SCHEDULE 13G/A: RWWM Entities Disclose Significant 10.66% Stake in Fox Factory Holding Corp.
Beneficial Ownership Report
RWWM, Inc., along with its 401k Profit Sharing Plan and key executives Scott P. Roseman and Aaron J. Wagner, have disclosed a combined beneficial ownership of 10.66% in Fox Factory Holding Corp.
Summary
- RWWM, Inc., RWWM Inc. 401k Profit Sharing Plan, Scott P. Roseman, and Aaron J. Wagner collectively reported beneficial ownership of 4,444,343 shares of Fox Factory Holding Corp. Common Stock.
- This aggregate amount represents 10.66% of the class of securities.
- RWWM, Inc. holds sole dispositive power over all 4,444,343 shares.
- Scott P. Roseman and Aaron J. Wagner share dispositive power over 4,444,343 shares.
- Aaron J. Wagner holds sole voting power over 6,117 shares.
- RWWM Inc. 401k Profit Sharing Plan, Scott P. Roseman, and Aaron J. Wagner share voting power over 29,646 shares.
- The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
- The securities are owned of record by clients of RWWM, Inc., with no single client known to own more than five percent of the class.
Sentiment
Score: 5
Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would inherently indicate positive or negative sentiment regarding the company's performance or outlook. It is a neutral regulatory filing.
Future Outlook
NA
Industry Context
This filing indicates a significant institutional investment in Fox Factory Holding Corp., a company known for its high-performance suspension products for bicycles, off-road vehicles, and snowmobiles. Such a substantial stake by an investment adviser and its principals suggests confidence in the company's long-term prospects or a strategic portfolio allocation within the consumer discretionary or automotive/powersports sectors.
Stakeholder Impact
- Shareholders: The disclosure of a significant 10.66% stake by RWWM entities may be viewed positively by other shareholders as it indicates substantial institutional confidence in Fox Factory Holding Corp. and its future performance.
Key Dates
| Date | Description |
|---|---|
| 04/30/2025 | Date of event which requires filing of this statement |
| 05/06/2025 | Signature date for RWWM, Inc., RWWM Inc. 401k Profit Sharing Plan, Scott P. Roseman, and Aaron J. Wagner |
Keywords
Fox Factory Holding Corp., RWWM Inc., Beneficial Ownership, Schedule 13G, SEC Filing, Common Stock, Investment Adviser, Institutional Ownership
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