SCHEDULE: Coastlands Capital Discloses 9.99% Stake in Xilio Therapeutics

Coastlands Capital LP and its affiliates have reported a 9.99% beneficial ownership stake in Xilio Therapeutics, Inc., totaling 5,346,069 shares.

Summary

• Coastlands Capital LP, along with its affiliates Coastlands Capital Partners LP, Coastlands Capital GP LLC, Coastlands Capital LLC, and Matthew D. Perry, collectively beneficially own 5,346,069 shares of Xilio Therapeutics, Inc. Common Stock.
• This ownership represents 9.99% of the outstanding Common Stock.
• The calculation is based on 52,500,328 shares of Common Stock issued and outstanding as of November 11, 2025, as reported by Xilio Therapeutics in its Quarterly Report on Form 10-Q filed on November 13, 2025.
• The beneficial ownership also includes 1,013,882 shares of Common Stock issuable upon the exercise of pre-funded warrants held by the Reporting Persons, which reflects a beneficial ownership limitation of 9.99%.
• Pre-funded warrants held in excess of the 9.99% beneficial ownership limitation and Common Stock warrants with a 4.99% beneficial ownership limitation are excluded from this reported amount.
• The reporting persons hold shared voting power and shared dispositive power over all 5,346,069 shares.
• The securities were acquired and are held in the ordinary course of business and were not acquired or held for the purpose of or with the effect of changing or influencing the control of Xilio Therapeutics.

Sentiment

Score: 7

Explanation: The disclosure of a significant 9.99% stake by an institutional investor like Coastlands Capital is generally a positive signal, indicating confidence in the company's prospects. The explicit statement that the acquisition is in the ordinary course of business and not for control influence mitigates potential concerns about activist intentions.

Positives

• A significant institutional investor, Coastlands Capital, has taken a substantial stake, potentially signaling confidence in Xilio Therapeutics' future prospects.
• The stake is just below the 10% threshold, which often avoids additional regulatory burdens and public scrutiny associated with activist investing, suggesting a passive investment intent.

Future Outlook

NA

Industry Context

This filing indicates a significant investment by Coastlands Capital in Xilio Therapeutics, a biotechnology company. Such institutional investments are common in the biotech sector, where companies often require substantial capital for research, development, and clinical trials. A large stake from an investment firm can be viewed as a vote of confidence in the company's pipeline or strategic direction, potentially attracting further investor interest.

Stakeholder Impact

• Shareholders: May view the significant stake by Coastlands Capital as a positive indicator of institutional confidence, potentially leading to increased investor interest and stability.
• Management: The filing explicitly states the stake is not for influencing control, which could provide management with stability regarding their strategic direction without immediate pressure from a new large shareholder.

Key Dates

Recommendation

The filing indicates a significant institutional investment by Coastlands Capital, which is generally a positive signal of confidence in Xilio Therapeutics. However, as a Schedule 13G, it primarily discloses ownership and does not provide new operational or financial performance data to warrant a 'buy' or 'sell' recommendation. The 'hold' recommendation reflects the stability and potential positive sentiment from this institutional backing, without new fundamental catalysts for a stronger action.

Keywords

Xilio Therapeutics, Coastlands Capital, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Equity Stake, Warrants, Biotechnology