SCHEDULE: Leon Cooperman Discloses 5.6% Stake in SunOpta Inc.

Leon G. Cooperman, through Omega Capital Partners, L.P., reported beneficial ownership of 5.6% of SunOpta Inc.'s common shares as of September 30, 2025.

Summary

• Leon G. Cooperman, an individual investor, reported beneficial ownership of 6,667,109 common shares of SunOpta Inc.
• This stake represents 5.6% of SunOpta Inc.'s total outstanding common shares.
• The calculation is based on 118,186,075 common shares outstanding as of August 1, 2025, as reported in SunOpta's Form 10-Q filed on August 6, 2025.
• The shares are held directly by Omega Capital Partners, L.P., where Mr. Cooperman is the Managing Member of the general partner, Omega Associates, L.L.C.
• The filing indicates the securities were not acquired or held for the purpose of changing or influencing control of SunOpta Inc.

Sentiment

Score: 7

Explanation: The filing indicates a significant, passive investment by a respected investor, which is generally a positive signal of confidence in the company's long-term prospects. No negative information is presented.

Positives

• A prominent investor, Leon G. Cooperman, maintains a significant 5.6% stake in SunOpta Inc., indicating continued confidence in the company.
• The filing explicitly states the investment is not for the purpose of changing or influencing control, suggesting a passive, long-term investment perspective.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding SunOpta Inc.'s future performance or operations, as it is solely a disclosure of beneficial ownership.

Management Comments

• The filing includes a certification that the securities were not acquired or held for the purpose of changing or influencing the control of the issuer, other than activities solely in connection with a nomination under Rule 240.14a-11.

Industry Context

This filing reflects a significant passive investment by a well-known financial figure in the food and beverage industry, where SunOpta Inc. operates. Such disclosures can signal investor confidence or strategic positioning within the sector, though this specific filing indicates a passive stance.

Comparison to Industry Standards

• This filing is a standard Schedule 13G disclosure, indicating a passive ownership stake above 5%.
• There are no specific comparable companies or projects mentioned within the filing itself to assess against industry standards.
• The 5.6% stake is a notable position for an individual investor in a publicly traded company like SunOpta Inc., which operates in the healthy and organic food sector, a market that has seen significant investor interest.

Stakeholder Impact

• Shareholders: The disclosure of a significant stake by a prominent investor like Leon G. Cooperman could be viewed positively, potentially boosting investor confidence and share price stability.
• Management: The passive nature of the investment, explicitly stating no intent to influence control, suggests stability for current management and strategic direction.

Next Steps

• No specific future actions or milestones for SunOpta Inc. are mentioned in this beneficial ownership filing.
• Leon G. Cooperman may continue to hold, increase, or decrease his stake, which would be disclosed in subsequent filings if thresholds are met.

Key Dates

Recommendation

The filing indicates a significant, passive stake by a prominent investor, Leon G. Cooperman, which suggests a vote of confidence in SunOpta Inc. However, this filing is purely an ownership disclosure and does not provide new financial performance data or strategic updates that would warrant a 'buy' or 'sell' recommendation. The 'hold' recommendation reflects the stability implied by a major investor maintaining a position without intent to influence control, while awaiting further operational or financial news.

Keywords

SunOpta Inc., Leon G. Cooperman, Omega Capital Partners, Schedule 13G, Beneficial Ownership, Common Shares, Investment, Institutional Investor, Equity Stake