Barnes & Noble Education, Inc. - Common Stock, $0.01 par value per share (BNED)

Q: What does CUSIP 06777U200 represent in this 13F holders report?

CUSIP 06777U200 is the security identifier for BNED - Barnes & Noble Education, Inc. - Common Stock, $0.01 par value per share used to aggregate holder disclosures.

Q: How many institutions held BNED - Barnes & Noble Education, Inc. - Common Stock, $0.01 par value per share in Q4 2025?

82 institutional investors reported BNED - Barnes & Noble Education, Inc. - Common Stock, $0.01 par value per share for Q4 2025. Use the holders table for investor-level position and value details.

CUSIP: 06777U200

Q4 2025 13F Holders as of 31 Dec 2025

Security type / class: Equity / Common Stock, $0.01 par value per share
Total 13F shares: 24,169,325
Total 13F value: $221,681,950
Share change: +1,190,954
Put/Call ratio: 43%
SEC-reported price per share: $9.19
Number of holders: 82
Value change: +$10,769,417
Number of buys: 36
Number of sells: 33
Shares outstanding: 34,340,233

Security key

06777U200

Report period

Q4 2025

Institutions

Top holders

BNED full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2026 Barnes & Noble Education, Inc. SEC filings Barnes & Noble Education, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 06777U200

Newer quarter: Q2 2026

Recent filing periods:

Q2 2026

Ownership snapshot

Top reported holders of BNED - Barnes & Noble Education, Inc. - Common Stock, $0.01 par value per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

Philotimo Fund, LP

Disclosed value leader

IMMERSION CORP

Comparable rows

15/15

Latest evidence

31 Dec 2025

13D/G 13F Lead comparable stake: 9.1% 13D/G row: Philotimo Fund, LP Showing 1-6 of 15 holder rows.

Quick read

Philotimo Fund, LP leads the comparable SEC ownership view at 9.1%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Philotimo Fund, LP's linked filing trail.

Comparable ownership Top 5

Philotimo Fund, LP 9.1%

Springhouse Capital Management, LP 6.8%

FANZZLIDS HOLDINGS, LLC 4.9%

Selz Bernard T. 3.4%

IMMERSION CORP 33%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
Philotimo Fund, LP	13D/G Kanen Wealth Management LLC 13D/G	9.1%	$32,445,452 3,090,043 shares	+$6,987,834	31 Mar 2025
Springhouse Capital Management, LP	13D/G Brian Gaines 13D/G	6.8%	$21,299,231 2,335,442 shares	+$3,953,839	31 Dec 2025
FANZZLIDS HOLDINGS, LLC	13D/G Fanatics Leader Topco, Inc. 13D/G	4.9%	— 1,685,107 shares	$0	31 Mar 2025
Selz Bernard T.	13D/G BERNARD SELZ 13D/G	3.4%	$10,916,986 1,039,713 shares	$0	31 Dec 2024
IMMERSION CORP	13F Company 13F	33%	$111,527,023 11,208,746 shares	—	30 Sep 2025
Kanen Wealth Management LLC	13F Company 13F	9%	$30,465,725 3,087,928 shares	—	30 Sep 2025

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

24,169,325

Rows available

Investor	Option	Weight %	Change %	SEC-reported value	* Price	Shares	Share Change	Activity	Report Period

^* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders

Q4 2025 holders

Holder diff

-3

Investor	Q3 2025 Shares	Q4 2025 Shares	Share Diff	Share Chg %	Q3 2025 value	Q4 2025 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend