Genesco (GCO) activist group reports 8.7% stake and backs new board nominees

Rhea-AI Filing Summary

Bradley Radoff, Jumana Capital and Christopher Martin amended their Schedule 13D on Genesco, disclosing beneficial ownership of 966,479 shares, or about 8.7% of the common stock outstanding. Radoff directly holds 460,000 shares, while Jumana Capital holds 506,479 shares, with Martin deemed a beneficial owner of Jumana’s stake.

The filing updates their intentions around the company’s board. On June 8, 2026, Radoff withdrew the nominations of Glen Herrick and Kashif Molwani for election at the annual meeting, while the group began soliciting proxies to elect Westervelt (Westy) Ballard Jr. and Paula Poskon instead. The group also amended its internal agreement to remove Herrick and Molwani as parties.

Insights

Governance and activism analyst

Activist group holding 8.7% of Genesco shifts board slate.

The reporting group of Bradley Radoff, Jumana Capital and Christopher Martin now reports beneficial ownership of 966,479 Genesco shares, or 8.7% of shares outstanding as of May 18, 2026. This positions them as a sizable shareholder bloc.

The amendment describes a change in their board strategy: withdrawal of two prior nominees and proxy solicitation for Westervelt Ballard Jr. and Paula Poskon. An amendment to the group agreement removes the withdrawn nominees from the investor group, clarifying who is formally aligned in the campaign.

For investors, the key takeaway is that an organized shareholder group with a mid‑single‑digit stake is actively pursuing board representation through the upcoming annual meeting, which may influence Genesco’s governance direction depending on voting outcomes.

Key Figures

Radoff shares owned: 460,000 shares Radoff aggregate purchase price: $13,096,050 Jumana Capital shares owned: 506,479 shares +3 more

6 metrics

Radoff shares owned 460,000 shares Directly beneficially owned; approx. 4.1% of shares outstanding

Radoff aggregate purchase price $13,096,050 Aggregate purchase price for 460,000 shares, including commissions

Jumana Capital shares owned 506,479 shares Directly beneficially owned; approx. 4.6% of shares outstanding

Jumana Capital purchase price $15,475,590 Aggregate purchase price for 506,479 shares, including commissions

Group total ownership 966,479 shares Approx. 8.7% of Genesco shares outstanding as of May 18, 2026

Shares outstanding 11,103,175 shares Genesco shares outstanding as of May 18, 2026, per Schedule 14A

Key Terms

Schedule 13D, preliminary proxy statement, Schedule 14A, beneficial owner, +2 more

6 terms

Schedule 13D regulatory

"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 Amendment No. 1 to the"

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.

preliminary proxy statement regulatory

"the Reporting Persons filed a preliminary proxy statement with the Securities and Exchange Commission in connection with their solicitation of proxies"

A preliminary proxy statement is an advance draft of the information a company will send shareholders before a vote, outlining items like board elections, mergers, executive pay, and shareholder proposals. It matters to investors because it lays out what will be decided, management’s recommendations, and key facts that can affect a company’s direction and stock value — like receiving the agenda and background packet before a town-hall vote.

Schedule 14A regulatory

"Shares outstanding as disclosed in the Issuer's preliminary proxy statement on Schedule 14A filed with the Securities and Exchange Commission on June 3, 2026"

Schedule 14A is a document that companies file with regulators to share important information with shareholders before a big vote, like approving a merger or election of directors. It matters because it helps investors understand what’s happening so they can make informed decisions about the company’s future.

beneficial owner financial

"Mr. Martin, as the Manager of Jumana Capital, may be deemed the beneficial owner of the 506,479 Shares owned by Jumana Capital"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

margin loans financial

"personal funds (which may, at any given time, include margin loans made by brokerage firms in the ordinary course of business)"

Margin loans are loans from a brokerage that let an investor borrow money using their existing stocks, bonds or cash as collateral to buy more securities. They matter because borrowing magnifies both gains and losses—like using a lever to move a heavier load—so small market moves can have outsized effects on your returns; investors also pay interest and risk a margin call, where the broker may force sales if collateral falls below required levels.

group regulatory

"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"

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Available on EDGAR 06/10/2026 - 01:29 PM Accepted by SEC EDGAR 06/10/2026 - 01:28 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. 2)

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)

06/08/2026

(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 460,000.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 460,000.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

460,000.00

12

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

13

Percent of class represented by amount in Row (11)

4.1 %

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 506,479.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 506,479.00

11

Aggregate amount beneficially owned by each reporting person

506,479.00

12

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

13

Percent of class represented by amount in Row (11)

4.6 %

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 506,479.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 506,479.00

11

Aggregate amount beneficially owned by each reporting person

506,479.00

12

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

13

Percent of class represented by amount in Row (11)

4.6 %

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 460,000 Shares directly owned by Mr. Radoff is approximately $13,096,050 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 506,479 Shares directly owned by Jumana Capital is approximately $15,475,590, including brokerage commissions.
Item 4.	Purpose of Transaction
	Item 4 is hereby amended to add the following: On June 8, 2026, Mr. Radoff delivered a letter to the Issuer withdrawing his nominations of Glen W. Herrick and Kashif (Kash) Molwani for election to the Board at the Annual Meeting. Also on June 8, 2026, the Reporting Persons filed a preliminary proxy statement with the Securities and Exchange Commission in connection with their solicitation of proxies for the election of Westervelt (Westy) T. Ballard, Jr. and Paula J. Poskon to the Board at 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 11,103,175 Shares outstanding as of May 18, 2026, which is the total number of Shares outstanding as disclosed in the Issuer's preliminary proxy statement on Schedule 14A filed with the Securities and Exchange Commission on June 3, 2026. As of the date hereof, Mr. Radoff directly beneficially owned 460,000 Shares, constituting approximately 4.1% of the Shares outstanding. As of the date hereof, Jumana Capital directly beneficially owned 506,479 Shares, constituting approximately 4.6% of the Shares outstanding. Mr. Martin, as the Manager of Jumana Capital, may be deemed the beneficial owner of the 506,479 Shares owned by Jumana Capital, constituting approximately 4.6% 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 966,479 Shares owned in the aggregate by all of the Reporting Persons, constituting approximately 8.7% 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 Amendment No. 1 to the 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 June 8, 2026, the Reporting Persons, Messrs. Ballard, Herrick and Molwani, and Ms. Poskon entered into an amendment (the "A&R Group Agreement Amendment") to that certain Amended and Restated Group Agreement, dated April 24, 2026, to remove Messrs. Herrick and Molwani as parties to the Amended and Restated Group Agreement. A copy of the A&R Group Agreement Amendment is attached hereto as Exhibit 99.1 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 - A&R Group Agreement Amendment, dated June 8, 2026.

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:	06/10/2026

Jumana Capital Investments LLC

Signature:	/s/ Christopher R. Martin
Name/Title:	Christopher R. Martin, Manager
Date:	06/10/2026

Martin Christopher Ross

Signature:	/s/ Christopher R. Martin
Name/Title:	Christopher R. Martin
Date:	06/10/2026

FAQ

What stake in Genesco (GCO) do Bradley Radoff and Jumana Capital report?

The reporting group discloses beneficial ownership of 966,479 Genesco shares, representing about 8.7% of shares outstanding as of May 18, 2026, according to the issuer’s preliminary proxy statement.

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

Bradley Radoff directly beneficially owns 460,000 Genesco shares, equal to approximately 4.1% of shares outstanding. The aggregate purchase price for these shares is about $13,096,050, including brokerage commissions.

What is Jumana Capital’s ownership in Genesco (GCO)?

Jumana Capital directly beneficially owns 506,479 Genesco shares, or roughly 4.6% of the company’s outstanding shares. The aggregate purchase price for this position is approximately $15,475,590, including brokerage commissions.

Which Genesco (GCO) board nominees are being supported by the reporting group?

The group is soliciting proxies to elect Westervelt (Westy) T. Ballard Jr. and Paula J. Poskon to Genesco’s board at the annual meeting, replacing earlier nominations that have now been withdrawn.

Which Genesco (GCO) board nominations were withdrawn by Bradley Radoff?

On June 8, 2026, Bradley Radoff withdrew the nominations of Glen W. Herrick and Kashif (Kash) Molwani for election to Genesco’s board at the annual meeting, and they were also removed as parties to the investor group agreement.

What share count underlies the reported 8.7% Genesco (GCO) ownership?

The reported ownership percentages are based on 11,103,175 Genesco shares outstanding as of May 18, 2026, as disclosed in the company’s preliminary proxy statement on Schedule 14A filed June 3, 2026.