LGL Group
LGL on NYSEAmerican. Market value $87m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
1 long-term investor we follow owns it, unchanged from 1 last quarter. 21 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $5m
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| GAMCO InvestorsMario Gabelli | $5m | <0.1% |
Largest holders overall
- GAMCO Investors$5m
- Bard Associates$3m
- Vanguard Capital Management$2mAdded
- Renaissance Technologies$1m
- Dimensional Fund Advisors LP$685,748
- Mcintyre Freedman & Flynn Investment Advisers$604,625
- Caldwell Sutter Capital$545,579Cut
- Geode Capital Management$538,273Added
- Cable Car Capital, LP$345,500New
- Vanguard Fiduciary Trust$319,974Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- GABELLI MARCat least 34.8%(filed with 2 related holders)Since 15 July 2026
- GABELLI MARIO JPassive investorat least 10.3%(filed with 5 related holders)Since 16 July 2026
What they said
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the…
Read the filing
| Holder | Stake | Since | |
|---|---|---|---|
GABELLI MARC | at least 34.8% (filed with 2 related holders) | 15 July 2026 | |
GABELLI MARIO J Passive investor | at least 10.3% (filed with 5 related holders) | 16 July 2026 | What they saidThe Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the… Read the filing |
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 30 Mar 2026, plus the 10-Q filed 14 Aug 2026 and 14 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.