Truxt Investimentos Amends Waldencast plc Stake as of Dec 31, 2023

TL;DR

**Truxt Investimentos updated their Waldencast plc ownership, signaling a potential shift in institutional interest.**

AI Summary

Truxt Investimentos Ltda. filed an amended Schedule 13G/A on January 31, 2024, indicating a change in their beneficial ownership of Waldencast plc's Class A ordinary shares as of December 31, 2023. This filing, an amendment to a previous 13G, shows that Truxt is part of a group holding these shares. This matters to investors because it provides transparency into significant institutional ownership changes, which can influence stock perception and liquidity.

Why It Matters

Changes in significant institutional ownership can signal shifts in investor confidence or strategy, potentially impacting a stock's trading volume and price movement.

Risk Assessment

Risk Level: low — This filing is an update on existing ownership, not a new, aggressive stake, indicating a lower immediate risk.

Analyst Insight

An investor should monitor subsequent filings from Truxt Investimentos Ltda. or other major shareholders of Waldencast plc to understand the full scope of any ownership changes and their potential implications for the stock.

Key Players & Entities

• Truxt Investimentos Ltda. (company) — the entity filing the SC 13G/A, reporting beneficial ownership in Waldencast plc
• Waldencast plc (company) — the issuer whose Class A ordinary shares are being reported
• December 31, 2023 (date) — the date of the event which required the filing of this statement
• January 31, 2024 (date) — the filing date of the SC 13G/A amendment

FAQ

Key Financial Figures

• $0.0001 — r) Class A ordinary shares, par value $0.0001 per share (Title of Class of Securiti
• $11.50 — ordinary share at an exercise price of $11.50 per share CUSIP No. G9503X103 SCHEDUL

Filing Documents

• truxt-wald123123a1.htm (SC 13G/A) — 83KB
• 0001172661-24-000402.txt ( ) — 85KB

(a)Name of Issuer

Item 1. (a)Name of Issuer Waldencast plc

(b)Address of Issuer’s Principal

Item 1. (b)Address of Issuer’s Principal Executive Offices 10 Bank Street, Suite 560 White Plains, NY 10606

(a)Names of Person Filing

Item 2. (a)Names of Person Filing: TRUXT Investimentos Ltda (“TRUXT”) has shared voting power over 4,126,479 and shared dispositive power of 4,126,479 shares. Bruno de Godoy Garcia has shared voting and dispositive power over 2,938,803 shares. Mr. Garcia is the Chief Investment Officer and a controlling person of TRUXT.

(b)Address

Item 2. (b)Address of Principal Business Office: Av. Ataulfo de Paiva, 153, 6 floor, Leblon Rio de Janeiro, RJ, 22440-032 Brazil

(c)Citizenship

Item 2. (c)Citizenship: TRUXT Investimentos Ltda: Brazilian corporation Bruno de Godoy Garcia: Brazil

(d)Title of Class of Securities

Item 2. (d)Title of Class of Securities Class A ordinary shares, par value $0.0001 per share (the “shares”)

(e) CUSIP No

Item 2. (e) CUSIP No.: G9503X103 CUSIP No. G9503X103 SCHEDULE 13G/A Page 5 of 8 Pages

If

Item 3.If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-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 defined in section 3(a)(19) of the Act (15 U.S.C. 78c); (d) Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8); (e) o An investment adviser in accordance with 240.13d-1(b)(1)(ii)(E); (f) An employee benefit plan or endowment fund in accordance with 240.13d-1(b)(1)(ii)(F); (g) A parent holding company or control person in accordance with 240.13d-1(b)(1)(ii)(G); (h) A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) A non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J); (k) A group, in accordance with 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J), please specify the type of institution: CUSIP No. G9503X103 SCHEDULE 13G/A Page 6 of 8 Pages Item 4.Ownership Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount beneficially owned: TRUXT Investimentos Ltda: 4,126,479 Bruno de Godoy Garcia: 2,938,803 (b) Percent of class: TRUXT Investimentos Ltda: 4.77% Bruno de Godoy Garcia: 3.40% Calculation of percentage of beneficial ownership is based on 86,460,560 shares outstanding as of December 31, 2022, as reported on the issuers Form 20-F filed on January 16, 2024. (c) Number of shares as to which the person has: (i) Sole power to vote or to direct the vote: 0 for all reporting persons (ii) Shar

View Full Filing

View this SC 13G/A filing on SEC EDGAR