MCS Marcus Corp.

Ownership history in KLCM Advisors, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which KLCM Advisors, Inc. reported a position in Marcus Corp. (MCS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.97% (2024 Q3)
Avg. % of fund
1.84%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,085,909 +70,958 +7.0% 1.45% $16.8M $15.43
2025 Q3 ADDED 1,014,951 +10,608 +1.1% 1.57% $15.7M $15.35
2025 Q2 REDUCED 1,004,343 -58,911 -5.5% 1.80% $16.9M $16.60
2025 Q1 ADDED 1,063,254 +44,621 +4.4% 2.08% $17.7M $16.37
2024 Q4 REDUCED 1,018,633 -640,457 -38.6% 2.54% $21.9M $21.01
2024 Q3 ADDED 1,659,090 +88,325 +5.6% 2.97% $25.0M $14.68
2024 Q2 ADDED 1,570,765 +1,012,476 +181.4% 2.21% $17.9M $11.02
2024 Q1 REDUCED 558,289 -6,675 -1.2% 1.02% $8.0M $13.73
2023 Q4 ADDED 564,964 +2,999 +0.5% 1.27% $8.2M $13.97
2023 Q3 REDUCED 561,965 -22,850 -3.9% 1.64% $8.7M $14.78
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCS price (monthly, adj. close)
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