MCS β€” MARCUS CORP DEL COM

Ownership history in OARSMAN CAPITAL, INC.  Β·  7 quarters on record

AI Ownership Summary

OARSMAN CAPITAL, INC. reported MARCUS CORP DEL COM (MCS) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows MCS at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OARSMAN CAPITAL, INC.'s position in MARCUS CORP DEL COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCS was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OARSMAN CAPITAL, INC. held MCS β€” position size vs. price
% of Fund (quarterly)    MCS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 34,825 β€” 0% 0.07% $540K 2026-02-14 (Est.) $15.95
2025 Q3 ADDED 34,825 +6,350 +22.3% 0.08% $540K 2025-11-21 $15.10
2025 Q2 UNCHANGED 28,475 β€” 0% 0.08% $480K 2025-08-01 $14.64
2025 Q1 ADDED 28,475 +3,700 +14.9% 0.09% $475K 2025-05-14 $16.86
2024 Q4 REDUCED 24,775 -5,400 -17.9% 0.09% $533K 2025-02-13 $21.64
2024 Q3 REDUCED 30,175 -405 -1.3% 0.08% $455K 2024-11-08 $21.29
2024 Q2 INITIATED 30,580 β€” β€” 0.08% $348K 2024-08-12 $12.77

FAQ About OARSMAN CAPITAL, INC. and MCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has OARSMAN CAPITAL, INC. reported owning MCS?

OARSMAN CAPITAL, INC. reported MCS across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported MCS position in OARSMAN CAPITAL, INC.'s portfolio?

The largest reported portfolio weight for MCS was 0.09% in 2024 Q4.

What is the latest reported MCS position on this page?

The most recent filing on this page is 2025 Q4, when OARSMAN CAPITAL, INC. reported 34,825 shares, equal to 0.07% of portfolio, with an estimated market value of $540K.

What does the chart on this MCS ownership page compare?

The chart compares OARSMAN CAPITAL, INC.'s quarterly MCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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