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Davidson Kempner affiliates disclose a near-maximum 9.9% passive stake in Biora Therapeutics (BIOR). On 30 Jun 2025 the hedge-fund complex 鈥� M.H. Davidson & Co., Davidson Kempner Arbitrage, Equities & Relative Value LP, Davidson Kempner Capital Management LP and Managing Member Anthony A. Yoseloff 鈥� filed Amendment No. 1 to Schedule 13G.

• Total beneficial ownership: up to 906,227 common shares (including 851,177 issuable on note conversion), representing 9.90 % of BIOR鈥檚 4,552,702 outstanding shares.
• Structure: All voting and dispositive power is shared; none of the entities have sole power.
• Convertible notes: 91 % of the reported position is in notes convertible into equity, but conversions are capped by a 9.90 % blocker, limiting immediate dilution.
• M.H. Davidson & Co. separately lists 25,624 shares (0.56 %) including 24,033 from notes.
• The group certifies the position is passive (Rule 13d-1(c)) and not intended to influence control.

The disclosure signals a sizable institutional bet on BIOR while highlighting potential dilution from convertible securities, though the blocker tempers near-term ownership expansion.

Bloom Energy (BE) Q2 2025 10-Q highlights

Revenue grew 19% YoY to $401.2 m, led by a 31% jump in product sales; six-month revenue reached $727.3 m (+27%). Gross profit doubled to $107.1 m and gross margin expanded to 26.7% (20.4% prior-year). Operating loss narrowed to $3.5 m from $23.1 m, while net loss attributable to common stockholders improved to $42.6 m (鈥�$0.18/sh) versus $61.8 m (鈥�$0.27/sh).

Cash & equivalents were $574.8 m, down $228 m YTD, reflecting 鈥�$323.8 m operating cash outflow and 鈥�$21.4 m capex. Inventories rose 27% to $689.9 m; A/R climbed $131 m due to extended customer terms.

Total debt stood at $1.13 bn, dominated by 3.0% Green convertible notes maturing in 2028/29. In May, BE exchanged $112.8 m of 2.5% 2025 converts for new 2029 notes, cutting 2025 maturities to $2.2 m but booking a $32.3 m extinguishment loss. Interest expense for the quarter was $14.4 m.

Stockholders鈥� equity increased to $619.4 m as share count rose to 233.7 m through equity compensation and ESPP activity. Management states current liquidity is sufficient for at least the next 12 months.

Q1 FY25 (Apr鈥揓un 2025, J-GAAP) snapshot:

• Ordinary income 楼2.13 tn, 鈥�10.5 % YoY on softer trading and loan yields.
• Ordinary profit 楼368.6 bn, +4.0 % YoY; net profit attributable to owners 楼290.5 bn, +0.4 % (EPS 楼115.90).
• Total assets fell 1.6 % since Mar-25 to 楼278.7 tn; own-capital ratio edged up to 3.7 %.
• NPL ratio improved to 0.73 % (鈥�23 bp); credit-related costs a modest 楼11.4 bn.

Guidance & shareholder returns: Full-year profit target lifted 8.5 % to 楼1.02 tn (15 % YoY growth), implying FY EPS 楼407.81. Dividend outlook unchanged at 楼145/share (up 楼5 YoY) with 楼72.5 interim.

Segment colour: Retail & Business Banking and CIBC drove net business profit growth; Global Markets cooled as ETF-related gains shrank to 楼3.2 bn (vs 楼31.7 bn). Net interest income rose 30 % YoY while trading income slid 14 %.

Balance-sheet trends: Loans down 楼0.14 tn to 楼94.0 tn; deposits down 楼0.62 tn to 楼154.3 tn. Unrealised gains on securities up 楼162 bn to 楼1.37 tn, aided by equity market strength. Treasury stock grew to 14.4 m shares.

Takeaway: Upgraded guidance, better asset quality and stable dividends offset revenue pressure and a still-thin capital base, signalling cautious but improving fundamentals.

Capital One Financial (COF) Chief Information Officer Robert M. Alexander reported the sale of 10,114 common shares on 07/23/2025 at $227.86 per share, totaling roughly $2.3 million in proceeds. The sale was executed under a Rule 10b5-1 plan adopted 02/14/2025, indicating it was pre-scheduled rather than discretionary.

After the transaction, Alexander鈥檚 direct holdings declined to 68,707 shares; he also retains 100 shares indirectly through The Alexander Fund and 2 shares in a UGMA account. No derivative securities were bought or sold. While the filing does not affect Capital One鈥檚 operations or guidance, investors often watch insider sales for sentiment signals. Alexander continues to hold a significant equity stake, maintaining alignment with shareholder interests.

JPMorgan Chase & Co. filed Amendment No. 1 to its Schedule 13G reporting its beneficial ownership in Yum! Brands, Inc. (YUM) as of 30 June 2025. The bank and its subsidiaries disclose aggregate beneficial ownership of 18,165,911 common shares, representing 6.5 % of YUM鈥檚 outstanding stock. Within this total, JPMorgan has sole voting power over 16,397,437 shares and shared voting power over 157,631 shares; it holds sole dispositive power over 18,055,947 shares and shared dispositive power over 104,615 shares. The filer is organized in Delaware and certifies that the shares were acquired and are held in the ordinary course of business, without intent to influence control of the issuer. Subsidiaries listed as holding or managing the securities include J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., multiple international asset-management units, and others. The filing is made pursuant to Rule 13d-1(b) as JPMorgan qualifies as a parent holding company/control person. Signature was provided by Vice President Rachel Tsvaygoft on 24 July 2025.

TIAA-CREF Investment Management, LLC (TCIM) filed Amendment 1 to Schedule 13G for Rocket Companies, Inc. (RKT).

• Beneficial ownership: 11,496,710 Class A shares, equal to 7.60 % of outstanding common stock as of 30 Jun 2025.
• Sole voting & dispositive power: 8,820,802 shares; no shared power reported.
• Filed under Rule 13d-1(b) as an institutional investment adviser; TCIM certifies the stake is held in the ordinary course and not to influence control.

The disclosure adds a large U.S. institutional investor to RKT鈥檚 register, signalling increased professional interest yet no activist intent. No purchase price, acquisition timing, or strategic commentary is provided.

Teachers Advisors, LLC (TAL) filed Amendment No. 1 to Schedule 13G on 06/30/2025 disclosing a beneficial stake in Rocket Companies, Inc. (RKT) common stock.

• Shares owned: Item 4 lists 11,496,710 shares, equating to 7.60 % of the outstanding class.
• Voting / dispositive power: TAL cites sole voting and dispositive power over 2,640,084 shares and no shared power.
• Reporting status: TAL files as an investment adviser (Rule 13d-1(b)(1)(ii)(E)) organized in Delaware and certifies the shares were acquired in the ordinary course of business, not with the intent to influence control.
• Certification & sign-off: Signed by Managing Director & Chief Compliance Officer Stuart R. Brunet on 07/21/2025.

Notable observation: Earlier summary boxes inside the filing reference 2,640,084 shares (1.74 %), while Item 4 cites 11,496,710 shares (7.60 %), indicating an internal inconsistency that merits clarification.

iTeos Therapeutics (ITOS) entered into a definitive Agreement & Plan of Merger on 18-Jul-2025 with Concentra Biosciences.

• Tender offer: $10.047 cash per share plus one contingent value right (CVR); offer must start within 10 business days.
• Key conditions: more than 50% of voting shares tendered, no legal restraints, customary reps & warranties, and minimum $475 m Closing Net Cash; no financing condition.
• Post-offer merger: Merger Sub will be merged into ITOS under DGCL 搂251(h), creating a wholly-owned Concentra subsidiary without further shareholder vote.
• CVR economics: 100% of cash above $475 m and 80% of proceeds from divestiture of specified pipeline assets completed within six months of closing, payable up to eight years.
• Protections: Tang Capital issued a limited guaranty capped at $465 m; board unanimously recommends the transaction; directors & officers (鈮�0.6% ownership) signed tender support agreements.
• Break fees: $8.4 m if ITOS accepts a superior proposal; Concentra can recover up to $0.5 m expenses if net cash threshold missed.
• Related items: ITOS terminated its 2020 ESPP and reached a Mutual Termination Agreement with GSK requiring a $32 m payment.
• Timeline: Offer/merger must close by 16-Oct-2025 or either party may terminate.

Plymouth Industrial REIT, Inc. (PLYM) filed a Form S-8 with the SEC on 11 July 2025 to register 500,000 additional shares of its $0.01 par value common stock for issuance under the newly adopted Fourth Amended and Restated 2014 Incentive Award Plan. The plan, which replaces the Third Amended Plan, was approved by shareholders on 12 June 2025 and expands the equity pool available for employee, officer and director compensation.

The filing incorporates by reference the company鈥檚 2024 Form 10-K, Q1-2025 Form 10-Q and several 2025 Form 8-Ks, and includes standard exhibits such as the plan document (Exhibit 4.2), legal opinion from Morrison & Foerster LLP (Exhibit 5.1) and independent auditor consent from PwC (Exhibit 23.1). Apart from customary indemnification language and undertakings, no new financial results or operational updates are disclosed. The registration is administrative in nature, intended to facilitate ongoing equity-based compensation while resulting in a modest increase in the company鈥檚 total shares outstanding.