SCHEDULE 13G/A: Wellington Management Discloses 4.1% Stake in Levi Strauss

Wellington Management Group LLP and its affiliates reported a 4.1% beneficial ownership stake in Levi Strauss & Co. common stock as of June 30, 2025.

Summary

• Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP collectively reported beneficial ownership of 4,310,541 shares of Levi Strauss & Co. Common Stock.
• This represents 4.1% of the total class of Levi Strauss & Co. Common Stock.
• The reporting entities hold shared voting power and shared dispositive power over all 4,310,541 shares.
• This filing is an Amendment No. 7 to their Schedule 13G, indicating an update to a previously reported beneficial ownership position.
• The filing explicitly states that the ownership is 5 percent or less of the class.

Sentiment

Score: 5

Explanation: Neutral, as this is a routine beneficial ownership filing reporting a factual stake, not financial performance or strategic changes. The filing simply updates an existing position.

Positives

• A prominent institutional investor, Wellington Management, maintains a significant stake in Levi Strauss & Co., which can be viewed as a vote of confidence in the company's long-term prospects.

Future Outlook

No forward-looking statements or guidance are provided in this beneficial ownership report.

Industry Context

This filing reflects a routine disclosure of an institutional investor's equity position in a publicly traded apparel company. Such disclosures provide transparency regarding significant ownership stakes but do not typically offer insights into broader industry trends or competitive dynamics.

Stakeholder Impact

• Shareholders: Provides transparency regarding the holdings of a significant institutional investor, which can influence market perception and liquidity.

Key Dates

Keywords

Levi Strauss & Co., Wellington Management, Beneficial Ownership, Common Stock, Schedule 13G, Institutional Investor, Equity Stake, Apparel Industry