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The Q2 2025 edition of the Sodali40 is now available, highlighting key shifts in activist investor activity across sectors and regions. Important takeaways from the report include:
- Industrials remains the top sector in S40 allocations at 23.7%, with Information Technology rising to second at 16.4%.
- Elliott’s $380M stake in HP is the largest new investment; all Top 20 new positions were in US companies.
- TCI’s increased stake in Microsoft led all position increases, adding $2.2B; DE Shaw drove most increases in Information Technology.
- Cevian Capital’s exit from Baloise Holding was the largest sale; nearly half of Top 50 reductions were full liquidations.
- Regional Banks, Biotech, and Application Software were the most popular sub-industries for new investments.
- Global market value rose across all regions except South America; Australia and Singapore saw notable ranking jumps.
- SPAC investments surged past $1B, marking a strong comeback with 15% of new positions and $400M in new capital.
To recieve a copy of the full report, please click here.
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