Core Scientific, NewAmsterdam Pharma, and More Stocks See Action From Activist Investors -- Barrons.com

Dow Jones
Aug 30

These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity's attaining more than 5% in any class of a company's securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from Aug. 21 through Aug. 27, 2025. Source: VerityData

Original Filings

Core Scientific (CORZ) Situational Awareness disclosed a new position in the Bitcoin mining and artificial-intelligence company of 17,682,918 shares. Situational Awareness purchased 10,250,293 of those shares from July 18 through Aug. 13, 2025, at per share prices ranging from $13.19 to $14.90. On July 7, Core Scientific entered into a definitive agreement to be acquired by CoreWeave in a $9 billion all-stock deal. Following the latest purchases, Situational Awareness owns 5.8% of Core Scientific's outstanding stock. Shares of Core Scientific have lost about 1.9% of their value in 2025.

Increases in Holdings

NewAmsterdam Pharma $(NAMS)$ Frazier Life Sciences Management raised its stake in the late-stage biopharmaceutical company to 7,327,937 shares. Frazier Life Sciences did so through the purchase of 509,362 NewAmsterdam Pharma shares from June 16 through Aug. 11, 2025, at per share prices ranging from $18.10 to $24. Following the latest purchases, Frazier Life Sciences owns 6.5% of NewAmsterdam Pharma's outstanding stock. Shares of NewAmsterdam have lost roughly 5.7% of their value in 2025.

Decreases in Holdings

BioLife Solutions $(BLFS)$ Casdin Capital lowered its stake in the biotech tools and services provider to 6,707,165 shares. Casdin Capital did so through the sale of 500,000 BioLife Solutions shares on Aug. 15, 2025, at a price of $24.40 per share. Following the latest sales, Casdin Capital continues to own 14% of BioLife Solutions' outstanding stock. Shares of BioLife Solutions have lost just 2.9% in value since the beginning of this year.

LENZ Therapeutics (LENZ) Versant Venture Capital VI lowered its stake in the late-stage biopharmaceutical company to 1,400,220 shares. Versant Venture Capital did so through the sale of 260,713 LENZ Therapeutics shares from Aug. 15 through Aug. 18, 2025, at per share prices ranging from $38.56 to $39.50. Following the latest sales, Versant Venture Capital continues to own 4.9% of LENZ Therapeutics' outstanding stock, placing Versant below the 5% threshold that would require it to report further sales. Shares of LENZ Therapeutics have gained roughly 32.1% in value since the beginning of this year.

Garrett Motion (GTX) Cyrus Capital Partners reduced its stake in the vehicle-parts maker to 21,123,348 shares. Cyrus did so through the sale of 3,778,376 Garrett Motion shares from June 27 through Aug. 20, 2025, at per share prices ranging from $10.40 to $13.32. Following the latest sales, Cyrus Capital Partners continues to own 10.5% of Garrett Motion's outstanding stock. Shares of Garrett Motion have gained approximately 47.8% in value since the beginning of this year.

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August 29, 2025 16:30 ET (20:30 GMT)

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