LEE ENTERPRISES, Inc (LEE) shareholders
Close on Nov 13, 2026Market cap $170.76MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Jerrilyn M. Hoffmann Joint filing with Jerrilyn M. Hoffmann Revocable Trust dated May 30, 2001 (the "Trust") (53.47%), David Hoffmann (53.47%) | 11,885,349 | 53.47% | 13D (active) amendment | Mar 3, 2026 |
| Quint Digital Ltd | 3,244,800 | 14.40% | 13D (active) | Oct 29, 2026 |
| Jerrilyn M. Hoffmann Revocable Trust dated May 30, 2001 Joint filing with Jerrilyn M. Hoffmann (9.88%) | 618,900 | 9.88% | 13D (active) amendment | Oct 13, 2025 |
| Solas Capital Management, LLC Joint filing with Frederick Tucker Golden (7.80%) | 482,212 | 7.80% | 13G (passive) amendment | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LEE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Solas Capital Management, LLC | 1,549,944 | 6.95% | $13.73M | −134,542 | 7.36% |
| Gamco Investors, Inc. Et Al | 585,176 | 2.63% | $5.24M | −200 | 0.05% |
| BlackRock, Inc. | 363,701 | 1.63% | $3.26M | +315,061 | 0.00% |
| Cannell Capital LLC | 344,349 | 1.54% | $3.09M | −88,932 | 2.07% |
| Private Advisor Group, LLC | 338,000 | 1.52% | $3.03M | +288,000 | 0.01% |
| Vanguard Capital Management LLC | 277,107 | 1.24% | $2.48M | +24,948 | 0.00% |
| Truist Financial Corp | 219,966 | 0.99% | $1.97M | – | 0.00% |
| Gabelli Funds LLC | 219,199 | 0.98% | $1.96M | – | 0.01% |
| Geode Capital Management, LLC | 187,542 | 0.84% | $1.68M | +80,571 | 0.00% |
| State Street Corp | 54,550 | 0.24% | $488.77K | +29,504 | 0.00% |
| Northern Trust Corp | 53,138 | 0.24% | $476.12K | +36,018 | 0.00% |
| Vanguard Fiduciary Trust Co | 50,619 | 0.23% | $453.55K | +3,738 | 0.00% |
| Vanguard Portfolio Management LLC | 44,188 | 0.20% | $395.92K | New | 0.00% |
| Centiva Capital, LP | 33,780 | 0.15% | $302.67K | +2,398 | 0.00% |
| Thompson Davis & Co., Inc. | 23,225 | 0.10% | $208.10K | New | 0.12% |
| Redhawk Wealth Advisors, Inc. | 22,425 | 0.10% | $200.93K | – | 0.02% |
| UBS Group AG | 17,293 | 0.08% | $154.95K | +17,273 | 0.00% |
| Teton Advisors, LLC | 17,000 | 0.08% | $152.32K | – | 0.09% |
| Charles Schwab Investment Management Inc | 16,173 | 0.07% | $144.91K | New | 0.00% |
| Citadel Advisors LLC | 12,940 | 0.06% | $115.94K | −13,799 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 49 | 5M | 20.3% | 16 / 15 | 7 / 5 | 1M | 0M |
| Q1 2026 | 38 | 4M | 18.2% | 13 / 9 | 4 / 6 | 2M | 0M |
| Q4 2025 | 33 | 3M | 11.6% | 4 / 8 | 6 / 5 | 0M | 0M |
| Q3 2025 | 34 | 2M | 10.0% | 7 / 6 | 6 / 9 | 0M | 0M |
| Q2 2025 | 37 | 2M | 10.9% | 5 / 7 | 10 / 3 | 0M | 0M |
| Q1 2025 | 36 | 2M | 11.0% | 4 / 8 | 9 / 1 | 0M | 0M |
| Q4 2024 | 34 | 2M | 10.7% | 6 / 8 | 8 / 4 | 0M | 0M |
| Q3 2024 | 32 | 2M | 10.3% | 2 / 6 | 9 / 4 | 0M | 0M |
| Q2 2024 | 36 | 2M | 9.8% | 4 / 9 | 10 / 2 | 0M | 0M |
| Q1 2024 | 34 | 2M | 9.9% | 2 / 6 | 12 / 8 | 0M | 0M |
| Q4 2023 | 40 | 2M | 10.9% | 6 / 10 | 11 / 0 | 0M | 0M |
| Q3 2023 | 34 | 2M | 10.3% | 4 / 6 | 13 / 7 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
44 funds held LEE in Q2 2026, 43% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of LEE | Value | % of fund | As of |
|---|---|---|---|---|---|
| 1290 VT GAMCO Small Company Value Portfolio | 218,400 | 0.98% | $1.96M | 0.04% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 178,558 | 0.80% | $1.60M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 114,729 | 0.51% | $1.03M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 89,940 | 0.40% | $805.86K | 0.00% | Jun 30, 2026 |
| 1290 VT GAMCO Mergers & Acquisitions Portfolio | 84,400 | 0.38% | $756.22K | 0.44% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 71,433 | 0.32% | $552.18K | 0.00% | Jul 31, 2026 |
| The Gabelli Small Cap Growth Fund | 62,900 | 0.28% | $563.58K | 0.03% | Jun 30, 2026 |
| The Gabelli ABC Fund | 52,299 | 0.23% | $468.60K | 0.11% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 51,587 | 0.23% | $462.22K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 42,426 | 0.19% | $462.87K | 0.00% | May 31, 2026 |
| Enterprise Mergers and Acquisitions Fund | 25,700 | 0.12% | $230.27K | 0.38% | Jun 30, 2026 |
| Gabelli Global Mini Mites Fund | 24,000 | 0.11% | $215.04K | 0.80% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 22,036 | 0.10% | $197.44K | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 17,648 | 0.08% | $158.13K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 17,252 | 0.08% | $188.22K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kevin Mowbray | President & CEO, Director | 118,970 | 0.53% | Feb 9, 2026 |
| Joshua Paul Rinehults | V.P., CFO and Treasurer | 83,552 | 0.37% | Aug 11, 2026 |
| Nathan E. Bekke | President & CEO | 194,165 | 0.87% | Aug 11, 2026 |
| Timothy R. Millage | V.P., CFO and Treasurer | 30,186 | 0.14% | Feb 6, 2026 |
| Astrid J. Garcia | V.P. - Human Resources | 20,534 | 0.09% | Dec 18, 2025 |
| Joseph J. Battistoni | V.P. - Sales and Marketing | 17,358 | 0.08% | Dec 18, 2025 |
| Les Ottolenghi | Chief Transformation Officer | 35,000 | 0.16% | May 23, 2025 |
| Jolene N. Sherman | VP - Bus Development & Market | 12,586 | 0.06% | Mar 13, 2025 |
| David Henry Hoffmann | Director, 10% owner | 12,163,537 | 54.56% | Nov 12, 2026 |
| Gregory David Hoffmann | Director | 0 | – | Sep 30, 2026 |
| Madeline E. McIntosh | Director | 25,159 | 0.11% | Sep 2, 2026 |
| Steven C. Fletcher | Director | 46,873 | 0.21% | Sep 2, 2026 |
| Shaun McAlmont | Director | 35,183 | 0.16% | Sep 2, 2026 |
| Ronald J. Kruszewski | Director | 626,497 | 2.81% | Sep 2, 2026 |
| Herbert W. Moloney Iii | Director | 23,037 | 0.10% | Jun 12, 2026 |
| Mary E. Junck | Director | 163,548 | 0.73% | Jun 11, 2026 |
| Brent Magid | Director | 8,760 | 0.04% | Mar 10, 2026 |
| Margaret R. Liberman | Director | 26,726 | 0.12% | Jun 4, 2025 |
| Jon Miller | Director | 12,283 | 0.06% | Jun 4, 2025 |
| Digital Ltd Quint | 10% owner | 3,237,800 | 14.52% | Mar 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David Henry Hoffmann Director, 10% owner | Nov 11, 2026 | Buy | +7,028 | $7.17 | $50.39K | 11,544,637 |
| David Henry Hoffmann Director, 10% owner | Nov 10, 2026 | Buy | +7,028 | $6.96 | $48.91K | 11,537,609 |
| Gregory David Hoffmann Director | Sep 28, 2026 | Award | +3,928 | $6.79 | $26.67K | 3,928 |
| Madeline E. McIntosh Director | Aug 31, 2026 | Award | +5,313 | $8.00 | $42.50K | 25,159 |
| Steven C. Fletcher Director | Aug 31, 2026 | Award | +5,469 | $8.00 | $43.75K | 38,873 |
| Ronald J. Kruszewski Director | Aug 31, 2026 | Award | +5,000 | $8.00 | $40.00K | 11,112 |
| David Henry Hoffmann Director, 10% owner | Aug 31, 2026 | Award | +7,813 | $8.00 | $62.50K | 11,530,621 |
| Shaun McAlmont Director | Aug 31, 2026 | Award | +5,000 | $8.00 | $40.00K | 35,183 |
| Joshua Paul Rinehults V.P., CFO and Treasurer | Aug 6, 2026 | Award | +81,374 | – | – | 83,552 |
| Nathan E. Bekke President & CEO | Aug 6, 2026 | Award | +158,228 | – | – | 194,165 |
| Joshua Paul Rinehults V.P., CFO and Treasurer | Aug 6, 2026 | Award | +55,419 | – | – | 57,597 |
| Nathan E. Bekke President & CEO | Aug 6, 2026 | Award | +107,759 | – | – | 143,696 |
| Herbert W. Moloney Iii Director | Jun 11, 2026 | Sale | −24,000 | $9.82 | $235.68K | 23,037 |
| David Henry Hoffmann Director, 10% owner | Jun 11, 2026 | Buy | +1,566 | $9.82 | $15.38K | 11,522,808 |
| David Henry Hoffmann Director, 10% owner | Jun 10, 2026 | Buy | +1,500 | $10.47 | $15.71K | 11,521,242 |
| Mary E. Junck Director | Jun 9, 2026 | Gift | −62,430 | $10.79 | $673.62K | 163,548 |
| David Henry Hoffmann Director, 10% owner | Jun 9, 2026 | Buy | +2,500 | $10.80 | $27.00K | 11,519,742 |
| David Henry Hoffmann Director, 10% owner | Jun 8, 2026 | Buy | +6,925 | $10.86 | $75.21K | 11,517,242 |
| David Henry Hoffmann Director, 10% owner | Jun 5, 2026 | Buy | +18,200 | $10.85 | $197.47K | 11,510,317 |
| David Henry Hoffmann Director, 10% owner | Jun 4, 2026 | Buy | +18,200 | $11.08 | $201.66K | 11,492,117 |
| David Henry Hoffmann Director, 10% owner | Jun 3, 2026 | Buy | +18,200 | $10.58 | $192.56K | 11,473,917 |
| David Henry Hoffmann Director, 10% owner | Jun 2, 2026 | Buy | +18,200 | $10.90 | $198.38K | 11,455,717 |
| Steven C. Fletcher Director | Jun 1, 2026 | Award | +7,678 | – | – | 33,404 |
| David Henry Hoffmann Director, 10% owner | Jun 1, 2026 | Award | +13,368 | – | – | 11,437,517 |
| Herbert W. Moloney Iii Director | Jun 1, 2026 | Award | +8,136 | – | – | 47,037 |
| Ronald J. Kruszewski Director | Jun 1, 2026 | Award | +6,112 | – | – | 6,112 |
| Shaun McAlmont Director | Jun 1, 2026 | Award | +7,334 | – | – | 30,183 |
| Madeline E. McIntosh Director | Jun 1, 2026 | Award | +7,563 | – | – | 19,846 |
| Mary E. Junck Director | Jun 1, 2026 | Award | +11,917 | – | – | 225,978 |
| David Henry Hoffmann Director, 10% owner | May 29, 2026 | Buy | +13,700 | $11.74 | $160.84K | 11,405,949 |
| David Henry Hoffmann Director, 10% owner | May 28, 2026 | Buy | +13,700 | $10.54 | $144.40K | 11,392,249 |
| David Henry Hoffmann Director, 10% owner | May 27, 2026 | Buy | +13,700 | $10.05 | $137.69K | 11,378,549 |
| David Henry Hoffmann Director, 10% owner | May 26, 2026 | Buy | +13,700 | $9.99 | $136.86K | 11,364,849 |
| David Henry Hoffmann Director, 10% owner | May 22, 2026 | Buy | +10,600 | $9.56 | $101.34K | 11,351,149 |
| David Henry Hoffmann Director, 10% owner | May 21, 2026 | Buy | +10,600 | $9.96 | $105.58K | 11,340,549 |
| David Henry Hoffmann Director, 10% owner | May 20, 2026 | Buy | +10,600 | $9.79 | $103.77K | 11,329,949 |
| David Henry Hoffmann Director, 10% owner | May 19, 2026 | Buy | +10,600 | $8.94 | $94.76K | 11,319,349 |
| David Henry Hoffmann Director, 10% owner | May 18, 2026 | Buy | +10,600 | $8.93 | $94.66K | 11,308,749 |
| David Henry Hoffmann Director, 10% owner | May 15, 2026 | Buy | +8,100 | $8.71 | $70.55K | 11,298,149 |
| David Henry Hoffmann Director, 10% owner | May 14, 2026 | Buy | +8,100 | $7.78 | $63.02K | 11,290,049 |
| David Henry Hoffmann Director, 10% owner | May 13, 2026 | Buy | +7,400 | $7.99 | $59.13K | 11,281,949 |
| David Henry Hoffmann Director, 10% owner | May 12, 2026 | Buy | +8,100 | $7.82 | $63.34K | 11,274,549 |
| David Henry Hoffmann Director, 10% owner | Mar 13, 2026 | Buy | +27,800 | $9.35 | $259.93K | 11,266,449 |
| David Henry Hoffmann Director, 10% owner | Mar 12, 2026 | Buy | +27,800 | $9.40 | $261.32K | 11,238,649 |
| David Henry Hoffmann Director, 10% owner | Mar 11, 2026 | Buy | +27,800 | $9.33 | $259.37K | 11,210,849 |
| David Henry Hoffmann Director, 10% owner | Mar 10, 2026 | Buy | +27,800 | $8.99 | $249.92K | 11,183,049 |
| David Henry Hoffmann Director, 10% owner | Mar 9, 2026 | Buy | +27,800 | $9.30 | $258.54K | 11,136,249 |
| David Henry Hoffmann Director, 10% owner | Mar 6, 2026 | Buy | +19,000 | $9.19 | $174.61K | 11,127,449 |
| Brent Magid Director | Mar 6, 2026 | Sale | −26,804 | $9.08 | $243.38K | 8,760 |
| David Henry Hoffmann Director, 10% owner | Mar 5, 2026 | Buy | +19,000 | $9.26 | $175.94K | 11,108,449 |
| David Henry Hoffmann Director, 10% owner | Mar 4, 2026 | Buy | +19,000 | $9.16 | $174.04K | 11,089,449 |
| Digital Ltd Quint 10% owner | Mar 3, 2026 | Buy | +1,000 | $9.17 | $9.17K | 3,237,800 |
| Digital Ltd Quint 10% owner | Mar 3, 2026 | Buy | +1,500 | $9.20 | $13.80K | 3,241,300 |
| Digital Ltd Quint 10% owner | Mar 3, 2026 | Buy | +500 | $9.87 | $4.94K | 3,235,300 |
| Digital Ltd Quint 10% owner | Mar 3, 2026 | Buy | +500 | $9.85 | $4.93K | 3,235,800 |
| Digital Ltd Quint 10% owner | Mar 3, 2026 | Buy | +500 | $9.60 | $4.80K | 3,236,300 |
| Digital Ltd Quint 10% owner | Mar 3, 2026 | Buy | +2,000 | $8.99 | $17.98K | 3,239,800 |
| Digital Ltd Quint 10% owner | Mar 3, 2026 | Buy | +500 | $9.32 | $4.66K | 3,236,800 |
| Digital Ltd Quint 10% owner | Mar 3, 2026 | Buy | +500 | $9.05 | $4.53K | 3,244,800 |
| Digital Ltd Quint 10% owner | Mar 3, 2026 | Buy | +1,000 | $8.80 | $8.80K | 3,244,300 |
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 30, 2026 (FINRA, reported twice a month)
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 Lee Enterprises's stock actually held short. Settlement fails (shares not delivered on time) peaked at 7,857 shares on Sep 14, 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 |
|---|---|---|---|---|---|
| Herbert W. Moloney Iii Former Director | Jul 29, 2026 | 20,887 | $159.94K | Jul 29, 2026 | Compensation |
| Herbert W. Moloney Iii Director | Jun 11, 2026 | 24,000 | $245.04K | Jun 11, 2026 | Compensation |
| Timothy R. Millage Officer | Feb 24, 2026 | 30,210 | $271.89K | Feb 24, 2026 | Stock Award |
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