SCHEDULE: Yesway Inc. Ownership Disclosure Filing

A Schedule 13G filing details the beneficial ownership of Yesway, Inc. Class A Common Stock as of June 30, 2026, by Thomas N. Trkla and associated entities.

Summary

• This filing is a Schedule 13G, indicating a joint filing agreement among several entities and Thomas N. Trkla regarding their beneficial ownership of Yesway, Inc. Class A Common Stock.
• The filing reports beneficial ownership as of June 30, 2026.
• The total number of shares beneficially owned by the reporting persons is 46,225,020, representing 74.2% of the class.
• The reporting persons include Thomas N. Trkla, Brookwood Advisors, LLC, various BW Gas & Convenience entities (Aggregator, Offshore Fund, Fund GP, Aggregator II, Offshore Fund II, Fund II GP, Aggregator III, Offshore Fund III, Fund III GP), and Brookwood Financial Co., Inc.
• The ownership is based on the assumption of redemption of LLC Interests for shares of Class A Common Stock on a 1-to-1 basis.
• The filing details the specific number of shares held by each reporting person, including those underlying LLC Interests.
• Brookwood Advisors, LLC acts as the investment manager for several of the BW Gas & Convenience entities.
• Thomas N. Trkla has a controlling interest in Brookwood Advisors, LLC and Brookwood Financial Co., Inc., leading to shared beneficial ownership.

Sentiment

Score: 3

Explanation: StockSavvy.ai views this filing as neutral to slightly negative, as it primarily concerns a joint filing agreement and ownership disclosures rather than operational or financial performance updates.

Positives

• The filing clearly outlines the beneficial ownership structure as of June 30, 2026.
• It provides a consolidated view of significant shareholdings by affiliated entities and individuals.
• The disclosure indicates a substantial aggregate ownership stake (74.2%) by the reporting persons, suggesting significant influence or control.

Negatives

• The filing does not contain any operational or financial performance data, limiting insights into the company's current health.
• It is a disclosure of ownership and a joint filing agreement, not an update on business activities or strategic progress.

Risks

• Concentration of ownership among a few reporting persons could lead to potential conflicts of interest or influence over corporate decisions.
• The reliance on redemption of LLC Interests for share ownership means that changes in the structure or value of these interests could impact the reported beneficial ownership.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding future performance.

Management Comments

• Each of the undersigned hereby agree that they are jointly filing this statement on Schedule 13G.
• Each of them is responsible for the timely filing of such statement and any amendments thereto, and for the completeness and accuracy of the information concerning such person contained therein; but none of them is responsible for the completeness or accuracy of the information concerning the other persons making the filing, unless such person knows or has reason to believe that such information is inaccurate.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are common for institutional investors or groups that acquire a significant stake in a public company but do not intend to influence or control the issuer's management. This filing indicates a substantial passive ownership position in the convenience store and gas station sector.

Related Party Transactions

• The filing details relationships between various entities and Thomas N. Trkla, including investment management and controlling interests, which constitute related party disclosures in the context of ownership.

Stakeholder Impact

• Shareholders: The significant consolidated ownership by the reporting persons may influence market perception and potential future corporate actions.
• Management: The substantial stake held by these entities could impact strategic decisions and board composition discussions.

Next Steps

• The reporting persons are responsible for timely filing of any amendments to this Schedule 13G.
• Continued monitoring of ownership changes by the reporting persons.

Key Dates

Keywords

Schedule 13G, Beneficial Ownership, Class A Common Stock, Joint Filing Agreement, Yesway Inc., Thomas N. Trkla, Brookwood Advisors, BW Gas & Convenience