Latest Period
Q4 2025
Security Snapshot
Medalist Diversified, Inc. - Common Stock (MDRR) Institutional Ownership
CUSIP: 58403P402
13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026
Institutions Reporting
6
Shares (Excl. Options)
46,861
Price
$12.30
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- Type / Class
- Equity / Common Stock
- Symbol
- MDRR on Nasdaq
- Shares outstanding
- 1,997,071
- Price per share
- $11.35
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 46,861
- Total reported value
- $576,405
- % of total 13F portfolios
- 0%
- Share change
- -64,209
- Value change
- -$789,970
- Number of holders
- 6
- Price from insider filings
- $11.35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- MDRR - Medalist Diversified, Inc. - Common Stock is tracked under CUSIP 58403P402.
- 6 institutions reported positions in Q4 2025.
- 5 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 6 to 1 between Q4 2025 and Q1 2026.
- Reported value moved from $576,405 to $851.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 6 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 58403P402?
CUSIP 58403P402 identifies MDRR - Medalist Diversified, Inc. - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 58403P402:
Significant Owners of Medalist Diversified, Inc. - Common Stock (MDRR) based on Schedule 13D/G filings
| 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 Dec 2025, 6 institutional investors reported holding 46,861 shares of Medalist Diversified, Inc. - Common Stock (MDRR). This represents 2.3% of the company’s total 1,997,071 outstanding shares.
Institutional Holders of Medalist Diversified, Inc. - Common Stock (MDRR) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 75 | $851 | -$61,500 | $11.35 | 1 |
| 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 |