Wellington Management Amends Luxfer Holdings Stake (SC 13G/A)

TL;DR

**Wellington Management Group LLP updated its Luxfer Holdings PLC stake, signaling continued institutional interest.**

AI Summary

Wellington Management Group LLP filed an amended SC 13G/A on February 8, 2024, indicating a change in their beneficial ownership of Luxfer Holdings PLC (NYSE: LXFR) as of December 29, 2023. This filing, Amendment No. 7, shows that Wellington Management Group LLP continues to hold a significant stake in Luxfer Holdings PLC, a company specializing in industrial inorganic chemicals. This matters to investors because large institutional holdings can signal confidence in a company's prospects, but changes in these holdings can also influence stock price and liquidity.

Why It Matters

This filing updates the public on a major institutional investor's position in Luxfer Holdings PLC, which can impact investor sentiment and the stock's perceived stability.

Risk Assessment

Risk Level: low — This is a routine amendment filing by an institutional investor, indicating no immediate high-risk event for the company.

Analyst Insight

Investors should note that Wellington Management Group LLP maintains a position in Luxfer Holdings PLC. While this specific filing is an amendment and doesn't detail the exact change in share count, it confirms ongoing institutional interest. Smart investors would look for the full details of beneficial ownership in the complete filing to understand the magnitude of the stake and any recent changes, and consider this alongside Luxfer's financial performance and market conditions.

Key Players & Entities

• Wellington Management Group LLP (company) — the reporting person filing the SC 13G/A
• Luxfer Holdings PLC (company) — the subject company whose securities are being reported
• December 29, 2023 (date) — the date of the event requiring the filing
• February 8, 2024 (date) — the filing date of the SC 13G/A
• Amendment No. 7 (number) — the specific amendment number of the filing

FAQ

Filing Documents

• SEC13G_Filing.htm (SC 13G/A) — 34KB
• 0000902219-24-000022.txt ( ) — 36KB

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 7 ) * Luxfer Holdings PLC (Name of Issuer) Common Stock (Title of Class of Securities) G5698W116 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. G5698W116 1. NAMES OF REPORTING PERSONS Wellington Management Group LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 1,377,504 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 1,404,283 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,404,283 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.23% 12. TYPE OF REPORTING PERSON HC CUSIP No. G5698W116 1. NAMES OF REPORTING PERSONS Wellington Group Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 1,377,504 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 1,404,283 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,404,283 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.23% 12. TYPE OF REPORTING PERSON HC CUSIP No. G5698W116 1. NAMES OF REPORTING PERSONS Wellington Investment Advisors Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 1,377,504 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 1,404,283 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,404,283 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.23% 12. TYPE OF REPORTING PERSON HC CUSIP No. G5698W116 1. NAMES OF REPORTING PERSONS Wellington Management Company LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 1,353,164 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 1,379,943 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,379,943 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.14% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer Luxfer Holdings PLC (b) Address of Issuer's Principal Executive Offices 8989 North Port Washington Road Suite 211 Milwaukee, WI 53217 Item 2. (a) Name of Person Filing Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP Wellington Management Company LLP (b) Address of Principal Business Office or, if None, Residence c/o Wellington Management Company LLP 280 Congress Street Boston, MA 02210 (c) Citizenship Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware Wellington Management Company LLP - Delaware (d) Title of Class of Securities Common Stock (e) CUSIP Number G5698W116 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as

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View this SC 13G/A filing on SEC EDGAR