Entity type
Individual
CIK 0001358538. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Individual
Total filings
45
Latest filing
14 May 2026
Industry
n/a
Filing-backed research brief
Latest signal: 13F-HR for Q3 2019. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$984K
7 holdings for Q3 2019
Open portfolioLargest parsed holding
VAC
$371K reported value
Open holding13D/G large stake
PFX
12 May 2026 · 13% ownership
Open 13D/GInsider / owner context
PFX
01 Jun 2026 · $15.12M
Open owner pageSave this filer page
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SCHEDULE 13D/A filed on 14 May 2026 for CIK 0001358538.
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
Quarterly institutional holdings reported on Form 13F.
Reporting-owner positions with enough filing detail to estimate value.
Latest reported 13F value
13FReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Forms 3/4/5 position value
3/4/5Estimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest 13F holdings
13FLargest symbols in the latest parsed Form 13F information table.
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
Largest symbols in the latest parsed Form 13F information table.
Active large-stake positions disclosed in parsed Schedule 13D filings.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
100%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$981K
Compared with $984K total 13F value.
Top 5 net change
-$264K
Position-value change inside the visible top holdings only.
A simple visual split of the latest parsed 13F portfolio.
Largest add: MDCA · Largest trim: VAC
PFX
12 May 2026 · Common Stock
OBE
11 Mar 2026 · Common Shares
PFX
01 Jun 2026 · CHAIRMAN AND CEO · 10% owner
BTM
30 Jun 2023
FOE
21 Apr 2022
Latest update
Latest ownership report period: 01 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
03 Jun 2026
Page type
Ownership filings
Latest period
01 Jun 2026
Ownership context was refreshed from SEC Forms 3/4/5 filed on 03 Jun 2026.
SEC filing record
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
Observed form types
Showing the latest 12 of 45 SEC filings for David A. Lorber.