SCHEDULE: Fund 1 Investments Discloses 0.45% Stake in National Vision

Sentiment:

Beneficial Ownership Report


Fund 1 Investments, LLC has filed an amended Schedule 13G, reporting a 0.45% beneficial ownership stake in National Vision Holdings, Inc. as of September 30, 2025.

Summary

  • Fund 1 Investments, LLC beneficially owns 358,800 shares of National Vision Holdings, Inc. Common Stock.
  • This ownership represents 0.45% of the outstanding Common Stock.
  • The shares are held for the benefit of private investment vehicles for which Pleasant Lake Partners LLC serves as investment adviser.
  • Fund 1 Investments, LLC serves as managing member of Pleasant Lake Partners LLC, and Jonathan Lennon serves as managing member of Fund 1 Investments, LLC.
  • The reporting persons disclaim beneficial ownership except to the extent of their pecuniary interest.
  • The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: This is a neutral, routine regulatory filing disclosing beneficial ownership, with no inherent positive or negative sentiment regarding the issuer's performance or outlook.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of beneficial ownership by an investment entity, indicating a passive investment stake in National Vision Holdings, Inc. It does not provide operational or strategic insights into the company or the broader optical retail industry.

Stakeholder Impact

  • Shareholders: Minor impact as it discloses a small, passive ownership stake by an investment firm, not indicating any intent to influence control or operations.

Key Dates

DateDescription
2025-07-25Date as of which National Vision Holdings, Inc. reported 79,196,383 shares of Common Stock outstanding in its Form 10-Q.
2025-09-30Date of event which required the filing of this statement.
2025-11-14Date the Schedule 13G Amendment No. 1 was signed and filed.

Keywords

National Vision Holdings, Fund 1 Investments, Schedule 13G, Beneficial Ownership, Common Stock, NVHI, Investment Disclosure

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