SCHEDULE: Loewenbaum Group Amends CollPlant Holdings to 24.99%

The Loewenbaum Group has filed an amendment to its Schedule 13D, reporting a collective beneficial ownership of 24.99% in CollPlant Biotechnologies Ltd. ordinary shares and warrants.

Summary

• The Loewenbaum Group, comprising several trusts and partnerships, has collectively increased its beneficial ownership in CollPlant Biotechnologies Ltd. to 24.99%.
• This filing is an amendment to a Schedule 13D, indicating a significant change in beneficial ownership.
• The group's holdings include ordinary shares and Series A and Series B warrants.
• The Loewenbaum 1992 Trust entered into a Securities Purchase Agreement on June 29, 2026, for shares and warrants, with the transaction completed on July 6, 2026.
• The Series A Warrants are exercisable from July 29, 2026, and expire on July 16, 2028.
• The Series B Warrants are also exercisable from the Shareholder Approval Date and expire on July 16, 2031.
• The Loewenbaum 1992 Trust has transferred funds for the exercise price of Series B Warrants, held in abeyance.
• The reporting persons intend to review their investment and may take further actions based on market conditions and company developments.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this filing as having a negative sentiment due to the nature of a Schedule 13D filing indicating a significant change in beneficial ownership, often associated with activist investor activity or strategic shifts, rather than positive operational news.

Positives

• The Loewenbaum Group has secured a significant stake, reaching the beneficial ownership limitation of 24.99% in CollPlant Biotechnologies Ltd.
• The group has acquired ordinary shares and warrants, indicating a strong commitment to the company's potential.
• The Loewenbaum 1992 Trust has completed the purchase of shares and warrants and has transferred funds for Series B warrants, demonstrating financial capacity.

Negatives

• The filing is a Schedule 13D amendment, which typically signals a change in control or activist intent, potentially creating uncertainty for other shareholders.
• The reporting persons have not exercised the Series B warrants, and the funds are held in abeyance, suggesting a potential pause or conditionality in their full commitment.
• The beneficial ownership is capped at 24.99%, limiting further immediate increases in stake by this group.

Risks

• Potential for future actions by the Reporting Persons that could impact the company's strategy or governance, as they intend to review their investment and may form plans for further action.
• The significant stake held by the Loewenbaum Group could lead to proxy contests or pressure on management if their objectives diverge from current leadership.
• The exercise of warrants, particularly the Series B warrants, could lead to significant dilution if not managed carefully by the company.

Future Outlook

The Reporting Persons intend to review their investment in the Issuer on a continuing basis and, depending upon various market and company-specific factors, may form a plan or proposal to take actions specified in Item 4 of Schedule 13D, which would necessitate filing an amendment to this Schedule 13D.

Management Comments

• The Loewenbaum 1992 Trust is only permitted to exercise the Warrants up to a beneficial ownership limitation of 24.99%.
• No Warrants were exercised, and the funds are held in abeyance until further notice from The Lowenbaum 1992 Trust.
• The acquisitions of Ordinary Shares and Warrants by the Reporting Persons was for investment purposes.
• The Reporting Persons intend to review their investment in the Issuer on a continuing basis and, depending upon the price of and other market conditions relating to the Ordinary Shares or other securities of the Issuer, subsequent developments affecting the Issuer, the Issuer's business and prospects, other investment and business opportunities available to the Reporting Persons, general stock market and economic conditions, tax considerations, and other factors deemed relevant, may form a plan or proposal to take any of the actions specified in clauses (a) through (j) of Item 4 of Schedule 13D, in which case the Reporting Persons will file an amendment to this Schedule 13D.
• No Reporting Person has any present plan or proposal which would relate to or result in any of the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D except as set forth herein or such as would occur upon or in connection with completion of, or following, any of the actions discussed herein.

Industry Context

StockSavvy.ai notes that Schedule 13D filings often precede significant corporate actions, such as activist campaigns, mergers, or strategic shifts. The increased stake by the Loewenbaum Group in CollPlant Biotechnologies Ltd., a company in the regenerative medicine and 3D bioprinting sector, could signal a desire for greater influence or a belief in the company's future potential, potentially impacting industry dynamics.

Stakeholder Impact

• Shareholders: May experience increased volatility or uncertainty due to the significant stake held by the Loewenbaum Group and potential for activist actions.
• Management: May face pressure to align strategies with the objectives of the Loewenbaum Group.
• Creditors: The company's strategic direction, influenced by a major shareholder, could impact its financial stability and ability to meet obligations.

Next Steps

• The Reporting Persons will continue to review their investment in CollPlant Biotechnologies Ltd.
• The Reporting Persons may form a plan or proposal to take actions specified in Item 4 of Schedule 13D, which would require filing an amendment.
• The Loewenbaum 1992 Trust may provide further notice regarding the Series B Warrants and the funds held in abeyance.

Key Dates

Recommendation

The filing indicates a significant increase in beneficial ownership by the Loewenbaum Group, reaching the 24.99% limit. While this shows strong investor conviction, the nature of a Schedule 13D filing suggests potential for future activism or strategic changes rather than immediate positive operational news. The funds for Series B warrants are held in abeyance, indicating a degree of caution. Therefore, a 'hold' recommendation is appropriate pending further clarity on the group's intentions and CollPlant's operational performance.

Keywords

CollPlant Biotechnologies, Schedule 13D, Beneficial Ownership, Warrants, Securities Purchase Agreement, Investment, Shareholder Approval, Loewenbaum Group