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What changed overnight

Filed with the SEC yesterday and scored overnight. 130 things worth a look this morning.

1 October 2026Previous dayNext day

Company news that matters

34

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

Showing the top 20 of 34.

New on the list

10

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

Prices from Wednesday’s close (30 September).

  • Abbott LaboratoriesABT

    Abbott Laboratories is back on the list after 7 days: strong business, 4.3% cash yield.

    Number 391 on the list.

  • Colgate-PalmoliveCL

    Colgate-Palmolive is back on the list after 2 days: good business, 5.3% cash yield.

    Number 583 on the list.

  • HBT FinancialHBT

    HBT Financial is back on the list after 6 days: strong business, priced at 2.1 times book value.

    Number 613 on the list.

  • Innovative Solutions & SupportIA

    Innovative Solutions & Support is back on the list after 5 days: strong business, 2.0% cash yield.

    Number 631 on the list.

  • Boise CascadeBCC

    Boise Cascade is back on the list after 7 days: strong business, 0.5% cash yield.

    Number 674 on the list.

  • AARAIR

    AAR is back on the list after 7 days: good business, 1.5% cash yield.

    Number 679 on the list.

  • Knife RiverKNF

    Knife River is back on the list after 7 days: good business, -2.4% cash yield.

    Number 699 on the list.

  • Lamar AdvertisingLAMR

    Lamar Advertising is back on the list after 1 day: good business, 4.7% cash yield.

    Number 702 on the list.

  • Camden Property TrustCPT

    Camden Property Trust is back on the list after 5 days: good business, 3.9% cash yield.

    Number 706 on the list.

  • Trulieve CannabisTRLV

    Trulieve Cannabis is back on the list after 7 days: good business, 10.1% cash yield.

    Number 709 on the list.

Big holders moving

9

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

  • 3 E Network Technology GroupMASK

    3E NETWORK TECHNOLOGY PTE. LTD. now owns at least 13.4% of 3 E Network Technology Group, enough to have a say.

    Filed with the SEC on 30 September 2026.

  • BumbleBMBL

    Blackstone Inc. cut its stake in Bumble to at least 14.1%, from 17.2%.

    Filed with the SEC on 30 September 2026.

  • Falcon's Beyond GlobalFBYD

    Infinite Acquisitions Partners LLC cut its stake in Falcon's Beyond Global to at least 26.7%, from 31.3%.

    Filed with the SEC on 30 September 2026.

  • Hennessy Capital Investment Corp. VIIHVII

    NCCS Management, LLC now owns at least 4.6% of Hennessy Capital Investment Corp. VII, enough to have a say.

    Filed with the SEC on 30 September 2026.

  • Intercont (Cayman)NCT

    Muchun Zhu raised its stake in Intercont (Cayman) to at least 58.7%, from 19.4%.

    Filed with the SEC on 30 September 2026.

  • Kodiak SciencesKOD

    Baker Bros. Advisors LP raised its stake in Kodiak Sciences to at least 35.0%, from 32.8%.

    Filed with the SEC on 30 September 2026.

  • Mercury GeneralMCY

    Vicky Wai Yee Joseph now owns 35.3% of Mercury General, enough to have a say.

    Filed with the SEC on 30 September 2026.

  • Silvercrest Asset Management GroupSAMG

    Equinox Partners Investment Management LLC now owns at least 7.1% of Silvercrest Asset Management Group, enough to have a say.

    Filed with the SEC on 30 September 2026.

  • SoundthinkingSSTI

    Transom Capital Public Fund, LP now owns at least 1.2% of Soundthinking, enough to have a say.

    Filed with the SEC on 30 September 2026.

Good companies near a 1-year low

75

Strong businesses trading close to their lowest price in a year. Cheap, or cheap for a reason?

Prices from Wednesday’s close (30 September).

  • AECOMACM

    AECOM is 1% above its lowest price in a year, and still scores strong on quality.

    Price $58.95. Lowest in a year: $58.08.

  • Advanced Drainage SystemsWMS

    Advanced Drainage Systems is 2% above its lowest price in a year, and still scores strong on quality.

    Price $126.71. Lowest in a year: $124.75.

  • AptivAPTV

    Aptiv is at its lowest price in a year, and still scores strong on quality.

    Price $43.02. Lowest in a year: $42.92.

  • Asbury Automotive GroupABG

    Asbury Automotive Group is 1% above its lowest price in a year, and still scores strong on quality.

    Price $172.30. Lowest in a year: $170.35.

  • Atmus Filtration TechnologiesATMU

    Atmus Filtration Technologies is 2% above its lowest price in a year, and still scores strong on quality.

    Price $43.42. Lowest in a year: $42.60.

  • AutozoneAZO

    Autozone is 2% above its lowest price in a year, and still scores strong on quality.

    Price $2830.02. Lowest in a year: $2764.88.

  • BancfirstBANF

    Bancfirst is 4% above its lowest price in a year, and still scores strong on quality.

    Price $105.28. Lowest in a year: $101.48.

  • Bellring BrandsBRBR

    Bellring Brands is 3% above its lowest price in a year, and still scores strong on quality.

    Price $7.69. Lowest in a year: $7.49.

  • Boston ScientificBSX

    Boston Scientific is 3% above its lowest price in a year, and still scores strong on quality.

    Price $43.65. Lowest in a year: $42.20.

  • Boyd GamingBYD

    Boyd Gaming is at its lowest price in a year, and still scores strong on quality.

    Price $66.57. Lowest in a year: $66.55.

  • Builders FirstSourceBLDR

    Builders FirstSource is 1% above its lowest price in a year, and still scores strong on quality.

    Price $57.01. Lowest in a year: $56.56.

  • CRH PublicCRH

    CRH Public is 1% above its lowest price in a year, and still scores strong on quality.

    Price $82.80. Lowest in a year: $82.17.

  • Cadre HoldingsCDRE

    Cadre Holdings is at its lowest price in a year, and still scores strong on quality.

    Price $25.09. Lowest in a year: $25.08.

  • Carlyle GroupCG

    Carlyle Group is 2% above its lowest price in a year, and still scores strong on quality.

    Price $39.66. Lowest in a year: $38.72.

  • Carriage ServicesCSV

    Carriage Services is 4% above its lowest price in a year, and still scores strong on quality.

    Price $31.17. Lowest in a year: $30.11.

  • Consolidated WaterCWCO

    Consolidated Water is 3% above its lowest price in a year, and still scores strong on quality.

    Price $28.02. Lowest in a year: $27.23.

  • CopartCPRT

    Copart is 2% above its lowest price in a year, and still scores strong on quality.

    Price $27.28. Lowest in a year: $26.74.

  • Core & MainCNM

    Core & Main is 4% above its lowest price in a year, and still scores strong on quality.

    Price $41.48. Lowest in a year: $40.03.

  • Core LaboratoriesCLB

    Core Laboratories is 1% above its lowest price in a year, and still scores strong on quality.

    Price $9.70. Lowest in a year: $9.63.

  • EQTEQT

    EQT is 1% above its lowest price in a year, and still scores strong on quality.

    Price $48.56. Lowest in a year: $47.94.

Showing the top 20 of 75.

Moving up the list

2

These climbed our list of undervalued companies overnight.

Prices from Wednesday’s close (30 September).