About 13D Watch

13D Watch is a B2B intelligence service for hedge funds, RIAs, and family offices. It is operated by Robert Dyche through Long Street Consulting LLC. The product surfaces every SEC Schedule 13D and 13G activist filing, cross-referenced with Form 4 insider transactions, institutional consensus across 10 elite portfolio managers, FINRA short interest, multi-activist clustering, and AI-generated analyst briefs.

What 13D Watch is

The product joins four primary data streams that the SEC and FINRA publish separately:

• Schedule 13D/G filings from SEC EDGAR — every activist beneficial-ownership disclosure, refreshed within minutes of filing.
• Form 4 insider transactions from SEC EDGAR — last 90 days, joined to each issuer named in a 13D/G.
• Institutional consensus across 10 elite portfolio managers tracked from 13F filings — Berkshire Hathaway, Pershing Square, Baupost Group, Appaloosa, Third Point, Duquesne, Viking, Tiger Global, Greenlight, Lone Pine.
• FINRA consolidated short interest — current short interest, days-to-cover, and revisions for every issuer in the 13D/G stream.

Each filing detail page also surfaces multi-activist clustering on the same issuer, the filer's recent 13D/G history, and an AI-generated analyst brief produced by Claude Sonnet 4.6 via OpenRouter.

Methodology and editorial standards

Every quantitative claim on the site links to its primary source — SEC EDGAR for filings and Form 4, FINRA for short interest, the SEC's company_tickers.json for CIK-to-ticker mapping. Issuer-name normalization joins data sources by stripping trailing entity suffixes (INC, CORP, LTD, LLC, etc.) only — never internal words — to avoid eating sector terms like "SHIPPING" or "GROUP".

AI-generated briefs are intent-classified into one of seven categories (passive, strategic, m&a-arb, board-change, capital-structure, distressed, unclear) with a confidence rating and are never used to replace primary-source language. The model output is cached per accession number and never overwritten without manual review.

13D Watch publishes research, not investment advice. We are not a registered investment adviser.

Who runs it

Robert Dyche founded Long Street Consulting LLC and operates 13D Watch. Long Street Consulting also runs the underlying data-moat ingestion pipeline that powers this product and several other internal tools. Contact contact@13dwatch.com for pilots, API access, or methodology questions.

Attribution & citation

Reuse of summary statistics for journalism, research, or investor education is welcome with attribution to "13D Watch (Long Street Consulting LLC)" and a link back to the source page. Bulk redistribution requires a license — contact above. Underlying primary data is public-domain SEC and FINRA disclosure.