Cineverse
CNVS on Nasdaq. Market value $45m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 45 funds in all.
Largest holders overall
- Corsair Capital Management, L.P.$3mCut
- Vanguard Capital Management$2mAdded
- Corient Private Wealth LP$2mAdded
- Citadel Advisors$650,382Added
- BlackRock$580,911Added
- Geode Capital Management$551,101Cut
- T3 Companies$520,558Added
- Vanguard Fiduciary Trust$320,620Added
- Renaissance Technologies$303,014Cut
- Marshall Wace, LLP$294,104New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
1 investor owns more than 5%.
- CORSAIR CAPITAL MANAGEMENT, L.P.Passive investorat least 3.9%−1.4 pts(filed with 5 related holders)Since 30 June 2026
| Holder | Stake | Since | |
|---|---|---|---|
CORSAIR CAPITAL MANAGEMENT, L.P. Passive investor | at least 3.9%−1.4 pts (filed with 5 related holders) | 30 June 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 7 insiders bought $525,000 of shares on the open market. 2 sold $45,497.
- Huidor Mark AntonioPres Tech/Chief Product OffSold
- Date
- 19 August 2026
- Shares
- 15,000
- Price
- $2.68
- Value
- $40,200
- Huidor Mark AntonioPres Tech/Chief Product OffBought
- Date
- 17 February 2026
- Shares
- 37,500
- Price
- $2.00
- Value
- $75,000
- Lindsey Mark WayneCFOBought
- Date
- 17 February 2026
- Shares
- 35,000
- Price
- $2.00
- Value
- $70,000
- Macias YolandaChief Motion Pictures OfficerBought
- Date
- 17 February 2026
- Shares
- 30,000
- Price
- $2.00
- Value
- $60,000
- Torres MarkChief People OfficerBought
- Date
- 17 February 2026
- Shares
- 25,000
- Price
- $2.00
- Value
- $50,000
- MCGURK CHRISTOPHER JCEO and Chairman, DirectorBought
- Date
- 17 February 2026
- Shares
- 75,000
- Price
- $2.00
- Value
- $150,000
- LOFFREDO GARY SCLO, Secretary and Sr AdvisorBought
- Date
- 17 February 2026
- Shares
- 30,000
- Price
- $2.00
- Value
- $60,000
- OPEKA ERICKCSO and PresidentBought
- Date
- 17 February 2026
- Shares
- 30,000
- Price
- $2.00
- Value
- $60,000
- Macias YolandaChief Motion Pictures OfficerSold
- Date
- 2 December 2025
- Shares
- 2,189
- Price
- $2.42
- Value
- $5,297
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 19 August 2026 | Huidor Mark Antonio Pres Tech/Chief Product Off | Sold | 15,000 | $2.68 | $40,200 |
| 17 February 2026 | Huidor Mark Antonio Pres Tech/Chief Product Off | Bought | 37,500 | $2.00 | $75,000 |
| 17 February 2026 | Lindsey Mark Wayne CFO | Bought | 35,000 | $2.00 | $70,000 |
| 17 February 2026 | Macias Yolanda Chief Motion Pictures Officer | Bought | 30,000 | $2.00 | $60,000 |
| 17 February 2026 | Torres Mark Chief People Officer | Bought | 25,000 | $2.00 | $50,000 |
| 17 February 2026 | MCGURK CHRISTOPHER J CEO and Chairman, Director | Bought | 75,000 | $2.00 | $150,000 |
| 17 February 2026 | LOFFREDO GARY S CLO, Secretary and Sr Advisor | Bought | 30,000 | $2.00 | $60,000 |
| 17 February 2026 | OPEKA ERICK CSO and President | Bought | 30,000 | $2.00 | $60,000 |
| 2 December 2025 | Macias Yolanda Chief Motion Pictures Officer | Sold | 2,189 | $2.42 | $5,297 |
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 26 Jun 2026, plus the 10-Q filed 13 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
Your first deep dive is free.
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.