Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lionheart Holdings (CUB)

46 + Investors. Track Smart Money conviction in CUB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
44%

Smart Money Signals — CUB

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CUB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 hedge funds hold CUB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

20 buying25 selling
Last quarter: 25 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new CUB position: 4 → 4 → 5 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 26% long-term, 33% new

■ 26% conviction (2yr+) ■ 41% medium ■ 33% new
Of the 46 current holders: 12 (26%) held >2 years, 19 held 1–2 years, and 15 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -22%, value -91%

Value
-91%
Shares
-22%
Last quarter: funds added -22% more shares while total portfolio value only changed -91%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

6 → 4 → 4 → 5 → 14 new funds/Q
New funds entering each quarter: 4 → 4 → 5 → 14. A growing number of institutions are discovering CUB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 35% new entrants

■ 37% veterans ■ 28% 1-2yr ■ 35% new
Of 46 current holders: 17 (37%) held 2+ years, 13 held 1–2 years, 16 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
6 of 46 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CUB

In 2026 Q2, 20 hedge funds were net buyers of CUB (14 opened a new position, 6 added to an existing one), while 25 reduced or exited (12 trimmed, 13 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 46.

Hedge Fund Ownership: CUB

How many hedge funds hold CUB — quarterly history vs. share price
Quarterly hedge fund ownership of CUB vs. share price

Market Analysis: CUB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CUB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: CUB
46 + Investors

Track Smart Money conviction in CUB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 46 45 2.22%
13F Shares 18M 23M -22.12%
Total Value $193M $2.22B -91.32%
New Positions 14 5 +9
Increased Positions 6 3 +3
Closed Positions 13 2 +11
Reduced Positions 12 15 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CUB

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Financial Highlights

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Institutional Holders (2026 Q2)

46 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CUB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CUB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wealthspring Capital LLC 3.09% 1,285,522 $13.8M
2 Decagon Asset Management LLP 3.08% 1,500,000 $16.2M
3 L1 Global Manager Pty Ltd 2.05% 270,000 $2.9M
4 Harraden Circle Investments, LLC 1.78% 1,297,683 $14.0M
5 RLH Capital LLC 1.03% 200,000 $2.2M
6 MMCAP International Inc. SPC 0.89% 980,000 $10.6M
7 First Trust Capital Management L.P. 0.53% 850,000 $9.2M
8 Crossingbridge Advisors, LLC 0.34% 177,611 $1.9M
9 Deltec Asset Management LLC 0.23% 141,500 $1.5M
10 AQR Arbitrage LLC 0.21% 1,400,000 $15.1M
11 Css LLC/Il 0.21% 507,589 $5.5M
12 Periscope Capital INC. 0.21% 220,000 $2.4M
13 Highbridge Capital Management LLC 0.20% 750,000 $8.1M
14 Polar Asset Management Partners Inc. 0.17% 985,000 $10.6M
15 Meteora Capital, LLC 0.17% 195,343 $2.1M
16 Mizuho Securities USA LLC 0.14% 574,868 $6.1M
17 Berkley W R Corp 0.10% 198,776 $2.1M
18 Sona Asset Management (us) LLC 0.09% 400,000 $4.3M
19 Quarry LP 0.09% 100,000 $1.1M
20 K2 Principal Fund, L.P. 0.08% 100,000 $1.1M
21 Centiva Capital, LP 0.06% 680,096 $7.3M
22 Rivernorth Capital Management, LLC 0.06% 107,687 $1.2M
23 Picton Mahoney Asset Management 0.04% 500,000 $5.4M
24 TENOR CAPITAL MANAGEMENT Co., L.P. 0.04% 250,000 $2.7M
25 LMR Partners LLP 0.03% 750,000 $8.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Lionheart Holdings (CUB)

What does the Smart Money Trend signal show for CUB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CUB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CUB?

More sellers than buyers — 44% buying: Last quarter: 25 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CUB holders?

Smaller funds dominant — 11% AUM from top-100: 6 of 46 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CUB?

Mixed — 26% long-term, 33% new: Of the 46 current holders: 12 (26%) held >2 years, 19 held 1–2 years, and 15 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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