Monitor for any subsequent amendment converting this 13G to a 13D, which would signal activist intent. The 15.7% stake is large enough to exert influence if the filer's strategy changes.
Price Chart
Executive Summary
MJL Manager LLC (the general partner of Capuchin Capital Fund LP) and its control person Michael Liu have filed a Schedule 13G disclosing beneficial ownership of 378,740 shares of Arcadia Biosciences common stock, representing 15.7% of shares outstanding as of September 25, 2026. This is a new passive stake filing with no intent to influence control, and the 15.7% position is notably large for a passive filing.
Key Financial Metrics
Key Facts
- MJL Manager LLC and Michael Liu reported beneficial ownership of 378,740 shares of Arcadia Biosciences common stock.
- The stake represents 15.7% of total shares outstanding, based on 2,409,211 shares outstanding per the issuer's Form 10-Q filed August 13, 2026.
- The filing is made under Rule 13d-1(c) (passive investor), with certification that shares were not acquired to change or influence control.
- Capuchin Capital Fund LP is the direct holder, with MJL Manager LLC as its general partner and Michael Liu as the sole control person of MJL.
- This is a new filing (not an amendment) — the first SC 13G from this filer for Arcadia Biosciences.
Financial Impact
15.7% stake valued at approximately $378,740 in shares (based on share count and no stated per-share price in filing).
Risk Factors
- Passive 13G filer could later convert to activist 13D, potentially seeking board representation or strategic changes.
- Large concentrated position (15.7%) could lead to overhang if the fund decides to exit, though no selling intent is indicated.
- No stated price or cost basis — unable to assess the fund's entry point or conviction level from this filing alone.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002103370-26-000004 |
| Document: 0002103370-26-000004-index.html | 0002103370-26-000004 |
| Document: 0002103370-26-000004.txt | 0002103370-26-000004 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 30, 2026 27d ago | SC 13G | $0.2800 | awaiting T+60 | — | $0.1600 (−42.86%) |
Sep 15, 2026 6w ago | 8-K | $0.4310 | awaiting T+60 | — | $0.1600 (−62.88%) |
Jul 9, 2026 15w ago | EFFECT | $0.6755 $0.2882 | ▲ +57.34% | ▲ +58.97% | $0.1600 (+76.31%) |
Jul 2, 2026 16w ago | 8-K | $0.7330 $0.3080 | ▼ −57.98% | ▼ −61.55% | $0.1600 (−78.17%) |
Jun 26, 2026 17w ago | S-3 | $0.7190 $0.4480 | ▲ +37.69% | ▲ +42.08% | $0.1600 (+77.75%) |
Jun 15, 2026 19w ago | 8-K | $0.9183 $0.4797 | ▲ +47.76% | ▲ +48.77% | $0.1600 (+82.58%) |
Jun 12, 2026 19w ago | Press Release | $0.9183 $0.4797 | ▲ +47.76% | ▲ +48.77% | $0.1600 (+82.58%) |
Jun 12, 2026 19w ago | Press Release | $0.9180 $0.4530 | ▲ +50.65% | ▲ +51.31% | $0.1600 (+82.57%) |
May 14, 2026 23w ago | 8-K | $0.9560 $0.6699 | ▲ +29.93% | ▲ +34.44% | $0.1600 (+83.26%) |
Apr 30, 2026 25w ago | 10-K/A | $1.12 $0.6300 | ▼ −43.75% | ▼ −46.82% | $0.1600 (−85.71%) |
US Market Status
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