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What changed overnight

Filed with the SEC yesterday and scored overnight. 50 things worth a look this morning.

30 September 2026Previous dayNext day

Insiders buying together

2

Several people who run the company bought shares at once. They know the business best.

  • GameStopGME

    GameStop had four insiders buy shares within 21 days, $59m in all.

    Bought between 8 September 2026 and 29 September 2026.

  • Hyperscale DataGPUS

    Hyperscale Data had four insiders buy shares within 29 days, $1.3m in all.

    Bought between 31 August 2026 and 29 September 2026.

Activists pushing for change

3

An activist is a big investor who pushes the company to change: new directors, a sale, or bigger payouts. That can lift the price.

  • BrightSpire CapitalBRSP

    CWRE SSF Securities Holding, LP, an activist investor, now owns at least 8.7% of BrightSpire Capital and may push for change.

    Filed with the SEC on 29 September 2026.

  • MoneyHeroMNY

    HONIG JONATHAN, an activist investor, now owns at least 9.0% of MoneyHero and wants the company sold.

    Filed with the SEC on 29 September 2026.

  • Vail ResortsMTN

    Oasis Management, an activist investor, raised its stake in Vail Resorts to at least 9.0%, from 7.4%, and wants board seats.

    Filed with the SEC on 29 September 2026.

Company news that matters

31

Companies must tell the SEC about big changes within four days. We skip the routine ones.

Showing the top 20 of 31.

New on the list

3

These passed both our tests overnight: a good business at a fair price.

  • Fair IsaacFICO

    Fair Isaac is back on the list after 6 days: strong business, 5.5% cash yield.

    Number 209 on the list.

  • KadantKAI

    Kadant is back on the list after 6 days: strong business, 4.9% cash yield.

    Number 569 on the list.

  • Illinois Tool WorksITW

    Illinois Tool Works is back on the list after 6 days: strong business, 3.6% cash yield.

    Number 677 on the list.

Insiders buying

4

A boss or board member bought shares with their own money. Insiders sell for many reasons, but buy for one.

  • GameStopGME

    GameStop's chief executive bought $11m of shares on the open market.

    Filed with the SEC on 29 September 2026.

  • Pampa EnergyPAM

    Pampa Energy had an executive buy $2m of shares on the open market.

    Filed with the SEC on 29 September 2026.

  • Heritage GlobalHGBL

    Heritage Global had a board member buy $399,000 of shares on the open market.

    Filed with the SEC on 29 September 2026.

  • QTREX QuantumQTEX

    QTREX Quantum's chief executive bought $119,543 of shares on the open market.

    Filed with the SEC on 29 September 2026.

Big holders moving

6

Someone now owns over 5% of these companies, or changed a big position.

  • AterianATER

    Lazar David E. sold down to 3.1% of Aterian, under the 5% line.

    Filed with the SEC on 29 September 2026.

  • BEST SPAC I AcquisitionBSAA

    Tsang Claudius now owns 80.0% of BEST SPAC I Acquisition, enough to have a say.

    Filed with the SEC on 29 September 2026.

  • Global Business Travel GroupGBTG

    Qatar Investment Authority is no longer a 5% owner of Global Business Travel Group.

    Filed with the SEC on 29 September 2026.

  • Group 1 AutomotiveGPI

    Conifer Management, L.L.C. raised its stake in Group 1 Automotive to 15.4%, from 12.7%.

    Filed with the SEC on 29 September 2026.

  • People Inc.PPLI

    Jennifer Stier now owns at least 7.9% of People Inc., enough to have a say.

    Filed with the SEC on 29 September 2026.

  • Tamboran ResourcesTBN

    Bryan Sheffield cut its stake in Tamboran Resources to at least 10.4%, from 11.9%.

    Filed with the SEC on 29 September 2026.

Moving up the list

1

These climbed our list of undervalued companies overnight.

  • HalliburtonHAL

    Halliburton moved up to number 24 (from 28).

    Up 4 places overnight.