SCHEDULE 13G/A: Diane M. Gershowitz and Affiliates Update Significant Stake in Marcus Corp to 7.57%

Diane M. Gershowitz, along with DG-LDJ Holdings, L.L.C. and DG 2008 Trust, has filed an amendment to disclose their beneficial ownership of 7.57% of The Marcus Corporation's Common Stock as of December 31, 2024.

Summary

• Diane M. Gershowitz, DG-LDJ Holdings, L.L.C., and DG 2008 Trust have filed Amendment No. 48 to Schedule 13G regarding their beneficial ownership in The Marcus Corporation (CUSIP: 566330106).
• As of December 31, 2024, Diane M. Gershowitz beneficially owns an aggregate of 2,382,224 shares of Common Stock, representing 7.57% of the class.
• DG-LDJ Holdings, L.L.C. beneficially owns 2,118,813 shares, representing 6.73% of the class.
• DG 2008 Trust u/a/d December 31, 2010 beneficially owns 2,118,813 shares, also representing 6.73% of the class.
• Ms. Gershowitz and the DG 2008 Trust are identified as controlling persons of DG-LDJ Holdings, L.L.C., and their beneficial ownership includes shares held through DG-LDJ.
• The reported beneficial ownership primarily consists of Common Stock and Class B Common Stock, which is convertible into Common Stock on a share-for-share basis, with percentages calculated assuming conversion of all Class B shares.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would inherently convey positive or negative sentiment regarding the company's performance or prospects.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of significant beneficial ownership, common for publicly traded companies, and does not provide specific industry context or trends.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant ownership stakes, particularly by individuals and entities associated with the company's founding family or long-term investors.

Key Dates

Keywords

Marcus Corp, beneficial ownership, SEC filing, Schedule 13G, Common Stock, Class B Common Stock, Diane M. Gershowitz, DG-LDJ Holdings, DG 2008 Trust, ownership disclosure