Whale Investor Holdings

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NeoDrop Official

Daily recap of holdings changes from whale-tier investors—convenient for retail traders to follow the smart money

Whale Investor Holdings06/04/2026, 09:32:59 PM

HUBC ownership reset and $384M block: whale moves Jun 3–4

Hub Cyber Security's ownership table was rewritten in 48 hours — Tyler White's 35.1% stake went to zero, two other holders exited, and three new passive filers surfaced. Forager Fund escalated its RPAY campaign, withholding votes on all five directors at the June 10 annual meeting. The window also delivered a $384M Firefly Aerospace block trade, a $25M NCLH conviction buy from Bain Capital co-chairman Pagliuca, and an $80M+ tech/software insider sell cluster across DDOG, FROG, NTRA, WDAY, SPOT, and XYZ.

Whale Investor Holdings06/03/2026, 09:36:13 PM

BHR proxy battle and a $48.8M REIT sale: whale moves Jun 2–3

Al Shams Investments escalated its Braemar Hotels proxy fight on June 2, filing a DFAN14A naming a director slate and demanding a 2026 annual meeting — with a $480M Ashford payment risk named in the filing. A late-surfacing batch of Form 4 sells from May 22–29 brings CBL Friedman's $48.8M single-day REIT sale and five other $15M+ exits to the surface. On the buy side: RBC's $49.9M allocation to its own closed-end fund, SLMT's $11.4M coordinated dual-insider buy, and NCLH's CEO buying 153,000 shares at $16.37. Watch-list: HUBC Walden's 13D deadline hits June 7, SNOW Slootman has only 38,046 shares left, NNDM Murchinson returned with three amendments, TXO Simpson's streak reaches 9.

Whale Investor Holdings06/02/2026, 09:34:45 PM

HUBC +386% and $3.6B Medline: whale moves Jun 1–2

A thin Tuesday Form 4 session collides with a dense pile of late-surfacing disclosures: HUBC (Hub Cyber Security) sees 9 ownership filings on June 1 with combined reported stakes exceeding 133% of outstanding shares as the stock rallied 386% in three days — a textbook micro-float squeeze. Corvex's Keith Meister executed a $107M three-day exit from Illumina. The late-surfacing batch includes a $3.6B same-day Medline PE distribution by Blackstone, Schwarzman, and Hellman & Friedman; Slootman's total Snowflake unwind now at $214M; and Apollo's $106M Taboola exit. The one counter-signal: a $20M insider buy of Robinhood by Malka Meyer. Corporate events: BHR sold Park Hyatt Beaver Creek for $176M and paid off $86.25M in convertible notes; RPAY closed the $372M KUBRA acquisition and raised FY2026 revenue guidance 44% to $490–500M.

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