Lionheart Holdings Ownership

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

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CUBW.U?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	7,666,667	24%
Hedge Funds	7,710,344	24.1%
Institutions	16,553,824	51.8%

Dilution of Shares: CUBW.U only recently listed within the past 12 months

Top Shareholders

Top 25 shareholders own 100.33% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
25%	Ophir Sternberg	7,666,667	US$79.9m	15%	no data
7.1%	Magnetar Capital Partners, LP	2,178,000	US$22.7m	0%	0.17%
6.75%	First Trust Capital Management L.P.	2,070,000	US$21.6m	0%	1.96%
6.46%	MM Asset Management Inc	1,980,000	US$20.6m	0%	2.11%
6.46%	LMR Partners LLP	1,980,000	US$20.6m	0%	0.6%
5.13%	AQR Capital Management, LLC	1,572,344	US$16.4m	-3.97%	0.02%
4.97%	Karpus Management Inc.	1,524,050	US$15.9m	2.13%	0.51%
4.89%	Picton Mahoney Asset Management	1,500,000	US$15.6m	0%	0.4%
4.84%	Barclays PLC Private Banking & Investment Banking Investment	1,485,526	US$15.5m	0%	0.01%
4.35%	Wealthspring Capital LLC	1,334,980	US$13.9m	-5.87%	3.79%
3.22%	D. E. Shaw & Co., L.P.	986,472	US$10.3m	0%	0.01%
3.21%	Polar Asset Management Partners Inc.	985,000	US$10.3m	0%	0.59%
2.72%	Wolverine Asset Management, LLC	834,681	US$8.7m	55.8%	0.64%
1.91%	Goldman Sachs Group, Investment Banking and Securities Investments	586,492	US$6.1m	0%	no data
1.82%	WR Berkley Corp., Asset Management Arm	557,163	US$5.8m	86.9%	0.42%
1.78%	RiverNorth Capital Management, LLC	545,154	US$5.7m	4.52%	0.3%
1.67%	Bulldog Investors, LLP	513,302	US$5.3m	-5.81%	1.3%
1.63%	Two Sigma Investments, LP	500,000	US$5.2m	0%	0.01%
1.3%	Pennsylvania Public School Employees' Retirement System	400,000	US$4.2m	0%	0.02%
0.99%	Glazer Capital, LLC	302,364	US$3.2m	51.2%	0.26%
0.96%	Gritstone Asset Management LLC	294,609	US$3.1m	-0.34%	3.17%
0.89%	Verition Fund Management LLC	271,523	US$2.8m	-38.8%	0.02%
0.82%	Aristeia Capital, LLC	250,000	US$2.6m	0%	0.15%
0.82%	Tenor Capital Management Company, L.P.	250,000	US$2.6m	0%	0.66%
0.65%	Yorkville Advisors Global LP	200,000	US$2.1m	0%	14.33%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/23 12:08
End of Day Share Price	2025/05/23 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

Analysis Model and Snowflake

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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 Github.

Analyst Sources

Lionheart Holdings is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.