SCHEDULE: AWM Investment Co. Discloses 3.4% Stake in Lovesac

AWM Investment Company, Inc. has filed an amended Schedule 13G, reporting beneficial ownership of 3.4% of Lovesac Co's common stock as of December 31, 2025.

Summary

• AWM Investment Company, Inc. (AWM), a Delaware corporation, is the reporting person.
• AWM beneficially owns 500,002 shares of Lovesac Co's Common Stock, representing 3.4% of the class.
• AWM acts as the investment adviser to three funds: Special Situations Cayman Fund, L.P. (CAYMAN), Special Situations Fund III QP, L.P. (SSFQP), and Special Situations Private Equity Fund, L.P. (SSPE).
• The shares are held across these funds: CAYMAN (99,115 shares), SSFQP (321,333 shares), and SSPE (79,554 shares).
• AWM holds sole voting and investment power over all 500,002 shares.
• David M. Greenhouse and Adam C. Stettner are controlling principals of AWM and members of the general partners for the respective funds.
• The filing certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Lovesac Co.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It is a routine disclosure of beneficial ownership and does not contain information that would inherently suggest a positive or negative outlook for the company or its stock price.

Positives

• NA

Negatives

• NA

Risks

• NA

Future Outlook

NA

Management Comments

• AWM Investment Company, Inc. certifies that, to the best of its knowledge and belief, the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

StockSavvy.ai notes that this filing is a standard disclosure of beneficial ownership by an institutional investor. It does not inherently indicate a shift in broader industry trends for the home furnishings or specialty retail sector where Lovesac operates, but rather reflects an investment decision by AWM Investment Company, Inc. within that context.

Comparison to Industry Standards

• NA

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's stake in Lovesac Co.

Next Steps

• NA

Key Dates

Keywords

Lovesac Co, AWM Investment Company, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Ownership, Investment Adviser, Equity Stake