SCHEDULE: Griffin Perry Discloses 9.7% Stake in Fermi Inc.
Beneficial Ownership Report
Griffin Perry and Caddis Holdings, LP have filed an amendment reporting a 9.7% beneficial ownership stake in Fermi Inc.
Summary
- Griffin Perry and Caddis Holdings, LP report a combined beneficial ownership of 60,946,450 shares of Fermi Inc. common stock.
- This holding represents 9.7% of the total outstanding common stock of the issuer.
- The filing serves as an amendment (Amendment No. 1) to a previous Schedule 13G.
- Caddis Holdings, LP recently underwent a corporate entity change from an LLC to an LP, which did not result in any transfer of shares or change in beneficial ownership.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral regulatory disclosure of existing ownership, reflecting no change in the underlying investment strategy.
Positives
- The reporting person maintains a significant 9.7% equity position, indicating a substantial long-term interest in the company.
Negatives
- None identified in this ownership disclosure.
Risks
- The reporting person disclaims beneficial ownership of the securities except to the extent of their pecuniary interest, which may limit their direct control over the shares.
Future Outlook
The filing does not provide forward-looking guidance regarding the issuer's business operations or the reporting person's future investment intentions.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are standard regulatory disclosures for institutional or significant individual investors who acquire more than 5% of a company's voting shares, typically signaling passive investment intent.
Comparison to Industry Standards
- The disclosure follows standard SEC requirements for beneficial ownership reporting under the Securities Exchange Act of 1934.
- The reporting structure is consistent with typical private equity or investment firm holdings in publicly traded small-to-mid-cap entities.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Entity Restructuring | Caddis Holdings, LLC converted to Caddis Holdings, LP. | Not specified | No change in beneficial ownership or share control. |
Stakeholder Impact
- Shareholders may view the continued 9.7% stake as a sign of stability and long-term commitment from a significant investor.
Next Steps
- The reporting person will continue to monitor their position and file further amendments if there are material changes to their ownership percentage.
Key Dates
| Date | Description |
|---|---|
| 03/23/2026 | Date used for total shares outstanding calculation. |
| 03/30/2026 | Date of the Issuer's Form 10-K filing. |
| 03/31/2026 | Date of the event requiring the filing of this statement. |
| 04/15/2026 | Date of the signature and filing of the Schedule 13G. |
Keywords
Fermi Inc, Schedule 13G, Griffin Perry, Caddis Holdings, Beneficial Ownership, Shareholder Disclosure
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