WEST Westrock Coffee Company - Common Stock
$8,29
Harga · Agu 18, 2026
Fundamental per Agu 6, 2026
Rentang 52M
$4–$10
71% of range
Peringkat Analis
BUY
10 analysts
Target Harga
$10
+18% upside
P/E (TTM)
-8.8
ROE
-1104.4%
Margin Laba Bersih
-7.6%
WEST Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu
Harga
$8.29
Kapitalisasi Pasar
$803M
P/E (TTM)
-8.8
EPS (TTM)
$-0.94
Pendapatan (TTM)
$1.19B
Imbal Hasil Dividen
—
ROE
-1104.4%
D/E Utang/Ekuitas
-247.7
Rentang 52M
$4 – $10
WEST Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda
Configure
Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS
Pendapatan & Laba Bersih
$1.19B
2023-12-31
→
2025-12-31
EPS
$-0.94
2023-12-31
→
2025-12-31
Arus Kas Bebas
$-108M
2023-12-31
→
2025-12-31
Margin
-7.6%
2023-12-31
→
2025-12-31
Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Metrik
Tren 5 Tahun
WEST
Median Rekan
P/E (TTM)
-8.8
30.9
P/S (TTM)
0.7
1.6
P/B
-429.9
3.4
EV / EBITDA
117.1
—
Price / FCF (Harga / FCF)
-7.4
—
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Metrik
Tren 5 Tahun
WEST
Median Rekan
Gross Margin (Margin Kotor)
12.7%
28.1%
Operating Margin (Margin Operasi)
-3.8%
—
Net Profit Margin (Margin Laba Bersih)
-7.6%
3.1%
ROA
-7.9%
4.2%
ROE
-1104.4%
10.1%
ROIC
-9.7%
—
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Metrik
Tren 5 Tahun
WEST
Median Rekan
Debt / Equity (Utang / Ekuitas)
-247.7
38.9
Current Ratio (Rasio Lancar)
1.0
1.9
Quick Ratio (Rasio Cepat)
0.3
—
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Metrik
Tren 5 Tahun
WEST
Median Rekan
Revenue YoY (Pendapatan YoY)
39.8%
—
Revenue CAGR 3Y (CAGR Pendapatan 3T)
11.1%
—
Revenue CAGR 5Y (CAGR Pendapatan 5T)
16.6%
—
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Metrik
Tren 5 Tahun
WEST
Median Rekan
WEST Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan
BELI
10 analis
- Beli Kuat 3 30,0%
- Beli 6 60,0%
- Tahan 1 10,0%
- Jual 0 0,0%
- Jual Kuat 0 0,0%
Target Harga 12 Bulan
4 analis · 2026-08-15
Median
$10.00
Rata-rata
$9.75
← Di bawah semua target
$8.29
Rendah
$9.00
Tinggi
$10.00
Target median
$10.00
+20,6%
Target rata-rata
$9.75
+17,6%
Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya
Kejutan Rata-rata
-0.06%
| Periode | EPS Aktual | EPS Estimasi | Kejutan |
|---|---|---|---|
| 30 Juni 2026 | $-0.14 | $-0.07 | -0.07% |
| 31 Maret 2026 | $-0.09 | $-0.07 | -0.02% |
| 31 Des. 2025 | $-0.23 | $-0.16 | -0.07% |
| 30 Sep. 2025 | $-0.20 | $-0.13 | -0.07% |
| 30 Juni 2025 | $-0.23 | $-0.15 | -0.08% |
| 31 Maret 2025 | $-0.29 | $-0.21 | -0.08% |
Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas
Laporan Laba Rugi 15
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue | $1.19B | $851M | $865M | $868M | $698M | $551M | |
| Cost of Revenue | $1.04B | $697M | $725M | $715M | $553M | $444M | |
| Gross Profit | $151M | $154M | $140M | $153M | $145M | $107M | |
| SG&A Expense | $185M | $185M | $145M | $130M | $129M | $116M | |
| Operating Expenses | $196M | $203M | $160M | $144M | $138M | $228M | |
| Operating Income | $-45M | $-49M | $-20M | $9M | $8M | $-121M | |
| Interest Expense | · | · | $29M | $35M | $33M | $25M | |
| Pretax Income | $-97M | $-76M | $-41M | $-55M | $-25M | $-146M | |
| Income Tax | $-2M | $4M | $-6M | $111.0K | $-3M | $-18M | |
| Net Income | $-90M | $-80M | $-35M | $-55M | $-22M | $-129M | |
| EPS (Basic) | $-0.94 | $-0.89 | $-0.43 | $-1.60 | $-1.34 | $-4.32 | |
| EPS (Diluted) | $-0.94 | $-0.89 | $-0.43 | $-1.60 | $-1.34 | $-4.32 | |
| Shares (Basic) | 95,351,000 | 89,795,000 | 80,684,000 | 48,444,000 | 34,472,000 | 34,202,000 | |
| Shares (Diluted) | 95,351,000 | 89,795,000 | 80,684,000 | 48,444,000 | 34,472,000 | 34,202,000 | |
| EBITDA | $10M | $-14M | $6M | $33M | · | · |
Neraca 29
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $50M | $26M | $37M | $17M | $19M | · | |
| Receivables | $94M | $100M | $99M | $102M | $86M | · | |
| Inventory | $200M | $163M | $150M | $146M | $109M | · | |
| Prepaid Expense | $16M | $15M | $12M | $9M | $6M | · | |
| Current Assets | $396M | $334M | $313M | $298M | $238M | · | |
| PP&E (Net) | $484M | $467M | $344M | $185M | $128M | · | |
| PP&E (Gross) | $632M | $572M | $427M | $252M | $180M | · | |
| Accum. Depreciation | $148M | $105M | $83M | $67M | $53M | · | |
| Goodwill | $116M | $116M | $116M | $114M | $97M | $97M | |
| Intangibles | $107M | $115M | $123M | $131M | $126M | · | |
| Other Non-current Assets | $12M | $7M | $8M | $7M | $4M | · | |
| Total Assets | $1.18B | $1.10B | $972M | $746M | $593M | $548M | |
| Accounts Payable | $91M | $84M | $69M | $117M | $80M | · | |
| Accrued Liabilities | · | · | $2M | · | · | · | |
| Short-term Debt | $83M | $55M | $44M | $43M | $5M | · | |
| Current Liabilities | $414M | $278M | $240M | $216M | $168M | · | |
| Capital Leases | $58M | $61M | $64M | $8M | · | · | |
| Deferred Tax | $10M | $15M | $11M | $14M | $26M | · | |
| Other Non-current Liabilities | $865.0K | $1M | $2M | $3M | $3M | · | |
| Total Liabilities | $904M | $730M | $584M | $460M | $487M | · | |
| Long-term Debt | $444M | $393M | $235M | $177M | $286M | · | |
| Total Debt | $463M | $395M | $277M | $217M | · | · | |
| Common Stock | $969.0K | $942.0K | $880.0K | $750.0K | $345.0K | · | |
| Paid-in Capital | $545M | $520M | $472M | $343M | $61M | · | |
| Retained Earnings | $-534M | $-443M | $-363M | $-328M | $-252M | · | |
| AOCI | $-13M | $20M | $4M | $-6M | $12M | · | |
| Stockholders' Equity | $-2M | $97M | $114M | $12M | $-179M | · | |
| Liabilities + Equity | $1.18B | $1.10B | $972M | $746M | $593M | · | |
| Shares Outstanding | 96,866,000 | 94,221,000 | 88,051,000 | 75,020,000 | 34,523,000 | · |
Arus Kas 16
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| D&A | $56M | $35M | $27M | $24M | $26M | $24M | |
| Stock-based Comp | $15M | $12M | $9M | $3M | $1M | $2M | |
| Deferred Tax | $-3M | $3M | $-7M | $-2M | $-3M | $-18M | |
| Amort. of Intangibles | $8M | $8M | $8M | $7M | $7M | $6M | |
| Restructuring | $0 | · | · | · | · | $14M | |
| Other Non-cash | $4M | $17M | $-58M | $-26M | · | · | |
| Operating Cash Flow | $-19M | $-13M | $-64M | $-57M | $3M | $-13M | |
| CapEx | $89M | $160M | $165M | $63M | $25M | $19M | |
| Investing Cash Flow | $-82M | $-146M | $-168M | $-74M | $-23M | $-412M | |
| Stock Issued | $12M | $635.0K | $119M | $256M | · | · | |
| Net Stock Activity | $12M | $635.0K | $119M | $256M | · | · | |
| Financing Cash Flow | $137M | $157M | $244M | $135M | $24M | $443M | |
| Net Change in Cash | $35M | $-2M | $11M | $4M | $4M | $17M | |
| Taxes Paid | $1M | $411.0K | $1M | $814.0K | $1M | $98.0K | |
| Free Cash Flow | $-108M | $-173M | $-229M | $-120M | · | · | |
| Levered FCF | · | · | $-253M | $-155M | · | · |
Profitabilitas 8
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Gross Margin | 12.7% | 18.1% | 16.2% | 17.6% | · | · | |
| Operating Margin | -3.8% | -5.8% | -2.4% | 1.0% | · | · | |
| Net Margin | -7.6% | -9.4% | -4.0% | -6.4% | · | · | |
| Pretax Margin | -8.2% | -9.0% | -4.7% | -6.4% | · | · | |
| EBITDA Margin | 0.87% | -1.7% | 0.71% | 3.8% | · | · | |
| ROA | -7.9% | -7.4% | -3.7% | -7.4% | · | · | |
| ROE | -1104.4% | -77.3% | -28.8% | 65.1% | · | · | |
| ROIC | -9.7% | -10.5% | -4.4% | 3.8% | · | · |
Likuiditas & Solvabilitas 5
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.2 | 1.3 | 1.4 | · | · | |
| Quick Ratio | 0.3 | 0.5 | 0.6 | 0.5 | · | · | |
| Debt / Equity | -247.7 | 4.0 | 2.4 | 23.4 | · | · | |
| LT Debt / Equity | -193.1 | 3.3 | 2.0 | 17.5 | · | · | |
| Interest Coverage | · | · | -0.7 | 0.2 | · | · |
Efisiensi 3
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.0 | 0.8 | 0.9 | 1.2 | · | · | |
| Inventory Turnover | 5.7 | 4.4 | 4.9 | 5.6 | · | · | |
| Receivables Turnover | 12.3 | 8.6 | 8.6 | 9.3 | · | · |
Tingkat Pertumbuhan 3
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue YoY | 39.8% | -1.6% | -0.36% | 24.3% | 26.7% | · | |
| Revenue CAGR 3Y | 11.1% | 6.8% | 16.2% | · | · | · | |
| Revenue CAGR 5Y | 16.6% | · | · | · | · | · |
Valuasi (TTM) 13
| Metrik | Tren | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.19B | $851M | $865M | $868M | · | · | |
| Net Income TTM | $-90M | $-80M | $-35M | $-55M | · | · | |
| Market Cap | $394M | $605M | $899M | $1.00B | · | · | |
| Enterprise Value | $807M | $973M | $1.14B | $1.20B | · | · | |
| P/E | -4.3 | -7.2 | -23.7 | -8.3 | · | · | |
| P/S | 0.3 | 0.7 | 1.0 | 1.2 | · | · | |
| P/B | -211.1 | 6.2 | 7.9 | 108.1 | · | · | |
| P / Cash Flow | -20.7 | -45.7 | -14.0 | -17.7 | · | · | |
| P / FCF | -3.7 | -3.5 | -3.9 | -8.4 | · | · | |
| EV / EBITDA | 77.8 | -67.7 | 185.0 | 36.6 | · | · | |
| EV / FCF | -7.5 | -5.6 | -5.0 | -10.0 | · | · | |
| EV / Revenue | 0.7 | 1.1 | 1.3 | 1.4 | · | · | |
| Earnings Yield | -23.1% | -13.9% | -4.2% | -12.0% | · | · |
Laporan Laba Rugi 15
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $306M | $309M | $339M | $355M | $281M | $214M | $229M | $221M | $208M | $192M | $215M | $220M | $225M | $205M | $228M | $230M | |
| Cost of Revenue | $268M | $263M | $301M | $313M | $239M | $185M | $191M | $184M | $167M | $155M | $180M | $185M | $189M | $171M | $193M | $189M | |
| Gross Profit | $38M | $46M | $39M | $41M | $41M | $29M | $38M | $37M | $41M | $37M | $35M | $35M | $36M | $34M | $34M | $41M | |
| SG&A Expense | $36M | $38M | $44M | $47M | $54M | $40M | $43M | $46M | $52M | $44M | $39M | $37M | $34M | $34M | $29M | $31M | |
| Operating Expenses | $39M | $43M | $48M | $50M | $56M | $42M | $48M | $50M | $58M | $47M | $41M | $40M | $37M | $42M | $33M | $36M | |
| Operating Income | $-1M | $3M | $-9M | $-9M | $-15M | $-13M | $-10M | $-13M | $-16M | $-10M | $-6M | $-5M | $-1M | $-7M | $1M | $5M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $8M | · | $8M | $7M | $6M | · | $13M | |
| Pretax Income | $-14M | $-10M | $-25M | $-22M | $-25M | $-25M | $-22M | $-14M | $-22M | $-18M | $-23M | $11M | $-21M | $-9M | $-28M | $-13M | |
| Income Tax | $-400.0K | $2M | $-3M | $-122.0K | $-370.0K | $2M | $2M | $84.0K | $-5M | $6M | $-3M | $-5M | $6M | $-4M | $4M | $-428.0K | |
| Net Income | $-14M | $-9M | $-23M | $-19M | $-22M | $-27M | $-25M | $-14M | $-18M | $-24M | $-20M | $17M | $-27M | $-4M | $-32M | $-13M | |
| EPS (Basic) | $-0.14 | $-0.09 | $-0.22 | $-0.20 | $-0.23 | $-0.29 | $-0.26 | $-0.16 | $-0.20 | $-0.27 | $-0.17 | $0.15 | $-0.35 | $-0.06 | $-0.48 | $-0.41 | |
| EPS (Diluted) | $-0.14 | $-0.09 | $-0.22 | $-0.20 | $-0.23 | $-0.29 | $-0.26 | $-0.16 | $-0.20 | $-0.27 | $-0.10 | $0.15 | $-0.35 | $-0.13 | $-0.48 | $-0.41 | |
| Shares (Basic) | 97,579,000 | 97,013,000 | -189,177,000 | 95,569,000 | 94,661,000 | 94,298,000 | -175,163,000 | 88,540,000 | 88,323,000 | 88,095,000 | -153,837,000 | 83,437,000 | 75,726,000 | 75,358,000 | -70,847,000 | 49,795,000 | |
| Shares (Diluted) | 97,579,000 | 97,013,000 | -189,177,000 | 95,569,000 | 94,661,000 | 94,298,000 | -175,163,000 | 88,540,000 | 88,323,000 | 88,095,000 | -178,815,000 | 107,080,000 | 75,726,000 | 76,693,000 | -70,847,000 | 49,795,000 | |
| EBITDA | $16M | $20M | · | $5M | $3.0K | $-1M | · | $-5M | $-8M | $-3M | · | $995.0K | $5M | $-1M | · | $11M |
Neraca 29
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $38M | $28M | $50M | $34M | $44M | $33M | $26M | $22M | $24M | $13M | · | $44M | $25M | $24M | · | $91M | |
| Receivables | $77M | $83M | $94M | $98M | $86M | $83M | $100M | $103M | $102M | $90M | · | $100M | $101M | $115M | · | $98M | |
| Inventory | $168M | $181M | $200M | $213M | $194M | $187M | $163M | $161M | $164M | $140M | · | $161M | $155M | $143M | · | $162M | |
| Prepaid Expense | $13M | $14M | $16M | $21M | $16M | $24M | $15M | $24M | $23M | $13M | · | $15M | $14M | $13M | · | $10M | |
| Current Assets | $330M | $344M | $396M | $394M | $377M | $364M | $334M | $337M | $333M | $273M | · | $340M | $316M | $310M | · | $380M | |
| PP&E (Net) | $459M | $472M | $484M | $485M | $481M | $476M | $467M | $439M | $418M | $401M | · | $288M | $240M | $195M | · | $134M | |
| PP&E (Gross) | $629M | $635M | $632M | $621M | $604M | $587M | $572M | $537M | $512M | $489M | · | $365M | $314M | $265M | · | $197M | |
| Accum. Depreciation | $170M | $162M | $148M | $136M | $124M | $111M | $105M | $99M | $93M | $88M | · | $77M | $74M | $70M | · | $63M | |
| Goodwill | $116M | $116M | $116M | $116M | $116M | $116M | $116M | $116M | $116M | $116M | $116M | $116M | $116M | $116M | $114M | $97M | |
| Intangibles | $103M | $105M | $107M | $109M | $111M | $113M | $115M | $117M | $119M | $121M | · | $125M | $127M | $129M | · | $121M | |
| Other Non-current Assets | $15M | $15M | $12M | $13M | $11M | $7M | $7M | $7M | $8M | $8M | · | $8M | $7M | $7M | · | $18M | |
| Total Assets | $1.09B | $1.12B | $1.18B | $1.18B | $1.16B | $1.14B | $1.10B | $1.08B | $1.06B | $983M | $972M | $891M | $822M | $773M | $746M | $750M | |
| Accounts Payable | $68M | $85M | $91M | $76M | $76M | $67M | $84M | $52M | $43M | $44M | · | $62M | $102M | $102M | · | $111M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | $25M | · | · | · | · | · | · | · | |
| Short-term Debt | $56M | $60M | $83M | $84M | $75M | $59M | $55M | $58M | $55M | $34M | · | $53M | $46M | $43M | · | $62M | |
| Current Liabilities | $342M | $354M | $414M | $385M | $361M | $309M | $278M | $242M | $254M | $220M | · | $222M | $230M | $194M | · | $226M | |
| Capital Leases | $59M | $61M | $58M | $59M | $60M | $60M | $61M | $59M | $59M | $60M | · | $12M | $12M | $13M | · | $9M | |
| Deferred Tax | $11M | $11M | $10M | $15M | $16M | $17M | $15M | $14M | $13M | $17M | · | $13M | $18M | $11M | · | $16M | |
| Other Non-current Liabilities | $866.0K | $865.0K | $865.0K | $1M | $1M | $1M | $1M | $1M | $1M | $2M | · | $14M | $15M | $15M | · | $11M | |
| Total Liabilities | $844M | $863M | $904M | $893M | $866M | $794M | $730M | $693M | $701M | $617M | · | $491M | $562M | $485M | · | $451M | |
| Long-term Debt | $388M | $396M | $444M | $401M | $394M | $372M | $340M | $338M | $292M | $236M | · | $215M | $247M | $225M | · | $177M | |
| Total Debt | $444M | $456M | · | $486M | $469M | $430M | · | $396M | $347M | $271M | · | $268M | $293M | $267M | · | $238M | |
| Common Stock | $976.0K | $976.0K | $969.0K | $968.0K | $947.0K | $946.0K | $942.0K | $941.0K | $884.0K | $883.0K | · | $880.0K | $760.0K | $759.0K | · | $730.0K | |
| Paid-in Capital | $547M | $545M | $545M | $542M | $527M | $522M | $520M | $516M | $477M | $473M | · | $469M | $349M | $346M | · | $317M | |
| Retained Earnings | $-557M | $-543M | $-534M | $-511M | $-492M | $-470M | $-443M | $-418M | $-404M | $-386M | · | $-343M | $-359M | $-332M | · | $-296M | |
| AOCI | $-23M | $-24M | $-13M | $-20M | $-18M | $19M | $20M | $12M | $8M | $4M | · | $-1M | $-5M | $-4M | · | $2M | |
| Stockholders' Equity | $-31M | $-20M | $-2M | $11M | $18M | $71M | $97M | $110M | $82M | $92M | · | $126M | $-14M | $10M | · | $23M | |
| Liabilities + Equity | $1.09B | $1.12B | $1.18B | $1.18B | $1.16B | $1.14B | $1.10B | $1.08B | $1.06B | $983M | · | $891M | $822M | $773M | · | $750M | |
| Shares Outstanding | 97,627,000 | 97,541,000 | 96,866,000 | 96,825,000 | 94,708,000 | 94,622,000 | 94,221,000 | 94,073,000 | 88,366,000 | 88,282,000 | · | 88,039,000 | 75,728,000 | 75,628,000 | · | 73,034,000 |
Arus Kas 13
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $17M | $17M | $15M | $14M | $15M | $12M | $12M | $8M | $8M | $8M | $8M | $6M | $6M | $6M | $6M | $6M | |
| Stock-based Comp | $2M | $2M | $3M | $4M | $5M | $3M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $1M | $705.0K | |
| Deferred Tax | $398.0K | $918.0K | $-4M | $-122.0K | $-370.0K | $2M | $2M | $-37.0K | $-5M | $6M | $-3M | $-5M | $6M | $-4M | $1M | $-428.0K | |
| Amort. of Intangibles | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-cash | · | $-22M | · | · | · | $-12M | · | · | · | $16M | · | · | · | $-24M | · | · | |
| Operating Cash Flow | $27M | $-12M | $37M | $-27M | $-7M | $-22M | $3M | $-332.0K | $-24M | $8M | $11M | $-39M | $-11M | $-25M | $3M | $-13M | |
| CapEx | $7M | $7M | $9M | $18M | $21M | $41M | $18M | $36M | $36M | $69M | $43M | $66M | $36M | $20M | $40M | $8M | |
| Investing Cash Flow | $-3M | $-3M | $-4M | $-14M | $-23M | $-41M | $-6M | $-36M | $-36M | $-69M | $-43M | $-67M | $-36M | $-22M | $-54M | $-7M | |
| Stock Issued | · | · | $0 | · | · | · | $0 | $0 | · | · | $0 | · | · | · | · | · | |
| Financing Cash Flow | $-18M | $-15M | $-10M | $37M | $38M | $72M | $5M | $43M | $71M | $37M | $21M | $127M | $50M | $46M | $-18M | $97M | |
| Net Change in Cash | $6M | $-29M | $23M | $-4M | $7M | $9M | $3M | $7M | $12M | $-24M | $-11M | $20M | $3M | $-835.0K | $-69M | $77M | |
| Free Cash Flow | · | $-19M | · | · | · | $-63M | · | · | · | $-61M | · | · | · | $-45M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-71M | · | · | · | $-48M | · | · |
Profitabilitas 8
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 12.3% | 14.8% | · | 11.7% | 14.7% | 13.6% | · | 16.8% | 19.9% | 19.4% | · | 16.0% | 15.9% | 16.7% | · | 17.9% | |
| Operating Margin | -0.44% | 1.0% | · | -2.4% | -5.3% | -6.1% | · | -5.8% | -7.9% | -5.3% | · | -2.4% | -0.62% | -3.6% | · | 2.4% | |
| Net Margin | -4.5% | -2.8% | · | -5.4% | -7.7% | -12.7% | · | -6.5% | -8.5% | -12.3% | · | 7.6% | -11.9% | -2.1% | · | -5.6% | |
| Pretax Margin | -4.7% | -3.2% | · | -6.1% | -9.1% | -11.9% | · | -6.4% | -10.7% | -9.2% | · | 5.2% | -9.2% | -4.2% | · | -5.8% | |
| EBITDA Margin | 5.1% | 6.4% | · | 1.5% | 0.00% | -0.61% | · | -2.3% | -4.0% | -1.3% | · | 0.45% | 2.1% | -0.73% | · | 4.9% | |
| ROA | -1.2% | -0.76% | · | -1.7% | -1.9% | -2.6% | · | -1.5% | -1.9% | -2.7% | · | 2.0% | -3.6% | -1.1% | · | -3.5% | |
| ROE | 209.7% | -33.3% | · | -31.4% | -43.2% | -33.4% | · | -12.1% | -52.8% | -46.4% | · | 22.3% | 376.0% | -84.0% | · | -114.3% | |
| ROIC | -0.32% | 0.87% | · | -1.7% | -3.0% | -2.8% | · | -2.5% | -3.0% | -3.7% | · | -2.0% | -0.65% | -1.3% | · | 2.0% |
Likuiditas & Solvabilitas 5
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.2 | · | 1.4 | 1.3 | 1.2 | · | 1.5 | 1.4 | 1.6 | · | 1.7 | |
| Quick Ratio | 0.3 | 0.3 | · | 0.3 | 0.4 | 0.4 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | 0.5 | 0.7 | · | 0.8 | |
| Debt / Equity | -14.2 | -22.6 | · | 42.4 | 25.7 | 6.0 | · | 3.6 | 4.3 | 3.0 | · | 2.1 | -20.6 | 25.9 | · | 10.5 | |
| LT Debt / Equity | -11.7 | -18.6 | · | 33.5 | 20.7 | 5.0 | · | 3.0 | 3.4 | 2.4 | · | 1.6 | -16.7 | 20.8 | · | 7.2 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -1.3 | · | -0.7 | -0.2 | -1.2 | · | 0.4 |
Efisiensi 3
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.5 | · | 0.6 | |
| Inventory Turnover | 1.5 | 1.4 | · | 1.7 | 1.3 | 1.1 | · | 1.1 | 1.0 | 1.1 | · | 1.1 | 1.2 | 2.4 | · | 2.3 | |
| Receivables Turnover | 3.8 | 3.7 | · | 3.5 | 3.0 | 2.5 | · | 2.2 | 2.1 | 1.9 | · | 2.2 | 2.3 | 3.6 | · | 4.7 |
Valuasi (TTM) 13
| Metrik | Tren | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.25B | $1.16B | · | $1.07B | $924M | $836M | · | $841M | $845M | $842M | · | $880M | $884M | $846M | · | $821M | |
| Net Income TTM | $-63M | $-76M | · | $-82M | $-81M | $-83M | · | $-39M | $-52M | $-38M | · | $-28M | $-50M | $-28M | · | $-28M | |
| Market Cap | $792M | $415M | · | $471M | $543M | $683M | · | $611M | $904M | $912M | · | $780M | $823M | $926M | · | $754M | |
| Enterprise Value | $1.20B | $843M | · | $922M | $968M | $1.08B | · | $985M | $1.23B | $1.17B | · | $1.00B | $1.09B | $1.17B | · | $902M | |
| P/E | -12.3 | -5.2 | · | -5.5 | -6.5 | -7.8 | · | -13.5 | -15.3 | -17.2 | · | -12.0 | -8.6 | -9.8 | · | -7.3 | |
| P/S | 0.6 | 0.4 | · | 0.4 | 0.6 | 0.8 | · | 0.7 | 1.1 | 1.1 | · | 0.9 | 0.9 | 1.1 | · | 0.9 | |
| P/B | -25.3 | -20.5 | · | 41.1 | 29.7 | 9.6 | · | 5.5 | 11.1 | 9.9 | · | 6.2 | -57.7 | 89.6 | · | 33.2 | |
| P / Cash Flow | · | -35.2 | · | · | · | -30.9 | · | · | · | 114.3 | · | · | · | -36.8 | · | · | |
| P / FCF | · | -22.0 | · | · | · | -10.8 | · | · | · | -15.0 | · | · | · | -20.7 | · | · | |
| EV / EBITDA | 76.0 | 42.7 | · | 175.1 | 322646.6 | -822.4 | · | -194.7 | -145.3 | -452.8 | · | 1008.8 | 228.0 | -784.8 | · | 79.7 | |
| EV / FCF | · | -44.7 | · | · | · | -17.0 | · | · | · | -19.2 | · | · | · | -26.1 | · | · | |
| EV / Revenue | 1.0 | 0.7 | · | 0.9 | 1.0 | 1.3 | · | 1.2 | 1.5 | 1.4 | · | 1.1 | 1.2 | 1.4 | · | 1.1 | |
| Earnings Yield | -8.1% | -19.1% | · | -18.1% | -15.4% | -12.7% | · | -7.4% | -6.6% | -5.8% | · | -8.3% | -11.6% | -10.2% | · | -13.7% |
Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir
Laporan Laba Rugi
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Pendapatan | $1.19B | — | — | $851M | — |
| Margin Kotor % | 12.7% | — | — | 18.1% | — |
| Margin Operasi % | -3.8% | — | — | -5.8% | — |
| Laba Bersih | $-90M | — | — | $-80M | — |
| EPS Dilusian | $-0.94 | — | — | $-0.89 | — |
Neraca
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Utang / Ekuitas | -247.7 | — | — | 4.0 | — |
| Rasio Lancar | 1.0 | — | — | 1.2 | — |
| Rasio Cepat | 0.3 | — | — | 0.5 | — |
Arus Kas
| 2025-12-31 | 2025-06-30 | 2025-03-31 | 2024-12-31 | 2024-09-30 | |
|---|---|---|---|---|---|
| Arus Kas Bebas | $-108M | — | — | $-173M | — |
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Pemilik institusional (13F) 158 pengaju · $311.0M total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 42 (+28 vs Kuartal sebelumnya) | 14 (+3 vs Kuartal sebelumnya) | 47 (+8 vs Kuartal sebelumnya) | 30 (-13 vs Kuartal sebelumnya) | -5.1M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| HF Capital, LLC | $103.400.513 | 12.749.755 | 33,25% | Saham |
| STEPHENS GROUP, LLC | $34.467.683 | 8.110.043 | 11,08% | Saham |
| FMR LLC | $32.816.028 | 4.046.366 | 10,55% | Saham |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.700.416 | 2.182.542 | 5,69% | Saham |
| BROWN BROTHERS HARRIMAN & CO | $15.219.940 | 1.876.688 | 4,89% | Saham |
| Silverleafe Capital Partners, LLC | $7.852.240 | 968.217 | 2,52% | Saham |
| GEODE CAPITAL MANAGEMENT, LLC | $7.166.087 | 883.411 | 2,30% | Saham |
| AGMAN CAPITAL LLC | $6.803.041 | 838.846 | 2,19% | Saham |
| STATE STREET CORP | $6.437.905 | 793.823 | 2,07% | Saham |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $5.253.869 | 647.826 | 1,69% | Saham |
| MILLENNIUM MANAGEMENT LLC | $4.879.065 | 601.611 | 1,57% | Saham |
| AQR CAPITAL MANAGEMENT LLC | $3.709.465 | 457.394 | 1,19% | Saham |
| ZAZOVE ASSOCIATES LLC | $3.653.620 | 450.508 | 1,17% | Saham |
| JANE STREET GROUP, LLC | $3.373.387 | 415.954 | 1,08% | Saham |
| UBS Group AG | $3.344.256 | 412.362 | 1,08% | Saham |
| BANK OF AMERICA CORP /DE/ | $2.940.005 | 362.516 | 0,95% | Saham |
| ALGERT GLOBAL LLC | $2.816.125 | 347.241 | 0,91% | Saham |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.570.692 | 316.978 | 0,83% | Saham |
| TUDOR INVESTMENT CORP ET AL | $2.403.820 | 296.402 | 0,77% | Saham |
| VANGUARD FIDUCIARY TRUST CO | $2.319.971 | 286.063 | 0,75% | Saham |
| LEE DANNER & BASS INC | $2.295.130 | 283.000 | 0,74% | Saham |
| GOLDMAN SACHS GROUP INC | $2.263.882 | 279.147 | 0,73% | Saham |
| BNP PARIBAS FINANCIAL MARKETS | $2.127.602 | 262.343 | 0,68% | Saham |
| Trexquant Investment LP | $2.031.409 | 250.482 | 0,65% | Saham |
| STEPHENS INC /AR/ | $1.967.389 | 242.588 | 0,63% | Saham |
| BlackRock, Inc. | $1.901.933 | 234.517 | 0,61% | Saham |
| CITADEL ADVISORS LLC | $1.771.029 | 218.376 | 0,57% | Saham |
| Mariner, LLC | $1.574.910 | 194.193 | 0,51% | Saham |
| DAVENPORT & Co LLC | $1.573.543 | 194.025 | 0,51% | Saham |
| Point72 Asset Management, L.P. | $1.513.667 | 186.642 | 0,49% | Saham |
| Horrell Capital Management, Inc. | $1.285.549 | 158.514 | 0,41% | Saham |
| Sovereign's Capital Management, LLC | $1.251.860 | 154.500 | 0,40% | Saham |
| Piedmont Capital Management, LLC/NC | $1.115.028 | 137.488 | 0,36% | Saham |
| VANGUARD GROUP INC | $1.084.053 | 266.352 | 0,35% | Saham |
| ARKANSAS FINANCIAL GROUP, INC. | $1.033.887 | 127.483 | 0,33% | Saham |
| Quantinno Capital Management LP | $987.822 | 121.803 | 0,32% | Saham |
| BOOTHBAY FUND MANAGEMENT, LLC | $919.674 | 113.400 | 0,30% | Opsi jual |
| Walleye Capital LLC | $807.067 | 99.515 | 0,26% | Saham |
| TWO SIGMA INVESTMENTS, LP | $782.785 | 96.521 | 0,25% | Saham |
| D. E. Shaw & Co., Inc. | $779.858 | 96.160 | 0,25% | Saham |
| RENAISSANCE TECHNOLOGIES LLC | $678.807 | 83.700 | 0,22% | Saham |
| FULLER & THALER ASSET MANAGEMENT, INC. | $521.514 | 64.305 | 0,17% | Saham |
| DIVERSIFIED TRUST CO | $510.394 | 62.934 | 0,16% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $507.110 | 62.529 | 0,16% | Saham |
| GREENWOOD GEARHART LLC | $471.734 | 58.167 | 0,15% | Saham |
| Susquehanna Portfolio Strategies, LLC | $467.250 | 57.614 | 0,15% | Saham |
| HSBC HOLDINGS PLC | $464.325 | 57.716 | 0,15% | Saham |
| Centiva Capital, LP | $460.453 | 56.776 | 0,15% | Saham |
| REGIONS FINANCIAL CORP | $384.657 | 47.430 | 0,12% | Saham |
| RHUMBLINE ADVISERS | $378.443 | 46.665 | 0,12% | Saham |
| Pillsbury Lake Capital LLC | $361.620 | 5.166 | 0,12% | Opsi jual |
| IEQ CAPITAL, LLC | $344.278 | 42.451 | 0,11% | Saham |
| Aquatic Capital Management LLC | $306.947 | 37.848 | 0,10% | Saham |
| Legacy Capital Wealth Partners, LLC | $279.795 | 34.500 | 0,09% | Saham |
| BARCLAYS PLC | $278.789 | 34.376 | 0,09% | Saham |
| Jain Global LLC | $233.195 | 28.754 | 0,07% | Saham |
| XTX Topco Ltd | $223.868 | 27.604 | 0,07% | Saham |
| Vanguard Global Advisers, LLC | $214.193 | 26.411 | 0,07% | Saham |
| Bank of New York Mellon Corp | $197.341 | 24.333 | 0,06% | Saham |
| ALLIANCEBERNSTEIN L.P. | $186.235 | 43.820 | 0,06% | Saham |
| MERCER GLOBAL ADVISORS INC /ADV | $185.330 | 22.852 | 0,06% | Saham |
| Arvest Bank Trust Division | $183.569 | 22.635 | 0,06% | Saham |
| Inscription Capital, LLC | $181.948 | 22.435 | 0,06% | Saham |
| MetLife Investment Management, LLC | $177.877 | 21.933 | 0,06% | Saham |
| MORGAN STANLEY | $175.249 | 21.609 | 0,06% | Saham |
| RAYMOND JAMES FINANCIAL INC | $172.638 | 21.287 | 0,06% | Saham |
| FOX RUN MANAGEMENT, L.L.C. | $167.455 | 20.648 | 0,05% | Saham |
| PRELUDE CAPITAL MANAGEMENT, LLC | $161.000 | 230.000 | 0,05% | Opsi jual |
| HighTower Advisors, LLC | $156.977 | 19.356 | 0,05% | Saham |
| SEI INVESTMENTS CO | $153.409 | 18.916 | 0,05% | Saham |
| Nuveen, LLC | $153.409 | 18.916 | 0,05% | Saham |
| Cerity Partners LLC | $147.943 | 18.242 | 0,05% | Saham |
| Balyasny Asset Management L.P. | $146.880 | 18.111 | 0,05% | Saham |
| CITIGROUP INC | $143.936 | 17.748 | 0,05% | Saham |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $139.581 | 17.211 | 0,04% | Saham |
| Red Door Wealth Management, LLC | $137.870 | 17.000 | 0,04% | Saham |
| Magnetar Financial LLC | $134.334 | 16.564 | 0,04% | Saham |
| Cetera Investment Advisers | $125.527 | 15.478 | 0,04% | Saham |
| TWO SIGMA SECURITIES, LLC | $125.081 | 15.423 | 0,04% | Saham |
| Invesco Ltd. | $120.758 | 14.890 | 0,04% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $119.217 | 14.700 | 0,04% | Opsi beli |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $113.857 | 15.324 | 0,04% | Saham |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $108.147 | 13.335 | 0,03% | Saham |
| WINTON GROUP Ltd | $99.753 | 12.300 | 0,03% | Saham |
| Arax Advisory Partners | $99.396 | 12.256 | 0,03% | Saham |
| Police & Firemen's Retirement System of New Jersey | $97.888 | 12.070 | 0,03% | Saham |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $97.815 | 12.061 | 0,03% | Saham |
| Pathstone Holdings, LLC | $97.320 | 12.000 | 0,03% | Saham |
| Nuveen Asset Management, LLC | $91.723 | 14.287 | 0,03% | Saham |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $90.402 | 11.147 | 0,03% | Saham |
| Sequoia Financial Advisors, LLC | $87.686 | 10.812 | 0,03% | Saham |
| Summit Asset Management, LLC | $87.183 | 10.750 | 0,03% | Saham |
| Waterloo Capital, L.P. | $87.012 | 10.729 | 0,03% | Saham |
| FTB Advisors, Inc. | $85.950 | 15.000 | 0,03% | Saham |
| INTECH INVESTMENT MANAGEMENT LLC | $85.544 | 10.548 | 0,03% | Saham |
| Gotham Asset Management, LLC | $82.308 | 10.149 | 0,03% | Saham |
| AlphaQuest LLC | $76.528 | 18.803 | 0,02% | Saham |
| MARSHALL WACE, LLP | $66.226 | 8.166 | 0,02% | Saham |
| NEW YORK STATE COMMON RETIREMENT FUND | $53.850 | 6.640 | 0,02% | Saham |
| WOLVERINE TRADING, LLC | $51.636 | 10.848 | 0,02% | Saham |
Orang dalam perusahaan 17 orang dalam · 7 pejabat · 10 direktur
| Orang Dalam | Peran | Aktivitas terakhir | Saham dimiliki | Beli 12m | Jual 12m | Bersih 12m |
|---|---|---|---|---|---|---|
| Scott T Ford | CHIEF EXECUTIVE OFFICER | 3 Feb. 2026 G | 55.000 | 2 | 0 | $631.500 |
| Thomas Christopher Pledger | CHIEF FINANCIAL OFFICER | 2 Juni 2026 A | 440.590 | 0 | 0 | $0 |
| William A Ford | CHIEF OPERATING OFFICER | 2 Juni 2026 A | 485.914 | 0 | 0 | $0 |
| Larry Keith Harvey | SVP - CHIEF LEGAL OFFICER | 8 Juni 2026 A | 20.389 | 0 | 0 | $0 |
| Samuel Ford | CHIEF TRADE & RISK OFFICER | 2 Juni 2026 A | 215.660 | 0 | 0 | $0 |
| Kyle Newkirk | CHIEF COMMERCIAL OFFICER | 2 Juni 2026 A | 178.125 | 0 | 0 | $0 |
| Blake Schuhmacher | CHIEF ACCOUNTING OFFICER | 2 Juni 2026 A | 75.844 | 0 | 0 | $0 |
| Robert Patrick Kruczek | Direktur | 5 Juni 2026 A | 349.009 | 0 | 0 | $0 |
| Hugh Mccoll III | Direktur | 5 Juni 2026 A | 49.009 | 0 | 0 | $0 |
| Oluwatoyin Umesiri | Direktur | 5 Juni 2026 A | 37.509 | 0 | 0 | $0 |
| Mark A Edmunds | Direktur | 5 Juni 2026 A | 119.178 | 0 | 0 | $0 |
| Kenneth M. Parent | Direktur | 5 Juni 2026 A | 202.943 | 0 | 0 | $0 |
| Leslie Starr Keating | Direktur | 5 Juni 2026 A | 141.395 | 0 | 0 | $0 |
| Wellford A Tabor | Direktur | 5 Juni 2026 A | 89.798 | 0 | 0 | $0 |
| Jeffrey H Fox | Direktur | 5 Juni 2026 A | 49.009 | 0 | 0 | $0 |
| Joe T Ford | Direktur | 3 Feb. 2026 G | 0 | 8 | 0 | $802.550 |
| HF Direct Investments Pool, LLC | Pemilik 10% | 15 Feb. 2024 P | 13.008.000 | 0 | 0 | $0 |
Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka
Aktivis & pemilik 5%+ 1 saham
Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.
| Pengaju | Diajukan | Kepemilikan | Status | Tujuan | Pengajuan |
|---|---|---|---|---|---|
| Riverview Sponsor Partners, LLC, RBM Investments, LLC, R. Brad Martin ×2 pengajuan | 31 Agu 2023 | — | Pengajuan awal | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Kepemilikan ETF Dimiliki oleh 24 ETF
Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.
| Dana | Bobot | Unit | Per tanggal | Sumber |
|---|---|---|---|---|
| SOVF · Elevation Series Trust | 0,49% | 78.591 NS | 30 April 2026 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0,10% | 3.098.000 | 8 Agu 2026 | Harian |
| GTOS · Invesco Actively Managed Exchange-T… | 0,04% | 50.000 | 8 Agu 2026 | Harian |
| VDC · VANGUARD WORLD FUND | 0,03% | 388.746 SH | 8 Agu 2026 | Harian |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 37.900 SH | 8 Agu 2026 | Harian |
| IWO · iShares Trust | 0,02% | 324.295 SH | 8 Agu 2026 | Harian |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,01% | 4.551 SH | 8 Agu 2026 | Harian |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,01% | 216.581 SH | 8 Agu 2026 | Harian |
| IWM · iShares Trust | 0,01% | 946.787 SH | 8 Agu 2026 | Harian |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,01% | 31.459 NS | 31 Mei 2026 | N-PORT |
| ITWO · ProShares Trust | 0,01% | 1.735 NS | 31 Mei 2026 | N-PORT |
| RSSL · Global X Funds | 0,01% | 15.850 NS | 30 April 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0,01% | 178.910 NS | 31 Mei 2026 | N-PORT |
| UWM · ProShares Trust | 0,00% | 1.357 NS | 31 Mei 2026 | N-PORT |
| URTY · ProShares Trust | 0,00% | 1.371 NS | 31 Mei 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,00% | 1.249 NS | 31 Mei 2026 | N-PORT |
| HDG · ProShares Trust | 0,00% | 34 NS | 31 Mei 2026 | N-PORT |
| IWN · iShares Trust | 0,00% | 16.254 SH | 8 Agu 2026 | Harian |
| IWV · iShares Trust | 0,00% | 10.233 SH | 8 Agu 2026 | Harian |
| SCHB · SCHWAB STRATEGIC TRUST | 0,00% | 22.000 NS | 31 Mei 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,00% | 443.529 SH | 8 Agu 2026 | Harian |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 1.683.200 SH | 8 Agu 2026 | Harian |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,00% | 1.919 SH | 8 Agu 2026 | Harian |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 2.680 SH | 8 Agu 2026 | Harian |