MCS Institutional Ownership
The Marcus Corporation
1W: -2.1%
1M: -0.7%
3M: +11.9%
YTD: +83.9%
1Y: +108.2%
3Y: +87.9%
5Y: +58.5%
$28.26
+0.39 (+1.40%)
After Hours: $26.61 (-1.66, -5.86%)
Weekly Expected Move ±3.8%
$26
$27
$28
$29
$30
Credit Risk of going bust: lower than 68% of companies Debt: 27.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.38 (down 99%), The Marcus Corporation would be worth roughly what it owes.
Total debt $320.0M against a stock market value of $859.3M.
Distance to default 7.27 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $74.6M (short-term plus half of long-term), stock volatility 37.4%; Altman Z'' 1.37. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.38 (down 99%), The Marcus Corporation would be worth roughly what it owes.
Total debt $320.0M against a stock market value of $859.3M.
Distance to default 7.27 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $74.6M (short-term plus half of long-term), stock volatility 37.4%; Altman Z'' 1.37. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — MCS
156
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$464M
Total Invested
24
New Positions
47
Increased
53
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (40 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KLCM Advisors, Inc. | 995,125 | $28M | -43,490 | -4.2% | 2Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC NEW | 943,026 | $27M | +943,026 | — | 1Q | SEC ↗ |
| 3 | GAMCO INVESTORS, INC. ET AL NEW | 875,505 | $25M | +875,505 | — | 1Q | SEC ↗ |
| 4 | STATE STREET CORP NEW | 521,511 | $15M | +521,511 | — | 1Q | SEC ↗ |
| 5 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 277,088 | $8M | +277,088 | — | 1Q | SEC ↗ |
| 6 | HEARTLAND ADVISORS INC | 255,000 | $7M | — | +0.0% | 2Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC NEW | 234,831 | $7M | +234,831 | — | 1Q | SEC ↗ |
| 8 | MARSHALL WACE, LLP NEW | 219,381 | $6M | +219,381 | — | 1Q | SEC ↗ |
| 9 | GABELLI FUNDS LLC NEW | 189,000 | $5M | +189,000 | — | 1Q | SEC ↗ |
| 10 | RENAISSANCE TECHNOLOGIES LLC NEW | 156,789 | $4M | +156,789 | — | 1Q | SEC ↗ |
| 11 | HSBC HOLDINGS PLC | 76,536 | $2M | -11,397 | -13.0% | 14Q | SEC ↗ |
| 12 | PDT Partners, LLC NEW | 71,754 | $2M | +71,754 | — | 1Q | SEC ↗ |
| 13 | Teton Advisors, LLC NEW | 65,000 | $2M | +65,000 | — | 1Q | SEC ↗ |
| 14 | DIVERSIFIED MANAGEMENT INC | 36,425 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 15 | Walleye Trading LLC NEW | 34,000 | $961K | +34,000 | — | 1Q | SEC ↗ |
| 16 | ALGERT GLOBAL LLC NEW | 21,131 | $597K | +21,131 | — | 1Q | SEC ↗ |
| 17 | Ensign Peak Advisors, Inc NEW | 20,948 | $592K | +20,948 | — | 1Q | SEC ↗ |
| 18 | MERCER GLOBAL ADVISORS INC /ADV NEW | 15,915 | $450K | +15,915 | — | 1Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN NEW | 14,217 | $402K | +14,217 | — | 1Q | SEC ↗ |
| 20 | BAILARD, INC. | 11,500 | $325K | -200 | -1.7% | 2Q | SEC ↗ |
| 21 | MEEDER ASSET MANAGEMENT INC NEW | 7,566 | $214K | +7,566 | — | 1Q | SEC ↗ |
| 22 | CALIFORNIA STATE TEACHERS RETIREMENT S | 7,320 | $207K | +6,085 | +492.7% | 2Q | SEC ↗ |
| 23 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 6,604 | $187K | +6,604 | — | 1Q | SEC ↗ |
| 24 | State of Alaska, Department of Revenue | 5,761 | $163K | -4,237 | -42.4% | 2Q | SEC ↗ |
| 25 | Parkside Financial Bank & Trust | 5,030 | $142K | — | +0.0% | 2Q | SEC ↗ |
| 26 | GAMMA Investing LLC | 4,052 | $115K | +174 | +4.5% | 3Q | SEC ↗ |
| 27 | USA FINANCIAL FORMULAS NEW | 1,790 | $51K | +1,790 | — | 1Q | SEC ↗ |
| 28 | Versant Capital Management, Inc | 1,387 | $39K | — | +0.0% | 3Q | SEC ↗ |
| 29 | NISA INVESTMENT ADVISORS, LLC NEW | 1,076 | $30K | +1,076 | — | 1Q | SEC ↗ |
| 30 | Financial Management Professionals, In NEW | 1,005 | $28K | +1,005 | — | 1Q | SEC ↗ |
| 31 | Sterling Capital Management LLC NEW | 621 | $18K | +621 | — | 1Q | SEC ↗ |
| 32 | IFP Advisors, Inc NEW | 377 | $11K | +377 | — | 1Q | SEC ↗ |
| 33 | Torren Management, LLC | 272 | $8K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Farther Finance Advisors, LLC NEW | 179 | $5K | +179 | — | 1Q | SEC ↗ |
| 35 | Roxbury Financial LLC | 154 | $4K | — | +0.0% | 2Q | SEC ↗ |
| 36 | Allworth Financial LP NEW | 98 | $3K | +98 | — | 1Q | SEC ↗ |
| 37 | Atlatl Advisers LLC NEW | 80 | $2K | +80 | — | 1Q | SEC ↗ |
| 38 | Ares Financial Consulting, LLC | 37 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 39 | Root Financial Partners, LLC NEW | 33 | $1K | +33 | — | 1Q | SEC ↗ |
| 40 | Owl Creek Wealth Partners LLC NEW | 15 | $0K | +15 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 943,026 | $27M |
| GAMCO INVESTORS, INC. ET AL | 875,505 | $25M |
| STATE STREET CORP | 521,511 | $15M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 277,088 | $8M |
| CITADEL ADVISORS LLC | 234,831 | $7M |
| MARSHALL WACE, LLP | 219,381 | $6M |
| GABELLI FUNDS LLC | 189,000 | $5M |
| RENAISSANCE TECHNOLOGIES LLC | 156,789 | $4M |
| PDT Partners, LLC | 71,754 | $2M |
| Teton Advisors, LLC | 65,000 | $2M |
| Walleye Trading LLC | 34,000 | $961K |
| ALGERT GLOBAL LLC | 21,131 | $597K |
| Ensign Peak Advisors, Inc | 20,948 | $592K |
| MERCER GLOBAL ADVISORS INC /ADV | 15,915 | $450K |
| WELLS FARGO & COMPANY/MN | 14,217 | $402K |
| MEEDER ASSET MANAGEMENT INC | 7,566 | $214K |
| NEW YORK STATE COMMON RETIREMENT FU | 6,604 | $187K |
| USA FINANCIAL FORMULAS | 1,790 | $51K |
| NISA INVESTMENT ADVISORS, LLC | 1,076 | $30K |
| Financial Management Professionals, | 1,005 | $28K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +6,085 | +492.7% | 7,320 |
| GAMMA Investing LLC | +174 | +4.5% | 4,052 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| KLCM Advisors, Inc. | -43,490 | -4.2% | 995,125 |
| HSBC HOLDINGS PLC | -11,397 | -13.0% | 76,536 |
| State of Alaska, Department of Reve | -4,237 | -84.8% | 762 |
| BAILARD, INC. | -200 | -1.7% | 11,500 |