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The Q1 2025 edition of the Sodali40 is now available, highlighting key shifts in activist investor activity across sectors and regions:
- Sector Rotation: Increased exposure to Real Estate, Energy, and Materials; reduced stakes in Consumer Discretionary and Communication Services.
- Geographic Focus: Asia Pacific, especially Japan and China, saw the largest growth in activist interest.
- Top Movers: Industrials remained the leading sector, fueled by TCI’s $3B investment in GE Aerospace and Ferrovial SE.
- Health Care rose from 6th to 4th in market value.
- Elliott and DE Shaw led the largest portfolio shifts.
- High-Churn Sub-Industries: Biotech, Software, Pharma, and Regional Banks saw the most activity and liquidations.
- Market Highlights: Spain, Japan, and France had the highest growth outside the U.S.
- Largest New Position: Starboard’s stake in Qorvo, with renewed board engagement.
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Summary
The Q1 2025 edition of the Sodali40 is now available, highlighting key shifts in activist investor activity across sectors and regions:
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