Southland Holdings
SLND on NYSEAmerican. Market value $36m.
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. 60 funds in all.
Largest holders overall
- Gendell Jeffrey L$2m
- Palogic Value Management, L.P.$498,897
- Raymond James Financial$452,464
- Vanguard Capital Management$378,020
- Verus Capital Partners$222,455Cut
- Advisory Services Network$161,126
- GSA Capital Partners LLP$150,000Added
- Focus Partners Wealth$122,557
- AQR Capital Management$119,102Added
- Jane Street Group$101,919New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
2 investors own more than 5%.
- Frankie "Frank" S. RendaInsider or founderat least 51.6%(filed with 1 related holder)Since 27 December 2024
What they said
Item 4 is hereby amended and supplemented as follows: The securities covered by the Schedule and this Amendment No. 2 were acquired for investment purposes. Mr. Renda currently serves as (i) a Class III Director of the Company; (ii) interim Chairman of the Board; and (iii)…
Read the filing - Rudolph "Rudy" V. RendaInsider or founder17.1%Since 27 December 2024
What they said
Item 4 is hereby amended and supplemented as follows: The securities covered by the Schedule and this Amendment No. 1 were acquired for investment purposes. The Reporting Person currently serves as Co-Chief Operating Officer and Executive Vice President - Strategy and Special…
Read the filing - Walter Timothy "Tim" WinnInsider or founderSold down below 5%Since 3 June 2024
| Holder | Stake | Since | |
|---|---|---|---|
Frankie "Frank" S. Renda Insider or founder | at least 51.6% (filed with 1 related holder) | 27 December 2024 | What they saidItem 4 is hereby amended and supplemented as follows: The securities covered by the Schedule and this Amendment No. 2 were acquired for investment purposes. Mr. Renda currently serves as (i) a Class III Director of the Company; (ii) interim Chairman of the Board; and (iii)… Read the filing |
Rudolph "Rudy" V. Renda Insider or founder | 17.1% | 27 December 2024 | What they saidItem 4 is hereby amended and supplemented as follows: The securities covered by the Schedule and this Amendment No. 1 were acquired for investment purposes. The Reporting Person currently serves as Co-Chief Operating Officer and Executive Vice President - Strategy and Special… Read the filing |
Walter Timothy "Tim" Winn Insider or founder | Sold down below 5% | 3 June 2024 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 1 insider bought $42,890 of shares on the open market.
- Winn Walter TimothyCO-COO AND EVP, DirectorBought
- Date
- 31 March 2026
- Shares
- 29,177
- Price
- $1.47
- Value
- $42,890
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 31 March 2026 | Winn Walter Timothy CO-COO AND EVP, Director | Bought | 29,177 | $1.47 | $42,890 |
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 Mar 2026, plus the 10-Q filed 12 Aug 2026 and 7 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.