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EdgarHawk

LEMONIS MARCUS

EXECUTIVE CHAIRMAN OF BOARD

Director Officer 10% Owner
6 filings analyzed · 2 companies · Latest 2025-03-13

Companies

Company Buys Sells Direction
BEYOND, INC. BBBY 5 0 Net buying
Camping World Holdings, Inc. CWH 0 3 Net selling

Activity

March 2025
2025-03-13 BEYOND, INC. BBBY
medium
Buy
19,193 shares
$96,541
Significance 4/10

Executive Chairman Marcus buys 19,193 BYON shares at $5.03; stock -86.0% from 52-week high, company unprofitable with -10.6% revenue decline.

Marcus purchased 19,193 shares at $5.03, increasing his holdings by 4.4% to 456,151 shares post-transaction. The purchase occurs while BYON trades at $5.04, down 86.0% from its 52-week high of $36.02 and 45.6% lower over the past 30 days. Fundamentally, the company reported a net loss of $-61,030,000 over its most recent full fiscal year with annual revenue declining 10.6%. His prior five trades at BYON show mixed results, with only 2 of 5 buys yielding positive 90-day returns (40% well-timed rate at this ticker), materially lower than his cross-ticker track record average of 57.14% on buys. The timing and magnitude of this buy merit monitoring given the steep valuation reset and the company's persistent unprofitability, though the insider's historical accuracy on this specific ticker has been inconsistent.

October 2024
2024-10-29 BEYOND, INC. BBBY
medium
Buy
71,428 shares
$499,996
Significance 4/10

Executive Chairman buys 71,428 shares of BYON at $7.00 after 0 of 3 prior same-ticker buys were profitable at 90 days.

Marcus Lemonis purchased 71,428 shares at $7.00 on 2024-10-28, growing his holdings by 19.5% to 437.0K shares. The stock is currently down 81.3% from its 52-week high of $36.02 and has declined 33.8% over the past 30 days. At BYON specifically, Lemonis's prior buy-timing track record is unfavorable: 0 of 3 completed same-ticker purchases showed positive 90-day returns, with those buys producing -21.6%, -30.3%, and -32.5% respectively. The company is fundamentally challenged, with annual revenue declining 19.1% and full-year net income of -$61.0M on revenue of $311.4M, indicating unprofitability. While Lemonis's cross-ticker buy average of 14.6% 30-day return is strong, his repeated accumulation at BYON against a pattern of downward outcomes and deteriorating fundamentals raises questions about conviction timing rather than validating the purchase.

2024-10-28 BEYOND, INC. BBBY
medium
Buy
156,985 shares
$999,994
Significance 4/10

LEMONIS purchases 156,985 shares at $6.37, doubling BYON stake to 365,530 shares; stock down 80.6% from 52-week high amid -19.1% revenue decline, unprofitability.

Marcus Lemonis, Executive Chairman, deployed $999,994.45 to acquire 156,985 shares at $6.37 on 2024-10-27, increasing his total holdings by 75.3% to 365,530 shares. This represents a substantial increase in personal exposure to Beyond, Inc. at a time when the stock trades at $7.00, representing -80.6% from its 52-week high of $36.02 and down -31.4% over the prior 30 days. The company faces material headwinds: annual revenue declined -19.1% year-over-year, the most recent quarter showed net income of -$61.0M against revenue of $311.4M, and the company remains unprofitable. Critically, Lemonis's prior five trades at this specific ticker show 0 of 3 measurable 90-day outcomes were well-timed (two of those three buys declined -21.6% and -30.3% over 90 days), suggesting his recent accumulation at BYON has not yielded favorable longer-term returns on past attempts to add exposure at this price level.

September 2024
high
Sell
371,450 shares
$8,254,745
Significance 7/10

CEO Marcus Lemonis sold 371,450 shares over 3 days for $8,254,745.02, reducing stake by 70.5%; prior CWH sales well-timed ahead of declines

Marcus Lemonis, CEO of Camping World Holdings, executed 3 separate sales totaling 371,450 shares for $8,254,745.02 at blended average price $22.22 on 2024-09-11 through 2024-09-13. This represents a -70.5% reduction in his post-transaction holdings to 155,268 shares. His prior 2 open-market sales at CWH both posted negative 90-day returns (-26.8% and -29.5%), indicating a 2 of 2 well-timed rate at this ticker. Against a cross-ticker track record showing 100.00% well-timed rate on his 2 prior sells (avg 90d return -28.2%), the current sale's timing pattern warrants attention given the stock's current price $23.31 is -18.3% from its 52-week high of $28.53. Investors should monitor post-transaction price action and fundamentals: the company reported annual revenue decline of -10.6% against latest quarterly revenue of $1,806,505,000.00 and net income of $9,771,000.00.

August 2024
2024-08-14 BEYOND, INC. BBBY
medium
Buy
10,952 shares
$99,992
Significance 4/10

Executive Chairman Lemonis buys 10,952 shares of BYON at $9.13; holds 208.5K shares post-transaction. Stock -74.2% from 52-week high.

Marcus Lemonis, Executive Chairman of Beyond Inc., purchased 10,952 shares at $9.13 on 2024-08-14, increasing his holdings to 208.5K shares. This buy occurs in a cluster pattern—2 other insiders also bought within the past 14 days—suggesting some level of coordinated confidence. However, the company fundamentals are concerning: net income is -$42.6M on revenue of $398.1M, with annual revenue declining -19.1% year-over-year. The stock itself is severely distressed, trading -74.2% from its 52-week high of $36.02 and down -50.4% over 90 days. At the same ticker, Lemonis' prior buys show a mixed record: his June 2024 purchases have been underwater (down -12.2% to -17.3% in 30 days), though his February 2024 buy did eventually recover (+28.2% in 30 days), while his November 2023 buy was well-timed (+49.2% in 30 days, +53.8% in 90 days). The price paid, $9.13, is marginally below today's market price of $9.29, offering no margin of safety, and the company remains unprofitable.

June 2024
2024-06-17 BEYOND, INC. BBBY
medium
Buy
3,700 shares
$50,468
Significance 4/10

LEMONIS MARCUS buys 3.7K shares at $13.64; stock -62.4% from 52-week high and -24.6% in 30 days.

Marcus purchased 3,700 shares at $13.64 on 2024-06-14, increasing his holdings to 197.6K shares. The stock has fallen significantly—down 62.4% from its 52-week high of $36.02 and down 24.6% over the prior 30 days, suggesting the purchase occurred amid substantial weakness. At BYON specifically, Marcus's prior three measurable buys had mixed results: two were well-timed with 90-day gains (49.2% and 63.4% on trades from late November 2023), while the most recent completed trade (2024-02-22) showed a 90-day loss of -40.3%. The company itself is unprofitable with a net loss of -$73.9M in the latest quarter and revenue declining 19.1% annually, creating a backdrop of operational challenge. The timing and magnitude of this purchase merit observation given the sharp recent price decline and the company's negative earnings trajectory, though the lack of an immediate pattern of coordinated insider activity limits the signal strength.

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