SCHEDULE 13G/A: CMI Oxbow Partners, LLC, Oxbow Industries, LLC, and Loren A. Unterseher Report Ownership Stake in SkyWater Technology, Inc.

CMI Oxbow Partners, LLC, Oxbow Industries, LLC, and Loren A. Unterseher jointly report beneficial ownership of SkyWater Technology, Inc. common stock.

Summary

• This is an amendment to a Schedule 13G filing regarding ownership of SkyWater Technology, Inc. common stock.
• As of March 31, 2025, CMI Oxbow Partners, LLC and Oxbow Industries, LLC each beneficially own 11,160,832 shares, representing 23.3% of the class.
• Loren A. Unterseher beneficially owns 16,377,365 shares, representing 34.1% of the class.
• The percentage calculations are based on 47,995,078 shares outstanding as of March 12, 2025.
• Loren A. Unterseher has sole voting and dispositive power over 5,164,213 shares and shared power over 11,225,437 shares.
• The filing includes a joint filing agreement.

Sentiment

Score: 5

Explanation: Neutral sentiment as the document is a regulatory filing disclosing ownership.

Positives

• The filing indicates significant ownership stakes by CMI Oxbow Partners, LLC, Oxbow Industries, LLC, and Loren A. Unterseher, suggesting confidence in SkyWater Technology, Inc.

Future Outlook

There are no explicit forward-looking statements in this document.

Management Comments

• Loren A. Unterseher, as President of CMI Oxbow Partners, LLC and Managing Partner of Oxbow Industries, LLC, may be deemed the beneficial owner of shares held by CMI, but disclaims beneficial ownership except to the extent of any pecuniary interest.

Industry Context

This filing is a routine disclosure required by the SEC for individuals or entities that acquire beneficial ownership of more than 5% of a company's voting stock, and it provides transparency to the market regarding significant shareholders of SkyWater Technology, Inc.

Comparison to Industry Standards

• Comparable filings are made by major shareholders in publicly traded companies across various industries.
• Similar filings would be expected from major shareholders of companies like GlobalFoundries, TSMC, or Intel if their ownership percentages exceed the 5% threshold.

Stakeholder Impact

• Shareholders: Provides information on major ownership, which can influence investor confidence.
• Company: Informs SkyWater Technology, Inc. of its major shareholders.

Key Dates

Keywords

Schedule 13G, SkyWater Technology, Inc., Beneficial Ownership, Common Stock, CMI Oxbow Partners, LLC, Oxbow Industries, LLC, Loren A. Unterseher, SEC Filing