Shuda Amends InfuSystem Holdings Stake

TL;DR

Shuda updated his InfuSystem stake filing. Watch for more details.

AI Summary

Scott A. Shuda, through Meridian OHC Partners, LP, has filed an amendment (No. 4) to their Schedule 13D for InfuSystem Holdings, Inc. The filing, dated December 5, 2024, indicates a change in beneficial ownership of the company's common stock. The specific details of the change in ownership percentage or number of shares are not provided in this excerpt.

Why It Matters

Amendments to Schedule 13D filings signal significant changes in the holdings of major investors, potentially impacting stock price and corporate strategy.

Risk Assessment

Risk Level: medium — Schedule 13D filings often precede significant corporate actions or shifts in control, which can introduce volatility.

Key Players & Entities

• Scott A. Shuda (person) — Filing person
• Meridian OHC Partners, LP (company) — Filing entity
• InfuSystem Holdings, Inc. (company) — Subject company
• 45685K102 (other) — CUSIP Number

FAQ

Key Financial Figures

• $0.0001 — e of Issuer) Common Stock, par value $0.0001 per share (Title of Class of Securiti

Filing Documents

• infu13d4241206.htm (SC 13D/A) — 87KB
• 0001628280-24-050249.txt ( ) — 89KB

Security and Issuer

Item 1. Security and Issuer. No change.

Identity and Background

Item 2. Identity and Background. No change.

Source or Amount of Funds or Other Consideration

Item 3. Source or Amount of Funds or Other Consideration. No change.

Purpose of Transaction

Item 4. Purpose of Transaction. Mr. Shuda is Managing Director of two generations of "friendly activist" hedge funds, BlueLine Capital Partners II, LP is the last of the first generation of "BlueLine" funds, and Meridian OHC Partners, LP, is the primary fund of the second generation of "Meridian" funds. All of the BlueLine and Meridian funds have operated under a private equity structure where distributions of equity holdings are made to limited partners at the end of a fund's investment mandate. This filing is triggered by the decision to distribute remaining equity holdings and wind-up the operations of BlueLine Capital Partners II, LP. On December 5, 2024, BlueLine Capital Partners II, LP distributed 42,241 shares of Common Stock to its limited partners. Mr. Shuda disclaims beneficial ownership of all such shares. The remaining Reporting Entities remain significant shareholders of the Company and Mr. Shuda remain deeply committed to constructive engagement, including as relates to his continuing to serve as the Company's Chairman of the Board of Directors.

Interest in Securities of the Issuer

Item 5. Interest in Securities of the Issuer. As of the date of this Amendment No. 4 to Schedule 13D, each of the Reporting Entities may be deemed to own 400,377 shares of Common Stock (the "Shares"). The Shares represent approximately 1.88% of the shares of Common Stock outstanding based on 21,263,597 shares of the Company's Common Stock outstanding at November 6, 2024 as reported in the Company's Form 10-Q for the Company's fiscal quarter ended September 30, 2024 as filed with the Securities and Exchange Commission on November 8, 2024. Other than the distribution by BlueLine Capital Partners II, LP of 42,241 shares of Common Stock to its limited partners, there have been no transactions involving the Shares by the Reporting Entities over the past sixty days. The Reporting Entities are making this single, joint filing because they may be deemed to constitute a "group" within the meaning of Section 13(d)(3) of the Act. Each Reporting Entity expressly disclaims beneficial ownership of any of the shares of Common Stock other than those reported herein as being owned by it. No person (other than the Reporting Entities) is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the Shares that are the subject of this Amendment No. 4 to Schedule 13D.

Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer

Item 6. Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer. Pursuant to Rule 13d-1(k) promulgated under the Act, the Reporting Entities have entered into an agreement with respect to the joint filing of this statement, and any amendment or amendments hereto, which is attached hereto as Exhibit A.

Material to Be Filed as Exhibits

Item 7. Material to Be Filed as Exhibits. The joint filing agreement entered into among the Reporting Entities is attached hereto as Exhibit A. SIGNATURE Meridian OHC Partners, L.P. By TSV Investment Partners, L.L.C. Its General Partner By __s Scott Shuda________________________ Name Scott Shuda Title Managing Director TSV Investment Partners, L.L.C. By ___s Scott Shuda_______________________ Name Scott Shuda Title Managing Director Scott Shuda By ___s Scott Shuda_______________________ EXHIBIT A Joint Filing Agreement The undersigned acknowledge and agree that the foregoing statement on Schedule 13D is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13D shall be filed on behalf of each of the undersigned without the necessity of filing additional joint filing agreements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completeness and accuracy of the information concerning it contained therein, but shall not be responsible for the completeness and accuracy of the information concerning the others, except to the extent it knows or has reason to believe that such information is inaccurate. This Joint Filing Agreement may be executed in any number of counterparts and all of such counterparts taken together shall constitute one and the same instrument. Date December 6, 2024 Meridian OHC Partners, L.P. By TSV Investment Partners, L.L.C. Its General Partner By __s Scott Shuda________________________ Name Scott Shuda Title Managing Director TSV Investment Partners, L.L.C. By ___s Scott Shuda_______________________ Name Scott Shuda Title Managing Director Scott Shuda By ___s Scott Shuda_______________________

View Full Filing

View this SC 13D/A filing on SEC EDGAR