Marcus Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:3L1 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
27 Nov 24	Sell€527,441	Diane Gershowitz	Individual	25,000	€21.10
06 Nov 24	Sell€166,308	Thomas Kissinger	Individual	8,000	€20.79
13 May 24	Sell€251,224	GAMCO Investors, Inc.	Company	19,450	€13.43

Insider Trading Volume

Insider Buying: 3L1 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 3L1?
Owner Type	Number of Shares	Ownership Percentage
State or Government	6,283	0.02%
Private Companies	50,845	0.162%
General Public	2,027,175	6.44%
Individual Insiders	7,998,945	25.4%
Institutions	21,398,782	68%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 76.81% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.9%	Stephen Marcus	4,384,145	€90.4m	0%	no data
8.62%	BlackRock, Inc.	2,715,194	€56.0m	9.13%	no data
7.39%	Diane Gershowitz	2,328,021	€48.0m	-1.49%	no data
5.27%	KLCM Advisors, Inc.	1,659,090	€34.2m	5.62%	4.18%
4.63%	Dimensional Fund Advisors LP	1,456,865	€30.1m	-0.68%	no data
4.55%	The Vanguard Group, Inc.	1,432,849	€29.6m	-0.69%	no data
3.47%	Orbis Investment Management Limited	1,091,389	€22.5m	41.4%	0.08%
3.25%	GAMCO Investors, Inc.	1,024,489	€21.1m	1.83%	0.09%
2.61%	Skagen AS	822,212	€17.0m	0%	0.26%
2.23%	Gregory Marcus	701,521	€14.5m	0%	no data
2.17%	Gate City Capital Management, LLC	684,406	€14.1m	-59.1%	8.06%
2.14%	Bridgeway Capital Management, LLC	672,731	€13.9m	34.9%	0.23%
1.91%	Citadel Advisors LLC	600,357	€12.4m	106%	0.01%
1.9%	American Century Investment Management Inc	597,042	€12.3m	20.1%	0.01%
1.78%	Geode Capital Management, LLC	561,687	€11.6m	1.32%	no data
1.69%	State Street Global Advisors, Inc.	532,224	€11.0m	-1.63%	no data
1.65%	FMR LLC	519,179	€10.7m	-0.4%	no data
1.25%	Barclays PLC Private Banking & Investment Banking Investment	392,388	€8.1m	136%	0.01%
1.12%	Arrowstreet Capital, Limited Partnership	352,743	€7.3m	16.5%	0.01%
0.95%	BNY Asset Management	298,019	€6.1m	2.65%	no data
0.93%	AQR Capital Management, LLC	293,436	€6.1m	-33.6%	0.01%
0.89%	Morgan Stanley, Investment Banking and Brokerage Investments	281,361	€5.8m	68.4%	no data
0.87%	Millennium Management LLC	274,584	€5.7m	-57.7%	no data
0.82%	BMO Asset Management Corp.	258,130	€5.3m	-65.1%	no data
0.78%	UBS Asset Management AG	246,976	€5.1m	-66.8%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 01:24
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/26
Annual Earnings	2023/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Marcus Corporation is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Loeb	Baird
James Goss	Barrington Research Associates, Inc.
Michael Hickey	Benchmark Company