SCHEDULE: Hotchkis & Wiley Cuts Kosmos Energy Stake Below 5%

Hotchkis and Wiley Capital Management, LLC has reduced its beneficial ownership in Kosmos Energy Ltd. to 4.44% of common stock.

Summary

• Hotchkis and Wiley Capital Management, LLC, an investment adviser based in Delaware, has filed an Amendment No. 1 to Schedule 13G regarding its beneficial ownership in Kosmos Energy Ltd.
• The filing indicates that Hotchkis and Wiley Capital Management, LLC now beneficially owns 21,210,674 shares of Kosmos Energy Ltd. common stock.
• This aggregate amount represents 4.44% of the class of common stock.
• The firm holds sole voting power over 19,135,974 shares and sole dispositive power over 21,210,674 shares.
• The filing notes that certain clients of Hotchkis and Wiley Capital Management, LLC have retained voting power over their beneficially owned shares, resulting in the firm having dispositive power over more shares than it can vote.
• The event requiring this filing occurred on June 30, 2025, and the statement was signed on August 13, 2025.

Sentiment

Score: 3

Explanation: The filing indicates a reduction in beneficial ownership by a significant institutional investor (Hotchkis and Wiley Capital Management, LLC) to below 5%, which is generally perceived as a negative signal by the market.

Negatives

• Hotchkis and Wiley Capital Management, LLC has reduced its beneficial ownership in Kosmos Energy Ltd. to 4.44% of the common stock, down from a previous holding of 5% or more, indicating a decreased stake by a significant institutional investor.

Future Outlook

NA

Industry Context

This filing is a standard disclosure of beneficial ownership by an institutional investor and does not provide broader industry context or trends beyond the specific investment position.

Stakeholder Impact

• Shareholders: The reduction in stake by a significant institutional investor could influence market perception and potentially the share price.
• Company Management: Awareness of changes in major shareholder positions is important for investor relations and strategic planning.

Key Dates

Keywords

Kosmos Energy, Hotchkis and Wiley, Beneficial Ownership, SEC Filing, Schedule 13G, Investment Adviser, Common Stock, Institutional Investor