SCHEDULE: C/M Capital Funds Disclose 9.2% Stake in Heritage Distilling
Beneficial Ownership Disclosure
C/M Capital Master Fund, LP and affiliated entities have disclosed a 9.2% beneficial ownership stake in Heritage Distilling Holding Company, Inc., totaling 2,217,872 shares.
Summary
- C/M Capital Master Fund, LP, C/M Capital Partners, LP, Thomas Walsh, and Jonathan Juchno collectively reported beneficial ownership of 2,217,872 shares of Heritage Distilling Holding Company, Inc. Common Stock.
- This aggregate amount represents 9.2% of the Issuer's outstanding Common Stock.
- The ownership calculation is based on 24,151,724 shares of Common Stock outstanding, which includes 19,923,495 shares outstanding as of July 29, 2025, and an additional 4,228,229 shares issued to C/M Master Fund pursuant to a Prospectus filed on June 23, 2025.
- C/M Capital Master Fund, LP holds the shares, with C/M Capital Partners, LP acting as its investment manager.
- Thomas Walsh and Jonathan Juchno are the managing members of the general partner of C/M Capital Partners, LP, and disclaim beneficial ownership of the shares held by C/M Master Fund.
- The acquisition of these securities was not for the purpose of changing or influencing the 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: This 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.
Stakeholder Impact
- Shareholders: Disclosure of a significant ownership stake by institutional investors can influence market perception and liquidity.
Key Dates
| Date | Description |
|---|---|
| 06/23/2025 | Date of Prospectus filing pursuant to Rule 424(b)(3) with the SEC, under which 4,228,229 shares were issued to C/M Master Fund. |
| 07/28/2025 | Date of event which requires the filing of this statement. |
| 07/29/2025 | Date as of which 19,923,495 shares of Common Stock were outstanding, as disclosed by the Issuer. |
| 07/31/2025 | Date of filing of this Schedule 13G. |
Keywords
Heritage Distilling Holding Company, Common Stock, C/M Capital Master Fund, C/M Capital Partners, Thomas Walsh, Jonathan Juchno, Beneficial Ownership, Schedule 13G, Investment, Distillery
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