The filing, dated February 17, 2026, revealed the purchase of 1,883,000 shares. A tidy sum. It now represents 6.8% of their reportable 13F AUM. Which means, if things go south, it’s a noticeable dent. I’ve seen portfolios take hits. Believe me. There was the alpaca farm incident of ’18. Let’s not talk about it.
Apparently, Atlantic made a clean sweep of its 645,584 shares in the last quarter of 2025. That’s a lot of boxes to walk away from. It used to be 7.3% of their 13F portfolio, which, let’s be honest, is a weird thing to measure in percentages. Like, “Oh, I’m 18% invested in regret.”
And now, suddenly, institutional investors are selling. Billions of dollars worth of stock. Eight point three billion, to be exact. Which, let’s be honest, is just bad form. After years of letting everyone else have the gains, now they decide to bail? It’s like showing up to a party just as the good snacks are gone. The sheer inconsiderateness of it all is…remarkable.
According to a filing with the Securities and Exchange Commission – a rather official-sounding body, that – Atlantic Investment Management has taken a new position in Kirby Corporation. This isn’t a case of dabbling, mind you. It’s a proper, full-fledged investment, reflecting a confidence that is, frankly, rather bracing. The shares were acquired at a price that, while not exactly giving the game away, suggests a certain optimism regarding the company’s future.
Upon its initial public offering, Tilray Brands ascended to heights that would have made Icarus envious. Wall Street, then in the throes of a particularly virulent strain of speculative fever, embraced the company with open arms. The legalization of cannabis, a development viewed as a harbinger of untold riches, fueled the frenzy. Yet, as is so often the case with such manias, the bloom faded with alarming speed. Tilray, it turned out, was not alone in its pursuit of this green gold. Competition, fierce and relentless, descended like a swarm of locusts upon the nascent industry.
Apparently, on February 17th, 2026 – a date I’ll now be forced to remember – Newtyn bought 1.6 million shares. 1.6 million! It’s a number. A big number. The value? $40.23 million. Up from a measly $9.29 million last quarter. It’s like they suddenly discovered this company existed. Or maybe they just felt sorry for it. I’m leaning towards pity.
One perceives a certain confidence within the company, a readiness to embark upon further ventures. A considerable sum has been allocated to new capital projects, a pleasing indication of ambition. This visible commitment to expansion renders Enbridge a particularly attractive prospect for those seeking a secure, yet growing, income stream. It is, one might venture, a most sensible addition to a well-managed portfolio.
Everyone’s breathlessly anticipating what Jensen Huang, that magnificent showman, will say. He could announce they’ve discovered a way to power servers with hamsters on tiny treadmills, and the stock would still go up. But let’s not get carried away. Let’s look under the hood, shall we? Because when the music stops, somebody’s going to be left without a chair, and I suspect it won’t be Jensen.
This Newtyn fellow, according to a document filed with the SEC (a place full of very serious people and even more serious paperwork), has increased his pile of Array shares. He now owns 1,700,000 of them, which represents a rise of $23.6 million in value since last time. It’s a rather impressive collection, and suggests he thinks Array might be worth a bit more than some other folks do.
Still, one should not dismiss the possibility of profit. Not entirely. It’s a grim business, this chasing of dividends, like scavenging for crumbs beneath the table of pharmaceutical giants. But crumbs, when accumulated, can sustain a man. Or at least, a portfolio.