STOCK TITAN

Lionheart Holdings (CUB) 5.64% stake reported by Harraden and Fortmiller

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr. report beneficial ownership of Lionheart Holdings Class A shares on an amended Schedule 13G. They collectively report beneficial ownership of 1,297,683 Class A shares, representing 5.64% of the class.

All reported shares are held with shared voting and dispositive power; there is no sole voting or dispositive power. The shares are held for the accounts of several Harraden Circle funds, which have the right to receive dividends and sale proceeds. The amendment reflects an internal reorganization effective June 30, 2026 and removes former reporting persons who are no longer beneficial owners, while updating the filing basis for the remaining reporting persons.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 1,297,683 shares Lionheart Holdings Class A shares reported as beneficially owned
Percent of class 5.64% Portion of Lionheart Holdings Class A represented by 1,297,683 shares
Sole voting power 0 shares Shares with sole power to vote or direct the vote
Shared voting power 1,297,683 shares Shares with shared power to vote or direct the vote
Sole dispositive power 0 shares Shares with sole power to dispose or direct disposition
Shared dispositive power 1,297,683 shares Shares with shared power to dispose or direct disposition
Effective date of reorganization 06/30/2026 Internal reorganization leading to change in reporting persons
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 1,297,683"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"Shared Voting Power 1,297,683.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 1,297,683.00"
Investment Company Act of 1940 regulatory
"shareholders of an investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
parent holding company regulatory
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"

FAQ

What ownership in Lionheart Holdings (CUB) is reported in this Schedule 13G/A?

The reporting persons disclose beneficial ownership of 1,297,683 Lionheart Holdings Class A shares, representing 5.64% of the class. All of these shares are held with shared voting and shared dispositive power.

Who are the reporting persons in the Lionheart Holdings (CUB) Schedule 13G/A?

The filing is made on behalf of Harraden Circle Investments, LLC and Frederick V. Fortmiller, Jr.. Harraden Circle Investments acts as investment manager to several Harraden funds, and Mr. Fortmiller is its managing member.

How is voting power over Lionheart Holdings (CUB) shares allocated?

The reporting persons state they have 0 shares with sole voting power and 1,297,683 shares with shared voting power. They similarly report 0 sole dispositive power and 1,297,683 shares with shared dispositive power.

Which funds are associated with the Lionheart Holdings (CUB) stake?

The shares are held for accounts of Harraden Circle Investors, LP, Harraden Circle Special Opportunities, LP, Harraden Circle Strategic Investments, LP, and Harraden Circle Concentrated, LP. These funds have rights to dividends and sale proceeds on the reported securities.

What change does this Schedule 13G/A amendment report for Lionheart Holdings (CUB)?

The amendment reflects an internal reorganization effective June 30, 2026. It removes former reporting persons who are no longer beneficial owners and updates the Rule under which the remaining reporting persons file the Schedule 13G.

Where are the reporting persons for Lionheart Holdings (CUB) based?

Harraden Circle Investments, LLC is organized in Delaware, and Mr. Fortmiller is a United States citizen. Their principal business office is listed as 885 Third Avenue, Suite 2600B, New York, NY 10022.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





G5501C109

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Harraden Circle Investments, LLC
Signature:/s/ Frederick V. Fortmiller, Jr.
Name/Title:Frederick V. Fortmiller, Jr., managing member
Date:08/14/2026
Frederick V. Fortmiller, Jr.
Signature:/s/ Frederick V. Fortmiller, Jr.
Name/Title:Frederick V. Fortmiller, Jr.
Date:08/14/2026

Comments accompanying signature: This Schedule 13G amends the Schedule 13G filed under Rule 13d-1(c) to remove the reporting persons who, after an internal reorganization effective June 30, 2026, are no longer beneficial owners of the securities reported herein and to change the Rule under which this Schedule 13G is filed to Rule 13d-1(b), because the remaining reporting persons qualify to file Schedule 13G under Rule 13d-1(b).