SCHEDULE: Waldencast Reporting Persons Exit Equity Positions

Beauty Ventures LLC and Waldencast Long-Term Capital LLC have liquidated their entire beneficial ownership in Waldencast plc.

Summary

• Beauty Ventures LLC and Waldencast Long-Term Capital LLC filed an Amendment No. 2 to their Schedule 13D.
• The reporting persons disposed of 9,309,200 Class A ordinary shares and 3,103,067 Private Placement Warrants.
• The disposition occurred on June 24, 2026, as part of the winding up and liquidation of Beauty Ventures LLC.
• Following this transaction, the reporting persons hold 0% beneficial ownership in Waldencast plc.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral administrative event; while it represents a total exit by the reporting persons, it is explicitly linked to the winding up of their own investment vehicle rather than a negative outlook on the issuer's operations.

Positives

• The liquidation of the holding entity provides clarity regarding the exit of these specific reporting persons from the issuer's capital structure.

Negatives

• The complete divestment of 9,309,200 shares by major reporting persons may be perceived as a lack of long-term confidence or a signal of internal restructuring within the investment vehicle.

Risks

• Potential market volatility resulting from the distribution of a significant block of shares to members of the liquidated entity.

Future Outlook

The reporting persons have exited their positions entirely and no longer maintain beneficial ownership in the issuer.

Management Comments

• Michel Brousset, as Founder/CEO of the reporting entities, certified the accuracy of the liquidation and disposition of securities.

Industry Context

StockSavvy.ai notes that the liquidation of investment vehicles holding significant stakes in public companies is a standard administrative process, though it often results in a redistribution of shares that can impact short-term trading liquidity.

Comparison to Industry Standards

• The filing follows standard SEC disclosure requirements for entities exiting a significant beneficial ownership position (greater than 5%).

Related Party Transactions

• The disposition of shares and warrants was made to members of Beauty Ventures LLC in accordance with the LLC Agreement.

Stakeholder Impact

• Shareholders may see increased liquidity as the shares are distributed to members of the liquidated entity.

Next Steps

• No further filings expected from these specific reporting persons regarding Waldencast plc.

Key Dates

Keywords

Waldencast, Schedule 13D, Divestment, Equity, Liquidation, Beauty Ventures LLC