SCHEDULE: Margaret E. Haas and Related Fund Disclose Significant Stake in Levi Strauss & Co.

Margaret E. Haas and the Margaret E. Haas Fund report beneficial ownership of 42,669,064 shares of Levi Strauss & Co., representing 29.1% of the company's Class A common stock.

Summary

• Margaret E. Haas and the Margaret E. Haas Fund have filed a Schedule 13G, disclosing their ownership in Levi Strauss & Co.
• As of December 31, 2024, Ms. Haas beneficially owns 42,669,064 shares, which includes shares held directly and indirectly through trusts, a limited liability company, and charitable foundations.
• This represents 29.1% of the outstanding Class A common stock of Levi Strauss & Co.
• The Margaret E. Haas Fund separately owns 7,074,430 shares, representing 6.4% of the outstanding Class A common stock.
• The total shares outstanding for Class A common stock is reported as 104,057,741 as of December 31, 2024.
• Ms. Haas has sole voting and dispositive power over 34,749,954 shares and shared power over 7,919,110 shares.
• The Margaret E. Haas Fund has sole voting and dispositive power over its 7,074,430 shares.

Sentiment

Score: 7

Explanation: The document is a routine filing indicating significant ownership, which is generally positive for the company's stability. There are no negative implications, but no specific positive news either.

Positives

• The filing indicates a significant ownership stake by a major shareholder, which could be seen as a positive sign of confidence in the company.
• The substantial holdings of Ms. Haas and the Margaret E. Haas Fund suggest a long-term commitment to Levi Strauss & Co.

Risks

• The concentration of ownership in the hands of a single individual and related fund could potentially lead to significant influence over the company's direction.
• Changes in the investment strategy of Ms. Haas or the Margaret E. Haas Fund could impact the company's stock price.

Industry Context

This filing is a standard disclosure for significant shareholders and does not indicate any specific industry trends or competitive actions. It is a routine filing required by the SEC.

Comparison to Industry Standards

• Schedule 13G filings are common for investors holding more than 5% of a company's stock.
• The level of ownership by Margaret E. Haas is significant compared to typical institutional holdings, indicating a major influence on the company.
• Other major shareholders in similar companies would also be required to file similar disclosures.

Stakeholder Impact

• The significant ownership by Ms. Haas and the Margaret E. Haas Fund could reassure shareholders about the company's stability.
• The filing does not directly impact employees, customers, suppliers, or creditors.

Key Dates

Keywords

Levi Strauss & Co, Margaret E. Haas, Margaret E. Haas Fund, Schedule 13G, Beneficial Ownership, Class A Common Stock, Shareholding, Voting Power, Dispositive Power