SCHEDULE: Yoda PLC Increases Stake in Capital Clean Energy Carriers to 27.13%

Yoda PLC and its controlling shareholder, Ioannis Papalekas, have increased their beneficial ownership in Capital Clean Energy Carriers Corp. to 27.13% through recent open-market share acquisitions totaling $14.9 million.

Summary

• Yoda PLC, through its wholly-owned subsidiary Paparebecorp Limited, acquired 620,222 Common Shares of Capital Clean Energy Carriers Corp.
• The acquisitions occurred in open-market transactions between May 22, 2025, and July 21, 2025, for an aggregate amount of $14,904,589.
• The source of funds used for these transactions was the working capital of Yoda PLC.
• Yoda PLC and its controlling shareholder, Ioannis Papalekas, now beneficially own 15,929,985 Common Shares.
• This beneficial ownership represents 27.13% of the Issuer's outstanding Common Shares.
• The percentage is calculated based on 58,720,341 Common Shares outstanding as of June 10, 2025, excluding 1,221,061 Common Shares held in treasury.
• The acquisition was made for investment purposes, as the Reporting Persons believed the Common Shares represented an attractive investment opportunity.

Sentiment

Score: 7

Explanation: The filing indicates a significant increase in a major shareholder's stake, driven by a belief in the investment opportunity, which is generally a positive signal of confidence in the company's future. However, the explicit reservation of the right to sell shares introduces a degree of potential future uncertainty.

Positives

• Reporting Persons acquired additional shares, indicating confidence in the Issuer's prospects.
• The acquisition was for investment purposes, based on the belief that the Common Shares represented an attractive investment opportunity.

Risks

• Reporting Persons intend to review their investment based on various factors, including the Issuer's business, financial condition, results of operations, prospects, general economic and industry conditions, and the securities markets.
• Reporting Persons reserve the right to dispose of some or all Common Shares at any time, which could impact share price.

Future Outlook

Reporting Persons intend to review their investment in the Issuer from time to time based on various factors, including the Issuer's business, financial condition, results of operations, prospects, general economic and industry conditions, and the securities markets. They reserve the right to acquire additional Common Shares or dispose of existing shares, and to reconsider their position or change their purpose.

Management Comments

• The Reporting Persons acquired the Common Shares of the Issuer for investment purposes as they believed that such Common Shares represented an attractive investment opportunity.

Industry Context

This filing indicates a significant investment by a major shareholder in a company operating in the clean energy carriers sector, suggesting a belief in the long-term potential of this industry or the specific company's position within it.

Stakeholder Impact

• Shareholders: Increased concentration of ownership by a significant investor, potentially signaling confidence or future strategic influence. The possibility of future share disposals by the reporting persons could impact share price volatility.
• Management: The significant stake held by Yoda PLC and Ioannis Papalekas could lead to increased engagement or influence on strategic decisions.

Next Steps

• Reporting Persons will continue to review their investment in Capital Clean Energy Carriers Corp.
• Reporting Persons may acquire additional Common Shares or dispose of existing shares in the future.
• Reporting Persons may review or reconsider their position, change their purpose, or formulate and implement new plans regarding their investment.

Key Dates

Recommendation

The significant increase in beneficial ownership by Yoda PLC and Ioannis Papalekas, driven by their belief in the investment opportunity, signals confidence in Capital Clean Energy Carriers Corp. However, the filing is a Schedule 13D, which primarily reports ownership changes and intentions, rather than providing new operational or financial performance data from the issuer. The reporting persons explicitly reserve the right to dispose of shares, which introduces potential future selling pressure. Without additional positive catalysts or clearer strategic direction from the issuer, a "hold" position is prudent to observe how this increased stake translates into value creation or strategic influence.

Keywords

Capital Clean Energy Carriers Corp., Yoda PLC, Ioannis Papalekas, Schedule 13D, Beneficial Ownership, Share Acquisition, Investment, Common Shares, Energy Carriers, SEC Filing