SCHEDULE: CPI Aerostructures Stakeholder Update

Calm Waters Partnership and Richard S. Strong report a combined 5.0% stake in CPI Aerostructures Inc. following an amendment to their Schedule 13G filing.

Summary

• Calm Waters Partnership and Richard S. Strong have jointly filed an amendment to their Schedule 13G, reporting their beneficial ownership of CPI Aerostructures Inc. common stock.
• As of June 30, 2026, Calm Waters Partnership beneficially owns 496,000 shares, representing 3.8% of the class.
• Richard S. Strong beneficially owns 160,000 shares, with a shared dispositive power of 496,000 shares.
• The aggregate beneficial ownership for both reporting persons is 656,000 shares, constituting 5.0% of the class.
• The filing indicates that these securities were not acquired or held for the purpose of influencing the control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports on ownership changes rather than operational or financial performance. The increased stake could be interpreted positively or negatively depending on the market's perception of the reporting persons' intentions.

Positives

• Increased reporting threshold indicates a significant stake, potentially signaling confidence or strategic interest in CPI Aerostructures.
• The combined stake of 5.0% by Calm Waters Partnership and Richard S. Strong represents a notable ownership position.

Risks

• Potential for increased scrutiny from the market and management due to the significant ownership stake.
• Future actions by Calm Waters Partnership and Richard S. Strong could impact share price volatility.

Future Outlook

The filing does not contain forward-looking statements or guidance. It solely reports on beneficial ownership.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and significant individual shareholders who acquire more than 5% of a company's stock. This filing indicates a substantial investment in CPI Aerostructures by Calm Waters Partnership and Richard S. Strong, which could signal their belief in the company's future prospects or a desire for greater influence.

Stakeholder Impact

• Shareholders may view the increased stake as a sign of confidence or potential activist involvement, which could influence share price.
• Company management will likely monitor the actions and intentions of Calm Waters Partnership and Richard S. Strong.

Next Steps

• Monitoring future filings from Calm Waters Partnership and Richard S. Strong for any changes in their stake or stated intentions.
• Observing any potential strategic actions or communications from the reporting persons regarding CPI Aerostructures.

Key Dates

Recommendation

This filing is a disclosure of beneficial ownership and does not provide operational or financial performance data. Therefore, a 'hold' recommendation is appropriate, pending further information on the company's performance and the reporting persons' strategic intentions.

Keywords

CPI Aerostructures, Schedule 13G, Calm Waters Partnership, Richard S. Strong, Beneficial Ownership, SEC Filing, Common Stock, Investment