activist stake disclosed
APO Apollo Global Management, Inc.
Ldb 2025 Llc disclosed a new 5%+ stake in APO with active intent (Schedule 13D filed Aug 14).
Orin's take
This new Schedule 13D filing reinforces the existing buy thesis, adding an explicit catalyst that a large, active investor sees the same deep discount and earnings power that the market has been ignoring.
What would change this read
A weekly close below the 200-day moving average ($127) would break the structural uptrend and signal that this activist interest is not being taken seriously by the broader market.
The facts
LDB 2025 LLC disclosed a 5%+ stake with active intent.
- Filer
- LDB 2025 LLC
- Form
- 13D
- Stake
- not stated in the filing header
- Filed
- Aug 14, 2026
- Filing
- 0000950142-26-002356
Sources
- 1 Schedule 13D filing0000950142-26-002356
Signals are informational research, not individualized investment advice.