Dj National Presto, Garrett Motion, And More Stocks See Action From Activist Investors - Barrons.Com

Impinj

+0.45%

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National Presto, Garrett Motion, and More Stocks See Action From Activist Investors — Barrons.com

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Garrett Motion

+0.89%

Bright Horizons Family Solutions

These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity's attaining more than 5% in any class of a company's securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from Dec. 4 through Dec. 10, 2025. Source: VerityData

Original Filings

National Presto Industries (NPK) Albion River Management disclosed a new position in the diversified housewares and defense manufacturer of 362,350 shares. Albion River Management purchased 302,313 of those shares from Oct. 27 through Nov. 28 at per share prices ranging from $93.51 to $109.60.

Following the latest purchases, Albion River Management owns a 5.1% stake in National Presto Industries' outstanding stock. Shares have gained roughly 6.7% in value since the beginning of this year.

Increases in Holdings

Universal Technical Institute (UTI) Coliseum Capital Management raised its stake in the educational institution to 3,971,440 shares. Coliseum Capital did so through the purchase of 1,255,173 shares from Dec. 1 through Dec. 5 at per share prices ranging from $23.01 to $25.50.

Following the latest purchases, Coliseum Capital Management owns 7.3% of Universal Technical Institute's outstanding stock. Shares of Universal Technical Institute have lost just 2.8% of their value since the beginning of this year.

Decreases in Holdings

Impinj (PI) Sylebra Capital lowered its stake in the wireless chip maker to 1,504,377 shares. Sylebra Capital did so through the sale of 324,883 Impinj shares from Nov. 3 through Dec. 3 at per share prices ranging from $155.10 to $202.01.

Following the latest sales, Sylebra Capital continues to own 5% of Impinj's outstanding stock. Shares of Impinj have gained roughly 5.7% in value since the beginning of this year.

Garrett Motion (GTX) Cyrus Capital Partners reduced its stake in the vehicle-parts maker to 11,744,714 shares. Cyrus Capital Partners did so through the sale of 2,360,187 Garrett Motion shares from Nov. 6 through Dec. 5 at per share prices ranging from $15.62 to $17.80.

Following the latest sales, Cyrus Capital Partners continues to own 6% of Garrett Motion's outstanding stock. Shares of Garrett Motion have gained approximately 87.5% in value since the beginning of this year.

NewAmsterdam Pharma(NAMS) Bain Capital Life Sciences lowered its stake in the late-stage biopharmaceutical company to 5,673,913 shares. BCLS did so through the sale of 4,800,000 NewAmsterdam Pharma shares in a privately negotiated block transaction on Dec. 2 at a price of $35.10 per share.

Following the latest sale, BCLS owns about 5% of NewAmsterdam Pharma's outstanding stock, representing overall economic exposure of 6.4% when including prefunded warrants. Shares of NewAmsterdam Pharma have gained roughly 37.2% in value since the beginning of this year.

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This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

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Levi's, Bright Horizons, Universal Technical Institute, and Laureate Education Shares Are Falling, What You Need To Know

Stock Story

Laureate Education

+0.37%

+0.36%

Levi Strauss & Co.

+1.94%

What Happened?

A number of stocks fell in the afternoon session after new economic data intensified market agitation ahead of the Federal Reserve's policy decision later in the week.

According to the Bureau of Economic Analysis, real consumer spending, which is adjusted for inflation, stalled in September, marking its weakest performance in four months. Compounding the issue, the University of Michigan's consumer sentiment index, while slightly improved, remained gloomy, with one economist noting that many households faced affordability issues forcing them to be more cautious. This pressure on consumers was reflected in the market, where the Consumer Discretionary sector was among the leading decliners. The broader economic picture showed other signs of caution, as new orders for U.S. factory goods also increased less than anticipated. These indicators collectively suggest a widening slowdown across both consumer and industrial sectors as the Federal Reserve prepared to announce its final policy actions for the year.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Apparel and Accessories company Levi's fell 2.7%. Is now the time to buy Levi's? Access our full analysis report here, it’s free for active Edge members.
Education Services company Bright Horizons fell 3.1%. Is now the time to buy Bright Horizons? Access our full analysis report here, it’s free for active Edge members.
Education Services company Universal Technical Institute fell 3%. Is now the time to buy Universal Technical Institute? Access our full analysis report here, it’s free for active Edge members.
Education Services company Laureate Education fell 2.7%. Is now the time to buy Laureate Education? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Bright Horizons (BFAM)

Bright Horizons’s shares are not very volatile and have only had 9 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The previous big move we wrote about was 17 days ago when the stock gained 3.5% on the news that comments from a key Federal Reserve official bolstered hopes for an interest rate cut. New York Federal Reserve President John Williams stated he sees “room for a further adjustment” in the near term, sparking a significant market rally. Following his remarks, the probability of the central bank cutting rates at its December meeting jumped from 39% to over 73%, according to the CME FedWatch tool. This positive sentiment provided relief to markets amid concerns over high valuations, particularly in AI-related stocks.

Bright Horizons is down 9.9% since the beginning of the year, and at $99.56 per share, it is trading 24.3% below its 52-week high of $131.50 from May 2025. Investors who bought $1,000 worth of Bright Horizons’s shares 5 years ago would now be looking at an investment worth $590.51.

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Dj Coliseum Capital Management, Llc, Affiliates Report Stake In Universal Tech Institute >Uti

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Dj Holder Coliseum Cap Buys 547066 Of Universal Technical Institute Inc >Uti

Reuters

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Dj National Presto Industries Up Over 8%, On Pace For Largest Percent Increase Since February 2021 - Data Talk

Reuters

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National Presto Industries Up Over 8%, on Pace for Largest Percent Increase Since February 2021 — Data Talk

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