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5%+ stakes · Schedule 13D and 13G

Medalist Diversified, Inc.: 5%+ holders

Who has reported owning 5% or more of Medalist Diversified, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more3
Filings10
Latest filing2026-03-13

Medalist Diversified, Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-11. 3 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

HolderPercentSharesLatestEvent date
Francis P. Kavanaugh68.6%1,369,991SCHEDULE 13D/A, 2026-03-132026-03-13
Finley Alfred Lee5.9%65,099SCHEDULE 13D/A, 2025-12-122025-12-10
Charles Brent Winn Jr.5.25%59,202SCHEDULE 13D, 2026-02-032026-01-28
Kory J. Kramer2.73%41,039SCHEDULE 13D/A, 2025-09-032025-08-29
Marc Carlson1.4%21,039SCHEDULE 13D/A, 2025-09-032025-08-29

Purpose of Transaction (Item 4)

Francis P. Kavanaugh

The information set forth in Items 3, 5 and 6 hereof are hereby incorporated by reference into this Item 4, as applicable. In addition, Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following disclosure to Item 4: The Reporting Person purchased 2,582 shares of Common Stock on the open market on December 12, 2025. On January 28, 2026, the Issuer granted the Reporting Person 4,000 shares of Common Stock under its 2018 Equity Incentive Plan. On March 13, 2026, the Reporting Person purchased 40,000 shares of Common Stock from the Kramerica Trust, Dated July 24, 2015 pursuant to the Stock Purchase Agreement.Item 4 of the SCHEDULE 13D/A filed 2026-03-13

Kory J. Kramer

Item 4 of the Schedule 13D is hereby amended to incorporate the amendments set forth in Item 3 to this Amendment No. 2 to Item 4.Item 4 of the SCHEDULE 13D/A filed 2025-09-03

Marc Carlson

Item 4 of the Schedule 13D is hereby amended to incorporate the amendments set forth in Item 3 to this Amendment No. 1 to Item 4.Item 4 of the SCHEDULE 13D/A filed 2025-09-03

Charles Brent Winn Jr.

The information set forth in Items 3, 5 and 6 hereof are hereby incorporated by reference into this Item 4, as applicable. The Reporting Person became the beneficial owner of more than 5% of the outstanding shares of Common Stock of the Issuer upon its receipt 4,000 shares of Common Stock were granted to the Reporting Person by the board of directors pursuant to the Issuer's 2018 Equity Incentive Plan as compensation for his service as the Company's Chief Financial Officer. Except to the extent the foregoing may be deemed a plan or proposal, as of the date of this Schedule 13D, the Reporting Person has no plans or proposals which relate to, or could result in, any of the events referred to in paragraphs (a) through (j), inclusive, of Item 4 of Schedule 13D. The Reporting Person may, at any time and from time to time, take into consideration such factors as he deems relevant, including the business and prospects of the Issuer, anticipated future developments concerning the Issuer, existing and anticipated market conditions from time to time, general economic conditions, regulatory matters, and other opportunities available to the Reporting Person. The Reporting Person reserves the right to acquire additional securities of the Issuer in the open market, in privately negotiated transactions (which may be with the Issuer or with third parties) or otherwise, to dispose of all or a portion of his holdings of securities of the Issuer or to change his intention with respect to any …The first part of Item 4 of the SCHEDULE 13D filed 2026-02-03; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-08-11Francis P. Kavanaugh25.8%SCHEDULE 13D/A
2025-08-27Francis P. Kavanaugh28.11%SCHEDULE 13D/A
2025-09-03Kory J. Kramer2.73%SCHEDULE 13D/A
2025-09-03Francis P. Kavanaugh38.93%SCHEDULE 13D/A
2025-09-03Marc Carlson1.4%SCHEDULE 13D/A
2025-11-18Francis P. Kavanaugh48.49%SCHEDULE 13D/A
2025-12-12Finley Alfred Lee5.9%SCHEDULE 13D/A
2025-12-12Francis P. Kavanaugh58.94%SCHEDULE 13D/A
2026-02-03Charles Brent Winn Jr.5.25%SCHEDULE 13D
2026-03-13Francis P. Kavanaugh68.6%SCHEDULE 13D/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.

Cite this page

Permanent URL: https://mentionfox.com/stakes/medalist-diversified
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Medalist Diversified, Inc. 5%+ holders: 3 at 5% or more, largest Francis P. Kavanaugh 68.6%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/medalist-diversified