ONE Group Hospitality
STKS on Nasdaq. Market value $49m.
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. 28 funds in all.
Largest holders overall
- Nantahala Capital Management$9mAdded
- Kanen Wealth Management$8m
- CastleKnight Management LP$3m
- Vanguard Capital Management$2m
- McGowan Group Asset Management$2m
- General Equity Holdings LP$2mAdded
- BlackRock$905,387
- Geode Capital Management$563,172Cut
- Millennium Management$494,615Cut
- Susquehanna International Group, LLP$482,141Cut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
5 investors own more than 5%.
- Kanen DavidPassive investorat least 14.1%−1.1 pts(filed with 3 related holders)Since 9 July 2025
- Nicholas GiannuzziPassive investor9.8%+1.8 ptsSince 11 August 2026
- Jonathan SegalInsider or founder8.0%−2.3 ptsSince 11 August 2026
- Nantahala Capital Management, LLCPassive investorat least 6.8%(filed with 2 related holders)Since 31 December 2024
- Douglas TaborPassive investor6.4%+0.8 ptsSince 31 December 2025
| Holder | Stake | Since | |
|---|---|---|---|
Kanen David Passive investor | at least 14.1%−1.1 pts (filed with 3 related holders) | 9 July 2025 | |
Nicholas Giannuzzi Passive investor | 9.8%+1.8 pts | 11 August 2026 | |
Jonathan Segal Insider or founder | 8.0%−2.3 pts | 11 August 2026 | |
Nantahala Capital Management, LLC Passive investor | at least 6.8% (filed with 2 related holders) | 31 December 2024 | |
Douglas Tabor Passive investor | 6.4%+0.8 pts | 31 December 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.
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.