SCHEDULE 13G/A: Route One Investment Entities Disclose 4.1% Passive Stake in Herbalife Ltd.
Beneficial Ownership Disclosure
Route One Investment Company and its affiliated entities have filed an updated Schedule 13G, disclosing a 4.1% beneficial ownership stake in Herbalife Ltd. common shares as of December 31, 2024.
Summary
- Route One Investment Company, L.P., along with its affiliates ROIC, LLC, Route One Investment Company, LLC, Route One Offshore Master Fund, L.P., and control persons William F. Duhamel, Jr. and Jason E. Moment, have filed an Amendment No. 4 to Schedule 13G regarding their beneficial ownership in Herbalife Ltd.
- As of December 31, 2024, Route One Investment Company, L.P., ROIC, LLC, Route One Investment Company, LLC, William F. Duhamel, Jr., and Jason E. Moment each beneficially own 4,120,884 Common Shares of Herbalife Ltd.
- This collective ownership represents 4.1% of Herbalife Ltd.'s outstanding Common Shares.
- Route One Offshore Master Fund, L.P. separately beneficially owns 2,845,650 Common Shares, which accounts for 2.8% of the class.
- The beneficial ownership percentages are calculated based on 100,791,979 Common Shares of Herbalife Ltd. reported as outstanding on October 23, 2024, in the issuer's Form 10-Q for the quarter ended September 30, 2024.
- All reported shares are held with shared voting power and shared dispositive power among the respective reporting persons.
- The reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Herbalife Ltd.
Sentiment
Score: 5
Explanation: The document is a routine regulatory filing disclosing passive beneficial ownership, providing factual information without indicating positive or negative performance or outlook.
Future Outlook
NA
Industry Context
NA
Key Dates
| Date | Description |
|---|---|
| 2024-10-23 | Date Herbalife Ltd. reported 100,791,979 Common Shares outstanding in its Form 10-Q for the quarter ended September 30, 2024, used as the basis for percentage calculation. |
| 2024-12-31 | Date of event which requires filing of this statement (beneficial ownership calculation date). |
| 2025-02-13 | Date of signing of the Schedule 13G filing and the Joint Filing Agreement. |
Keywords
Herbalife Ltd., HLF, Schedule 13G, Beneficial Ownership, Institutional Investor, Route One Investment Company, Investment Fund, SEC Filing, Common Shares
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