Landcadia Holdings IV Inc - Ordinary Shares (LCA)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	162.03 k	162.03 k	162.03 k	162.03 k	162.03 k	162.03 k
Cash burn (monthly)	(no burn)	(no burn)	121.50 k	(no burn)	58.33 k	187.20 k
Cash used (since last report)	n/a	n/a	1.80 mm	n/a	862.74 k	2.77 mm
Cash remaining	n/a	n/a	-1.64 mm	n/a	-700.71 k	-2.61 mm
Runway (months of cash)	n/a	n/a	-13.5	n/a	-12.0	-13.9

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2023

LCA institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	50	48	+4.2%
Opened positions	10	4	+150.0%
Closed positions	8	6	+33.3%
Increased positions	2	1	+100.0%
Reduced positions	6	4	+50.0%

13F shares	Current	Prev Q	Change
Total value	1.97 bn	9.04 bn	-78.2%
Total shares	14.47 mm	15.22 mm	-4.9%
Total puts	0.00	230.04 k	EXIT
Total calls	2.28 mm	1.43 mm	+59.9%
Total put/call ratio	–	0.2	–

Largest owners	Shares	Value	Change
TJF	6.25 mm	$0.00	0.0%
Gritstone Asset Management	871.93 k	$122.07 mm	-2.4%
Altshuler Shaham	612.49 k	$85.75 mm	0.0%
NMR Nomura	500.00 k	$71.55 mm	0.0%
Lighthouse Investment Partners	500.00 k	$70.00 mm	0.0%
Periscope Capital	484.40 k	$67.82 mm	+34.8%
Rivernorth Capital Management	405.67 k	$56.79 mm	0.0%
Sculptor Capital	400.00 k	$67.98 mm	0.0%
D. E. Shaw & Co.	375.00 k	$52.50 mm	0.0%
First Pacific Advisors	372.86 k	$52.20 mm	0.0%

Largest transactions	Shares	Bought/sold	Change
Sandia Investment Management	0.00	-862.12 k	EXIT
Castle Creek Arbitrage	0.00	-414.87 k	EXIT
Exos TFP	309.16 k	+309.16 k	NEW
Shaolin Capital Management	230.04 k	+230.04 k	NEW
Sage Rock Capital Management	0.00	-143.45 k	EXIT
Radcliffe Capital Management	0.00	-130.42 k	EXIT
Periscope Capital	484.40 k	+125.00 k	+34.8%
Anson Funds Management	0.00	-125.00 k	EXIT
Cowen And	99.09 k	+99.09 k	NEW
PineBridge Investments	99.08 k	+99.08 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

LCA insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
20 Mar 24	TJF	Class A Common Stock	Other	Dispose J	No	No	6,250,000	0
20 Mar 24	Jefferies Financial	Class A Common Stock	Other	Dispose J	No	No	6,250,000	0
2 Oct 23	TJF	Class A Common Stock	Conversion	Acquire C	No	No	6,250,000	6,250,000
2 Oct 23	TJF	Class B Common Stock Class A Common Stock	Conversion	Dispose C	No	No	6,250,000	0
2 Oct 23	Jefferies Financial	Class A Common Stock	Conversion	Acquire C	Yes	No	6,250,000	6,250,000
2 Oct 23	Jefferies Financial	Class B Common Stock Class A Common Stock	Conversion	Dispose C	Yes	No	6,250,000	0

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.