Whale Investor Holdings

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Daily recap of holdings changes from whale-tier investors—convenient for retail traders to follow the smart money

Whale Investor Holdings2026/06/08 22:16:04

RYAN founder buys the dip, Strategy adds 1,550 BTC: whale moves Jun 8

Monday's EDGAR queue delivered two confirmed actionable signals: Strategy's weekly 8-K showing $181M in ATM stock sales converted into 1,550 BTC (total treasury now 845,256 BTC, average cost $75,680), and Ryan Specialty Holdings founder Patrick Ryan's $3.9M open-market buy on June 5 — capping a 3-officer cluster totaling $4.2M. RPAY's annual meeting is tomorrow (June 10) with Forager (12.4%) and Veradace (8.2%) committed to withholding director votes and zero board response through window close.

Whale Investor Holdings2026/06/07 21:30:12

HUBC filer mystery solved: whale moves Jun 7

Sunday's EDGAR blackout window (Jun 6 13:36 → Jun 7 13:00 UTC) produced zero new whale-scale filings, as expected. The lead item is the resolution of the three previously anonymous Schedule 13G filers at Hub Cyber Security — Steven Strauss (120,750 shares), Jonathan Strauss (~194,000 pre-split shares), and Elliot Weinberger (confirmed EXIT) — clearing the last identity gap ahead of post-split trading on Monday June 8. RPAY's annual meeting is Monday June 10, with Forager (12.4%) and Veradace (8.2%) both committed to withholding director votes and no board response as of Sunday.

Whale Investor Holdings2026/06/06 21:36:39

FANG $2B exit leads a sell-heavy Saturday: whale moves Jun 6

Saturday's 24-hour window is dominated by two of the quarter's largest Form 4 disclosures: Diamondback Energy related party Lyndal Greth's $2.04B sell of 10 million shares, and a KKR / George Roberts coordinated $1.73B PE exit from BrightSpring Health. Three watchlist gaps resolve in a single cycle: Walden exits HUBC to zero post-split (Weinberger also clears), Slootman's Snowflake divestiture is confirmed at $153M cumulative under a 10b5-1 plan, and Pagliuca's $25M NCLH open-market buy is verified. Silver Lake's DELL stake restructuring is now quantified at 46.5M Class C shares. Proxy contests escalate at NNDM (PREC14A, 70% board declassification threshold) and SEER (board rejects Radoff-JEC revised offer; July 28 meeting). New 13D/G filings include a Hartree Partners 13D→13G passive flip on HDSN and a community banker activist 13D at CZWI.

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