LGO.NASDAQLargo INC

SCHEDULE: West Family Investments Discloses 5.2% Stake in Largo Inc.

Sentiment:

Beneficial Ownership Disclosure (Schedule 13G Amendment)


West Family Investments, Inc., Gary West, and Mary West have reported a 5.2% beneficial ownership stake in Largo Inc.'s common stock as of September 30, 2025.

Summary

  • West Family Investments, Inc., Gary West, and Mary West (collectively, the "Reporting Persons") beneficially own 4,371,571 shares of Largo Inc. common stock.
  • This ownership represents 5.2% of Largo Inc.'s common stock outstanding.
  • The percentage is calculated based on 83,313,022 shares outstanding, which includes shares from Largo Inc.'s recent offering and concurrent private placement as reported in its Form 424B5 filed on October 16, 2025.
  • West Family Investments, Inc. acts as an investment adviser, maintaining complete investment and voting power over the shares under management arrangements.
  • Gary West and Mary West are principals of West Family Investments, Inc. and are deemed to have shared power to vote and dispose of the shares.
  • The shares are directly owned by West Investment Holdings LLC and West CRT Heavy, LLC, which are managed by the Adviser, and neither of these direct owners holds more than 5% individually.
  • The Reporting Persons disclaim beneficial ownership of the shares held by the direct owners and state that the filing does not imply they have formed a group.

Sentiment

Score: 5

Explanation: This is a routine regulatory filing (Schedule 13G Amendment) disclosing beneficial ownership, which is inherently neutral in sentiment and does not contain performance or forward-looking statements.

Future Outlook

NA

Industry Context

NA

Stakeholder Impact

  • Increased transparency for shareholders regarding significant ownership stakes in Largo Inc.

Key Dates

DateDescription
09/30/2025Date of the event which requires the filing of this statement, representing the end of the calendar quarter for beneficial ownership calculation.
10/16/2025Date Largo Inc. filed its Form 424B5 (Prospectus Supplement) with the SEC, reporting the outstanding shares used for percentage calculation.
11/12/2025Date of signing for the Schedule 13G Amendment No. 3 by the Reporting Persons.

Keywords

Largo Inc., West Family Investments, Beneficial Ownership, Schedule 13G, Common Stock, SEC Filing, Investment Adviser, Shareholder Disclosure

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