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CUB

Lionheart Holdings
CUB

44 hedge funds and large institutions have $246M invested in Lionheart Holdings in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 43 → 44 (+1)

1% more capital invested

Capital invested by funds: $244M → $246M (+$2.19M)

0.19% less ownership

Funds ownership: 99.5% → 99.31% (-0.19%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

81% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 16

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
3
Increased
3
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WRBC
W.R. Berkley Corp
Connecticut
+$3.05M
2
HCM
Highbridge Capital Management
New York
+$1.96M
3
CA
Crossingbridge Advisors
New York
+$1.9M
4
SAMU
SONA Asset Management (US)
New York
+$1.5M
5
MSU
Mizuho Securities USA
New York
+$1.04M

Top Sellers

1
BI
Bulldog Investors
New Jersey
-$3.51M
2
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$1.6M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$1.42M
4
WAM
Wolverine Asset Management
Illinois
-$906K
5
SSA
Schonfeld Strategic Advisors
New York
-$725K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Aristeia Capital
Connecticut
$2.64M – – –
PC
27
Periscope Capital
Ontario, Canada
$2.42M -$267K -25,000 -10%
HCM
28
Highbridge Capital Management
New York
$1.98M +$1.96M +183,352 New
CA
29
Crossingbridge Advisors
New York
$1.91M +$1.9M +177,611 New
SAMU
30
SONA Asset Management (US)
New York
$1.51M +$1.5M +140,698 New
Verition Fund Management
31
Verition Fund Management
Connecticut
$1.17M -$246 -23 -0%
DAM
32
Deltec Asset Management
New York
$1.08M – – –
WA
33
Whitebox Advisors
Minnesota
$1.08M – – –
Hudson Bay Capital Management
34
Hudson Bay Capital Management
Connecticut
$1.07M – – –
KC
35
Kepos Capital
New York
$538K – – –
HCM
36
Heights Capital Management
California
$394K -$152K -14,192 -28%
DWM
37
Dakota Wealth Management
Florida
$393K -$9.89K -925 -2%
CS
38
Clear Street
New York
$274K -$85.7K -8,011 -24%
AA
39
ABC Arbitrage
France
$215K – – –
EWM
40
Evercore Wealth Management
New York
$162K – – –
Citigroup
41
Citigroup
New York
$134K – – –
CCM
42
Condor Capital Management
New Jersey
$131K -$12.8K -1,200 -9%
LIM
43
Longfellow Investment Management
Massachusetts
$5.92K -$74.5K -6,970 -93%
Morgan Stanley
44
Morgan Stanley
New York
$764 -$214 -20 -22%
BI
45
Bulldog Investors
New Jersey
– -$3.51M -330,645 Closed
SSA
46
Schonfeld Strategic Advisors
New York
– -$725K -68,210 Closed
1
2

CUB Hedge Fund Activity: Q1 2026 in Review

44 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Lionheart Holdings (CUB) for Q1 2026, worth a combined $246M — up 0.9% from $244M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CUB positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 16 trimmed.

The largest buyer was W.R. Berkley Corp, adding an estimated $3.05M. The largest seller was Bulldog Investors, exiting entirely with an estimated $3.51M sold.

  • 44 institutional investors held Lionheart Holdings (CUB) as of Q1 2026, up from 43 in Q4 2025.
  • Funds reported $246M of Lionheart Holdings stock for Q1 2026, up 0.9% quarter-over-quarter.
  • 3 funds opened new Lionheart Holdings positions in Q1 2026 and 2 closed out, a net change of +1 holder.
  • The largest Lionheart Holdings buyer in Q1 2026 was W.R. Berkley Corp, an estimated $3.05M added.
  • The largest Lionheart Holdings seller in Q1 2026 was Bulldog Investors, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2026.