SCHEDULE: Oaktree Entities Report Stake in CBL & Associates
Beneficial Ownership Filing
Several Oaktree Capital entities have jointly filed a Schedule 13G, reporting beneficial ownership of 820,000 shares, or 2.65%, of CBL & Associates Properties, Inc. common stock.
Summary
- OCM Xb CBL-E Holdings, LLC, Oaktree Capital Holdings, LLC, and Oaktree Capital Group Holdings GP, LLC have collectively filed an amendment to their Schedule 13G.
- The filing indicates beneficial ownership of 820,000 shares of CBL & Associates Properties, Inc. common stock.
- This represents 2.65% of the class of securities outstanding.
- The percentage is based on 30,944,758 shares outstanding as of May 6, 2026, as reported in CBL & Associates Properties, Inc.'s 10-Q filed on May 8, 2026.
- The reporting persons state that the filing does not constitute an admission of beneficial ownership for the purposes of Section 13(d) or 13(g) of the Act.
- The securities are directly held by Xb CBL-E, indirectly managed by OCH, and controlled by OCGH.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports a passive investment stake and does not contain operational or financial performance updates.
Future Outlook
This filing is an amendment to a Schedule 13G and does not contain forward-looking statements or guidance from the company.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are typically made by institutional investors who acquire beneficial ownership of more than 5% of a company's voting stock. This filing indicates a passive investment stake below the 5% threshold, suggesting a portfolio management activity rather than an attempt to influence control.
Stakeholder Impact
- Shareholders: The filing provides transparency regarding significant beneficial ownership, which is a standard disclosure for investors holding over 5% of a company's stock, though this filing is below that threshold. The passive nature of the stake suggests no immediate impact on control or strategy.
Key Dates
| Date | Description |
|---|---|
| 2026-03-31 | Date of Event Which Requires Filing of this Statement |
| 2026-05-06 | Date as of which shares of Common Stock were outstanding |
| 2026-05-08 | Date of Issuer's 10-Q filing |
| 2026-05-13 | Date of Joint Filing Agreement and signature dates |
Keywords
Schedule 13G, CBL & Associates Properties, Oaktree Capital, Beneficial Ownership, SEC Filing, Common Stock, Investment Management
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