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Virco MFG

VIRC on Nasdaq. Market value $107m.

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Should I look at this?

We have not checked this company yet

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Who owns it

None of the long-term investors we follow own it. 67 funds in all.

Jun '25
Dec '25
Jun '26

Sold out this quarter

Largest holders overall

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

Big holders and activists

3 investors own more than 5%.

  • Wade Massad
    Passive investor
    at least 10.1%+3.1 pts
    (filed with 3 related holders)
    Since 4 June 2026
  • Minerva Advisors LLC
    Passive investor
    at least 9.2%
    (filed with 3 related holders)
    Since 31 December 2025
  • Douglas A. Virtue
    Passive investor
    5.7%+0.2 pts
    Since 31 December 2025
  • Sold down below 5%
    Since 31 December 2025

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 4 insiders bought $450,224 of shares on the open market.

  • VIRTUE DOUGLAS A
    Executive Vice President, Director
    Bought
    Date
    15 September 2026
    Shares
    3,000
    Price
    $6.10
    Value
    $18,300
  • VIRTUE DOUGLAS A
    Executive Vice President, Director
    Bought
    Date
    16 July 2026
    Shares
    600
    Price
    $6.00
    Value
    $3,600
  • VIRTUE DOUGLAS A
    Executive Vice President, Director
    Bought
    Date
    15 July 2026
    Shares
    5,140
    Price
    $6.00
    Value
    $30,838
  • VIRTUE DOUGLAS A
    Executive Vice President, Director
    Bought
    Date
    9 July 2026
    Shares
    5
    Price
    $6.00
    Value
    $30
  • VIRTUE DOUGLAS A
    Executive Vice President, Director
    Bought
    Date
    8 July 2026
    Shares
    8,083
    Price
    $6.00
    Value
    $48,474
  • VIRTUE DOUGLAS A
    Executive Vice President, Director
    Bought
    Date
    29 June 2026
    Shares
    1,400
    Price
    $6.00
    Value
    $8,400
  • VIRTUE ROBERT A
    CEO, Director
    Bought
    Date
    11 June 2026
    Shares
    4,300
    Price
    $6.22
    Value
    $26,758
  • VIRTUE DOUGLAS A
    Executive Vice President, Director
    Bought
    Date
    9 June 2026
    Shares
    1,314
    Price
    $6.00
    Value
    $7,884
  • VIRTUE DOUGLAS A
    Executive Vice President, Director
    Bought
    Date
    15 April 2026
    Shares
    11,678
    Price
    $6.09
    Value
    $71,119
  • Lind Robert R
    Director
    Bought
    Date
    15 April 2026
    Shares
    500
    Price
    $6.07
    Value
    $3,035

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.