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Bark

BARK on NYSE. Market value $73m.

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Should I look at this?

We have not checked this company yet

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Who owns it

1 long-term investor we follow owns it, up from 0 last quarter. 64 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

2 investors own more than 5%.

  • James D. Robinson IV
    Strategic holder
    at least 13.2%
    (filed with 7 related holders)
    Since 2 January 2026
    What they said

    On January 2, 2026, Great Dane delivered a non-binding letter (the "Proposal Letter") to the Issuer's board of directors proposing a transaction (the "Acquisition Transaction") in which Great Dane would acquire all of the outstanding shares of Common Stock of the Issuer, other…

    Read the filing
  • Great Dane Ventures, LLC
    at least 13.0%−21.8 pts
    (filed with 16 related holders)
    Since 3 March 2026
    What they said

    Item 4 of the Original Schedule 13D is hereby amended by adding the following to the end thereof: On March 3, 2026, Great Dane, the Equity Owners and Resolute GP I, LLC (collectively, the "Great Dane Parties") entered into a confidentiality agreement (the "Confidentiality…

    Read the filing
  • BlackRock, Inc.
    Passive investor
    Sold down below 5%
    Since 31 March 2025
  • Carly Strife
    Passive investor
    Sold down below 5%
    Since 19 December 2024
    What they said

    Except as described herein, neither the Reporting Person nor any affiliated trusts or entities has any present plans or proposals that relate to or would result in any of the transactions described in subparagraphs (a) through (j) of Item 4 of Schedule 13D. However, the…

    Read the filing

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 2 sold $70,300.

  • Werdelin Henrik
    Director
    Sold
    Date
    10 December 2025
    Shares
    50,000
    Price
    $0.65
    Value
    $32,500
  • MCGINTY JIM
    Director
    Sold
    Date
    10 December 2025
    Shares
    60,000
    Price
    $0.63
    Value
    $37,800

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 10 Jun 2026, plus the 10-Q filed 6 Aug 2026 and 3 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.