$1.7 Billion is the total value of Nantahala Capital Management's 128 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 33.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWM | ISHARES TRput | $273,901,500 | -3.5% | 1,350,000 | 0.0% | 16.11% | -0.7% | |
LLY | Buy | ELI LILLY & COput | $144,860,800 | +86.2% | 160,000 | +60.0% | 8.52% | +91.7% |
Buy | SOLENO THERAPEUTICS INC | $125,749,966 | +21.9% | 3,082,107 | +27.9% | 7.40% | +25.5% | |
ESTA | Buy | ESTABLISHMENT LABS HLDGS INC | $114,183,904 | +14.2% | 2,512,850 | +27.9% | 6.72% | +17.6% |
XBI | Sell | SPDR SER TRput | $111,252,000 | -38.3% | 1,200,000 | -36.8% | 6.54% | -36.5% |
IWM | New | ISHARES TRcall | $60,867,000 | – | 300,000 | +100.0% | 3.58% | – |
LOPE | GRAND CANYON ED INCput | $55,964,000 | +2.7% | 400,000 | 0.0% | 3.29% | +5.8% | |
PTON | Buy | PELOTON INTERACTIVE INC | $36,961,419 | +36.6% | 10,935,331 | +73.2% | 2.17% | +40.7% |
EOLS | EVOLUS INC | $31,582,712 | -22.5% | 2,910,849 | 0.0% | 1.86% | -20.2% | |
BVS | Sell | BIOVENTUS INC | $30,695,306 | +1.7% | 5,338,314 | -8.1% | 1.80% | +4.6% |
CASH | Sell | PATHWARD FINANCIAL INC | $30,628,865 | -40.6% | 541,433 | -47.0% | 1.80% | -38.8% |
IMAX | Sell | IMAX CORP | $30,156,820 | -15.4% | 1,798,260 | -18.4% | 1.77% | -12.8% |
HGV | HILTON GRAND VACATIONS INC | $27,042,455 | -14.4% | 668,871 | 0.0% | 1.59% | -11.8% | |
PTON | Buy | PELOTON INTERACTIVE INCcall | $26,996,060 | +162.5% | 7,987,000 | +232.8% | 1.59% | +170.5% |
SVRA | Buy | SAVARA INC | $20,879,233 | +141.3% | 5,180,951 | +198.2% | 1.23% | +148.6% |
CRMT | AMERICAS CAR-MART INC | $18,793,227 | -5.7% | 312,128 | 0.0% | 1.10% | -3.0% | |
RMBL | RUMBLEON INC | $18,107,675 | -36.5% | 4,416,506 | 0.0% | 1.06% | -34.7% | |
KROS | Buy | KEROS THERAPEUTICS INC | $17,311,480 | -11.1% | 378,807 | +28.8% | 1.02% | -8.5% |
AMRX | Buy | AMNEAL PHARMACEUTICALS INC | $16,954,138 | +6.8% | 2,669,943 | +1.9% | 1.00% | +9.9% |
IMAX | New | IMAX CORPcall | $16,770,000 | – | 1,000,000 | +100.0% | 0.99% | – |
Buy | ABEONA THERAPEUTICS INC | $14,712,956 | -12.2% | 3,470,037 | +50.2% | 0.86% | -9.6% | |
OPTN | Buy | OPTINOSE INC | $14,425,146 | +299.3% | 13,418,740 | +442.3% | 0.85% | +311.7% |
Sell | ABIVAX SAsponsored ads | $13,030,081 | -9.8% | 985,634 | -2.4% | 0.77% | -7.2% | |
RZLT | Sell | REZOLUTE INC | $12,856,841 | +66.8% | 2,989,963 | -1.1% | 0.76% | +71.8% |
TBBK | New | BANCORP INC DEL | $12,757,065 | – | 337,846 | +100.0% | 0.75% | – |
RESERVOIR MEDIA INC | $12,251,296 | -0.4% | 1,550,797 | 0.0% | 0.72% | +2.6% | ||
QURE | Sell | UNIQURE NV | $11,874,115 | -26.1% | 2,650,472 | -14.2% | 0.70% | -23.9% |
KMPH | Sell | ZEVRA THERAPEUTICS INC | $11,855,232 | -16.7% | 2,419,435 | -1.4% | 0.70% | -14.3% |
ASRT | ASSERTIO HOLDINGS INC | $11,495,837 | +29.3% | 9,270,836 | 0.0% | 0.68% | +33.1% | |
TELA | Buy | TELA BIO INC | $11,494,635 | +84.7% | 2,445,667 | +122.8% | 0.68% | +89.9% |
RDVT | Sell | RED VIOLET INC | $11,492,408 | -47.3% | 452,457 | -59.5% | 0.68% | -45.8% |
CDXS | Sell | CODEXIS INC | $11,251,828 | -27.7% | 3,629,622 | -18.7% | 0.66% | -25.6% |
EGRX | Buy | EAGLE PHARMACEUTICALS INC | $10,987,592 | +66.6% | 1,962,070 | +55.9% | 0.65% | +71.4% |
PAYO | Sell | PAYONEER GLOBAL INC | $9,860,474 | +11.4% | 1,779,869 | -2.3% | 0.58% | +14.6% |
Sell | AURA BIOSCIENCES INC | $9,601,465 | -7.5% | 1,270,035 | -3.9% | 0.56% | -4.7% | |
VMD | Sell | VIEMED HEALTHCARE INC | $9,400,049 | -35.7% | 1,435,122 | -7.4% | 0.55% | -33.8% |
SNDX | Sell | SYNDAX PHARMACEUTICALS INC | $9,304,853 | -16.0% | 453,232 | -2.6% | 0.55% | -13.6% |
IMTX | IMMATICS N.V | $9,156,258 | +10.6% | 787,974 | 0.0% | 0.54% | +14.0% | |
TOURMALINE BIO INC | $9,013,664 | -43.8% | 700,907 | 0.0% | 0.53% | -42.2% | ||
VNDA | Buy | VANDA PHARMACEUTICALS INC | $9,003,365 | +116.2% | 1,593,516 | +57.3% | 0.53% | +122.7% |
AZYO | Buy | ELUTIA INC | $8,906,657 | +71.4% | 1,795,697 | +8.8% | 0.52% | +76.4% |
EHTH | EHEALTH INC | $8,660,549 | -24.9% | 1,911,821 | 0.0% | 0.51% | -22.8% | |
HLF | Buy | HERBALIFE LTDcall | $8,312,000 | +65.4% | 800,000 | +60.0% | 0.49% | +70.4% |
EB | New | EVENTBRITE INC | $7,744,000 | – | 1,600,000 | +100.0% | 0.46% | – |
LXFR | Sell | LUXFER HLDGS PLC | $7,002,017 | -1.5% | 604,143 | -11.8% | 0.41% | +1.5% |
ILPT | Sell | INDUSTRIAL LOGISTICS PPTYS T | $6,881,427 | -14.7% | 1,869,953 | -0.6% | 0.40% | -12.1% |
OCUL | New | OCULAR THERAPEUTIX INC | $6,840,000 | – | 1,000,000 | +100.0% | 0.40% | – |
RMR | Sell | RMR GROUP INCcl a | $6,797,899 | -18.1% | 300,792 | -13.0% | 0.40% | -15.6% |
NDLS | Buy | NOODLES & CO | $6,807,160 | -11.6% | 4,308,329 | +6.8% | 0.40% | -9.1% |
ENVA | ENOVA INTL INCcall | $6,785,250 | -0.9% | 109,000 | 0.0% | 0.40% | +2.0% | |
New | DISC MEDICINE INC | $6,760,500 | – | 150,000 | +100.0% | 0.40% | – | |
ALTG | Buy | ALTA EQUIPMENT GROUP INC | $6,739,305 | +29.3% | 838,222 | +108.2% | 0.40% | +32.9% |
COGT | COGENT BIOSCIENCES INC | $6,667,590 | +25.4% | 790,936 | 0.0% | 0.39% | +28.9% | |
Buy | MINERALYS THERAPEUTICS INC | $6,230,320 | +45.1% | 532,506 | +60.1% | 0.37% | +49.4% | |
New | ASTRIA THERAPEUTICS INC | $6,142,500 | – | 675,000 | +100.0% | 0.36% | – | |
EGRX | New | EAGLE PHARMACEUTICALS INCcall | $5,600,000 | – | 1,000,000 | +100.0% | 0.33% | – |
VISTAGEN THERAPEUTICS INC | $5,281,582 | -34.1% | 1,517,696 | 0.0% | 0.31% | -32.1% | ||
STKS | Buy | THE ONE GROUP HOSPITALITY IN | $5,110,744 | +67.5% | 1,202,528 | +119.6% | 0.30% | +73.0% |
NKTR | Buy | NEKTAR THERAPEUTICS | $5,096,400 | +120.3% | 4,110,000 | +66.0% | 0.30% | +127.3% |
NSPR | Sell | INSPIREMD INC | $5,056,975 | +3.3% | 2,026,600 | -1.9% | 0.30% | +6.1% |
New | AVADEL PHARMACEUTICALS PLC | $4,921,000 | – | 350,000 | +100.0% | 0.29% | – | |
DXPE | Sell | DXP ENTERPRISES INC | $4,730,963 | -67.4% | 103,206 | -61.7% | 0.28% | -66.4% |
NPCE | Sell | NEUROPACE INC | $4,663,182 | -54.6% | 616,823 | -20.7% | 0.27% | -53.3% |
RDI | Sell | READING INTL INCcl a | $4,607,294 | -26.0% | 3,244,573 | -4.2% | 0.27% | -23.9% |
Sell | CELLECTAR BIOSCIENCES INC | $4,583,312 | -38.5% | 1,833,325 | -2.1% | 0.27% | -36.6% | |
ZYXI | ZYNEX INC | $4,566,800 | -24.7% | 490,000 | 0.0% | 0.27% | -22.3% | |
NNBR | Buy | NN INC | $4,369,338 | -34.5% | 1,456,446 | +3.6% | 0.26% | -32.5% |
DHX | Buy | DHI GROUP INC | $4,318,812 | -13.9% | 2,066,417 | +5.1% | 0.25% | -11.2% |
CNTA | New | CENTESSA PHARMACEUTICALS PLCsponsored ads | $4,063,500 | – | 450,000 | +100.0% | 0.24% | – |
GAIA | GAIA INC NEWcl a | $4,035,278 | +43.2% | 915,029 | 0.0% | 0.24% | +47.2% | |
LXRX | New | LEXICON PHARMACEUTICALS INC | $3,870,972 | – | 2,304,150 | +100.0% | 0.23% | – |
New | CONTEXT THERAPEUTICS INC | $3,880,645 | – | 1,935,484 | +100.0% | 0.23% | – | |
SLN | SILENCE THERAPEUTICS PLCads | $3,800,000 | -12.0% | 200,000 | 0.0% | 0.22% | -9.3% | |
THERATECHNOLOGIES INC | $3,755,119 | -15.7% | 2,682,228 | 0.0% | 0.22% | -13.0% | ||
ENVA | Sell | ENOVA INTL INC | $3,485,938 | -22.8% | 55,999 | -22.1% | 0.20% | -20.5% |
AYTU BIOPHARMA INC | $3,173,491 | -3.9% | 1,086,812 | 0.0% | 0.19% | -1.1% | ||
BCOV | New | BRIGHTCOVE INC | $3,113,630 | – | 1,313,768 | +100.0% | 0.18% | – |
ETON | New | ETON PHARMACEUTICALS INC | $3,095,012 | – | 940,733 | +100.0% | 0.18% | – |
ACHIEVE LIFE SCIENCES INC | $3,073,800 | +3.4% | 654,000 | 0.0% | 0.18% | +6.5% | ||
Sell | DARIOHEALTH CORP | $2,845,677 | -29.3% | 2,391,325 | -9.2% | 0.17% | -27.4% | |
FOSL | Buy | FOSSIL GROUP INC | $2,695,968 | +102.3% | 1,905,278 | +45.8% | 0.16% | +109.2% |
NEUROGENE INC | $2,630,233 | -28.5% | 72,279 | 0.0% | 0.16% | -26.2% | ||
Sell | ENVVENO MEDICAL CORPORATION | $2,508,739 | -7.0% | 477,855 | -3.6% | 0.15% | -3.9% | |
MIST | MILESTONE PHARMACEUTICALS IN | $2,310,000 | -26.3% | 1,750,000 | 0.0% | 0.14% | -24.0% | |
XTNT | Sell | XTANT MED HLDGS INC | $2,255,400 | -51.8% | 3,580,000 | -10.5% | 0.13% | -50.2% |
ABEONA THERAPEUTICS INCcall | $2,204,800 | -41.5% | 520,000 | 0.0% | 0.13% | -39.5% | ||
PWP | Buy | PERELLA WEINBERG PARTNERS | $2,193,344 | +55.6% | 134,975 | +35.3% | 0.13% | +59.3% |
CONN | Buy | CONNS INC | $2,180,513 | -63.2% | 1,973,315 | +11.5% | 0.13% | -62.2% |
XBI | Sell | SPDR SER TRs&p biotech | $2,073,830 | -48.0% | 22,369 | -46.8% | 0.12% | -46.5% |
New | SURROZEN INC | $2,049,906 | – | 187,206 | +100.0% | 0.12% | – | |
TALPHERA INC | $1,773,342 | -13.6% | 1,992,519 | 0.0% | 0.10% | -11.1% | ||
SRL | SCULLY ROYALTY LTD | $1,703,083 | +15.8% | 239,197 | 0.0% | 0.10% | +19.0% | |
MAX | Sell | MEDIAALPHA INCcl a | $1,627,338 | -46.5% | 123,564 | -17.3% | 0.10% | -44.8% |
SGRP | Sell | SPAR GROUP INC | $1,595,487 | +77.9% | 662,028 | -24.7% | 0.09% | +84.3% |
ELDN | New | ELEDON PHARMACEUTICALS INC | $1,584,000 | – | 600,000 | +100.0% | 0.09% | – |
ASPS | ALTISOURCE PORTFOLIO SOLNS S | $1,538,323 | -27.3% | 1,091,009 | 0.0% | 0.09% | -25.6% | |
Sell | UNICYCIVE THERAPEUTICS INC | $1,413,282 | -83.7% | 2,820,358 | -15.4% | 0.08% | -83.2% | |
ANEB | ANEBULO PHARMACEUTICALS INC | $1,395,229 | -4.9% | 511,073 | 0.0% | 0.08% | -2.4% | |
INSTIL BIO INC | $1,309,835 | -4.7% | 127,292 | 0.0% | 0.08% | -2.5% | ||
Buy | AILERON THERAPEUTICS INC | $1,286,297 | -23.9% | 464,367 | +82.1% | 0.08% | -21.6% | |
LAZY | New | LAZYDAYS HLDGS INC | $1,270,000 | – | 500,000 | +100.0% | 0.08% | – |
New | VERASTEM INC | $1,192,000 | – | 400,000 | +100.0% | 0.07% | – | |
QURE | UNIQURE NVcall | $1,088,640 | -13.8% | 243,000 | 0.0% | 0.06% | -11.1% | |
New | STRATA SKIN SCIENCES INC | $933,025 | – | 303,917 | +100.0% | 0.06% | – | |
Buy | PERFECT CORP | $846,649 | +70.7% | 419,133 | +109.6% | 0.05% | +78.6% | |
RPHM | New | RENEO PHARMACEUTICALS INC | $846,357 | – | 547,804 | +100.0% | 0.05% | – |
APREA THERAPEUTICS INC | $837,443 | -39.2% | 205,760 | 0.0% | 0.05% | -38.0% | ||
New | NIKOLA CORP | $818,992 | – | 99,999 | +100.0% | 0.05% | – | |
NMTC | Sell | NEUROONE MED TECHNOLOGIES CO | $760,770 | -47.1% | 950,962 | -20.7% | 0.04% | -45.1% |
KRYS | New | KRYSTAL BIOTECH INCput | $716,196 | – | 3,900 | +100.0% | 0.04% | – |
CUTERA INCnote 4.000% 6/0 | $694,002 | -21.8% | 4,000,000 | 0.0% | 0.04% | -19.6% | ||
IMTXW | Sell | IMMATICS N.V*w exp 07/01/202 | $688,362 | -54.4% | 248,506 | -55.5% | 0.04% | -53.5% |
GOSS | GOSSAMER BIO INC | $623,065 | -21.5% | 672,856 | 0.0% | 0.04% | -17.8% | |
RILY | Sell | B. RILEY FINANCIAL INC | $422,937 | -68.0% | 23,976 | -61.7% | 0.02% | -67.1% |
EVOKE PHARMA INC | $357,075 | -13.3% | 675,000 | 0.0% | 0.02% | -12.5% | ||
IWM | New | ISHARES TRrussell 2000 etf | $307,581 | – | 1,516 | +100.0% | 0.02% | – |
LADR | LADDER CAP CORPcl a | $289,374 | +1.4% | 25,631 | 0.0% | 0.02% | +6.2% | |
Sell | FORTRESS BIOTECH INC | $261,890 | -52.9% | 153,152 | -44.9% | 0.02% | -53.1% | |
EWTX | EDGEWISE THERAPEUTICS INC | $240,812 | -1.3% | 13,371 | 0.0% | 0.01% | 0.0% | |
AN2 THERAPEUTICS INC | $211,298 | -33.8% | 98,278 | 0.0% | 0.01% | -33.3% | ||
BMTX | BM TECHNOLOGIES INC | $171,076 | +36.4% | 76,034 | 0.0% | 0.01% | +42.9% | |
Sell | LUCID DIAGNOSTICS INC | $103,617 | -21.7% | 126,362 | -15.6% | 0.01% | -25.0% | |
XGN | Sell | EXAGEN INC | $107,955 | -8.6% | 59,316 | -20.2% | 0.01% | -14.3% |
TACT | Sell | TRANSACT TECHNOLOGIES INC | $75,864 | -39.5% | 20,123 | -15.9% | 0.00% | -42.9% |
Sell | APTOSE BIOSCIENCES INC | $58,701 | -60.1% | 77,340 | -12.6% | 0.00% | -62.5% | |
GUARDFORCE AI CO LTD*w exp 10/01/202 | $30,070 | -40.3% | 154,205 | 0.0% | 0.00% | -33.3% | ||
RNLX | RENALYTIX PLCads | $27,176 | -73.1% | 117,644 | 0.0% | 0.00% | -66.7% | |
TC BIOPHARM HOLDINGS PLC*w exp 02/10/202 | $2,941 | -37.5% | 235,294 | 0.0% | 0.00% | – | ||
Exit | KINTARA THERAPEUTICS INC | $0 | – | -12,763 | -100.0% | 0.00% | – | |
Exit | ARHAUS INC | $0 | – | -1 | -100.0% | 0.00% | – | |
GMDA | Exit | GAMIDA CELL LTD | $0 | – | -800,000 | -100.0% | -0.00% | – |
CUE | Exit | CUE BIOPHARMA INC | $0 | – | -26,692 | -100.0% | -0.00% | – |
PLCE | Exit | CHILDRENS PL INC NEW | $0 | – | -100,000 | -100.0% | -0.07% | – |
SSKN | Exit | STRATA SKIN SCIENCES INC | $0 | – | -3,089,821 | -100.0% | -0.07% | – |
Exit | MATTERPORT INC | $0 | – | -548,376 | -100.0% | -0.07% | – | |
Exit | KIORA PHARMACEUTICALS INC | $0 | – | -1,900,000 | -100.0% | -0.08% | – | |
AVTE | Exit | AEROVATE THERAPEUTICS INC | $0 | – | -91,188 | -100.0% | -0.15% | – |
Exit | NEWAMSTERDAM PHARMA COMPANYordinary shares | $0 | – | -175,000 | -100.0% | -0.24% | – | |
Exit | PAR TECHNOLOGY CORPnote 2.875% 4/1 | $0 | – | -3,785,000 | -100.0% | -0.27% | – | |
AGS | Exit | PLAYAGS INC | $0 | – | -566,588 | -100.0% | -0.29% | – |
TARS | Exit | TARSUS PHARMACEUTICALS INC | $0 | – | -150,321 | -100.0% | -0.31% | – |
GDEN | Exit | GOLDEN ENTMT INC | $0 | – | -269,267 | -100.0% | -0.57% | – |
DYN | Exit | DYNE THERAPEUTICS INC | $0 | – | -435,256 | -100.0% | -0.71% | – |
LYRA | Exit | LYRA THERAPEUTICS INC | $0 | – | -2,820,982 | -100.0% | -1.00% | – |
IYR | Exit | ISHARES TRput | $0 | – | -300,000 | -100.0% | -1.54% | – |
ESTA | Exit | ESTABLISHMENT LABS HLDGS INCcall | $0 | – | -550,000 | -100.0% | -1.60% | – |
COST | Exit | COSTCO WHSL CORP NEWput | $0 | – | -70,000 | -100.0% | -2.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-14
About Nantahala Capital Management
Nantahala Capital Management is a hedge fund that was founded in 2004 by Wil Harkey. The firm is headquartered in Connecticut and has additional offices in New York and North Carolina. Nantahala Capital Management primarily invests in the technology, healthcare, and consumer sectors. The firm has a long-term investment approach and seeks to identify undervalued companies with strong growth potential.
Wil Harkey serves as the CEO and Chief Investment Officer of Nantahala Capital Management. He has over 20 years of experience in the finance industry and previously worked at Goldman Sachs and Maverick Capital. In addition to Harkey, the firm's leadership team includes COO and General Counsel, David Kozak, and CFO, Michael Kozak.
Nantahala Capital Management has a strong track record of generating positive returns for its investors. The firm's flagship fund, the Nantahala Fund, has delivered an annualized return of over 20% since its inception in 2006. The firm's success can be attributed to its disciplined investment approach and focus on long-term value creation.
Overall, Nantahala Capital Management is a well-respected hedge fund with a talented leadership team and a strong track record of performance. However, as with any investment, it is important for investors to conduct their own due diligence and carefully consider the risks before investing in the firm's funds.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 45 | Q2 2024 | 27.2% |
CODEXIS INC | 45 | Q2 2024 | 3.9% |
PATHWARD FINANCIAL INC | 38 | Q2 2024 | 6.3% |
GOLDEN ENTMT INC | 35 | Q1 2024 | 2.1% |
SCIENTIFIC GAMES CORP | 34 | Q3 2022 | 5.3% |
DOVER MOTORSPORTS INC | 34 | Q3 2021 | 0.5% |
QAD INC | 32 | Q3 2021 | 2.6% |
SCIENTIFIC GAMES CORP | 31 | Q4 2021 | 7.7% |
UNIQURE NV | 31 | Q2 2024 | 4.7% |
DOLBY LABORATORIES INC | 31 | Q4 2020 | 5.6% |
View Nantahala Capital Management's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
AYTU BIOPHARMA, INC | June 18, 2024 | 1,086,812 | 18.2% |
Rezolute, Inc. | March 11, 2024 | 4,118,164 | 9.9% |
ABEONA THERAPEUTICS INC. | February 14, 2024 | 2,499,781 | 9.9% |
Aptose Biosciences Inc. | February 14, 2024 | 120,132 | 1.5% |
Assertio Holdings, Inc. | February 14, 2024 | 7,619,440 | 8.0% |
Avalo Therapeutics, Inc. | February 14, 2024 | 42,100 | 4.9% |
Bioventus Inc. | February 14, 2024 | 5,977,471 | 9.5% |
Cellectar Biosciences, Inc. | February 14, 2024 | 3,229,903 | 9.9% |
Cidara Therapeutics, Inc. | February 14, 2024 | 1,546,745 | 1.7% |
CODEXIS, INC. | February 14, 2024 | 4,592,903 | 6.6% |
View Nantahala Capital Management's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
SC 13D/A | 2024-10-01 |
SC 13D | 2024-09-24 |
SC 13D | 2024-09-20 |
N-PX | 2024-08-30 |
SC 13G/A | 2024-08-30 |
13F-HR/A | 2024-08-20 |
13F-HR | 2024-08-14 |
SC 13G | 2024-07-03 |
4 | 2024-06-18 |
SC 13D/A | 2024-06-18 |
View Nantahala Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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