Revisit Kohl’s (KSS) - Recent significant changes

Mastercraft Boat Holdings (MCFT): Recent significant changes

Malibu Boats (MBUU): Moat; FCF; Solid balance sheet

A small-cap healthcare technology company, Veradigm (MDRX), appoints a new CEO, one of the top five executives at $28B competitor Cerner

Frontdoor (FTDR): Moat; Growing non-warranty business

Gentex Corporation (GNTX): Solid moat; Authorized to buyback 18% of o/s shares; recent subtle changes

Valueact Holdings

VA Partners exits Enviva Partners (EVA)

VA Partners secured a Board seat in Insight Enterprises (NSIT)

VA Partners secured a Board seat in LKQ Corp (LKQ)

VA Partners increased its stake after securing a Board seat in Trinity Industries (TRN)

TCI Fund Management

Canadian National Railway Company (CNI) reaches resolution agreement with TCI Fund Management

Altaba (AABA) to sell part of Yahoo Japan stake to Softbank; TCI trimmed its stake

13D weekly report - December 15, 2025 to December 19, 2025