IJR News — today's news from every sideIJRBeware The Beware-ers: Tech Lords Sounding Alarm On Their Own Tech Have Lots To Gain From Latest 180Sean Moran · 6 min · 1h
Lyntris Files US IPO, Plans NYSE Listing — Jul 23, 2026Lyntris, a Falls Church, Virginia-based defense technology firm backed by Trive Capital, filed for a U.S. IPO on the NYSE under the ticker LYNX, aiming to raise about $300 million with six-month revenue of $241 million and a net loss of $13 million for the period ended June 30, while serving 200+ defense programs and highlighting no single program dominating revenue. The company markets “sense-to-act” connectivity across sensors, hardware, and software for DoD and allied customers, with Evercore ISI, Citi, Guggenheim Securities and others serving as underwriters.
Inceptionr LLC Expands Holdings Across AvalonBay, Camden Property, Boyd Gaming, General Dynamics in Q1 — Jul 24, 2026Inceptionr LLC expanded its stakes across four companies in the first quarter, increasing positions in AVB, CPT, GD, and BYD. The filings show precise increases: AvalonBay Communities at 13,375 shares (~$2.2 million), Camden Property Trust at 19,167 shares (~$1.87 million), General Dynamics at 5,635 shares (~$1.93 million), and Boyd Gaming at 14,313 shares (~$1.18 million).
Wyoming Increases Delta Stake to 17,471 Shares — Jul 23, 2026State of Wyoming disclosed across multiple Q1 filings that it trimmed its Dycom Industries stake by 21% while expanding positions in Delta Air Lines, Federal Signal, Applied Optoelectronics, and Flywire by roughly 73%, 125%, 130%, and 72% respectively, signaling a diversified reallocation among transportation, industrials, and tech stocks. The Applied Optoelectronics filing also noted a notable insider sale by director Cynthia Delaney of 56,575 shares.
Epoch Investment Raises Stakes Across Waters, Mastercard, AbbVieFinance — Jul 25, 2026Epoch Investment Partners boosted its stakes in Waters, NVR, Mastercard, and AbbVie in the latest 13F filings, while trimming Linde by 17.7% as part of its quarterly portfolio moves. The changes reflect continued appetite for large-cap names across healthcare, construction, technology/payment services, and basic materials.
Bulldog Investors LLP Expands Holdings In Five StocksFinance — Jul 21, 2026In its first-quarter 13F filings, Bulldog Investors LLP added across multiple holdings: about 1.58 million shares of BNY Mellon Strategic Municipals (LEO) valued around $9.9 million, 67,060 shares of BTC Development Corp (BDCI) for roughly $670,000, 75,000 shares of Bitcoin Infrastructure Acquisition Corp Ltd (BIXI) about $744,000, and 176,130 shares of Duff & Phelps Utility and Infrastructure Fund (DPG) near $2.54 million.
Compass Rose Expands Portfolio Across Banks, Tech, Crypto — Jul 24, 2026Compass Rose Asset Management LP disclosed new stakes in four companies—Banco Santander (SAN), FactSet Research Systems (FDS), Hut 8 Corp (HUT), and nVent Electric plc (NVT)—in its latest 13F filings, with SAN taking 635,000 shares (~$7.16 million) and FDS taking 25,000 shares (~$5.43 million). The moves reflect a diversified, cross-sector allocation in its first-quarter purchases and position the firm among other institutions increasing exposure to these stocks.
