Great Elm Group, Inc. (GEG)

Great Elm Group, Inc. reported its strongest operating year in history in fiscal 2025. The company announced a strategic partnership with Kennedy Lewis Investment Management (KLIM), including KLIM purchasing shares and providing term loans to Monomoy REIT. Woodstead Value Fund, L.P. purchased shares of GEG common stock, and Booker Smith was appointed to the GEG Board. The company reported a net loss in the first quarter of fiscal 2026, primarily due to unrealized losses. GEG's Board of Directors authorized an additional $5 million for stock repurchases. GEG reported a net loss in the second quarter of fiscal 2026, primarily driven by unrealized losses on its investments. Director David Matter received grants of restricted common stock.

The provided information does not explicitly state any significant demand seasonality for Great Elm Group, Inc.'s products and services as a whole. While Great Elm DME, Inc. distributes respiratory care equipment and sleep study services, there is no specific mention of seasonal fluctuations in demand for these or any other of GEG's offerings.

Great Elm Group, Inc. operates as an alternative asset manager, focusing on developing a scalable and diversified portfolio of long-duration and permanent capital vehicles across various strategies, including credit, real estate, and specialty finance. The company manages Great Elm Capital Corp., Monomoy Properties REIT, LLC, and Great Elm DME, Inc., which provides custom and power mobility products, respiratory care equipment, and sleep study services.

Great Elm Group, Inc. is headquartered in Palm Beach Gardens, Florida. Monomoy Properties REIT, LLC, manages a portfolio of 108 properties across 27 states. Great Elm DME, Inc. has a presence in multiple states, including Alaska, Arizona, Kansas, Iowa, Missouri, Nebraska, Oregon, and Washington, and has expanded its geographic reach through acquisitions.

Direct information explicitly detailing Great Elm Group, Inc.'s brand reputation is not readily available. However, the company's financial performance and strategic activities can indirectly influence its reputation. Significant unrealized losses could potentially impact investor confidence, while strategic partnerships and successful capital raises may positively reflect on the company's standing.

Institutional investors own approximately 48.67% of Great Elm Group, Inc.'s stock, with major shareholders including Kingdon Capital Management L.L.C. and Vanguard Group Inc. Insider ownership stands at approximately 26.88%, with employees of GEG and Great Elm Capital Management, Inc. owning about 7% and directors beneficially owning approximately 20%.