MultiSensor AI Holdings, Inc. (MSAIW) shareholders
MSAIWNasdaqOptical Instruments & LensesFiscal year ends December 31Also trades as MSAI
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026Score 11/3087% below fair value
$0.02+0.00 (0.00%)
Close on Oct 30, 2026Market cap $7.19MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
2M
Shares held, 13F filers
Institutional holders
18
0 new, 1 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Friedberg Daniel M. Joint filing with 325 Capital LLC (49.50%), Braner Michael David (49.50%) and 3 more | 52,482,019 | 49.50% | 13D (active) amendment | Dec 19, 2025 |
| Shrivastava Anil K Joint filing with 325 Capital LLC (31.20%), Braner Michael David (31.20%) and 3 more | 12,961,653 | 31.20% | 13D (active) amendment | Oct 30, 2025 |
| 325 Capital LLC Joint filing with Braner Michael David (31.20%), Friedberg Daniel M. (31.20%) and 3 more | 12,961,653 | 31.20% | 13D (active) amendment | Oct 24, 2025 |
| Ayrton Capital LLC Joint filing with Alto Opportunity Master Fund, SPC - Segregated Master Portfolio B (5.73%), Waqas Khatri (5.73%) | 4,890,450 | 5.73% | 13G (passive) amendment | Mar 31, 2026 |
| Strahan Gary Eugene | 3,315,093 | 9.90% | 13D (active) amendment | Jul 21, 2025 |
| Sanders Morris 760224835 | 2,898,793 | 20.90% | 13G (passive) amendment | Jul 2, 2024 |
| Steven Winch | 1,156,081 | 9.20% | 13D (active) | Dec 19, 2023 |
| David Gow Joint filing with SportsMap, LLC (5.00%) | 996,955 | 5.00% | 13D (active) amendment | Dec 19, 2023 |
| Peter Baird | 834,625 | 6.50% | 13D (active) | Dec 19, 2023 |
| Jeffrey Eugene Guida | 785,828 | 6.20% | 13D (active) | Dec 19, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MSAIW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 201,766 | – | $5.85K | +196,722 | 0.00% |
| MMCAP International Inc. SPC | 175,250 | – | $5.08K | +170,869 | 0.00% |
| Wolverine Asset Management LLC | 158,593 | – | $4.60K | +154,628 | 0.00% |
| 683 Capital Management, LLC | 150,000 | – | $4.35K | +146,250 | 0.00% |
| O'Connor Alternative Investments LLC | 142,585 | – | $4.14K | +139,020 | 0.00% |
| Clear Street Group Inc. | 128,278 | – | $3.72K | +125,061 | 0.00% |
| Yakira Capital Management, Inc. | 104,518 | – | $3.03K | +101,905 | 0.00% |
| Boothbay Fund Management, LLC | 100,000 | – | $521.00K | +97,500 | 0.01% |
| Toronto Dominion Bank | 99,512 | – | $2.89K | +97,015 | 0.00% |
| Whitebox Advisors LLC | 96,838 | – | $2.81K | +94,417 | 0.00% |
| Calamos Advisors LLC | 75,000 | – | $2.18K | +73,125 | 0.00% |
| Cruiser Capital Advisors, LLC | 37,500 | – | $1.09K | +36,562 | 0.00% |
| Aristides Capital LLC | 37,500 | – | $1.09K | +36,562 | 0.00% |
| D. E. Shaw & Co., Inc. | 31,500 | – | $914 | +30,712 | 0.00% |
| Rivernorth Capital Management, LLC | 31,218 | – | $712 | +30,438 | 0.00% |
| Gabelli Funds LLC | 27,347 | – | $793 | +26,663 | 0.00% |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 24,900 | – | $722 | +24,277 | 0.00% |
| Ancora Advisors, LLC | 8,347 | – | $242 | +8,138 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 2M | 0 / 18 | 0 / 1 | 2M | 0M |
| Q1 2026 | 19 | 0M | 2 / 0 | 3 / 0 | 0M | 0M |
| Q4 2025 | 18 | 0M | 0 / 0 | 4 / 5 | 0M | 0M |
| Q3 2025 | 24 | 0M | 1 / 0 | 4 / 0 | 0M | 0M |
| Q2 2025 | 24 | 0M | 2 / 2 | 4 / 3 | 0M | 0M |
| Q1 2025 | 25 | 0M | 3 / 1 | 3 / 4 | 0M | 0M |
| Q4 2024 | 26 | 0M | 1 / 1 | 5 / 4 | 0M | 0M |
| Q3 2024 | 30 | 0M | 2 / 0 | 7 / 2 | 0M | 0M |
| Q2 2024 | 30 | 0M | 0 / 2 | 4 / 1 | 0M | 0M |
| Q1 2024 | 32 | 0M | 2 / 4 | 8 / 6 | 0M | 0M |
| Q4 2023 | 36 | 0M | 36 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MSAIW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund | 75,000 | – | $1.61K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Robert Nadolny | Chief Financial Officer | 23,491 | Jul 20, 2026 |
| Asim Akram | Chief Executive Officer | 25,201 | Jul 20, 2026 |
| Peter W. Baird | Chief Commercial Officer | 843,888 | May 29, 2025 |
| Petros Kitsos | Director | 5,287 | Jul 2, 2026 |
| Margaret M. Chu | Director | 5,287 | Jul 2, 2026 |
| Stuart V. Flavin | Director | 5,621 | Jul 2, 2026 |
| Daniel M. Friedberg | Director, 10% owner | 674,650 | Jul 2, 2026 |
| David Gow | Director | 142,583 | Jul 2, 2026 |
| Steven Winch | Director | 1,417,005 | May 29, 2025 |
| Reid Ryan | Director | 169,367 | Apr 29, 2025 |
| Michael David Braner | 10% owner | – | Jul 2, 2026 |
| Anil K. Shrivastava | 10% owner | 26,692,326 | Jul 2, 2026 |
| Capital Master Fund LP 325 | 10% owner | 26,836,464 | Jul 2, 2026 |
| Capital Llc 325 | 10% owner | 12,961,653 | Jul 2, 2026 |
| 325 Capital GP, LLC | 10% owner | 9,445,199 | Jul 2, 2026 |
| Gary Eugene Strahan | 10% owner | 3,577,397 | Jul 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert Nadolny Chief Financial Officer | Jul 16, 2026 | Award | +17,935 | – | – | 23,491 |
| Asim Akram Chief Executive Officer | Jul 16, 2026 | Award | +20,841 | – | – | 25,201 |
| Petros Kitsos Director | Jun 30, 2026 | Award | +1,869 | – | – | 5,287 |
| Daniel M. Friedberg Director, 10% owner | Jun 30, 2026 | Award | +3,738 | – | – | 9,872 |
| Margaret M. Chu Director | Jun 30, 2026 | Award | +1,869 | – | – | 5,287 |
| Stuart V. Flavin Director | Jun 30, 2026 | Award | +1,869 | – | – | 5,621 |
| David Gow Director | Jun 30, 2026 | Award | +1,869 | – | – | 22,974 |
| Petros Kitsos Director | Mar 31, 2026 | Award | +47,619 | – | – | 136,707 |
| David Gow Director | Mar 31, 2026 | Award | +47,619 | – | – | 844,163 |
| Stuart V. Flavin Director | Mar 31, 2026 | Award | +47,619 | – | – | 150,072 |
| Capital Master Fund LP 325 10% owner | Mar 31, 2026 | Award | +95,238 | – | – | 245,345 |
| Margaret M. Chu Director | Mar 31, 2026 | Award | +47,619 | – | – | 136,707 |
| Robert Nadolny Chief Financial Officer | Jan 7, 2026 | Tax withholding | −14,681 | $0.29 | $4.26K | 222,278 |
| Daniel M. Friedberg Director, 10% owner | Dec 31, 2025 | Award | +48,900 | – | – | 150,107 |
| David Gow Director | Dec 31, 2025 | Award | +48,900 | – | – | 796,544 |
| Stuart V. Flavin Director | Dec 31, 2025 | Award | +24,450 | – | – | 102,453 |
| Petros Kitsos Director | Dec 31, 2025 | Award | +24,450 | – | – | 89,088 |
| Margaret M. Chu Director | Dec 31, 2025 | Award | +24,450 | – | – | 89,088 |
| Anil K. Shrivastava 10% owner | Dec 19, 2025 | Award | +10,952,650 | – | – | 21,747,896 |
| Anil K. Shrivastava 10% owner | Dec 19, 2025 | Award | +2,676,816 | – | – | 4,843,223 |
| Capital Llc 325 10% owner | Oct 24, 2025 | Award | +2,800,907 | – | – | 10,694,039 |
| Capital Llc 325 10% owner | Oct 24, 2025 | Award | +684,539 | – | – | 2,166,407 |
| David Gow Director | Sep 30, 2025 | Award | +31,008 | – | – | 747,644 |
| Margaret M. Chu Director | Sep 30, 2025 | Award | +15,504 | – | – | 64,638 |
| Robert Nadolny Chief Financial Officer | Sep 30, 2025 | Award | +50,000 | – | – | 236,959 |
| Petros Kitsos Director | Sep 30, 2025 | Award | +15,504 | – | – | 64,638 |
| Daniel M. Friedberg Director, 10% owner | Sep 30, 2025 | Award | +31,008 | – | – | 101,207 |
| Stuart V. Flavin Director | Sep 30, 2025 | Award | +15,504 | – | – | 78,003 |
| Gary Eugene Strahan 10% owner | Jul 28, 2025 | Sale | −42,775 | $0.78 | $33.36K | 3,272,318 |
| Gary Eugene Strahan 10% owner | Jul 21, 2025 | Gift | −2,409,258 | – | – | 3,315,093 |
| Gary Eugene Strahan 10% owner | Jul 21, 2025 | Sale | −89,265 | $0.75 | $66.95K | 5,724,351 |
| Gary Eugene Strahan 10% owner | Jul 18, 2025 | Sale | −34,959 | $0.75 | $26.22K | 5,813,616 |
| Gary Eugene Strahan 10% owner | Jul 17, 2025 | Sale | −363 | $0.81 | $294 | 5,848,575 |
| Gary Eugene Strahan 10% owner | Jul 7, 2025 | Sale | −26,969 | $0.67 | $18.07K | 5,848,938 |
| Stuart V. Flavin Director | Jun 30, 2025 | Tax withholding | −23,319 | $0.60 | $13.99K | 62,499 |
| Margaret M. Chu Director | Jun 30, 2025 | Award | +18,282 | $0.55 | $10.06K | 49,134 |
| David Gow Director | Jun 30, 2025 | Award | +36,563 | $0.55 | $20.11K | 716,636 |
| Petros Kitsos Director | Jun 30, 2025 | Award | +18,282 | $0.55 | $10.06K | 49,134 |
| 325 Capital GP, LLC – | Jun 30, 2025 | Award | +36,563 | $0.55 | $20.11K | 70,199 |
| Asim Akram Chief Executive Officer | Jun 23, 2025 | Award | +174,400 | – | – | 174,400 |
| Gary Eugene Strahan 10% owner | Jun 23, 2025 | Sale | −76,711 | $0.55 | $42.19K | 5,875,907 |
| Gary Eugene Strahan 10% owner | Jun 20, 2025 | Sale | −21,470 | $0.66 | $14.17K | 5,952,618 |
| Gary Eugene Strahan 10% owner | Jun 12, 2025 | Sale | −8,350 | $0.74 | $6.18K | 5,974,088 |
| Gary Eugene Strahan 10% owner | Jun 10, 2025 | Sale | −7,000 | $0.72 | $5.04K | 5,982,438 |
| Gary Eugene Strahan 10% owner | Jun 9, 2025 | Sale | −20,000 | $0.72 | $14.40K | 5,989,438 |
| Gary Eugene Strahan 10% owner | Jun 4, 2025 | Sale | −3,500 | $0.80 | $2.80K | 6,009,438 |
| Gary Eugene Strahan 10% owner | Jun 3, 2025 | Sale | −1,132 | $0.80 | $906 | 6,012,938 |
| Gary Eugene Strahan 10% owner | Jun 3, 2025 | Sale | −1,868 | $0.82 | $1.53K | 6,014,070 |
| Peter W. Baird Chief Commercial Officer | May 28, 2025 | Tax withholding | −22,900 | $0.83 | $19.01K | 843,888 |
| Peter W. Baird Chief Commercial Officer | May 28, 2025 | Tax withholding | −13,700 | $0.83 | $11.37K | 866,788 |
| Steven Winch Director | May 28, 2025 | Tax withholding | −48,010 | $0.83 | $39.85K | 869,795 |
| Steven Winch Director | May 28, 2025 | Tax withholding | −50,588 | $0.83 | $41.99K | 917,805 |
| Capital Master Fund LP 325 – | Apr 28, 2025 | Award | +24,667 | $0.81 | $19.98K | 33,636 |
| Margaret M. Chu Director | Apr 28, 2025 | Award | +12,334 | $0.81 | $9.99K | 30,852 |
| David Gow Director | Apr 28, 2025 | Award | +24,667 | $0.81 | $19.98K | 680,073 |
| Reid Ryan Director | Apr 28, 2025 | Award | +24,667 | $0.81 | $19.98K | 169,367 |
| Petros Kitsos Director | Apr 28, 2025 | Award | +12,334 | $0.81 | $9.99K | 30,852 |
| Steven Winch Director | Apr 2, 2025 | Tax withholding | −48,011 | $0.98 | $47.05K | 968,393 |
| Steven Winch Director | Apr 2, 2025 | Tax withholding | −50,588 | $0.98 | $49.58K | 1,016,404 |
| Peter W. Baird Chief Commercial Officer | Apr 2, 2025 | Tax withholding | −13,700 | $0.98 | $13.43K | 903,388 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
1.4
At 0M shares a day
Change since last report
-6.8%
From 0M shares
Short volume, 20 days
59.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of MultiSensor AI's stock actually held short. Settlement fails (shares not delivered on time) peaked at 4,718 shares on Sep 25, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Gary Eugene Strahan Former 10% shareholder | Sep 16, 2025 | 152,125 | $108.51K | Sep 16, 2025 | Exchange of Shares of Infrared Cameras Holdings Inc |
| Gary Eugene Strahan 10% Stockholder | Sep 4, 2025 | 40,438 | $26.93K | Sep 4, 2025 | Exchange of Shares of Infrared Cameras Holdings Inc |
| Gary Eugene Strahan 10% Stockholder | May 30, 2025 | 334,362 | $272.44K | May 30, 2025 | Exchange of Shares of Infrared Cameras Holdings Inc |