SCHEDULE: Fourth Sail Capital Amends Calavo Growers Stake

Fourth Sail Capital LP and its affiliates have filed an amended Schedule 13G, disclosing a 3.97% beneficial ownership in Calavo Growers Inc. ordinary shares.

Summary

• Fourth Sail Capital LP, Ariel Merenstein, Fourth Sail Capital US LP, Tordesilhas Capital Gestora De Recursos Ltda., and Fourth Sail Long Short LLC collectively reported beneficial ownership of 709,185 ordinary shares of Calavo Growers Inc.
• This represents 3.97% of Calavo Growers Inc.'s Class A Common Shares outstanding, based on a total of 17,874,079 shares.
• The reporting persons share both voting and dispositive power over all 709,185 shares, with no sole voting or dispositive power.
• The filing is an Amendment No. 1 to a previous Schedule 13G, indicating a change from a prior disclosure.
• The stated 'Date of Event Which Requires Filing of this Statement' is February 6, 2026, which is a future date relative to the current calendar year, but precedes the filing's signature date.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It is a routine disclosure of beneficial ownership, and while it's an amendment, the specific change (increase or decrease) from the prior filing is not detailed, making a strong sentiment assessment difficult. The future 'Date of Event' is an unusual aspect.

Positives

• NA

Negatives

• NA

Risks

• The filing itself does not detail specific risks related to Calavo Growers Inc. or its operations.

Future Outlook

The filing does not provide any forward-looking statements or guidance regarding Calavo Growers Inc.'s future performance or strategic direction. It solely reports beneficial ownership.

Management Comments

• NA

Industry Context

StockSavvy.ai notes that beneficial ownership disclosures like this Schedule 13G provide transparency into significant investor positions. While the reported stake of 3.97% is below the typical 5% threshold for initial 13G filings, its status as an 'Amendment No. 1' suggests a prior, larger stake or a change in reporting status. Such filings are routine for investment firms managing portfolios and reflect their current holdings in public companies.

Comparison to Industry Standards

• NA

Management Changes

Corporate Governance

Legal Proceedings

• NA

Related Party Transactions

• NA

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's stake in Calavo Growers Inc. The amendment suggests a change in the investor's position, which could be interpreted differently depending on whether the stake increased or decreased.
• Management: Awareness of Fourth Sail Capital's current ownership level and its shared voting and dispositive power.

Next Steps

• The filing does not explicitly mention any future actions, events, or milestones for Calavo Growers Inc. or the reporting persons beyond the disclosure itself.

Key Dates

Keywords

Calavo Growers Inc, Fourth Sail Capital, Schedule 13G, Beneficial Ownership, Ordinary Shares, Investment, SEC Filing, Institutional Investor