Medalist Diversified, Inc. - Common Stock (MDRR)
CUSIP: 58403P402
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 1,997,071
- Total 13F shares
- 48,799
- Share change
- -5,004
- Total reported value
- $551,776
- Price per share
- $11.30
- Number of holders
- 8
- Value change
- -$61,546
- Number of buys
- 3
- Number of sells
- 3
Quarterly Holders Quick Answers
What is CUSIP 58403P402?
CUSIP 58403P402 identifies MDRR - Medalist Diversified, Inc. - Common Stock in SEC institutional holdings data.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Previous quarter: Q4 2025
Recent filing periods for CUSIP 58403P402:
Top shareholders of MDRR - Medalist Diversified, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Frank Kavanaugh |
13D/G
|
Francis P. Kavanaugh |
69%
|
1,369,991
|
$16,851,848 | +$2,541,386 | 13 Mar 2026 | |
| Thomas E. Messier |
3/4/5
|
Chairman/CEO/Secretary/Treasurer, Director |
—
class O/S missing
|
235,219
|
$1,255,105 | — | 09 Dec 2022 | |
| William R. Elliott |
3/4/5
|
Vice Chairman/President/COO, Director |
—
class O/S missing
|
196,282
|
$1,047,341 | — | 09 Dec 2022 | |
| Finley Alfred Lee |
3/4/5
13D/G
|
Director, 10%+ Owner |
5.9%
from 13D/G
|
66,659
|
$999,885 | -$1,500,000 | 10 Dec 2025 | |
| Charles Brent Winn Jr. |
13D/G
3/4/5
|
CHIEF FINANCIAL OFFICER |
5.2%
|
59,202
|
$738,841 | $0 | 28 Jan 2026 | |
| ALF Operating Partners, Ltd. |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
125,000
|
$666,988 | — | 16 May 2022 | |
| Kory J. Kramer |
3/4/5
13D/G
|
Director |
2.7%
from 13D/G
|
41,039
|
$512,987 | -$750,000 | 29 Aug 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
2.1%
|
41,056
|
$504,989 | — | 31 Dec 2025 | |
| Colin M. Elliott |
3/4/5
|
Vice President |
—
class O/S missing
|
43,365
|
$231,391 | — | 09 Dec 2022 | |
| Marc Carlson |
13D/G
3/4/5
|
Director |
1.4%
|
21,039
|
$221,751 | -$843,200 | 29 Aug 2025 | |
| Benjamin J. Ore |
3/4/5
|
CONTROLLER |
—
class O/S missing
|
14,600
|
$181,040 | — | 17 Mar 2025 | |
| Emanuel D. Neuman |
3/4/5
|
Director |
0.72%
|
14,378
|
$174,261 | — | 28 Jan 2026 | |
| Neil P. Farmer |
3/4/5
|
Director |
0.71%
|
14,258
|
$172,806 | — | 28 Jan 2026 | |
| Timothy Patrick O'Brien |
3/4/5
|
Director |
—
mixed-class rows
|
15,582
mixed-class rows
|
$87,325 | — | 14 Mar 2024 | |
| Charles S. Pearson Jr. |
3/4/5
|
Director |
—
class O/S missing
|
15,394
|
$82,141 | — | 18 Jan 2024 | |
| David Lunin |
3/4/5
|
Director |
0.3%
|
6,066
|
$73,519 | — | 28 Jan 2026 | |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
13F
|
Company |
0.25%
|
5,000
|
$61,500 | — | 31 Dec 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.02%
|
436
|
$5,363 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
289
|
$3,555 | — | 31 Dec 2025 | |
| NISA INVESTMENT ADVISORS, LLC |
13F
|
Company |
0%
|
75
|
$936 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
5
|
$62 | — | 31 Dec 2025 |
Institutional Holders of Medalist Diversified, Inc. - Common Stock (MDRR) as of Q1 2026
As of 31 Mar 2026,
Medalist Diversified, Inc. - Common Stock (MDRR) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
48,799 shares.
The largest 8 holders included
HighTower Advisors, LLC, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD FIDUCIARY TRUST CO, CWM, LLC, Tower Research Capital LLC (TRC), UBS Group AG, NISA INVESTMENT ADVISORS, LLC, and CITIGROUP INC.
This page lists
8
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
6
Q1 2026 holders
8
Holder diff
2
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.