SCHEDULE: Harraden Circle Funds Boost Stake in M3-Brigade V

Harraden Circle Investments and affiliated entities disclosed an 8.88% beneficial ownership stake in M3-Brigade Acquisition V Corp.'s Class A Common Stock.

Summary

• Harraden Circle Investments, LLC and its affiliated entities, including Harraden Circle Investors GP, LP, Harraden Circle Investors GP, LLC, Harraden Circle Investors, LP, Harraden Circle Special Opportunities, LP, Harraden Circle Strategic Investments, LP, and Harraden Circle Concentrated, LP, along with Frederick V. Fortmiller, Jr., collectively reported beneficial ownership of 2,552,549 shares of M3-Brigade Acquisition V Corp.'s Class A Common Stock.
• This aggregate ownership represents 8.88% of the Class A Common Stock outstanding.
• All reported shares are held with shared voting and shared dispositive power, with no sole voting or dispositive power attributed to any single reporting person.
• The filing indicates that the securities were not acquired or held for the purpose of changing or influencing the control of the issuer, except for activities solely related to a nomination under Rule 14a-11.

Sentiment

Score: 5

Explanation: The filing is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain information that would inherently be positive or negative for the issuer's performance or outlook.

Positives

• NA

Negatives

• NA

Risks

• NA

Future Outlook

This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding the issuer's operations or financial performance.

Industry Context

This Schedule 13G filing is a standard disclosure of a significant ownership stake by an investment group in a publicly traded company. It reflects an investment decision by Harraden Circle entities and Frederick V. Fortmiller, Jr., rather than a broader industry trend or competitive action.

Stakeholder Impact

• Shareholders: The disclosure of a significant ownership stake by an investment group can signal confidence in the company or potential for future engagement, which may influence investor perception and trading activity.

Next Steps

• NA

Key Dates

Keywords

M3-Brigade Acquisition V Corp., Harraden Circle Investments, Schedule 13G, Beneficial Ownership, Class A Common Stock, Investment Management, Frederick V. Fortmiller Jr., SEC Filing, Equity Stake