SCHEDULE: Linden Capital Group Reduces Dynamix Stake Below 5%

Linden Capital L.P. and its affiliates have amended their Schedule 13G filing, reporting a beneficial ownership of 4.9% in Dynamix Corporation'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 an amendment to their Schedule 13G regarding Dynamix Corporation.
• As of September 30, 2025, the Reporting Persons beneficially own 819,611 Class A ordinary shares of Dynamix Corporation.
• This ownership represents approximately 4.9% of the Class A ordinary shares outstanding.
• The Reporting Persons share both voting and dispositive power over these 819,611 shares.
• The filing certifies that the securities were not acquired or held for the purpose of changing or influencing control of Dynamix Corporation.

Sentiment

Score: 5

Explanation: The filing is a neutral, factual disclosure of a change in beneficial ownership. While a reduction below 5% could be seen negatively by some, the filing itself is purely informational and passive in nature.

Positives

• The filing confirms the passive nature of the investment, stating the shares were not acquired or held to influence control.

Negatives

• The reduction in beneficial ownership to below 5% could be interpreted by some investors as a decrease in conviction by a significant institutional holder, potentially signaling a shift in investment strategy.

Future Outlook

The filing does not provide any forward-looking statements or guidance regarding Dynamix Corporation's future performance or the Reporting Persons' future investment intentions beyond the certification of passive holding.

Industry Context

Schedule 13G/A filings are amendments to beneficial ownership statements, typically filed by passive institutional investors who own more than 5% but less than 20% of a company's stock. A reduction below the 5% threshold, as indicated here, often signals a decrease in the investor's stake, which can be interpreted by the market as a change in investment strategy or conviction regarding the issuer.

Stakeholder Impact

• Shareholders: May interpret the reduction in stake by Linden Capital Group as a signal of reduced institutional interest or a change in investment thesis, potentially leading to minor price fluctuations.
• Company Management: The reduction in a significant passive stake might reduce the perceived oversight or influence from this particular institutional investor group.

Key Dates

Keywords

Dynamix Corporation, Linden Capital, Schedule 13G/A, Beneficial Ownership, Institutional Investor, Shareholding, SEC Filing, Class A ordinary shares