Activists — daily digest log

📊 Activist & insider digest — Friday, June 26, 2026 3 13D filings scanned · 0 qualifying insider buys

🔍 EMERGING (high-conviction, not on roster) 🔹 $NEN · New England Realty Associates LP (Boston-area apartment owner/operator; real-estate LP) — 31.5% [Med] Jameson Brown New England Realty (individual — Brown family) — filed SCHEDULE 13D · 13FScore n/a Why: estate-driven consolidation — Brown is rolling up family/affiliated units after the Harold Brown estate settlement, concentrating control. Event-driven (control), not an activist value play. Risk: illiquid LP units, related-party dynamics. · news 🔹 $FAC · Factorial Energy (solid-state EV battery developer; FEST cell tech; went public June 5 via Cartesian Growth III SPAC) — 10.7% [Med] Wave Equity Partners (deep-tech / sustainability VC) — filed SCHEDULE 13D · 13FScore n/a (private VC) Why: pre-merger backer holding ~11% post-deSPAC — a bet on solid-state batteries with major OEM validation (Stellantis 9.5% and Mercedes 8.1% also hold stakes). Shares received in the merger, not open-market. Risk: pre-revenue battery tech, post-lockup supply. · news 🔹 $RTB · RTB Digital, Inc. (Nasdaq fintech/payments; formerly RYVYL / GreenBox POS) — 31.7% [Med] James Lamar Walton investor (individual) — filed SCHEDULE 13D · 13FScore n/a Why: large individual stake (~32%) in a small-cap payments name post-rebrand — possible control/turnaround angle. Risk: micro-cap, prior name churn.

📊 Activist & insider digest — Thursday, June 18, 2026 5 13D filings scanned · 0 qualifying insider buys

🔍 EMERGING (high-conviction, not on roster) 🔹 $EROC · ERock, Inc. (distributed natural-gas power generation for data centers & C&I; ex-Enchanted Rock) — 78.1% [Med] Energy Impact Partners (energy-transition growth/VC investor) — filed SCHEDULE 13D · 13FScore n/a (private fund, no 13F) Why: pre-IPO backer holding ~78% straight through the June 11 IPO (~$5B val) — a leveraged bet on surging AI / data-center power demand. Risk: post-lockup supply, customer concentration. · news 🔹 $PBLS · Parabilis Medicines (clinical-stage cancer biotech; engineered peptides for ‘undruggable’ targets) — 23.8% [Med] RA Capital Management (~$9B biotech crossover investor) — filed SCHEDULE 13D · 13FScore n/a (13F filer; on-demand) Why: classic RA Capital pre-IPO→post-IPO conviction (record $670M June 11 IPO); board seat (Dr. Jake Simson), 180-day lock-up, investment-not-control intent. Risk: binary clinical readouts. · news

📊 Rest: +3 other 13D filings — SL Science Holding, Magic Empire Global, Cantor Equity Partners VII (small-cap / foreign control / SPAC-sponsor filings). Research only — not investment advice.