SCHEDULE 13G/A: Macquarie Entities Disclose 1.72% Beneficial Ownership in Levi Strauss & Co.

Macquarie Group Limited and its affiliates have filed an amended Schedule 13G, disclosing their beneficial ownership of 1.72% of Levi Strauss & Co. common shares as of December 31, 2024.

Summary

• Macquarie Group Limited, along with its subsidiaries Macquarie Management Holdings Inc., Macquarie Investment Management Business Trust, and Macquarie Bank Limited, jointly filed an Amendment No. 3 to Schedule 13G.
• The filing reports beneficial ownership in the Common Shares of Levi Strauss & Co. (CUSIP: 52736R102).
• As of December 31, 2024, Macquarie Group Limited reported an aggregate beneficial ownership of 1,797,320 shares, representing 1.72% of the class.
• Macquarie Management Holdings Inc. and Macquarie Investment Management Business Trust each reported beneficial ownership of 1,796,120 shares, also representing 1.72% of the class, with sole voting and dispositive power over these shares.
• Macquarie Bank Limited reported beneficial ownership of 1,200 shares, representing 0% of the class, with sole voting and dispositive power.
• 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 Levi Strauss & Co.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain positive or negative financial performance indicators or strategic announcements.

Future Outlook

NA

Industry Context

This filing is a standard disclosure of institutional beneficial ownership, indicating that Macquarie entities hold a passive investment in Levi Strauss & Co. It does not provide insights into broader industry trends or competitive positioning beyond the fact that a major financial group maintains an investment in the apparel sector.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional holder's stake, confirming a passive investment approach.

Key Dates

Keywords

Schedule 13G, Beneficial Ownership, Levi Strauss & Co., Macquarie Group Limited, Common Shares, SEC Filing, Investment Management, Institutional Ownership