SCHEDULE: Margaret E. Haas Reports Levi Strauss Stake

Margaret E. Haas and the Margaret E. Haas Fund have filed an amended Schedule 13G disclosing beneficial ownership of 30.2% of Levi Strauss & Co. Class A Common Stock.

Summary

• Margaret E. Haas reports beneficial ownership of 42,551,102 shares of Levi Strauss & Co. Class A Common Stock.
• The reported ownership represents 30.2% of the outstanding Class A Common Stock as of March 31, 2026.
• The Margaret E. Haas Fund separately reports ownership of 7,024,430 shares, representing 6.7% of the class.
• Ownership includes shares of Class B Common Stock, which are convertible into Class A Common Stock on a one-for-one basis.
• Beneficial ownership includes direct holdings, shares held in trusts, a limited liability company, and charitable foundations.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral regulatory filing that provides transparency regarding existing share ownership without signaling new corporate activity.

Positives

• The filing confirms significant long-term alignment and commitment from a major shareholder and member of the founding family.

Negatives

• The high concentration of ownership in the hands of a single individual or related entities can limit the influence of public shareholders.

Risks

• Concentrated ownership may lead to potential conflicts of interest between the controlling family interests and other public shareholders.
• The conversion of Class B shares to Class A shares could impact the voting power and equity structure of the company.

Future Outlook

The filing does not provide forward-looking business guidance, as it is a regulatory disclosure of beneficial ownership.

Industry Context

StockSavvy.ai notes that this filing is a standard regulatory requirement for significant shareholders and does not reflect a change in the company's operational strategy or market performance.

Comparison to Industry Standards

• The disclosure follows standard SEC requirements for beneficial ownership reporting under Section 13(d) and 13(g) of the Exchange Act.
• Concentrated family ownership is a common characteristic among legacy apparel retailers like Levi Strauss & Co.

Related Party Transactions

• The filing discloses that Margaret E. Haas serves as board chair for the Margaret E. Haas Fund and the Lynx Foundation, which are beneficiaries of the reported shares.

Stakeholder Impact

• Shareholders should note the significant concentration of voting power held by the reporting person.

Next Steps

• Continued monitoring of future SEC filings for any changes in beneficial ownership or potential divestment activities.

Key Dates

Keywords

Levi Strauss, LEVI, Schedule 13G, Beneficial Ownership, Margaret E. Haas, Shareholder Disclosure