SCHEDULE: Birkenstock Major Shareholders Update Ownership Stake

Major shareholders, including BK LC Lux MidCo S.a r.l. and affiliated entities, have updated their beneficial ownership in Birkenstock Holding plc to 54.1% following a recent share transfer.

Summary

• BK LC Lux MidCo S.a r.l., Catterton Caledonia 1 Limited, Catterton Caledonia 2 Limited, Scott Arnold Dahnke, and James Michael Chu are the reporting persons.
• The reporting persons collectively beneficially own 99,416,513 ordinary shares of Birkenstock Holding plc.
• This ownership represents 54.1% of the total ordinary shares outstanding.
• The percentage ownership is based on 183,906,056 ordinary shares outstanding as of November 30, 2025, as reported in the Issuer's Annual Report on Form 20-F filed on December 18, 2025.
• The shares are held directly by MidCo, with voting and dispositive power shared among the reporting persons, ultimately controlled by James Michael Chu and Scott Arnold Dahnke.
• This Schedule 13G/A filing is a voluntary update to reflect beneficial ownership after a transfer of ordinary shares by the reporting persons on January 16, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine update of beneficial ownership following a share transfer, not indicative of new financial performance or strategic shifts.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that this filing reflects the ongoing significant ownership stake of private equity-backed entities, specifically those associated with L Catterton, in Birkenstock Holding plc. Such substantial ownership by a private equity group is common post-IPO, indicating continued strategic influence and potential long-term investment horizons, which can impact corporate strategy and capital allocation decisions.

Stakeholder Impact

• Shareholders: The filing confirms the continued majority ownership by a group of affiliated entities and individuals, providing clarity on the control structure of Birkenstock Holding plc.

Key Dates

Recommendation

This Schedule 13G/A filing is a routine disclosure of beneficial ownership and does not contain new information regarding the company's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. It merely updates the public record on the ownership stake of a significant shareholder group following a share transfer. Therefore, a 'hold' recommendation is appropriate as there's no new fundamental data to alter an existing investment thesis.

Keywords

Birkenstock, M2029K104, Schedule 13G, Beneficial Ownership, Equity Stake, Shareholder, BK LC Lux MidCo, Catterton Caledonia, Scott Arnold Dahnke, James Michael Chu