MB

Masterbeef Group Cross-source read$4.20 1.41%
Consumer DiscretionaryCUSIP G6001H101· EOD Sep 8, 2026

Among active 13F managers last quarter, none opened or added and 1 reduced; the largest holder to move was XTX Topco Ltd (−14%). No open-market insider trades in the last 180 days.

Tracked 13F holders
3
1 in Q2 2026 filings
13F value (tracked)
$318K
Smart-money readBearish
Net sellingNet buying
Funds · active managers, latest 13F
0 adding · 1 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean out and no leg opposes.

Price & smart-money activity

$4.20 1.41%1Y +2.4%
$2.02$5.57$9.12$12.67$16.22Apr 2025JulNovFeb 2026MaySep22
Hover for who · click for detailEnd-of-day closing prices52w $3.67 – $12.09

Who owns MB?

3 tracked 13F filers · ranked by shares held

3 tracked 13F filers disclose a position in MB as of the latest SEC 13F filings, a combined $318K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1XTX Topco Ltd39K
$229K
−14%
Reduced · −6K sh
Q1 2026
2Geode Capital Management, LLC11K
$53K
Held
Q2 2026
3UBS Group AG6K
$36K
+3.0%
Added · +181 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MB being bought or sold by institutions?

Last quarter, no active manager opened or added to a position in MB, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Reduced
1
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MB also own

CompanyCo-held byTheir position there
Ishares Msci South Korea ETFEWY1 funds$35.4M
SS SPDR S&P 500 ETF Trust-USSPY1 funds$28.3M
SS SPDR Dow Jones Indus AvgDIA1 funds$24.6M
Cme Group IncCME1 funds$23.0M
Nvidia CorpNVDA1 funds$22.1M
Citigroup IncC1 funds$19.8M
Duke Energy CorpDUK1 funds$19.7M
Goldman Sachs Group IncGS1 funds$18.9M
General ElectricGE1 funds$18.9M
Boston Scientific CorpBSX1 funds$18.2M
Parker Hannifin CorpPH1 funds$18.1M
Amazon.com IncAMZN1 funds$17.1M

Ranked by how many of MB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MB.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Feb 8, 2019Lugard Road Capital GP, LLC10% OwnerBuy (P)
12 lots, same day
802K$29.2M
Feb 7, 2019Luxor Wavefront, LP10% OwnerBuy (P)
4 lots, same day
1.1M$40.4M
Feb 6, 2019Luxor Wavefront, LP10% OwnerBuy (P)
2 lots, same day
217K$7.9M
Feb 5, 2019Luxor Wavefront, LP10% OwnerBuy (P)
9 lots, same day
653K$23.8M
Feb 1, 2019White Brett TCFO & COOSell (S)10K$364K
Jan 2, 2019White Brett TCFO & COOSell (S)10K$364K
Dec 24, 2018White Brett TCFO & COOSell (S)10K$363K
Dec 24, 2018Lytikainen Kimberly GailChief Legal Officer &SecretarySell (S)10K$352K
Dec 3, 2018Stollmeyer Richard LeeCEO, DirectorSell (S)18K$494K
Nov 6, 2018Lugard Road Capital, LP10% OwnerSell (S)
6 lots, same day
40K$1.3M
Nov 5, 2018Luxor Capital Partners Offshore Ltd10% OwnerSell (S)
12 lots, same day
58K$1.9M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
11
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
MB is in Consumer Discretionary, which smart money is rotating OUT OF
$12.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

1 tracked filers in Q2 2026 filingsstill filing
024Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $53K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for MB

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Ask your agent what changed in MB

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.