Genesco investors report 8.1% stake, nominate directors

Bradley L. Radoff, Jumana Capital Investments LLC and Christopher R. Martin updated their Schedule 13D on Genesco Inc., reporting combined beneficial ownership of 875,000 common shares, or approximately 8.1% of shares outstanding as of March 13, 2026.

Rhea-AI Filing Summary

Bradley L. Radoff, Jumana Capital Investments LLC and Christopher R. Martin updated their Schedule 13D on Genesco Inc., reporting combined beneficial ownership of 875,000 common shares, or approximately 8.1% of shares outstanding as of March 13, 2026. Mr. Radoff directly owns 420,000 shares (about 3.9%), while Jumana Capital owns 455,000 shares (about 4.2%), for which Mr. Martin may be deemed a beneficial owner.

The filing discloses that on April 24, 2026, Mr. Radoff nominated four individuals for election to Genesco’s board at the 2026 annual meeting, signaling an organized effort to influence board composition. The reporting persons and the nominees entered into an amended and restated group agreement to coordinate proxy solicitation, cap group ownership at 9.99% of outstanding shares, restrict sales before the annual meeting without consent, and share related expenses equally between Mr. Radoff and Jumana.

Insights

Activist investing analyst

Activist group reports 8.1% Genesco stake and nominates directors.

The amended Schedule 13D shows Bradley Radoff, Jumana Capital and Christopher Martin acting as a group with 875,000 Genesco shares, or 8.1% of shares outstanding as of March 13, 2026. Individual holdings are split between Radoff’s 420,000 shares and Jumana’s 455,000 shares.

The group has nominated four directors for the 2026 annual meeting and formalized coordination through an amended group agreement. That agreement governs joint SEC filings, proxy solicitation, trading limits below a 9.99% ownership cap, and a 50/50 cost split between Radoff and Jumana. This structure underscores a planned, collaborative campaign but does not guarantee any specific board or strategic outcome.

Future company disclosures about the annual meeting and proxy materials will clarify how the board responds to these nominations and whether other shareholders support the group’s slate.

Key Figures

Radoff shares owned: 420,000 shares Jumana Capital shares owned: 455,000 shares Group shares owned: 875,000 shares +5 more

8 metrics

Radoff shares owned 420,000 shares Direct beneficial ownership; about 3.9% of shares outstanding

Jumana Capital shares owned 455,000 shares Direct beneficial ownership; about 4.2% of shares outstanding

Group shares owned 875,000 shares Combined beneficial ownership of reporting persons; about 8.1% of shares

Shares outstanding 10,858,224 shares Genesco common shares outstanding as of March 13, 2026

Radoff purchase cost $11,775,211 Aggregate purchase price for 420,000 shares, including commissions

Jumana purchase cost $13,793,855 Aggregate purchase price for 455,000 shares, including commissions

Ownership cap 9.99% Maximum group beneficial ownership agreed in group agreement

Radoff ownership percentage 3.9% Percentage of Genesco shares outstanding as of March 13, 2026

Key Terms

Schedule 13D, beneficially owned, group, proxy, +2 more

6 terms

Schedule 13D regulatory

"If the filing person has previously filed a statement on Schedule 13G to report the acquisition"

A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.

beneficially owned financial

"Aggregate amount beneficially owned by each reporting person 420,000.00"

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.

group regulatory

"may be deemed to be a member of a "group" with the other Reporting Persons"

proxy regulatory

"agreed to solicit proxies for the election of certain persons nominated for election"

A proxy is the authorization a shareholder gives to another person or document to cast votes on their behalf at a company meeting. Think of it like handing someone your voting ticket so they can represent your choices on board elections, executive pay, mergers and other big decisions; it matters because proxies determine who controls the company and which proposals pass, directly affecting share value and investor returns.

Amended and Restated Group Agreement regulatory

"entered into an amended and restated group agreement (the "Amended and Restated Group Agreement")"

Power of Attorney regulatory

"Each of the Nominees has granted Mr. Radoff a power of attorney (each, a "Power of Attorney")"

A power of attorney is a legal document that allows one person to make decisions and act on behalf of another person, often in financial or legal matters. It’s like giving someone a trusted helper or agent the authority to handle important tasks if you are unable to do so yourself. This matters to investors because it can impact how their assets are managed or transferred if they become unable to oversee their affairs.

FAQ

What stake in Genesco Inc. (GCO) is reported in this amended Schedule 13D?

The filing reports combined beneficial ownership of 875,000 Genesco common shares, or approximately 8.1% of shares outstanding as of March 13, 2026. This total reflects holdings attributed to Bradley L. Radoff, Jumana Capital Investments LLC and Christopher R. Martin acting as a group.

How many Genesco (GCO) shares does Bradley L. Radoff personally own?

Bradley L. Radoff directly beneficially owns 420,000 Genesco common shares, representing about 3.9% of shares outstanding as of March 13, 2026. The aggregate purchase price for these 420,000 shares is approximately $11,775,211, including brokerage commissions, funded with personal resources.

What is Jumana Capital Investments LLC’s position in Genesco (GCO)?

Jumana Capital Investments LLC directly beneficially owns 455,000 Genesco common shares, or roughly 4.2% of shares outstanding as of March 13, 2026. The filing states that these shares cost about $13,793,855 in total, including brokerage commissions, using working capital as the funding source.

What board changes are being pursued at Genesco (GCO) in this filing?

On April 24, 2026, Bradley L. Radoff nominated four individuals for election to Genesco’s board at the 2026 annual meeting. The nominees are Westervelt T. Ballard Jr., Glen W. Herrick, Kashif Molwani and Paula J. Poskon, indicating an effort to influence Genesco’s board composition.

What does the amended group agreement in the Genesco (GCO) filing require?

The amended group agreement coordinates SEC filings and proxy solicitation among the reporting persons and nominees. It caps group beneficial ownership below 9.99%, restricts sales or purchases before the annual meeting without consent, and splits all related expenses equally between Bradley Radoff and Jumana Capital.

How many Genesco (GCO) shares are outstanding according to this document?

The filing states that 10,858,224 Genesco common shares were outstanding as of March 13, 2026. This share count, taken from Genesco’s Form 10-K filed March 25, 2026, is used to calculate each reporting person’s percentage ownership disclosed in the amended Schedule 13D.

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Accepted by SEC EDGAR 04/27/2026 - 01:32 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 1)

GENESCO INC

(Name of Issuer)

Common Stock, $1.00 par value

(Title of Class of Securities)

371532102

(CUSIP Number)

BRADLEY L. RADOFF
2727 Kirby Drive, Unit 29L,
Houston, TX, 77098
713-482-2196

CHRISTOPHER MARTIN
JUMANA CAPITAL INVESTMENTS LLC, 1717 St. James Place, Suite 335
Houston, TX, 77056
281-915-2704

RYAN NEBEL
OLSHAN FROME WOLOSKY LLP, 1325 Avenue of the Americas
New York, NY, 10019
212-451-2300

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

04/24/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

schemaVersion:

SCHEDULE 13D

CUSIP Number(s): 371532102

1

Name of reporting person

Radoff Bradley Louis

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

PF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 420,000.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 420,000.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

420,000.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

3.9 %

14

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13D

CUSIP Number(s): 371532102

1

Name of reporting person

Jumana Capital Investments LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

WC

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

TEXAS

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 455,000.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 455,000.00

11

Aggregate amount beneficially owned by each reporting person

455,000.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

4.2 %

14

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13D

CUSIP Number(s): 371532102

1

Name of reporting person

Martin Christopher Ross

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 455,000.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 455,000.00

11

Aggregate amount beneficially owned by each reporting person

455,000.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

4.2 %

14

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Stock, $1.00 par value
(b)	Name of Issuer: GENESCO INC
(c)	Address of Issuer's Principal Executive Offices: 535 MARRIOTT DRIVE, 12TH FLOOR, NASHVILLE, TENNESSEE , 37214.
Item 3.	Source and Amount of Funds or Other Consideration
	Item 3 is hereby amended and restated to read as follows: The Shares directly owned by Mr. Radoff were purchased with personal funds (which may, at any given time, include margin loans made by brokerage firms in the ordinary course of business). The aggregate purchase price of the 420,000 Shares directly owned by Mr. Radoff is approximately $11,775,211, including brokerage commissions. The Shares purchased by Jumana Capital were purchased with working capital (which may, at any given time, include margin loans made by brokerage firms in the ordinary course of business). The aggregate purchase price of the 455,000 Shares directly owned by Jumana Capital is approximately $13,793,855, including brokerage commissions.
Item 4.	Purpose of Transaction
	Item 4 is hereby amended to add the following: On April 24, 2026, Mr. Radoff delivered a letter to the Issuer nominating Westervelt (Westy) T. Ballard, Jr., Glen W. Herrick, Kashif (Kash) Molwani and Paula J. Poskon (the "Nominees") for election to the Issuer's board of directors (the "Board") at the Issuer's 2026 annual meeting of shareholders (the "Annual Meeting").
Item 5.	Interest in Securities of the Issuer
(a)	Item 5(a) is hereby amended and restated to read as follows: The aggregate percentage of Shares reported owned by each person named herein is based on 10,858,224 Shares outstanding as of March 13, 2026, which is the total number of Shares outstanding as disclosed in the Issuer's Annual Report on Form 10-K filed with the Securities and Exchange Commission on March 25, 2026. As of the date hereof, Mr. Radoff directly beneficially owned 420,000 Shares, constituting approximately 3.9% of the Shares outstanding. As of the date hereof, Jumana Capital directly beneficially owned 455,000 Shares, constituting approximately 4.2% of the Shares outstanding. Mr. Martin, as the Manager of Jumana Capital, may be deemed the beneficial owner of the 455,000 Shares owned by Jumana Capital, constituting approximately 4.2% of the Shares outstanding. Each Reporting Person may be deemed to be a member of a "group" with the other Reporting Persons for the purposes of Section 13(d)(3) of the Securities Exchange Act of 1934, as amended, and such group may be deemed to beneficially own the 875,000 Shares owned in the aggregate by all of the Reporting Persons, constituting approximately 8.1% of the Shares outstanding. Each Reporting Person disclaims beneficial ownership of the Shares that he or it does not directly own.
(c)	Item 5(c) is hereby amended and restated to read as follows: The transactions in securities of the Issuer by the Reporting Persons since the filing of the initial Schedule 13D are set forth in Exhibit 1 and are incorporated herein by reference. All of such transactions were effected in the open market unless otherwise noted therein.
Item 6.	Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer
	Item 6 is hereby amended to add the following: On April 24, 2026, (a) Mr. Radoff, (b) Jumana (as defined in the initial Schedule 13D) and (c) the Nominees entered into an amended and restated group agreement (the "Amended and Restated Group Agreement") with respect to the Issuer pursuant to which, among other things, (i) that certain group agreement, dated April 15, 2026, between Mr. Radoff and Jumana was superseded in its entirety, (ii) the parties agreed to the joint filing on behalf of each of them of statements on Schedule 13D with respect to the securities of the Issuer to the extent required by applicable law, (iii) the parties agreed to solicit proxies for the election of certain persons nominated for election to the Board at the Annual Meeting (including those nominated by or on behalf of Mr. Radoff or Jumana), (iv) the parties agreed not to (a) buy, or increase any beneficial ownership over, any securities of the Issuer if, as a result of such action, the group would beneficially own more than 9.99% of the Issuer's outstanding Shares or (b) sell, or dispose of any beneficial ownership over, any securities of the Issuer prior to the Annual Meeting, without the prior written consent of Mr. Radoff and Jumana; and further, each Nominee agreed not to undertake or effect any purchase, sale, acquisition or disposition of any securities of the Issuer without the prior written consent of Mr. Radoff and Jumana, and (v) Mr. Radoff and Jumana agreed to jointly pay all expenses and costs (including all legal fees) incurred in connection with the group's activities, with each such party paying 50% of the expenses. The Amended and Restated Group Agreement is attached hereto as Exhibit 99.1 and is incorporated herein by reference. Each of the Nominees has granted Mr. Radoff a power of attorney (each, a "Power of Attorney") to execute certain SEC filings and other documents in connection with the solicitation of proxies at the Annual Meeting. A form of the Power of Attorney is attached hereto as Exhibit 99.2 and is incorporated herein by reference.
Item 7.	Material to be Filed as Exhibits.
	Item 7 is hereby amended to add the following exhibits: 1 - Transactions in Securities. 99.1 - Amended and Restated Group Agreement, dated April 24, 2026. 99.2 - Form of Power of Attorney.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Radoff Bradley Louis

Signature:	/s/ Bradley L. Radoff
Name/Title:	Bradley L. Radoff
Date:	04/27/2026

Jumana Capital Investments LLC

Signature:	/s/ Christopher R. Martin
Name/Title:	Christopher R. Martin, Manager
Date:	04/27/2026

Martin Christopher Ross

Signature:	/s/ Christopher R. Martin
Name/Title:	Christopher R. Martin
Date:	04/27/2026