A structured weekly digest of activist campaigns, strategic reviews, spin-offs, restructurings, divestitures, and M&A across 30+ markets. By @clarksquarecap
Joined June 2026
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I've decided to turn off the alerts here. You can follow the live scanner at specialsitsdigest.com
Special Situations Digest retweeted
The Special Situations Digest #38 is out.
622 situations across 18 categories: activist campaigns, take-privates, tender offers, spin-offs, rights offerings, and more, from markets worldwide.
Plus the Deal Spread Monitor: 122 live deals with offer, price, and gross spreads.
The Special Situations Digest #38 is out.
622 situations across 18 categories: activist campaigns, take-privates, tender offers, spin-offs, rights offerings, and more, from markets worldwide.
Plus the Deal Spread Monitor: 122 live deals with offer, price, and gross spreads.
$IOND Ionic Digital — Activist Campaign (SCHEDULE 13D)
Faces 13D from Sachem Head at 9.99%; seeks board, strategy changes
• Counterparty: Sachem Head Capital Management LP
• Catalyst: Lock-up expires ~Jan 24, 2027
specialsitsdigest.com/live-f…
$ABT Abbott Laboratories — Spin Off (8-K)
Plans tax-free spin-off of ~$8.5B-sales Nutrition unit; close by end-2027
• Catalyst: Form 10 filing/effectiveness and final board approval
• Px $102.45 · Mkt cap $177.28B · EV $205.05B
specialsitsdigest.com/live-f…
Special Situations Digest retweeted
If you missed it this weekend, the Special Sits Digest issue #37 is out and worth a look. It covers 700+ situations this week (filtered from over 20k global filings).
Take a look!
$CMLS Cumulus Media — Post Reorg (8-K)
Emerges from Chapter 11; cancels $600M debt; old equity wiped out
• Catalyst: Form 15 filing to suspend SEC reporting obligations
• Px $0.01 · Mkt cap $180K · EV $744.4M specialsitsdigest.com/live-f…
$JOF Japan Smaller Capitalization Fund — Activist Campaign (SCHEDULE 13D/A)
Receives 13D/A from Saba raising stake to 10.57%
• Counterparty: Saba Capital Management, L.P.
• Px $12.66 · Mkt cap $358.7M · EV $358.7M specialsitsdigest.com/live-f…
We keep improving the live feed of our special sits digest.
Now it includes live press releases, so it can surface interesting opportunities almost instantly.
Digest #36 is out.
902 situations. 37 countries. 246 deals, 88 divestitures, 63 tenders, 58 rights offerings, 55 activists, 42 going-private.
One good idea pays for itself many times over.
Special Situations Digest retweeted
Pretty solid technical backdrop for $LUXE.
Short interest still at 4 million shares despite the big recent move. 4m shares short take 20 days to cover and represent almost 20% of the actual float (~23m shares).
Then you have the company with a $50m authorization -- which could take out another 5m shares or so at current prices.
In total, there could be buying for ~9m shares or ~40% of the float in the next few months. Crazy.
$LUXE up ~20% after solid q4 results. First ever buyback announced ($50m) which is almost 20% of the free float
Special Situations Digest retweeted
Digest #35 is out.
795 situations. 36 countries. 211 deals, 102 divestitures, 64 capital returns, 58 activists, 50 tenders, 44 going-private.
First 10 free + trials available.
Special Situations Digest retweeted
I've decided to turn off the alerts here. You can follow the live scanner at specialsitsdigest.com
Digest #35 is out.
795 situations. 36 countries. 211 deals, 102 divestitures, 64 capital returns, 58 activists, 50 tenders, 44 going-private.
First 10 free + trials available.
$AMFN 🤝 Merger · Preliminary
Featured on Bloomberg TV with T-REX Acquisition Corp. for potential transaction
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Mcap $170M · EV $170M · Industrials
$PSNL 📦 Going Private
Acquired by Tempus AI in going-private merger; S-4/proxy statement amended
Mcap $1.7B · EV $1.6B · Healthcare
$GME 📍 Stake
Increases GME stake to 8.9% with 700K share purchase at $24.41/share
Mcap $12B · EV $11B · Cons Disc