Great Elm Group (GEG)
Builds alternative-credit and industrial real-estate vehicles through Great Elm and Monomoy.
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Builds long-duration capital vehicles across alternative credit and industrial real estate. Manages GECC and the Monomoy real-estate platform, where REIT, development and construction services provide the operating reach.
Two reportable segments organize the business: Alternative Credit and Real Estate. The alternative-credit platform includes management of Great Elm Capital Corp. (GECC), while the Real Estate segment operates through Monomoy.
Monomoy combines an industrial-focused REIT with development and construction services. Those services cover project management, procurement, construction management, asset management, market analysis and feasibility work for industrial real-estate tenants.
A holding-company reorganization of Great Elm Capital Group created the listed successor. The company focuses on permanent-capital vehicles across alternative strategies, and its reported segment structure reflects a realignment after the Kennedy Lewis partnership and Great Elm Real Estate Ventures formation.
Company facts
Categories
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $91.5M · Total debt $64.4M · Total assets $113.7M · Shareholders' equity $40.8M
- Revenue
- $10.6M
- Operating income
- −$2.1M
- Net income
- $1.1M
No dividends on record.
| Institutions23 holders · as of Mar 31, 2026 | 19.74% | 6.19M shares | |
| Insiders12 holders · as of Jun 1, 2026 | 16.99% | 5.33M shares | |
| Strategic holders4 holders · as of Oct 8, 2025 | 50.16% | 15.73M shares | |
| Otherremainder | 13.11% | 4.11M shares |
31.36M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Long Ball Partners LLC1Strategicdirector | 23.51% | 7.37M | 13Dfiled Sep 9, 2025 ↗ |
Woodstead Value Fund LPStrategic10 percent owner | 15.55% | 4.88M | Form 4filed Oct 8, 2025 ↗ |
Northern Right Capital Management, L.P.Institution | 13.53% | 4.24M | 13Fas of Mar 31, 2026 |
PC Elfun LLCStrategic | 9.79% | 3.07M | 13Gfiled Aug 13, 2025 ↗ |
Jason W. ReeseInsiderdirector, 10 percent owner, officer: See remarks | 3.20% | 1.00M | Form 4filed Jun 1, 2026 ↗ |
| See all 25 → | |||
- Long Ball Partners LLC's transaction reports restate only vehicles that traded; the 2025 ownership statement (7.37M) is used instead.
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more · Form 4 — an insider's transaction report
Insider tradesForm 4
No open-market trades in the last 12 months.
- Ares Management
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- Blackstone
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- Apollo Global Management
Scaled credit origination competes for private-capital mandates
- Blue Owl Capital
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- STAG Industrial
U.S. industrial-property ownership and development overlap with Monomoy
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Great Elm Group | $2.21 | +0.68% | $69.0M | — | — | 2.5 | +88.3% |
| Ares Management | $137.66 | −0.30% | $45.34B | 57.3 | 21.2 | 7.1 | +5.8% |
| Blackstone | $137.00 | +0.12% | $165.28B | 30.4 | 21.3 | 10.3 | +2.4% |
| Apollo Global Management | $129.65 | −2.03% | $76.20B | 29.6 | 13.5 | 2.1 | +63.7% |
| Blue Owl Capital | $11.75 | +1.29% | $18.13B | 97.6 | 12.5 | 6.1 | +7.1% |
| STAG Industrial | $37.40 | −0.12% | $7.22B | 28.8 | 74.6 | 8.2 | +7.7% |
| Median | 30.4 | 21.2 | 7.1 | +7.1% |