SCHEDULE 13G/A: Investment Funds and Management Disclose 2.7% Passive Stake in Aytu BioPharma
Beneficial Ownership Disclosure
Philotimo Fund, Philotimo Focused Growth & Income Fund, Kanen Wealth Management LLC, and David L. Kanen have collectively disclosed a passive beneficial ownership of 2.7% in Aytu BioPharma, Inc.
Summary
- Philotimo Fund, LP, Philotimo Focused Growth & Income Fund, Kanen Wealth Management LLC, and David L. Kanen have filed an amended Schedule 13G disclosing their beneficial ownership in Aytu BioPharma, Inc.
- As of May 22, 2025, the reporting persons collectively beneficially own 166,268 shares of Aytu BioPharma's common stock.
- This aggregate ownership represents approximately 2.7% of the outstanding shares of Aytu BioPharma.
- The total number of outstanding shares used for calculation is 6,170,246, as reported by the Issuer in its Form 10-Q filed on May 14, 2025.
- The shares are held for investment purposes and not to change or influence the control of the issuer, except for activities related to nominations under Rule 14a-11.
Sentiment
Score: 5
Explanation: The document is a factual disclosure of beneficial ownership, providing neutral information without positive or negative operational implications for the company.
Positives
- The reporting persons explicitly state that the shares were not acquired to change or influence the control of Aytu BioPharma, indicating a passive investment stance.
Negatives
- NA
Risks
- NA
Future Outlook
NA
Industry Context
NA
Stakeholder Impact
- Shareholders: Provides transparency regarding significant passive ownership by institutional investors and their affiliates.
Key Dates
| Date | Description |
|---|---|
| 2025-05-01 | Date of total shares outstanding calculation (6,170,246 shares) as reported in Issuer's Quarterly Report on Form 10-Q. |
| 2025-05-14 | Date Issuer's Quarterly Report on Form 10-Q was filed with the SEC, reporting 6,170,246 shares outstanding. |
| 2025-05-22 | Date of event which requires filing of this statement and the date as of which beneficial ownership was calculated. |
| 2025-06-26 | Date the Schedule 13G Amendment No. 2 was signed and filed. |
Keywords
Aytu BioPharma, AYTU, Schedule 13G, Beneficial Ownership, Philotimo Fund, Kanen Wealth Management, Common Stock, SEC Filing, Investment, Passive Stake
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