Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Medalist Diversified, Inc.

CIK 0001654595MDRR· quarter ending 2026-06-30

Shares outstanding

1,628,500

as of 2026-08-13 · 10-Q cover page, filed 2026-08-13

Held by 13F filers

18,745

1.2% of shares outstanding

Holders

-3 vs 2026-03-31 · 0 new, 3 exited

Value

$218K

shares -61.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-13, as of 2026-08-13)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	MDRR · NASDAQ	1,628,500	18,745	1.2%	5	58403P402

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	58403P402	COM	5	18,745	1,628,500	1.2%	$218K	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (5 of 5 · 58403P402)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	VANGUARD CAPITAL MANAGEMENT LLC	12,016	0.74%	$140K	+6,620 (+122.7%)
2	VANGUARD FIDUCIARY TRUST CO	5,974	0.37%	$70K	+4,423 (+285.2%)
3	Tower Research Capital LLC (TRC)	702	0.04%	$8K	+447 (+175.3%)
4	UBS Group AG	52	0.00%	$606	-147 (-73.9%)
5	CITIGROUP INC	1	0.00%	$12	—

Exited since 2026-03-31 (3 filers; largest 3 shown)

HighTower Advisors, LLC	−41,062
CWM, LLC	−260
NISA INVESTMENT ADVISORS, LLC	−75

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Francis P. Kavanaugh	SCHEDULE 13D/A	2026-03-13	2026-03-13	1,369,991	68.6%
Charles Brent Winn Jr.	SCHEDULE 13D	2026-02-03	2026-01-28	59,202	5.25%
ALF Operating Partners, Ltd.	SCHEDULE 13D/A	2025-12-12	2025-12-10	7,810	0.7%
Finley Alfred Lee	SCHEDULE 13D/A	2025-12-12	2025-12-10	65,099	5.9%
Finley Susan	SCHEDULE 13D/A	2025-12-12	2025-12-10	57,810	5.2%
Kory J. Kramer	SCHEDULE 13D/A	2025-09-03	2025-08-29	41,039	2.73%
Marc Carlson	SCHEDULE 13D/A	2025-09-03	2025-08-29	21,039	1.4%
Kramer Kory J.	SCHEDULE 13D	2025-01-07	2024-12-13	100,000	7.43%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.