Arxis, Inc. received a Schedule 13G from a group of affiliated Arcline and Engineered Components entities reporting large beneficial ownership of its Class A Common Stock on an as-converted basis. All reporting entities are organized in Delaware and share a common investment management structure.
The filing states that Arcline Investment Management, L.P. may be deemed to beneficially own 344,009,215 shares, representing 81.75% of Arxis’s Class A Common Stock, calculated assuming full conversion of Class B Common Stock and convertible common stock. This total consists primarily of 340,676,783 shares of Class B Common Stock plus one share of convertible common stock held through controlled affiliates.
Class B Common Stock is convertible one-for-one into Class A and carries twenty votes per share, and the convertible common stock is convertible into Class B based on a formula tied to Arxis’s stock price. The reporting entities have shared voting and dispositive power over these holdings and have filed jointly, while expressly disclaiming membership in a statutory “group.”
Positive
None.
Negative
None.
Key Figures
Beneficial ownership by Arcline Investment Management, L.P.:344,009,215 sharesArcline Investment Management ownership percentage:81.75 %Engineered Components GP, LLC holdings:322,318,751 shares+3 more
6 metrics
Beneficial ownership by Arcline Investment Management, L.P.344,009,215 sharesClass A Common Stock on an as-converted basis; may be deemed beneficially owned
Arcline Investment Management ownership percentage81.75 %Percent of Arxis Class A Common Stock on an as-converted basis
Engineered Components GP, LLC holdings322,318,751 sharesClass B Common Stock, convertible one-for-one into Class A
Shares outstanding baseline420,806,802 sharesArxis Class A Common Stock assuming full conversion as of June 30, 2026
Arcline Double Eagle Master Fund-A holdings18,358,032 sharesClass B Common Stock with shared voting and dispositive power
Voting rate of Class B Common Stock20 votes per shareClass B Common Stock voting power relative to Class A
Key Terms
beneficially own, Class B Common Stock, convertible common stock, Schedule 13G, +1 more
5 terms
beneficially ownfinancial
"may be deemed to beneficially own all 344,009,215 shares of Class A"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
Class B Common Stockfinancial
"Consists of 322,318,751 shares of Class B Common Stock, which is convertible"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
convertible common stockfinancial
"one share of convertible common stock, which is convertible into Class B"
Convertible common stock is a class of ordinary shares that carries a built-in right to be changed into another type of share under set rules, much like a ticket that can be exchanged for a different seat. For investors it matters because the conversion option can alter future ownership, voting power and dividend claims, and can both limit downside or create extra upside depending on when and how the swap happens.
Schedule 13Gregulatory
"The Reporting Persons are making this single, joint filing because they may be"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Section 13(d)(3)regulatory
"constitute a "group" within the meaning of Section 13(d)(3) of the"
FAQ
What stake in Arxis, Inc. (ARXS) does Arcline Investment Management report?
Arcline Investment Management, L.P. may be deemed to beneficially own 344,009,215 shares of Arxis, Inc. Class A Common Stock on an as-converted basis, representing 81.75% of the class, based on 420,806,802 shares outstanding as of June 30, 2026.
How many Arxis (ARXS) shares does Engineered Components GP, LLC control?
Engineered Components GP, LLC reports 322,318,751 shares of Arxis Class B Common Stock with shared voting and dispositive power. These shares are convertible one-for-one into Class A Common Stock and carry twenty votes per share each.
What is the total Arxis (ARXS) share count used in this Schedule 13G?
Ownership percentages are calculated using 420,806,802 shares of Arxis’s Class A Common Stock outstanding, assuming full conversion of Class B Common Stock and convertible common stock, as of June 30, 2026, per Arxis’s Form 10-Q filed July 30, 2026.
How does Arxis (ARXS) Class B Common Stock differ from Class A?
Arxis Class B Common Stock is convertible one-for-one into Class A Common Stock and is eligible to vote at a rate of twenty votes per share, compared with standard voting rights for Class A, giving Class B holders significantly higher voting power.
What is the role of Arcline Holdings, LLC in Arxis (ARXS) ownership?
Arcline Holdings, LLC is the general partner for Arcline Capital Partners III GP LP and Arcline Arxis Advisory I, L.P. and may be deemed to beneficially own 21,690,464 shares of Arxis on an as-converted basis through these entities.
Do the reporting persons in the Arxis (ARXS) Schedule 13G form a group?
The reporting persons filed jointly and state they may be deemed a “group” under Section 13(d)(3), but they expressly disclaim membership in a group and assert the filing does not admit they are part of a group for any purpose.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Arxis, Inc.
(Name of Issuer)
Class A Common Stock, $0.01 par value per share
(Title of Class of Securities)
04339D105
(CUSIP Number)
04/15/2026
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Engineered Components Borrower Series LP - Engineered Polymer Series
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
71,544,608.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
71,544,608.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
71,544,608.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
17.0 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of 71,544,608 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026.
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Engineered Components Borrower Series LP - Hawkeye Series
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
36,689,297.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
36,689,297.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
36,689,297.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
8.72 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of 36,689,297 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Engineered Components Borrower Series LP - Ovation Series
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
122,746,592.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
122,746,592.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
122,746,592.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
29.17 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of 122,746,592 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Engineered Components Borrower Series LP - Connector Series
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
91,338,254.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
91,338,254.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
91,338,254.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
21.71 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of 91,338,254 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Arcline Double Eagle Master Fund-A LP
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
18,358,032.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
18,358,032.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
18,358,032.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.36 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of 18,358,032 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Arcline Arxis Advisory I, L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
3,332,432.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
3,332,432.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
3,332,432.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
0.79 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of one share of convertible common stock, which is convertible into Class B Common Stock as determined by the product of (i) 1.25% of the Company's fully diluted capital stock (including Class A or Class B Common Stock issuable upon such conversion) outstanding at the time of conversion multiplied by (ii) (A) two times (B) the value of one minus the quotient obtained by dividing (x) $28.00 by (y) the stock price per Class A Common Stock at the time of conversion, as determined by the arithmetic average of the daily volume-weighted average price of shares of the Class A Common Stock on Nasdaq (or such other principal stock exchange on which such shares are traded at the time of conversion) over the 30 trading day period immediately preceding the conversion date, subject to adjustment to reflect stock splits, stock dividends, reorganizations, reclassifications, consolidations, mergers or sales or similar events. Class B Common Stock is convertible on a one-for-one basis into Class A Common Stock. Convertible common stock is eligible to vote on an as-converted basis. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026. As of June 30, 2026, the value represented for prong (y) in the aforementioned quotient is $41.13.
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Engineered Components GP, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
322,318,751.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
322,318,751.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
322,318,751.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
76.60 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of 322,318,751 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. Engineered Components GP, LLC is the general partner for Engineered Components Borrower Series LP - Engineered Polymer Series, Engineered Components Borrower Series LP - Hawkeye Series, Engineered Components Borrower Series LP - Ovation Series and Engineered Components Borrower Series LP - Connector Series, and may be deemed to beneficially own the securities held by such funds.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Arcline Capital Partners III GP LP
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
18,358,032.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
18,358,032.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
18,358,032.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
4.36 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of 18,358,032 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. Arcline Capital Partners III GP LP is the general partner for Arcline Double Eagle Master Fund-A LP and may be deemed to beneficially own the securities held by Arcline Double Eagle Master Fund-A LP.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Arcline Holdings, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
21,690,464.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
21,690,464.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
21,690,464.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
5.16 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of (x) 18,358,032 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock and (y) one share of convertible common stock, which is convertible into Class B Common Stock as determined by the product of (i) 1.25% of the Company's fully diluted capital stock (including Class A or Class B Common Stock issuable upon such conversion) outstanding at the time of conversion multiplied by (ii) (A) two times (B) the value of one minus the quotient obtained by dividing (x) $28.00 by (y) the stock price per Class A Common Stock at the time of conversion, as determined by the arithmetic average of the daily volume-weighted average price of shares of the Class A Common Stock on Nasdaq (or such other principal stock exchange on which such shares are traded at the time of conversion) over the 30 trading day period immediately preceding the conversion date, subject to adjustment to reflect stock splits, stock dividends, reorganizations, reclassifications, consolidations, mergers or sales or similar events. Class B Common Stock is convertible on a one-for-one basis into Class A Common Stock. Convertible common stock is eligible to vote on an as-converted basis. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. Arcline Holdings, LLC is the general partner for Arcline Capital Partners III GP LP and Arcline Arxis Advisory I, L.P. and may be deemed to beneficially own the securities attributable to both entities.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026
SCHEDULE 13G
CUSIP Number(s):
04339D105
1
Names of Reporting Persons
Arcline Investment Management, L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(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
0.00
6
Shared Voting Power
344,009,215.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
344,009,215.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
344,009,215.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
81.75 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Note to Rows 6, 8 and 9: Consists of (x) 340,676,783 shares of Class B Common Stock, which is convertible on a one-for-one basis to Class A Common Stock and (y) one share of convertible common stock, which is convertible into Class B Common Stock as determined by the product of (i) 1.25% of the Company's fully diluted capital stock (including Class A or Class B Common Stock issuable upon such conversion) outstanding at the time of conversion multiplied by (ii) (A) two times (B) the value of one minus the quotient obtained by dividing (x) $28.00 by (y) the stock price per Class A Common Stock at the time of conversion, as determined by the arithmetic average of the daily volume-weighted average price of shares of the Class A Common Stock on Nasdaq (or such other principal stock exchange on which such shares are traded at the time of conversion) over the 30 trading day period immediately preceding the conversion date, subject to adjustment to reflect stock splits, stock dividends, reorganizations, reclassifications, consolidations, mergers or sales or similar events. Class B Common Stock is convertible on a one-for-one basis into Class A Common Stock. Convertible common stock is eligible to vote on an as-converted basis. Class B Common Stock shares are eligible to vote at a rate of twenty votes per share. Engineered Components GP, LLC is the general partner for Engineered Components Borrower Series LP - Engineered Polymer Series, Engineered Components Borrower Series LP - Hawkeye Series, Engineered Components Borrower Series LP - Ovation Series and Engineered Components Borrower Series LP - Connector Series, and may be deemed to beneficially own the securities held by such funds. Arcline Capital Partners III GP LP is the general partner for Arcline Double Eagle Master Fund-A LP and may be deemed to beneficially own the securities held by Arcline Double Eagle Master Fund-A LP. Arcline Holdings, LLC is the general partner for Arcline Capital Partners III GP LP and Arcline Arxis Advisory I, L.P. and may be deemed to beneficially own the securities attributable to both entities. Arcline Holdings, LLC and Engineered Components GP, LLC are each controlled affiliates of Arcline Investment Management, L.P., which may be deemed to beneficially own the securities of both entities.
The percentages set forth in this Schedule 13G are calculated based on the 420,806,802 shares of the Issuer's Class A Common Stock outstanding assuming full conversion of the Company's Class B Common Stock and convertible common stock outstanding as of June 30, 2026, as reported on the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on July 30, 2026
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Arxis, Inc.
(b)
Address of issuer's principal executive offices:
1332 Blue Hills Ave, Bloomfield, CT 06002
Item 2.
(a)
Name of person filing:
This Schedule 13G is being filed by the following persons (each a "Reporting Person" and, collectively, the "Reporting Persons"): (i) Engineered Components Borrower Series LP - Engineered Polymer Series, a Delaware limited partnership, (ii) Engineered Components Borrower Series LP - Hawkeye Series, a Delaware limited partnership, (iii) Engineered Components Borrower Series LP - Ovation Series, a Delaware limited partnership, (iv) Engineered Components Borrower Series LP - Connector Series, a Delaware limited partnership, (v) Arcline Double Eagle Master Fund-A LP, a Delaware limited partnership, (vi) Arcline Arxis Advisory I, L.P., a Delaware limited partnership, (vii) Engineered Components GP, LLC, a Delaware limited liability company, (viii) Arcline Capital Partners III GP LP, a Delaware limited partnership, (ix) Arcline Holdings, LLC, a Delaware limited liability company and (x) Arcline Investment Management, L.P., a Delaware limited partnership.
Engineered Components GP, LLC is the general partner for Engineered Components Borrower Series LP - Engineered Polymer Series, Engineered Components Borrower Series LP - Hawkeye Series, Engineered Components Borrower Series LP - Ovation Series and Engineered Components Borrower Series LP - Connector Series, and may be deemed to beneficially own the securities held by such funds. Arcline Capital Partners III GP LP is the general partner for Arcline Double Eagle Master Fund-A LP and may be deemed to beneficially own the securities held by Arcline Double Eagle Master Fund-A LP. Arcline Holdings, LLC is the general partner for Arcline Capital Partners III GP LP and Arcline Arxis Advisory I, L.P. and may be deemed to beneficially own the securities attributable to both entities. Arcline Holdings, LLC and Engineered Components GP, LLC are each controlled affiliates of Arcline Investment Management, L.P., which may be deemed to beneficially own the securities of both entities.
(b)
Address or principal business office or, if none, residence:
c/o Arcline Investment Management, L.P., 299 Park Avenue, 41st Floor, New York, NY, 10171
(c)
Citizenship:
See item 2(a)
(d)
Title of class of securities:
Class A Common Stock, $0.01 par value per share
(e)
CUSIP Number(s):
04339D105
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)
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). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
The information required by Item 4(a) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person.
(b)
Percent of class:
The information required by Item 4(b) is set forth in Row 11 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
The information required by Item 4(c) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person.
(ii) Shared power to vote or to direct the vote:
The information required by Item 4(c) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person.
(iii) Sole power to dispose or to direct the disposition of:
The information required by Item 4(c) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person.
(iv) Shared power to dispose or to direct the disposition of:
The information required by Item 4(c) is set forth in Rows 5-11 of the cover pages hereto for each Reporting Person and is incorporated herein by reference for each such Reporting Person.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person 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, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
Arcline Holdings, LLC is the general partner for Arcline Capital Partners III GP LP and Arcline Arxis Advisory I, L.P. and may be deemed to beneficially own the securities attributable to both entities. Arcline Capital Partners III GP LP is the general partner for Arcline Double Eagle Master Fund-A LP and may be deemed to beneficially own the securities held by Arcline Double Eagle Master Fund-A LP. Engineered Components GP, LLC is the general partner for Engineered Components Borrower Series LP - Engineered Polymer Series, Engineered Components Borrower Series LP - Hawkeye Series, Engineered Components Borrower Series LP - Ovation Series and Engineered Components Borrower Series LP - Connector Series, and may be deemed to beneficially own the securities held by such funds. Arcline Holdings, LLC and Engineered Components GP, LLC are each controlled affiliates of Arcline Investment Management L.P. As such, Arcline Investment Management, L.P. may be deemed to beneficially own all 344,009,215 shares of Class A Common Stock held directly by the Reporting Persons.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(K), so indicate under Item 3(k) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
The Reporting Persons 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 Securities Exchange Act of 1934, as amended (the "Exchange Act"). The agreement among the Reporting Persons to file jointly in accordance with Rule 13d-1(k) of the Exchange Act is attached hereto as Exhibit 99.1. The Reporting Persons disclaim membership in a group and this report shall not be deemed an admission by any of the Reporting Persons that they are or may be members of a "group" for purposes of Rule 13d-5 or for any other purpose.
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
Not Applicable
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.
Engineered Components Borrower Series LP - Engineered Polymer Series
Signature:
/s/ Rajeev Amara
Name/Title:
Rajeev Amara, Authorized Signatory
Date:
08/14/2026
Engineered Components Borrower Series LP - Hawkeye Series
Signature:
/s/ Rajeev Amara
Name/Title:
Rajeev Amara, Authorized Signatory
Date:
08/14/2026
Engineered Components Borrower Series LP - Ovation Series
Signature:
/s/ Rajeev Amara
Name/Title:
Rajeev Amara, Authorized Signatory
Date:
08/14/2026
Engineered Components Borrower Series LP - Connector Series
