beginning of 2024.
RealReal $(REAL)$ Philotimo Fund lowered its stake in the online luxury consignment marketplace to 6,330,517 shares. Philotimo Fund sold 1,074,743 RealReal shares from Nov. 25, 2024, through Jan. 3, 2025, at per share prices ranging from $4.93 to $11.02. Following the sales, Philotimo Fund continues to own 5.8% of RealReal's outstanding stock. Shares of RealReal have gained approximately 360.9% since the beginning of 2024.
IBEX $(IBEX)$ PineBridge GEM II reduced its stake in the customer engagement solutions firm to 1,255,363 shares. PineBridge Gem II did so through the sale of 159,111 IBEX shares from Dec. 9, 2024, through Jan. 7, 2025, at per share prices ranging from $19.96 to $22.09. Following the latest sales, PineBridge GEM II continues to own 9.5% of IBEX' outstanding stock.
Shares of IBEX have gained roughly 16.5% in value since the beginning of 2024.
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January 17, 2025 16:38 ET (21:38 GMT)
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