Air Transportation, Nonscheduled - Latest Activist Disclosures

This table shows recent activist investor (Schedule 13D) filings made in this industry. Any investor or hedge fund that makes an investment with the intention of influencing management is considered an activist investor and must file a 13D.

Date Form Target Company Investor Shares Ownership
(Percent)		 Ownership Change
(Percent)
2025-08-07 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 3,379,207 11.70 -8.51
2025-06-16 13D/A VTOL / Bristow Group Inc. Solus Alternative Asset Management LP 3,076,796 10.69 -8.13
2024-11-14 13D/A UP / Wheels Up Experience Inc. Delta Air Lines Inc /de/ 263,369,307 37.70 0.00
2024-11-07 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 3,693,665 12.90 -8.10
2024-09-24 13D/A UP / Wheels Up Experience Inc. Delta Air Lines Inc /de/ 263,369,307 37.80 0.00
2024-09-04 13D/A VTOL / Bristow Group Inc. Solus Alternative Asset Management LP 3,349,005 11.70 -8.38
2024-07-19 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 4,019,380 14.20 -6.67
2024-05-16 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 4,306,671 15.20 -7.07
2024-03-14 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 4,634,350 16.40 -5.67
2024-01-10 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 4,912,953 17.40 -5.38
2023-12-12 13D SOAR / Volato Group, Inc. PROOF Acquisition Sponsor I, LLC 5,507,813 19.64
2023-12-11 13D SOAR / Volato Group, Inc. Cooper Nicholas James 3,466,153 12.36
2023-12-11 13D SOAR / Volato Group, Inc. Liotta Matthew 4,932,990 17.50
2023-11-20 13D/A UP / Wheels Up Experience Inc. Cox Investment Holdings, Inc. 86,056,403 12.40 326.28
2023-11-17 13D/A UP / Wheels Up Experience Inc. CK Wheels LLC 258,169,208 37.10 326.28
2023-11-17 13D/A UP / Wheels Up Experience Inc. Delta Air Lines Inc /de/ 263,369,307 37.80 300.48
2023-10-18 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 5,192,081 18.40 -4.76
2023-09-27 13D UP / Wheels Up Experience Inc. Cox Investment Holdings, Inc. 20,187,667 8.26
2023-09-26 13D UP / Wheels Up Experience Inc. CK Wheels LLC 60,563,002 36.30
2023-09-22 13D/A UP / Wheels Up Experience Inc. Delta Air Lines Inc /de/ 65,763,101 39.40 1,164.65
2023-08-29 13D/A UP / Wheels Up Experience Inc. Delta Air Lines Inc /de/ 5,200,099 20.50 0.00
2023-08-15 13D/A UP / Wheels Up Experience Inc. Delta Air Lines Inc /de/ 5,200,099 20.50 -90.00
2023-08-09 13D/A VTOL / Bristow Group Inc. Solus Alternative Asset Management LP 3,655,131 12.97 -7.07
2023-07-10 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 5,451,664 19.50 -6.13
2023-02-15 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 5,807,782 20.70 -4.67
2023-02-02 13D/A UP / Wheels Up Experience Inc. Dichter Kenneth H 19,401,619 7.60 25.49
2022-12-13 13D/A VTOL / Bristow Group Inc. Solus Alternative Asset Management LP 3,933,037 14.04 -14.19
2022-06-07 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 6,092,530 21.50 -4.45
2021-09-07 13D/A VTOL / Bristow Group Inc. South Dakota Investment Council 6,376,137 22.60 16.46
2021-07-23 13D UP / Wheels Up Experience Inc. Dichter Kenneth H 15,461,026 6.30
2021-07-22 13D UP / Wheels Up Experience Inc. Delta Air Lines Inc /de/ 52,000,995 21.20
2021-03-09 13D/A VTOL / Bristow Group Inc. Bain Capital Credit Member, Llc 1,478,682 4.98 -22.03
2021-02-12 13D/A VTOL / Bristow Group Inc. Bain Capital Credit Member, Llc 1,896,373 6.40 -19.48
2021-02-09 13D/A VTOL / Bristow Group Inc. Bain Capital Credit Member, Llc 2,355,190 7.90 -18.21
2020-12-18 13D/A VTOL / Bristow Group Inc. Bain Capital Credit Member, Llc 2,879,490 9.70 0.00
2020-12-18 13D/A VTOL / Bristow Group Inc. Bain Capital Credit Member, Llc 2,879,490 9.70 0.00
2020-11-17 13D/A VTOL / Bristow Group Inc. Solus Alternative Asset Management LP 4,583,344 15.40 -14.96
2020-09-22 13D/A VTOL / Bristow Group Inc. Solus Alternative Asset Management LP 5,389,526 17.80
2019-11-08 13D VTOL / Bristow Group Inc. South Dakota Investment Council 5,475,116 36.90
2019-11-08 13D VTOL / Bristow Group Inc. Empyrean Investments, Llc 2,500,271 19.98
2019-11-08 13D VTOL / Bristow Group Inc. Solus Alternative Asset Management LP 5,515,019 40.76
2019-09-04 13D/A PHIG / PHI Group, Inc. Gonsoulin Alton Anthony Jr 0 0.00 -100.00
2018-12-03 13D PHIG / PHI Group, Inc. Alesia Value Fund LLC 491,285 3.80 -28.21
2018-11-16 13D/A PHIG / PHI Group, Inc. Alesia Value Fund LLC 684,316 5.30 16.20
2018-11-14 13D/A PHIG / PHI Group, Inc. Alesia Value Fund LLC 588,933 4.60 13.32
2018-10-23 13D/A PHIG / PHI Group, Inc. Alesia Value Fund LLC 519,727 4.00 0.00
2018-10-22 13D/A PHIG / PHI Group, Inc. Alesia Value Fund LLC 519,727 4.00 37.16
2018-10-09 13D/A PHIG / PHI Group, Inc. Alesia Value Fund LLC 378,921 2.90 13.89
2018-09-06 13D/A PHIG / PHI Group, Inc. Alesia Value Fund LLC
2018-08-20 13D PHIG / PHI Group, Inc. Alesia Value Fund LLC