Osmium Partners Amends Kirkland's 13D Filing

TL;DR

Osmium Partners updated their Kirkland's filing, check for new stake changes.

AI Summary

Osmium Partners, LLC, led by John H. Lewis, has filed an amendment (Amendment No. 1) to its Schedule 13D on June 7, 2024, regarding Kirkland's, Inc. The filing indicates a change in the group members associated with Osmium Capital II, LP, Osmium Capital, LP, Osmium Diamond, LP, and Osmium Spartan, LP. Osmium Partners, LLC, located in Greenbrae, CA, is the filer.

Why It Matters

This amendment signals potential shifts in the investment strategy or holdings of Osmium Partners concerning Kirkland's, Inc., which could influence the stock's performance.

Risk Assessment

Risk Level: medium — Schedule 13D filings often indicate significant investor activity, which can lead to increased volatility.

Key Players & Entities

• Osmium Partners, LLC (company) — Filing entity
• John H. Lewis (person) — Associated with Osmium Partners, LLC
• Kirkland's, Inc. (company) — Subject company
• Osmium Capital II, LP (company) — Group member
• Osmium Capital, LP (company) — Group member
• Osmium Diamond, LP (company) — Group member
• Osmium Spartan, LP (company) — Group member

FAQ

Filing Documents

• ef20030750_sc13da.htm (SC 13D/A) — 174KB
• ef20030750_ex4.htm (EX-99.4) — 6KB
• 0001140361-24-029212.txt ( ) — 181KB

of the Schedule 13D is hereby amended and supplemented to include the following

Item 4 of the Schedule 13D is hereby amended and supplemented to include the following: On June 6, 2024, the Reporting Persons delivered a letter to the Issuer's board of directors stating, among other things, that Osmium Partners has been approached by a strategic buyer expressing interest in a potential transaction with the Issuer. The letter is attached as Exhibit 4 to this Schedule 13D Amendment and is incorporated by reference herein. Item 5. Interest in Securities of the Issuer. (a)-(b) The information contained in lines 7 to 11 and 13 of the cover pages of this Schedule 13D is incorporated herein by reference. The percentage ownership reflected in line 13 of the cover pages is based on 13,038,978 s hares of Common Stock outstanding on April 29, 2024, as disclosed in the Issuer's definitive proxy statement for its annual meeting of shareholders, filed with the Securities and Exchange Commission on May 10, 2024. (c) None of the Reporting Persons have effected any transaction in Common Stock during the past sixty (60) days. (d) To the knowledge of the Reporting Persons, no other person has the right to receive or the power to direct the receipt of dividends from, or the proceeds of the sale of, the securities that are the (e) Not applicable. Item 7. Material to be Filed as Exhibits. 4 Letter from the Reporting Persons to the Issuer, dated June 6, 2024.

SIGNATURES

SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: June 6, 2024 John H. Lewis Osmium Partners, LLC Osmium Capital, LP Osmium Capital II, LP Osmium Spartan, LP Osmium Diamond, LP By: /s/ John H. Lewis John H. Lewis, for himself and as Managing Member of Osmium Partners, LLC, for itself and as General Partner of Osmium Capital, LP, Osmium Capital II, LP, Osmium Spartan, LP, and Osmium Diamond, LP

View Full Filing

View this SC 13D/A filing on SEC EDGAR