SCHEDULE: Peter E. Haas, Jr. Reports 5.5% Stake in Levi Strauss & Co.
Schedule 13G Amendment
Peter E. Haas, Jr. filed an amended Schedule 13G disclosing beneficial ownership of 5.5% of Levi Strauss & Co. Class A Common Stock.
Summary
- Peter E. Haas, Jr. reported beneficial ownership of 5,750,957 shares of Levi Strauss & Co. Class A Common Stock.
- The reported stake represents 5.5% of the total outstanding Class A Common Stock.
- The ownership includes shares held directly, through trusts, and by his spouse.
- The filing is an amendment (Amendment No. 5) to a previous Schedule 13G.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral regulatory filing that confirms existing ownership levels without signaling new strategic shifts or financial changes.
Positives
- Continued long-term commitment from a member of the founding family.
- Clear transparency regarding beneficial ownership and voting power.
Negatives
- None identified; this is a standard regulatory disclosure of existing ownership.
Risks
- Concentration of ownership within the founding family may influence corporate governance decisions.
- Market volatility could impact the valuation of the reported holdings.
Future Outlook
No specific forward-looking guidance or operational outlook is provided in this regulatory ownership filing.
Industry Context
StockSavvy.ai notes that filings from founding family members are common in the apparel industry, reflecting long-term alignment with company performance rather than short-term trading activity.
Comparison to Industry Standards
- The disclosure follows standard SEC requirements for beneficial owners exceeding 5% of a class of equity securities.
- The reporting structure is consistent with typical family-controlled public companies like Levi Strauss & Co.
Related Party Transactions
- The filing notes that beneficial ownership includes shares held through trusts and by the spouse of the reporting person.
Stakeholder Impact
- Provides clarity to shareholders regarding the concentration of voting power held by the Haas family.
Next Steps
- Continued monitoring of future SEC filings for any changes in beneficial ownership.
Key Dates
| Date | Description |
|---|---|
| 03/11/2025 | Date of execution for the Limited Power of Attorney. |
| 03/01/2026 | Quarter-end date used for calculating outstanding shares. |
| 03/31/2026 | Date of event requiring the filing of this statement. |
| 05/15/2026 | Date of filing with the SEC. |
Keywords
Levi Strauss & Co, LEVI, Schedule 13G, Beneficial Ownership, Peter E. Haas Jr, Insider Holdings
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