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Transact Technologies

TACT on Nasdaq. Market value $47m.

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Who owns it

1 long-term investor we follow owns it, unchanged from 1 last quarter. 36 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

6 investors own more than 5%; 1 of them is pushing for change.

  • Poplar Point Capital Management LLC
    at least 15.2%+3.6 pts
    (filed with 3 related holders)
    Since 16 July 2026
    What they said

    The Reporting Persons acquired the Shares because they believe the Shares are undervalued and represent an attractive investment opportunity. The Reporting Persons have had, and intend to have, discussions with the Issuer's board of directors and management in connection with…

    Read the filing
  • Poplar Point Capital Partners LP
    Passive investor
    at least 11.6%+1.7 pts
    (filed with 2 related holders)
    Since 12 March 2026
  • 6.0%−1.4 pts
    Since 17 February 2026
  • Charles M. Gillman
    Activist
    5.1%0.0 pts
    Since 10 September 2026
    What they said

    The purpose of the acquisition of the Common Stock is for investment, and the acquisitions of the Common Stock were made in the ordinary course of business and were not made for the purpose of acquiring control of the Issuer. Although no Reporting Person has any specific plan or…

    Read the filing
  • at least 4.3%−1.1 pts
    (filed with 6 related holders)
    Since 22 September 2025
    What they said

    This Schedule 13D Amendment No. 6 is being made to report that, as of September 22, 2025, the Reporting Persons no longer beneficially own more than 5% of the Issuer's outstanding Shares.

    Read the filing
  • MITCHELL SACKS
    Passive investor
    at least 2.6%
    (filed with 2 related holders)
    Since 30 September 2025
  • BRC Group Holdings, Inc.
    Passive investor
    Sold down below 5%
    Since 22 May 2026

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 $351,037 of shares on the open market. 1 sold $4,300.

  • DILLON JOHN
    CEO, Director
    Bought
    Date
    16 March 2026
    Shares
    70,902
    Price
    $3.49
    Value
    $247,448
  • DILLON JOHN
    CEO, Director
    Bought
    Date
    13 March 2026
    Shares
    29,098
    Price
    $3.56
    Value
    $103,589
  • DEMARTINO STEVEN A
    President, CFO, Treas. & Secr.
    Sold
    Date
    17 November 2025
    Shares
    1,000
    Price
    $4.30
    Value
    $4,300

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
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What a finished deep dive looks like

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.