Security Snapshot

Medalist Diversified, Inc. - Common Stock (MDRR) Institutional Ownership

CUSIP: 58403P402

13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

8

Shares (Excl. Options)

48,799

Price

$11.30

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-5,009
Value change
-$61,608
Number of holders
8
Issuer context Who this page is about. 3 identity fields
Shares outstanding
1,997,071
SEC-reported price per share
$11.30
Insider filing price
$11.30
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • MDRR - Medalist Diversified, Inc. - Common Stock is tracked under CUSIP 58403P402.
  • 8 institutions reported positions in Q1 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 6 to 8 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $576,405 to $551,776.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 8 institutions filings for Q1 2026.

Open SEC Evidence

Security key

58403P402

Latest holder period

Q1 2026

13F holders

8

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
MDRR
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAVANAUGH FRANK 69% +16% $16,851,848 +$2,541,386 1,369,991 +18% Francis P. Kavanaugh 13 Mar 2026
Finley Alfred Lee 5.9% -52% $843,683 -$1,296,000 65,099 -61% Finley Alfred Lee 10 Dec 2025
Winn Charles Brent Jr. 5.2% $738,841 59,202 Charles Brent Winn Jr. 28 Jan 2026
Kramer Kory J. 2.7% -60% $432,551 -$632,400 41,039 -59% Kory J. Kramer 29 Aug 2025
Carlson Marc 1.4% -76% $221,751 -$843,200 21,039 -79% Marc Carlson 29 Aug 2025

As of 31 Mar 2026, 8 institutional investors reported holding 48,799 shares of Medalist Diversified, Inc. - Common Stock (MDRR). This represents 2.4% of the company’s total 1,997,071 outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
7
Latest
Q1 2026
Rows shown
1-7 of 7
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 48,799 $551,776 -$61,608 $11.30 8
2025 Q4 46,861 $576,405 -$789,970 $12.30 6
2025 Q3 111,070 $1,505,160 -$48,796 $13.55 7
2025 Q2 115,302 $1,203,589 +$1,069,382 $10.44 7
2025 Q1 12,855 $161,071 +$62,981 $12.53 5
2024 Q4 7,829 $104,089 -$480,889 $13.30 4
2024 Q3 48,405 $581,368 +$581,368 $12.01 5
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