Marcus Corp has 12 Schedule 13D or 13G filings on record since 2025-08-14. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Marcus Gregory S | 10.66% | 2,531,122 | SCHEDULE 13G, 2026-04-08 | 2026-03-31 |
| Orbis Investment Management Limited | 9.1% | 2,164,636 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Gershowitz Diane M | 9.06% | 2,151,820 | SCHEDULE 13G/A, 2026-04-08 | 2026-03-31 |
| Porter Andrew Eliot | 5.08% | 1,271,887 | SCHEDULE 13G, 2026-04-28 | 2026-03-31 |
| American Century Investment Management, Inc. | 5% | 1,197,597 | SCHEDULE 13G, 2026-08-14 | 2026-06-30 |
| Gamco Investors, Inc. Et Al | 3.8% | 0 | SCHEDULE 13D, 2025-12-09 | 2025-12-09 |
| Marcus Stephen H | 0.33% | 79,911 | SCHEDULE 13G/A, 2026-04-08 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Gamco Investors, Inc. Et Al
Each of the Reporting Persons has purchased and holds the Securities reported by it for investment for one or more accounts over which it has shared, sole, or both investment and/or voting power, for its own account, or both. 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 Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act. The Reporting Persons are engaged in the business of securities analysis and investment. The Reporting Persons analyze the operations, capital structure and markets of companies in which they invest, including the Issuer, on a continuous basis through analysis of documentation and discussions with knowledgeable industry and market observers and with representatives of such companies (often at the invitation of management). As a result of these analytical activities one or more of the Reporting Persons may issue analysts reports, participate in interviews or hold discussions with third parties, with management or with Directors in which the Reporting Person may suggest or take a position with respect to potential changes in the operations, management or capital structure of such companies as a means of enhancing shareholder values. …The first part of Item 4 of the SCHEDULE 13D filed 2025-12-09; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | Orbis Investment Management Limited | 5.6% | SCHEDULE 13G/A |
| 2025-11-14 | Orbis Investment Management Limited | 7.2% | SCHEDULE 13G/A |
| 2025-12-09 | Gamco Investors, Inc. Et Al | 3.8% | SCHEDULE 13D |
| 2026-02-17 | Orbis Investment Management Limited | 8% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-08 | Marcus Gregory S | 10.66% | SCHEDULE 13G |
| 2026-04-08 | Gershowitz Diane M | 9.06% | SCHEDULE 13G/A |
| 2026-04-08 | Marcus Stephen H | 0.33% | SCHEDULE 13G/A |
| 2026-04-28 | Porter Andrew Eliot | 5.08% | SCHEDULE 13G |
| 2026-05-15 | Orbis Investment Management Limited | 8.1% | SCHEDULE 13G/A |
| 2026-08-14 | American Century Investment Management, Inc. | 5% | SCHEDULE 13G |
| 2026-08-14 | Orbis Investment Management Limited | 9.1% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.