Activist Investing
As the first month of 2026 draws to a close, the U.S. financial landscape is being reshaped by an aggressive, new era of shareholder activism. No longer content with minor board adjustments or modest cost-cutting, major activist funds are successfully pressuring corporate titans to dismantle their portfolios, sparking a
Lululemon
The athleisure market was sent into a frenzy this week as Elliott Investment Management disclosed a massive $1 billion activist stake in Lululemon Athletica Inc. (NASDAQ: LULU). The move comes at a moment of extreme vulnerability for the Vancouver-based apparel giant, which is currently reeling from a 45% share price
Southwest Airlines
Southwest Airlines (NYSE: LUV) shares surged to a three-year high on Friday, January 9, 2026, as investors aggressively positioned themselves ahead of the carrier’s most significant operational shift in its 55-year history. The stock climbed over 4% in early trading to hit $44.69, fueled by a rare "
Elliott Management
As the financial world closes out 2025, a significant shift in the retail landscape is taking center stage. Elliott Management, the powerhouse investment firm known for its aggressive activist campaigns, is reportedly moving into the final stages of preparing a multibillion-pound initial public offering (IPO) for its consolidated bookselling empire:
Finance
As 2025 draws to a close, the long-standing rivalry between the London and New York stock exchanges has reached a definitive turning point. For years, the narrative has been one of "de-equitization" in the United Kingdom, as high-growth firms fled for the deeper pockets and higher valuations of
IPO
In a move that signals a dramatic reversal of fortunes for physical retail, Elliott Investment Management is reportedly preparing a multibillion-dollar initial public offering (IPO) for its combined bookstore empire, comprising the UK’s Waterstones and the US’s Barnes & Noble. As of December 18, 2025, the New York-based
Elliott Management
Activist investor Elliott Investment Management has sent significant ripples through the financial markets with the recent announcement of a substantial $4 billion stake in global food and beverage giant PepsiCo (NASDAQ: PEP). This strategic move positions Elliott as one of PepsiCo's largest shareholders outside of index funds, signaling