Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Lionheart Holdings (CUB)

45 + 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
↑ +3
Streak
1Q ▲
Buyers last Q
32%

Smart Money Signals — CUB

Based on 45 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🔻

Below peak — only 24% of 3.0Y high

24% of all-time peak
Only 45 funds hold CUB today versus a peak of 189 funds at 2021 Q1 — just 24% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 32% buying

8 buying17 selling
Last quarter: 17 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 18% entered in last year

■ 22% conviction (2yr+) ■ 60% medium ■ 18% new
Only 10 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +856% but shares only +6% — price-driven

Value
+856%
Shares
+5%
Last quarter: the total dollar value of institutional holdings rose +856%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~5 new funds/quarter

7 → 6 → 4 → 4 → 5 new funds/Q
New funds entering each quarter: 6 → 4 → 4 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 31% new entrants

■ 38% veterans ■ 31% 1-2yr ■ 31% new
Of 45 current holders: 17 (38%) held 2+ years, 14 held 1–2 years, 14 (31%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 90% AUM from top-100 funds

90% from top-100 AUM funds
5 of 45 holders are among the 100 largest funds by AUM, controlling 90% of total institutional value in CUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.4
out of 10
Low Exit Risk
Exit risk score 1.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1, 8 hedge funds were net buyers of CUB (5 opened a new position, 3 added to an existing one), while 17 reduced or exited (15 trimmed, 2 sold completely) — a 32% buyer ratio, indicating net institutional distribution. 90% of total institutional value in CUB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 45.

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.

Is It Too Late to Buy Lionheart Holdings (CUB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CUB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 89d ago
CUB
+0.2%
XLF
+0.0%

CUB outperformed XLF by +0.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
CUB
-0.2%
XLF
+0.0%

Since the filing became public, CUB outperformed XLF by -0.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: CUB
45 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 45 42 7.14%
13F Shares 23M 22M 5.58%
Total Value $2.22B $232M 856.11%
New Positions 5 4 +1
Increased Positions 3 9 -6
Closed Positions 2 5 -3
Reduced Positions 15 7 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CUB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

45 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gritstone Asset Management LLC 3.34% 291,012 $3.1M
2 Wealthspring Capital LLC 3.00% 1,176,550 $12.7M
3 L1 Global Manager Pty Ltd 1.94% 270,000 $2.9M
4 First Trust Capital Management L.P. 1.21% 2,145,000 $23.1M
5 MMCAP International Inc. SPC 0.91% 980,000 $10.5M
6 Berkley W R Corp 0.53% 916,973 $9.9M
7 Karpus Management, Inc. 0.35% 1,031,975 $11.1M
8 Crossingbridge Advisors, LLC 0.35% 177,611 $1.9M
9 Radcliffe Capital Management, L.P. 0.28% 345,241 $3.7M
10 Rivernorth Capital Management, LLC 0.28% 515,997 $5.6M
11 AQR Arbitrage LLC 0.27% 1,551,784 $16.7M
12 Periscope Capital INC. 0.27% 225,000 $2.4M
13 Polar Asset Management Partners Inc. 0.21% 985,000 $10.6M
14 Magnetar Financial LLC 0.21% 1,910,254 $20.6M
15 Deltec Asset Management LLC 0.20% 100,000 $1.1M
16 Westchester Capital Management, LLC 0.19% 400,036 $4.3M
17 Mizuho Securities USA LLC 0.14% 574,868 $6.1M
18 Wolverine Asset Management LLC 0.13% 1,222,032 $13.1M
19 Picton Mahoney Asset Management 0.12% 1,500,000 $16.1M
20 Heights Capital Management, Inc 0.11% 36,606 $394K
21 Highbridge Capital Management LLC 0.06% 183,352 $2.0M
22 Aristeia Capital, L.L.C. 0.05% 245,399 $2.6M
23 LMR Partners LLP 0.05% 1,980,000 $21.3M
24 TENOR CAPITAL MANAGEMENT Co., L.P. 0.04% 250,000 $2.7M
25 Sona Asset Management (us) LLC 0.03% 140,698 $1.5M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Heavy selling pressure — only 32% buying: Last quarter: 17 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for CUB holders?

Elite ownership — 90% AUM from top-100 funds: 5 of 45 holders are among the 100 largest funds by AUM, controlling 90% of total institutional value in CUB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CUB?

Mostly new holders — 18% entered in last year: Only 10 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Lionheart Holdings (CUB) following the 2026 Q1 hedge fund 13F filings?

As of today, CUB has moved -0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), CUB has gained +0.2% vs +0.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →