What to Know About This Fund's $85 Million Lionsgate Buy During a Breakout Quarter

7 hours ago 1

Jonathan Ponciano, The Motley Fool

Sat, May 23, 2026 astatine 4:07 PM CDT 4 min read

On May 15, 2026, Shapiro Capital Management disclosed a caller presumption successful Lionsgate Studios (NYSE:LION), acquiring 9,309,570 shares successful an estimated $85.91 cardinal commercialized based connected quarterly mean pricing.

What happened

According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Shapiro Capital Management initiated a caller presumption successful Lionsgate Studios (NYSE:LION) by acquiring 9,309,570 shares. The estimated transaction worth is $85.91 million, based connected the mean closing terms for the archetypal 4th of 2026. The quarter-end worth of the presumption stood astatine $89.28 million, which reflects some the acquisition and terms changes during the period.

What other to cognize

This was a caller position; the post-trade involvement represents 5.58% of the fund’s 13F reportable assets nether management
Top holdings aft the filing:
- NYSE: LION: $89,278,778 (5.6% of AUM)
- NYSE:CALY: $72,214,989 (4.5% of AUM)
- NYSE:FDS: $71,724,058 (4.5% of AUM)
- NYSE:ELAN: $71,004,617 (4.4% of AUM)
- NASDAQ:TENB: $70,199,821 (4.4% of AUM)
As of Friday, shares of Lionsgate Studios were priced astatine $14.95, up a staggering 123% implicit the past twelvemonth and good outperforming the S&P 500, which is alternatively up astir 28%.

Company overview

Metric

Value

Market Capitalization	$3.2 billion
Revenue (TTM)	$2.80 billion
Net Income (TTM)	($101.1 million)
Price (as of Friday)	$14.95

Company snapshot

Lionsgate Studios generates gross done question representation and tv production, distribution, and a ample contented room spanning implicit 20,000 titles.
The institution operates a diversified amusement concern model, monetizing archetypal content, franchise brands, and licensing intelligence spot crossed aggregate platforms.
Primary customers see planetary broadcasters, streaming services, and distributors seeking premium movie and tv content.

Lionsgate Studios is simply a starring autarkic contented shaper and distributor, leveraging a immense portfolio of movie and tv assets to thrust gross and marque value. The company’s entrepreneurial attack and ownership of high-value franchises underpin its competitory presumption successful the planetary amusement industry. Strategic absorption connected contented instauration and multi-platform organisation enables Lionsgate to capitalize connected evolving media depletion trends.

What this transaction means for investors

After years of capitalist skepticism astir accepted media businesses and Lionsgate successful particular, the company's improving fiscal show and increasing worth of its contented room look to beryllium attracting caller organization interest.

In fact, the company's movie and tv room generated much than $1 cardinal successful trailing 12-month gross for the 3rd consecutive quarter, creating a recurring gross watercourse that tin assistance creaseless retired the industry's inherently volatile merchandise schedule. Meanwhile, quarterly wide gross roseate to $906.5 million, operating income jumped 52% twelvemonth implicit twelvemonth to $117.5 million, and adjusted operating income earlier depreciation and amortization (OIBDA) reached its highest quarterly level successful 12 years astatine $165.4 million. Free currency travel totaled $190.4 cardinal during the quarter.

Management highlighted beardown show from The Housemaid, which grossed astir $400 cardinal globally, portion tv accumulation remains positioned for growth, with scripted deliveries expected to treble successful fiscal 2027 versus fiscal 2026.

For semipermanent investors, the cardinal question going guardant is whether Lionsgate tin proceed turning its franchise portfolio and 20,000-title room into durable net growth. Shapiro's sizable caller presumption suggests it sees the caller turnaround arsenic the opening of that story.

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