Southeastern Asset Management will continue discussions with Sun's management or third parties regarding ways to maximize shareholder value, and might suggest actions to assist in boosting or realizing that value. Southeastern reported ownership of about 160.57 million shares (21.2% of the total outstanding).

ValueAct Capital Management asked Chimera's board to rethink the timing and magnitude of a proposed offering of 250 million common shares. ValueAct said the proposal, which it called "massively dilutive" and "misguided," shows "complete disregard for current Chimera shareholders." ValueAct believes that Chimera should raise capital through "a much smaller offering." ValueAct holds 4,532,628 shares (11.6%).

Investor Lloyd Miller III wants to enhance the tech firm's governance, oversight and shareholder value. Miller is considering the economics of a proposed sale of NMS's communications-platforms business. He questions the payment of more than $5.1 million in transaction costs in connection with the proposed $28 million sale, and argues that the costs are "disproportionate to the value realized by shareholders in the transaction." He also wants Robert Schechter to step down as chairman after the sale closes. Miller owns 3,058,945 shares (6.7%).

Fairholme Capital Management, United Rentals' largest shareholder, said that a recent amendment to its rights agreement is "unacceptable." UR announced that it had amended the rights plan, or "poison pill," to reduce to 15% from 25% the ownership stake by a shareholder that can trigger the plan. Fairholme said that it is "particularly disturbing" that United Rentals chose to substantively amend the rights agreement at a time when most large public firms have eliminated poison pills. Fairholme holds about 11.18 million shares (18.9%).

Sellers Capital wants Contango to make its share-buyback program "much more aggressive." The investor says that Contango should buy at least 10% of its outstanding shares immediately, using about four months' worth of after-tax cash flow, and consider purchasing more shares as market conditions warrant. Sellers Capital currently holds 2,818,654 shares (16.8%).

On Oct. 20, a group including EIP Brazil Holdings reported owning 24,829,607 shares (19.11%). No other details were disclosed.

Mexican billionaire Carlos Slim Helú and his family have increased their stake in Telmex Internacional's Class L shares to about 9.62 billion (66.35%), from the 9.54 billion (65.1%) that they had reported owning on Sept. 8. The Slims also hold 22% of the A shares. The total of A shares owned was unchanged from previous filings.

Fine Capital Partners reported ownership of 5,360,500 shares (5.7%), after buying 2,807,300 from Aug. 27 through Oct. 16. at $4.27 to $8.20 a share.