SCHEDULE 13G: Linden Capital Group Discloses 5.5% Stake in D. Boral ARC

Linden Capital L.P., along with its affiliates, reported beneficial ownership of up to 5.5% of D. Boral ARC Acquisition I Corp.'s Class A ordinary shares.

Summary

• Linden Capital L.P., Linden GP LLC, Linden Advisors LP, and Siu Min Wong (collectively, the "Reporting Persons") have filed a Schedule 13G.
• The filing reports beneficial ownership of Class A ordinary shares, par value $0.0001 per share, of D. Boral ARC Acquisition I Corp.
• Linden Advisors LP and Siu Min Wong are deemed beneficial owners of 1,600,000 shares, representing approximately 5.5% of the class outstanding.
• Linden Capital L.P. and Linden GP LLC are deemed beneficial owners of 1,538,033 shares, representing approximately 5.3% of the class outstanding.
• The shares are held for the account of Linden Capital and one or more separately managed accounts.
• The acquisition of securities was not for the purpose of changing or influencing control of the issuer, nor in connection with any transaction having that purpose or effect, other than activities solely in connection with a nomination under Rule 14a-11.

Sentiment

Score: 5

Explanation: The filing is a standard beneficial ownership disclosure (Schedule 13G) reporting a significant stake by an institutional investor group. It does not contain information that would inherently suggest a positive or negative sentiment regarding the issuer's performance or prospects.

Positives

• NA (This filing is a factual disclosure of beneficial ownership and does not contain information that can be categorized as positive or negative performance metrics or operational achievements of the issuer.)

Negatives

• NA (This filing is a factual disclosure of beneficial ownership and does not contain information that can be categorized as positive or negative performance metrics or operational achievements of the issuer.)

Risks

• NA (This Schedule 13G filing primarily discloses beneficial ownership and does not detail specific risks related to the issuer's operations or financial health.)

Future Outlook

NA (This filing is a beneficial ownership report and does not provide forward-looking statements or guidance regarding the issuer's future performance.)

Management Comments

• NA (The filing includes signatures from authorized signatories of the reporting persons, but no direct management comments or notable quotes from the issuer's management.)

Industry Context

NA (This filing is a disclosure of beneficial ownership and does not provide analysis of broader industry trends or comparisons to competitors.)

Comparison to Industry Standards

• NA (This filing is a disclosure of beneficial ownership and does not contain information suitable for comparison to global benchmarks or specific comparable companies/projects.)

Management Changes

Corporate Governance

Legal Proceedings

• NA (This filing does not mention any litigation or regulatory matters.)

Related Party Transactions

• NA (This filing does not disclose any related party dealings.)

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, which can influence market perception and liquidity.
• Management: Awareness of a significant shareholder group, though the filing states the shares were not acquired for control purposes.

Next Steps

• NA (The filing does not mention any specific future actions, events, or milestones for the issuer or the reporting persons beyond the ongoing ownership.)

Key Dates

Keywords

D. Boral ARC Acquisition I Corp., Linden Capital L.P., Linden GP LLC, Linden Advisors LP, Siu Min Wong, Schedule 13G, Beneficial Ownership, Class A ordinary shares, Institutional Investor, SEC Filing