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CUB

Lionheart Holdings
CUB

43 hedge funds and large institutions have $244M invested in Lionheart Holdings in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

3.3% more ownership

Funds ownership: 96.2% → 99.5% (+3.3%)

5% more capital invested

Capital invested by funds: $233M → $244M (+$10.9M)

0% more funds holding

Funds holding: 43 → 43 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
4
Increased
9
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$4.24M
2
MSU
Mizuho Securities USA
New York
+$2.46M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$2.44M
4
WCMNY
Westchester Capital Management (New York)
New York
+$1.06M
5
RCM
Radcliffe Capital Management
Pennsylvania
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
MC
Meteora Capital
Florida
-$4.11M
2
BI
Bulldog Investors
New Jersey
-$1.54M
3
KIM
Karpus Investment Management
New York
-$387K
4
WC
Wealthspring Capital
New York
-$295K
5
GCL
Glazer Capital LLC
New York
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTCM
1
First Trust Capital Management
Illinois
$22.8M – – –
LP
2
LMR Partners
United Kingdom
$21M – – –
MF
3
Magnetar Financial
Illinois
$20.4M – – –
AA
4
AQR Arbitrage
Connecticut
$16.8M – – –
PMAM
5
Picton Mahoney Asset Management
Ontario, Canada
$15.9M – – –
WAM
6
Wolverine Asset Management
Illinois
$13.9M +$459K +43,291 +3%
WC
7
Wealthspring Capital
New York
$12.6M -$295K -27,800 -2%
KIM
8
Karpus Investment Management
New York
$11.4M -$387K -36,500 -3%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$10.5M – – –
PAMP
10
Polar Asset Management Partners
Ontario, Canada
$10.5M – – –
MI
11
MMCAP International
Cayman Islands
$10.4M – – –
WRBC
12
W.R. Berkley Corp
Connecticut
$6.72M +$1.86K +176 +0%
Goldman Sachs
13
Goldman Sachs
New York
$6.24M +$1.3K +123 +0%
RCM
14
Rivernorth Capital Management
Florida
$5.79M -$4.09K -386 -0.1%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$5.42M +$2.44M +230,349 +82%
Two Sigma Investments
16
Two Sigma Investments
New York
$5.32M – – –
MSU
17
Mizuho Securities USA
New York
$5.05M +$2.46M +232,144 +95%
WCMNY
18
Westchester Capital Management (New York)
New York
$4.27M +$1.06M +100,036 +33%
COPPSERS
19
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.25M +$4.24M +400,000 New
RCM
20
Radcliffe Capital Management
Pennsylvania
$3.67M +$1.02M +96,369 +39%
BI
21
Bulldog Investors
New Jersey
$3.51M -$1.54M -145,741 -31%
GAM
22
Gritstone Asset Management
Maryland
$3.09M – – –
LGM
23
L1 Global Manager
$2.87M +$2.86M +270,000 New
GCL
24
Glazer Capital LLC
New York
$2.71M -$262K -24,714 -9%
JG
25
Jain Global
New York
$2.67M – – –
1
2

CUB Hedge Fund Activity: Q4 2025 in Review

43 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Lionheart Holdings (CUB) for Q4 2025, worth a combined $244M — up 4.7% from $233M a quarter earlier.

Fund positioning in CUB was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 8 trimmed.

The largest buyer was Commonwealth of Pennsylvania Public School Employees Retirement System, opening a new position worth an estimated $4.24M. The largest seller was Meteora Capital, exiting entirely with an estimated $4.11M sold.

  • 43 institutional investors held Lionheart Holdings (CUB) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $244M of Lionheart Holdings stock for Q4 2025, up 4.7% quarter-over-quarter.
  • 4 funds opened new Lionheart Holdings positions in Q4 2025 and 4 closed out, a net change of 0 holders.
  • The largest Lionheart Holdings buyer in Q4 2025 was Commonwealth of Pennsylvania Public School Employees Retirement System, an estimated $4.24M added.
  • The largest Lionheart Holdings seller in Q4 2025 was Meteora Capital, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2025.