Senvest Management, LLC and Richard Mashaal filed an amended Schedule 13G reporting beneficial ownership of 750,141 shares of Lovesac Co common stock, representing 5.1% of the outstanding shares based on 14,617,106 shares as of December 8, 2025.
The shares are held through Senvest Master Fund, LP, for which Senvest Management acts as investment manager and Mashaal is managing member. They note this structure may cause them to be deemed beneficial owners but state this is not an admission of beneficial ownership. They also certify the stake is held without the purpose or effect of changing or influencing control of Lovesac.
Positive
None.
Negative
None.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 3)
Lovesac Co
(Name of Issuer)
Common Stock, par value $0.00001 per share
(Title of Class of Securities)
54738L109
(CUSIP Number)
12/31/2025
(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)
SCHEDULE 13G
CUSIP No.
54738L109
1
Names of Reporting Persons
Senvest Management, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
750,141.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
750,141.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
750,141.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
IA, OO
SCHEDULE 13G
CUSIP No.
54738L109
1
Names of Reporting Persons
Richard Mashaal
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
CANADA (FEDERAL LEVEL)
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
750,141.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
750,141.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
750,141.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.1 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Lovesac Co
(b)
Address of issuer's principal executive offices:
421 Atlantic Street, Suite 200, Stamford, CT 06901
Item 2.
(a)
Name of person filing:
This statement is filed by Senvest Management, LLC and Richard Mashaal, with respect to the common stock, par value $0.00001 per share ("Common Stock"), of The Lovesac Company, a Delaware corporation (the "Company").
The reported securities are held in the account of Senvest Master Fund, LP (the "Investment Vehicle").
Senvest Management, LLC may be deemed to beneficially own the securities held by the Investment Vehicle by virtue of Senvest Management, LLC's position as investment manager of the Investment Vehicle. Mr. Mashaal may be deemed to beneficially own the securities held by the Investment Vehicle by virtue of Mr. Mashaal's status as the managing member of Senvest Management, LLC. None of the foregoing should be construed in and of itself as an admission by any Reporting Person as to beneficial ownership of the securities reported herein.
(b)
Address or principal business office or, if none, residence:
Senvest Management, LLC
540 Madison Avenue, 32nd Floor
New York, New York 10022
Richard Mashaal
c/o Senvest Management, LLC
540 Madison Avenue, 32nd Floor
New York, New York 10022
(c)
Citizenship:
Senvest Management, LLC - Delaware
Richard Mashaal - Canada
(d)
Title of class of securities:
Common Stock, par value $0.00001 per share
(e)
CUSIP No.:
54738L109
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
The percentage set forth in this Schedule 13G is calculated based upon an aggregate of 14,617,106 shares of Common Stock outstanding as of December 8, 2025, as reported in the Company's Quarterly Report on Form 10-Q for the quarter ended November 2, 2025, filed with the Securities and Exchange Commission on December 11, 2025.
(b)
Percent of class:
5.1%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(ii) Shared power to vote or to direct the vote:
The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(iii) Sole power to dispose or to direct the disposition of:
The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(iv) Shared power to dispose or to direct the disposition of:
The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
The Investment Vehicle has the right to receive and the power to direct the receipt of dividends from, and the proceeds from the sale of, more than 5% of the shares of Common Stock.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
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.
What ownership stake in Lovesac Co (LOVE) did Senvest report?
Senvest reported beneficial ownership of 5.1% of Lovesac Co. The filing shows 750,141 shares of common stock held through Senvest Master Fund, LP, based on 14,617,106 shares outstanding as of December 8, 2025.
Who are the reporting persons in the Lovesac (LOVE) Schedule 13G/A?
The reporting persons are Senvest Management, LLC and Richard Mashaal. The shares are held in the account of Senvest Master Fund, LP, with Senvest as investment manager and Mashaal as managing member of Senvest Management, LLC.
How many Lovesac (LOVE) shares does Senvest beneficially own?
Senvest reported beneficial ownership of 750,141 Lovesac shares. These are shares of common stock held via Senvest Master Fund, LP, with shared voting and dispositive power reported, and no sole voting or dispositive authority indicated.
Is Senvest’s Lovesac (LOVE) position a passive investment?
The filing certifies the position is passive. The reporting persons state the securities were not acquired and are not held to change or influence control of Lovesac, but instead are reported on a Schedule 13G with a passive investment certification.
Who has economic rights to the Lovesac (LOVE) shares reported by Senvest?
Senvest Master Fund, LP has the economic rights. The investment vehicle has the right to receive dividends and sale proceeds from more than 5% of Lovesac’s common stock, while Senvest and Mashaal may be deemed owners through their management roles.
What voting and dispositive power does Senvest report over Lovesac (LOVE) shares?
Senvest and Mashaal report shared power over 750,141 shares. The cover pages show zero sole voting or dispositive power and 750,141 shares with shared voting and shared dispositive power for each reporting person.