$LIEN

$9.12 +$0.03 (0.33%) Close

$LIEN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 22.8M shares outstanding

Who owns LIEN?

By type of holder

Institutions 15.6% Insiders 84.5% Everyone else 0.0%

Concentration Top 10 holders own 115.4%

Gordon Scott 92.0% · Mazarakis John 14.0%

Institutional ownership

15.6%

-0.8 pts vs last qtr

Institutional holders

+6 vs last qtr

Net shares bought

−193.5K

by institutions in Q2 2026

New / sold out

14 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Partners Capital Investment Group, LLP NEW +145.3K
Raymond James Financial Inc NEW +96.1K

Biggest sellers in Q2 2026

Jpmorgan Chase & Co SOLD OUT −237.6K
Corient Private Wealth LP −191.9K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Chicago Atlantic BDC Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+550.2%

+86.65% a year

Each share's claim on the business

−84.6%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years57% Under 1 year43%

Quarterly turnover

17.0%

of institutional shares changed hands

Top 10 managers, median time held

1 year

Super Investors

Investment managers reporting LIEN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
IC Intrepid Capital Management Inc	756.2K	3.31%	Unchanged	2024	2.6%
Shares held by quarter Peak holding759.3K (Q2'25) Change over 8 quarters+739.3K Share of the company3.310% Intrepid Capital Management Inc's full portfolio →
SF Sowell Financial Services LLC	511.4K	2.24%	+18.0K (+3.6%)	Q4 '25	0.2%
Shares held by quarter Peak holding511.4K (Q2'26) Change over 8 quarters+511.4K Share of the company2.240% Sowell Financial Services LLC's full portfolio →

Intrepid Capital Management Inc

756.2K

% of company

3.31%

Change vs last qtr

Unchanged

Held since

2024

Sowell Financial Services LLC

511.4K

% of company

2.24%

Change vs last qtr

+18.0K (+3.6%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Chicago Atlantic BDC Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting LIEN on Form N-PORT; together they hold 3.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
II Intrepid Income Fund Intrepid Capital Management Funds Trust	$7.01M	718.0K	3.15%	0.49%	June 30, 2026
IC Intrepid Capital Fund Intrepid Capital Management Funds Trust	$373K	38.2K	0.17%	0.30%	June 30, 2026

Intrepid Income Fund

Intrepid Capital Management Funds Trust

Position value

$7.01M

% of company

3.15%

% of the fund

0.49%

As of

June 30, 2026

Intrepid Capital Fund

Intrepid Capital Management Funds Trust

Position value

$373K

% of company

0.17%

% of the fund

0.30%

As of

June 30, 2026

1 more funds behind a free account

See every fund holding Chicago Atlantic BDC Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
GS Gordon Scott Insider	21.0M	91.96%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company91.960% Gordon Scott's insider activity →
MJ Mazarakis John Insider	3.2M	13.97%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company13.970% Mazarakis John's insider activity →

Gordon Scott

Insider

21.0M

% of company

91.96%

Change vs last qtr

—

Held since

—

Mazarakis John

Insider

3.2M

% of company

13.97%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Chicago Atlantic BDC Inc.

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