Angel Oak Mortgage REIT stake of 5.01% disclosed

Accepted by SEC EDGAR 07/16/2026 - 04:10 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Angel Oak Mortgage REIT, Inc. has a Schedule 13D/A Amendment No. 9 filed by Xylem Finance LLC, Davidson Kempner Capital Management LP, and Anthony A. Yoseloff reporting beneficial ownership of 1,158,320 shares of common stock, representing 5.01% of the outstanding class as of the July 14, 2026 event date.

The Reporting Persons have no sole voting or dispositive power but share voting and dispositive power over the reported shares. The 5.01% figure is calculated using 23,120,294 shares outstanding, derived by subtracting 1,794,353 shares repurchased under a 2026 Share Repurchase Agreement from 24,914,647 shares issued and outstanding as of May 5, 2026.

Key Figures

Beneficial ownership: 1,158,320 shares Percent of class: 5.01 % Shares used for percentage: 23,120,294 shares +3 more

6 metrics

Beneficial ownership 1,158,320 shares Aggregate shares of common stock beneficially owned by each Reporting Person

Percent of class 5.01 % Portion of Angel Oak Mortgage REIT common stock class beneficially owned

Shares used for percentage 23,120,294 shares Shares of common stock used to calculate ownership percentages in Amendment No. 9

Repurchased shares 1,794,353 shares Common shares repurchased by the issuer under the 2026 Share Repurchase Agreement

Shares outstanding pre-repurchase 24,914,647 shares Common shares issued and outstanding as of May 5, 2026, per the Form 10-Q

Event date 07/14/2026 Date of event which requires the Schedule 13D/A Amendment No. 9 statement

Key Terms

beneficially owned, shared voting power, shared dispositive power, Schedule 13D/A, +1 more

5 terms

beneficially owned financial

"aggregate number of shares of Common Stock and percentages of the Common Stock beneficially owned"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"Shared Voting Power 1,158,320.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"Shared Dispositive Power 1,158,320.00"

Schedule 13D/A regulatory

""form_type": "SCHEDULE 13D/A""

A Schedule 13D/A is an amended disclosure filed with regulators by an investor who already reported owning more than 5% of a company’s shares and needs to update their original filing. Think of it as a public status update that tells markets whether the investor’s ownership, plans, or source of funds have changed; such updates matter because they can signal a push for control, major strategic moves, or increased pressure on management, which can affect stock prices.

Share Repurchase Agreement financial

"Common Stock repurchased by the Issuer pursuant to the 2026 Share Repurchase Agreement"

A share repurchase agreement is a contract where a company agrees to buy back its own shares from existing holders under specified terms, such as price and timing. For investors this matters because buying back shares reduces the number of shares available, which can increase earnings per share and raise the value of remaining shares, but it also uses the company’s cash—similar to a store buying back products to shrink supply and potentially lift prices.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What ownership stake in Angel Oak Mortgage REIT (AOMD) is reported in Amendment No. 9?

The Reporting Persons disclose beneficial ownership of 1,158,320 shares of Angel Oak Mortgage REIT common stock, representing 5.01% of the class. This reflects their aggregate position as of the July 14, 2026 event requiring the Schedule 13D/A Amendment No. 9.

Who are the reporting persons in the Angel Oak Mortgage REIT (AOMD) Schedule 13D/A Amendment No. 9?

The amendment lists Xylem Finance LLC, Davidson Kempner Capital Management LP, and Anthony A. Yoseloff as Reporting Persons. Each is shown as beneficially owning the same 1,158,320 shares of common stock with shared voting and dispositive power and no sole powers.

How was the 5.01% beneficial ownership in Angel Oak Mortgage REIT (AOMD) calculated?

The 5.01% stake is based on 23,120,294 shares of common stock outstanding. That number reflects 24,914,647 shares outstanding as of May 5, 2026, minus 1,794,353 shares repurchased by the issuer under a 2026 Share Repurchase Agreement.

What voting and dispositive powers are reported over Angel Oak Mortgage REIT (AOMD) shares?

Each Reporting Person shows 0 shares with sole voting or dispositive power and 1,158,320 shares with shared voting and shared dispositive power. This means decisions to vote or dispose of the reported shares are made on a shared, rather than individual, basis.

What share repurchase is referenced in the Angel Oak Mortgage REIT (AOMD) ownership disclosure?

The ownership percentages reference a repurchase of 1,794,353 shares of common stock by Angel Oak Mortgage REIT. This buyback occurred under a 2026 Share Repurchase Agreement and is subtracted from 24,914,647 shares outstanding as of May 5, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 9)

Angel Oak Mortgage REIT, Inc.

(Name of Issuer)

Common Stock, $0.01 par value per share

(Title of Class of Securities)

03464Y108

(CUSIP Number)

Alison Horton, Esq.
Davidson Kempner Capital Management LP, 9 West 57th Street, 29th Floor
New York, NY, 10019
212-446-4053

Adriana Schwartz
Seward & Kissel LLP, One Battery Park Plaza
New York, NY, 10004
212-574-1200

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

07/14/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on 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 ("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).

schemaVersion:

SCHEDULE 13D

CUSIP Number(s): 03464Y108

1

Name of reporting person

Xylem Finance LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

WC

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,158,320.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,158,320.00

11

Aggregate amount beneficially owned by each reporting person

1,158,320.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

5.01 %

14

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13D

CUSIP Number(s): 03464Y108

1

Name of reporting person

Davidson Kempner Capital Management LP

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,158,320.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,158,320.00

11

Aggregate amount beneficially owned by each reporting person

1,158,320.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

5.01 %

14

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13D

CUSIP Number(s): 03464Y108

1

Name of reporting person

Anthony A. Yoseloff

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,158,320.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,158,320.00

11

Aggregate amount beneficially owned by each reporting person

1,158,320.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

5.01 %

14

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Stock, $0.01 par value per share
(b)	Name of Issuer: Angel Oak Mortgage REIT, Inc.
(c)	Address of Issuer's Principal Executive Offices: 3344 PEACHTREE ROAD NE, SUITE 1725, ATLANTA, GEORGIA , 30326.
Item 1 Comment: This Amendment No. 9 ("Amendment No. 9") amends and supplements the statement on Schedule 13D filed with the Securities and Exchange Commission on July 1, 2021 (the "Original Schedule 13D", and the Original Schedule 13D as amended, the "Schedule 13D"). This Amendment No. 9 amends and restates Items 5(a)-(c) as set forth below. Capitalized terms used herein and not otherwise defined in this Amendment No. 9 have the meanings set forth in the Schedule 13D.
Item 5.	Interest in Securities of the Issuer
(a)	See rows (11) and (13) of the cover pages to this Schedule 13D for the aggregate number of shares of Common Stock and percentages of the Common Stock beneficially owned by each of the Reporting Persons. The percentages used in this Schedule 13D are calculated based upon 23,120,294 shares of Common Stock, which is the difference obtained from subtracting (i) 1,794,353 shares of Comon Stock repurchased by the Issuer pursuant to the 2026 Share Repurchase Agreement, from (ii) the 24,914,647 shares of Common Stock issued and outstanding as of May 5, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2026 filed with the Securities and Exchange Commission on May 5, 2026.
(b)	See rows (7) through (10) of the cover page to this Schedule 13D for the number of shares of Common Stock as to which the Reporting Person has the sole or shared power to vote or direct the vote and sole or shared power to dispose or to direct the disposition.
(c)	Information concerning transactions in the shares of Common Stock effected by the Reporting Persons since the filing with the Securities and Exchange Commission on May 21, 2026 of Amendment No. 8 to the Original Schedule 13D by the Reporting Persons ("Amendment No. 8") is set forth in Schedule A hereto and is incorporated by reference herein.

SIGNATURE

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.

Xylem Finance LLC

Signature:	/s/ Anthony A. Yoseloff
Name/Title:	Anthony A. Yoseloff, Executive Managing Member of Davidson Kempner Capital Management LP, Investment Manager of Xylem
Date:	07/16/2026

Davidson Kempner Capital Management LP

Signature:	/s/ Anthony A. Yoseloff
Name/Title:	Anthony A. Yoseloff, Executive Managing Member
Date:	07/16/2026

Anthony A. Yoseloff

Signature:	/s/ Anthony A. Yoseloff
Name/Title:	Anthony A. Yoseloff, Individually
Date:	07/16/2026