Rightmove PLC

• 1A 13D Activist Fund Q3 2026 Investor Letter ↗ 13D Activist Fund concentrated its global activist portfolio, adding Knife River, Midera Food Processing, Rentokil, Rightmove and SKF while exiting Delivery Hero and Integer after agreed acquisitions. The fund argues its new positions offer identifiable operational, governance or strategic catalysts, from board-driven margin improvement to separations, consolidation and potential sale processes. third quarter of 2026 KNF $3.5BMFP $1.9BRMV $5.4B +1

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