SCHEDULE: Van Lanschot Kempen Amends Luxfer Holdings Stake

Van Lanschot Kempen Investment Management N.V. has filed an amendment to its passive ownership stake in Luxfer Holdings PLC, reporting beneficial ownership of 4.78% of common shares.

Summary

• Van Lanschot Kempen Investment Management N.V. filed Amendment No. 5 to its Schedule 13G regarding its beneficial ownership in Luxfer Holdings PLC.
• The filing indicates beneficial ownership of 1,310,724 common shares of Luxfer Holdings PLC (CUSIP G5698W116).
• This represents 4.78% of the class of common shares.
• Van Lanschot Kempen holds sole voting power over 989,567 shares and sole dispositive power over 1,310,724 shares, with no shared voting or dispositive power.
• The date of the event which required this filing was June 30, 2025.
• Van Lanschot Kempen Investment Management N.V. is a licensed investment fund manager and portfolio manager registered with the Authority for the Financial Markets in the Netherlands.

Sentiment

Score: 5

Explanation: The filing is a routine Schedule 13G amendment disclosing a passive ownership stake, providing no new operational or financial information about the issuer that would indicate a positive or negative sentiment.

Positives

• The filing indicates a significant institutional investor, Van Lanschot Kempen Investment Management N.V., maintains a substantial stake in Luxfer Holdings PLC.
• The nature of the filing (Schedule 13G) confirms the investor's intent is passive, holding shares in the ordinary course of business without the purpose of changing or influencing control of the issuer.

Risks

• No specific operational or financial risks related to Luxfer Holdings PLC are disclosed in this ownership filing.

Management Comments

• I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
• I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to a licensed investment fund manager and portfolio manager registered with the Authority for the Financial Markets in the Netherlands is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution(s).
• I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's passive stake in the company.
• Management: Confirms the presence of a large, passive institutional investor in the company's shareholder base.

Key Dates

Keywords

Luxfer Holdings PLC, Van Lanschot Kempen, Schedule 13G, Beneficial Ownership, Common Shares, Investment Management, SEC Filing, Passive Investment