UK small-cap RNS · 12 Feb 2026

Every announcement of UK small & mid caps under £2bn. The ones that started or moved a situation are marked – a click opens it.

Date	Company	Mcap	Holder	Stake	Crossed
12 Feb	Serabi Gold SRB	£137m	Classe Roca Magma Multiestrategia Responsabilidade Limitada do SSF IV Coinvestmento I Fundo de Investimento em Participações	19.99% → 24.99%	20%
12 Feb	Serabi Gold SRB	£137m	Fratelli Investments Limited	5.91% → 0.01%	5%
12 Feb	Tungsten West TUN	£548m	Drakewood Capital Management Limited	5.99% → 4.65%	5%
12 Feb	Tortilla Mexican Grill MEX	£28m	GESALCALÁ SGIIC	9.2% → 11.27%	10%
12 Feb	MediaZest MDZ	£1.5m	Dr Graham Cooley	8.76% → 9.15%
12 Feb	Tungsten West TUN	£548m	Lansdowne Partners (UK) LLP	29.9% → 27.63%	29.9%
12 Feb	SkinBioTherapeutics SBTX	£15m	Mark H Dixon and Diana Dixon	20.47%	20%
12 Feb	React Group REAT	£9.5m	Simon Haindl	9.52%	5%
12 Feb	Avingtrans AVG	£284m	Harwood Capital LLP	11.57% → 10.72%
12 Feb	Ramsdens Holdings RFX	£206m	Downing LLP	7.97% → 6.84%
12 Feb	Glenveagh Properties (CDI) GLV	£978m	Artisan Partners Limited Partnership	9.11% → 9%
12 Feb	Johnson Service Group JSG	£508m	PrimeStone Capital LLP	10.95% → 9.99%	10%
12 Feb	Portmeirion Group PMP	£24m	Henry Spain Investment Services	8.03% → 0.19%	5%
12 Feb	GENinCode GENI	£5.5m	Maven Capital Partners UK LLP	11.38% → 7.65%	10%
12 Feb	GENinCode GENI	£5.5m	First Equity Limited	5.31%	5%
12 Feb	Portmeirion Group PMP	£24m	Peter Gyllenhammar AB	3.92% → 11.29%	10%
12 Feb	GENinCode GENI	£5.5m	Octopus Investments Limited	18.43% → 7.02%	15%
12 Feb	Ashmore Group ASHM	£1,442m	BlackRock, Inc.	5.72% → 5%
12 Feb	Bloomsbury Publishing BMY	£505m	JPMorgan Asset Management Holdings Inc.	5.86% → 5.27%
12 Feb	On The Beach Group OTB	£233m	Morgan Stanley	6.31% → 6.14%
12 Feb	React Group REAT	£9.5m	Octopus Investments Limited	20.71% → 23.25%

Notifications of major holdings (TR-1): a holder crossing 3%, 5%, 10% … of the voting rights. Key shows stakes of 5% and more; the 3–5% band (mostly index funds) is under All. Transfers inside a group are left out.