This Adviser Put $9 Million Into a Golf Stock Up 55% Despite a $15 Million Quarterly Loss

12 hours ago 3

Jonathan Ponciano, The Motley Fool

Fri, January 9, 2026 astatine 9:40 AM CST 5 min read

New York-based O'Keefe Stevens Advisory accrued its MODG involvement by 821,039 shares for an estimated $8.66 cardinal successful the 4th quarter.
The quarter-end presumption worth climbed by $10.33 million, reflecting some trading enactment and stock terms appreciation.
Post-transaction, the money reported holding 1.17 cardinal MODG shares valued astatine $13.63 million.
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On Thursday, New York-based O'Keefe Stevens Advisory disclosed it bought 821,039 shares of Topgolf Callaway Brands (NYSE:MODG) for an estimated $8.66 cardinal transaction based connected quarterly mean pricing.

According to a caller SEC filing, O'Keefe Stevens Advisory accrued its presumption successful Topgolf Callaway Brands (NYSE:MODG) by 821,039 shares during the 4th quarter. The estimated transaction worth was $8.66 cardinal based connected the period’s mean stock price. As a result, the fund’s quarter-end involvement successful Topgolf Callaway Brands roseate to 1.17 cardinal shares, with the presumption worth up $10.33 cardinal from the erstwhile filing, reflecting some the acquisition and stock terms movements.

MODG present accounts for 3.54% of O'Keefe Stevens Advisory's reportable U.S. equity positions arsenic of December 31.

Top holdings aft the filing:

NASDAQ: NVDA: $68.19 cardinal (17.70% of AUM)
NYSE: GLW: $27.33 cardinal (7.09% of AUM)
NYSE: HCC: $25.71 cardinal (6.67% of AUM)
NASDAQ: QCOM: $24.26 cardinal (6.30% of AUM)
NYSE: AER: $20.20 cardinal (5.24% of AUM)

As of Friday, MODG shares were priced astatine $13.44, up a staggering 55% implicit the past twelvemonth and good outperforming the S&P 500's astir 17% summation successful the aforesaid period.

Metric

Value

Revenue (TTM)	$4.06 billion
Net Income (TTM)	($1.51 billion)
Price (as of Friday)	$13.44
One-Year Price Change	55%

Topgolf Callaway Brands offers play equipment, apparel, accessories, and operates Topgolf venues, with gross streams from merchandise income and amusement services.
The institution generates income done a premix of nonstop retail, wholesale distribution, and venue-based experiences, leveraging some carnal and integer channels.
It serves play enthusiasts, sports and leisure consumers, and firm lawsuit clients successful the United States and implicit 120 planetary markets.

Topgolf Callaway Brands is simply a planetary person successful play equipment, manner apparel, and technology-enabled amusement venues. The institution combines a diversified merchandise portfolio with experiential offerings, integrating retail, digital, and venue-based gross streams. Its standard and marque spot presumption it competitively successful some user products and leisure amusement sectors.