SCHEDULE 13G/A: Crestview Entities Disclose Significant 16.9% Stake in Select Water Solutions

Sentiment:

Beneficial Ownership Disclosure


Crestview Partners II GP, L.P. and its affiliates have filed an amended Schedule 13G, revealing a combined beneficial ownership of 16.9% of Select Water Solutions, Inc.'s Class A Common Stock as of December 31, 2024.

Summary

  • Crestview Partners II GP, L.P. reported beneficial ownership of 20,120,296 shares, representing 16.9% of Select Water Solutions, Inc.'s Class A Common Stock.
  • This total includes 16,221,101 Class A shares that would be issued upon full redemption of Common LLC Units of SES Holdings, a subsidiary of Select Water Solutions.
  • Crestview Partners II SES Investment, LLC indirectly owns these 16,221,101 Common Units, which are redeemable for Class A Shares on a one-for-one basis, representing 13.6% of the class.
  • Crestview Partners II SES Investment B, LLC directly owns 3,802,972 Class A shares, representing 3.7% of the class.
  • Crestview Advisors, L.L.C. beneficially owns 96,223 Class A shares, or 0.1% of the class, which were assigned from former directors Robert V. Delaney, Jr. and Adam Klein.
  • The beneficial ownership percentages are calculated based on 103,088,670 Class A Shares outstanding as of October 25, 2024, plus the 16,221,101 Common Units convertible into Class A Shares.
  • The filing is an Amendment No. 7, indicating previous disclosures by these entities.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, providing neutral information without positive or negative operational or financial implications.

Positives

  • NA

Negatives

  • NA

Risks

  • NA

Future Outlook

NA

Industry Context

NA

Comparison to Industry Standards

  • NA

Management Changes

RolePrevious PersonNew PersonEffective DateReason

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment

Legal Proceedings

  • NA

Related Party Transactions

  • Former board members Robert V. Delaney, Jr. and Adam Klein assigned 96,223 Class A Shares, originally issued under the 2016 Equity Incentive Plan, to Crestview Advisors, L.L.C.

Stakeholder Impact

  • Shareholders: Provides transparency regarding significant institutional ownership and potential influence on corporate governance due to the size of the stake.

Next Steps

  • NA

Key Dates

DateDescription
2024-10-25Date Class A Shares outstanding (103,088,670) were reported in Issuer's Form 10-Q.
2024-10-29Date Issuer's Form 10-Q was filed.
2024-12-31Date of event requiring the filing of this statement (reporting period end date).
2025-02-14Signature date of the Schedule 13G filing.

Keywords

Select Water Solutions, Crestview Partners, Schedule 13G, Beneficial Ownership, Class A Common Stock, SEC Filing, Investment Firm, Institutional Ownership, Equity Stake, SES Holdings

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