Weekly Stock List

Form 13-F filings for 1Q26 have been filed, and Vickers Stock Research (Argus Research Group) is reviewing them to track insider and institutional ownership trends, with a focus on major activist investors such as Carl Icahn, Trian, Jana Partners, Starboard Value and ValueAct. The piece notes activists’ evolving strategy toward long-term partnerships with management rather than short-term arbitrage, implying disclosed stakes and activist campaigns could drive sustained corporate governance changes and price action in targeted stocks. Investors tracking these 13-Fs can spot new purchases and core holdings that may foreshadow future activist-driven moves and re-rating opportunities.