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LION Lionsgate Studios Corporation

Consumer Discretionary, filed as LIONSGATE STUDIOS CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 3 managers in 2026 Q2

  • 2 Owners
  • Max 3.6%
  • $27M
  • 1 reduce 2 exits 1 small

In 2026 Q2 Nehal Chopra trimmed Lionsgate Studios, and Glenview Capital Management and Corvex Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 3.6% (Nehal Chopra, Ratan Capital Management). Not free-float ownership.

  1. Nehal Chopra Reduce 3.6%
  2. Spencer Waxman Add 1.4%

Who owns LION

Sorted by value, long equity only, as of 2026 Q2.

History
Spencer Waxman, Shannon River Fund Management 1.4% Small add +0.9% 1,050,445 $16M History
Nehal Chopra, Ratan Capital Management 3.6%, was 4.7% Reduce −44.3% 735,870 $11M History
Glenview Capital Management exited 2026 Q2 Last 2026 Q1 0.67% Exit −0.67% 2,778,781 $27M History
Corvex Management exited 2026 Q2 Last 2026 Q1 0.62% Exit −0.62% 1,622,551 $16M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LION's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LION insider trades
  • None no insider bought on the open market
  • $2M sold by 4 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Mark H Rachesky MD Director
    Buy
    — 42.6M shares New stake
    Traded Jul 8 Filed Jul 10
  2. Mark H Rachesky MD Director
    Sale
    — 42.6M shares 91% of stake
    Traded Jul 8 Filed Jul 10
  3. Michael Raymond Burns Vice Chair
    Sale
    $196K 21,748 shares at $9.01 0.7% of stake
    Traded Dec 23, 2025 Filed Dec 29, 2025
  4. Jon Feltheimer CEO
    Sale
    $1.6M 195,000 shares at $8.28 5.3% of stake
    Traded Dec 22, 2025 Filed Dec 29, 2025
  5. Brian Goldsmith COO
    Sale
    $214K 25,000 shares at $8.54 1.7% of stake
    Traded Dec 18, 2025 Filed Dec 19, 2025

Also filed in the last 12 months, not counted as buying or selling: 61 stock grants and 41 share withholdings for taxes.

Congress

No member of Congress reported trading LION in the last three years. 2 members listed it in 2025 annual reports.

All Congress trades

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
8-K 5.07,9.01
SCHEDULE 13G/A —
8-K 2.02,9.01
10-Q LIONSGATE STUDIOS CORP. Q1 F27 FORM 10-Q
DEF 14A
DEFA14A
8-K 5.02,9.01
SCHEDULE 13D/A —
8-K 8.01
424B3
10-K FY 2026 FORM 10-K
8-K 2.02,9.01
SCHEDULE 13G —
SCHEDULE 13G/A —
SCHEDULE 13G —
8-K 5.02,9.01
424B3 424B3 JON FELTHEIMER AGREEMENT AMENDMENT

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2025 FY2026
Revenue $3.2B $2.63B
Net income -$362M -$198.3M
Net margin * -11.3% -7.5%

Balance sheet

Metric FY2025 FY2026
Total current assets $1.36B $1.49B
Total non-current assets * $3.76B $3.84B
Total assets $5.12B $5.33B
Total current liabilities $3.21B $3.05B
Total non-current liabilities * $2.83B $3.33B
Total equity -$1.05B -$1.19B

Cash flow

Metric FY2025 FY2026
Cash from operations -$106.8M $24.8M
Cash from investing -$35.4M -$8.7M
Cash from financing $84.5M $110.8M
Net change in cash * -$57.7M $126.9M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.