Destination XL Group
DXLG on Nasdaq. Market value $22m.
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. 47 funds in all.
Largest holders overall
- AWM Investment Company$6m
- Nantahala Capital Management$6mAdded
- Fund 1 Investments$4m
- Nomura Holdings$2mAdded
- Vanguard Capital Management$1m
- Prescott Group Capital Management, L.L.C.$1m
- Dimensional Fund Advisors LP$811,058Cut
- SG Americas Securities$670,000New
- Healthcare of Ontario Pension Plan Trust Fund$670,000
- BlackRock$593,959
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
5 investors own more than 5%.
- AWM Investment Company, Inc.Passive investor17.3%Since 31 December 2024
- Fund 1 Investments, LLCStrategic holder10.6%0.0 ptsSince 17 January 2025
What they said
Item 4 is hereby amended to add the following: On January 17, 2025, the Reporting Person entered into a Confidentiality and Non-Disclosure Agreement (the "Confidentiality Agreement") with the Issuer to enable further discussions with respect to the Issuer and a possible business…
Read the filing - Nantahala Capital Management, LLCPassive investorat least 8.4%(filed with 2 related holders)Since 30 September 2025
- NOMURA HOLDINGS INCPassive investorat least 6.1%+2.1 pts(filed with 1 related holder)Since 30 June 2026
- Wolf Hill Capital Management, LPPassive investorat least 2.7%−2.7 pts(filed with 3 related holders)Since 31 March 2025
- The Vanguard GroupPassive investorSold down below 5%Since 30 June 2025
- BlackRock, Inc.Passive investorSold down below 5%Since 30 June 2025
| Holder | Stake | Since | |
|---|---|---|---|
AWM Investment Company, Inc. Passive investor | 17.3% | 31 December 2024 | |
Fund 1 Investments, LLC Strategic holder | 10.6%0.0 pts | 17 January 2025 | What they saidItem 4 is hereby amended to add the following: On January 17, 2025, the Reporting Person entered into a Confidentiality and Non-Disclosure Agreement (the "Confidentiality Agreement") with the Issuer to enable further discussions with respect to the Issuer and a possible business… Read the filing |
Nantahala Capital Management, LLC Passive investor | at least 8.4% (filed with 2 related holders) | 30 September 2025 | |
NOMURA HOLDINGS INC Passive investor | at least 6.1%+2.1 pts (filed with 1 related holder) | 30 June 2026 | |
Wolf Hill Capital Management, LP Passive investor | at least 2.7%−2.7 pts (filed with 3 related holders) | 31 March 2025 | |
The Vanguard Group Passive investor | Sold down below 5% | 30 June 2025 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 30 June 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
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 19 Mar 2026, plus the 10-Q filed 9 Sep 2026 and 12 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.