Institutional adviser reports 3.4% Lovesac Co (LOVE) stake in 13G/A

Rhea-AI Filing Summary

Investment Company, Inc., an institutional investment adviser, filed an amended Schedule 13G reporting beneficial ownership of 500,002 shares of Lovesac Co common stock, equal to 3.4% of the class as of the stated event date.

The firm reports sole voting and dispositive power over these shares, held through three funds that own 99,115, 321,333 and 79,554 shares, respectively. It certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Lovesac.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Lovesac Co

(Name of Issuer)

Common Stock, Par Value $0.00001

(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

AWM Investment Company, Inc.

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 500,002.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 500,002.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

500,002.00

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)

3.4 %

12

Type of Reporting Person (See Instructions)

IA

Comment for Type of Reporting Person: AWM Investment Company, Inc., a Delaware corporation (AWM), is the investment adviser to Special Situations Cayman Fund, L.P. (CAYMAN), Special Situations Fund III QP, L.P. (SSFQP) and Special Situations Private Equity Fund, L.P. (SSPE). As the investment adviser to the Funds, AWM holds sole voting and investment power over 99,115 Common Shares held by CAYMAN, 321,333 Common Shares held by SSFQP and 79,554 Common Shares held by SSPE.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Lovesac Co
(b)	Address of issuer's principal executive offices: 421 ATLANTIC STREET, SUITE 200, STAMFORD, CONNECTICUT, 06901
Item 2.
(a)	Name of person filing: The person filing this report is AWM Investment Company, Inc., a Delaware corporation (AWM), which is the investment adviser to Special Situations Cayman Fund, L.P., a Cayman Islands Limited Partnership (CAYMAN), Special Situations Fund III QP, L.P., a Delaware limited partnership (SSFQP) and Special Situations Private Equity Fund, L.P., a Delaware limited partnership (SSPE). The principal business of each Fund is to invest in equity and equity-related securities and other securities of any kind or nature. David M. Greenhouse (Greenhouse) and Adam C. Stettner (Stettner) are members of: SSCayman, L.L.C., a Delaware limited liability company (SSCAY), the general partner of CAYMAN; MGP Advisers Limited Partnership, a Delaware limited partnership (MGP), the general partner of SSFQP and MG Advisers, L.L.C., a New York limited liability company (MG), the general partner of SSPE. Greenhouse and Stettner are also controlling principals of AWM.
(b)	Address or principal business office or, if none, residence: 527 Madison Avenue, Suite 2600 New York, NY 10022.
(c)	Citizenship: AWM is a Delaware Corporation
(d)	Title of class of securities: Common Stock, Par Value $0.00001
(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: 500,002
(b)	Percent of class: 3.4 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: AWM is the investment adviser to each of the Funds. As the investment adviser to the Funds, AWM holds sole voting and investment power over 99,115 Common Shares held by CAYMAN, 321,333 Common Shares held by SSFQP and 79,554 Common Shares held by SSPE. Greenhouse and Stettner are members of: SSCAY, the general partner of CAYMAN. Greenhouse and Stettner are members of MGP, the general partner of SSFQP and MG, the general partner of SSPE. Greenhouse and Stettner are also controlling principals of AWM
	(ii) Shared power to vote or to direct the vote:
	(iii) Sole power to dispose or to direct the disposition of: AWM is the investment adviser to each of the Funds. As the investment adviser to the Funds, AWM holds sole voting and investment power over 99,115 Common Shares held by CAYMAN, 321,333 Common Shares held by SSFQP and 79,554 Common Shares held by SSPE. Greenhouse and Stettner are members of: SSCAY, the general partner of CAYMAN. Greenhouse and Stettner are members of MGP, the general partner of SSFQP and MG, the general partner of SSPE. Greenhouse and Stettner are also controlling principals of AWM
	(iv) Shared power to dispose or to direct the disposition of:
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
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 acquired and are held in the ordinary course of business and 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.

AWM Investment Company, Inc.

Signature:	Adam Stettner
Name/Title:	Executive Vice President
Date:	02/13/2026

FAQ

What percentage of Lovesac Co (LOVE) shares does Investment Company, Inc. report owning?

Investment Company, Inc. reports beneficial ownership of 3.4% of Lovesac Co’s common stock. This equals 500,002 shares, according to the amended Schedule 13G, giving the adviser a minority but reportable institutional stake in the company.

How many Lovesac Co (LOVE) shares are beneficially owned according to this Schedule 13G/A?

The filing states that 500,002 Lovesac Co common shares are beneficially owned. These shares are held through three affiliated funds, with separate holdings of 99,115, 321,333 and 79,554 shares, over which the adviser has sole voting and investment power.

Does Investment Company, Inc. have sole voting power over its Lovesac Co (LOVE) shares?

Yes. The filing reports sole voting power over 500,002 Lovesac Co shares. It also reports sole dispositive power over the same amount, meaning the adviser alone can decide how to vote and whether to sell these shares held through its advised funds.

Through which funds does Investment Company, Inc. hold its Lovesac Co (LOVE) stake?

The stake is held via three funds: Special Situations Cayman Fund, L.P. with 99,115 shares, Special Situations Fund III QP, L.P. with 321,333 shares, and Special Situations Private Equity Fund, L.P. with 79,554 shares, all advised by Investment Company, Inc.

Is the Lovesac Co (LOVE) position intended to influence control of the company?

No. The certifying language states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Lovesac, nor in connection with any transaction intended to have that effect.

What type of filer is Investment Company, Inc. in this Lovesac Co (LOVE) Schedule 13G/A?

Investment Company, Inc. files as an institutional investment adviser under the Schedule 13G framework. It is a Delaware corporation that serves as investment adviser to several funds which collectively hold the reported 500,002 shares of Lovesac common stock.