Monarch updates Capstone Energy+ (CGEH) Schedule 13D stake to 40.1%
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13D/A
Rhea-AI Filing Summary
Monarch Alternative Capital and affiliated entities filed Amendment No. 1 to their Schedule 13D on Capstone Energy+, Inc. common stock. They report beneficial ownership of 19,333,334 shares, or 40.1% of the class, based on 32,230,733 shares outstanding as of June 18, 2026 plus 16,000,000 shares issuable upon conversion of Series A Preferred Stock they hold at the initial Conversion Price.
Their position consists of 3,333,334 currently outstanding common shares and 16,000,000 common shares issuable upon conversion of the preferred shares. The amendment states that only the ownership percentage changed, due solely to an increase in Capstone Energy+’s outstanding common shares, and confirms that the reporting persons have not traded the common stock in the past 60 days.
Positive
- None.
Negative
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Key Figures
Beneficial ownership: 19,333,334 shares
Ownership percentage: 40.1%
Common shares held: 3,333,334 shares
+2 more
5 metrics
Beneficial ownership
19,333,334 shares
Total Capstone Energy+ shares beneficially owned by reporting persons
Ownership percentage
40.1%
Percent of Capstone Energy+ common stock represented by beneficial ownership
Common shares held
3,333,334 shares
Capstone Energy+ common stock currently owned by reporting persons
Shares issuable on conversion
16,000,000 shares
Common shares issuable upon conversion of Series A Preferred Stock
Shares outstanding
32,230,733 shares
Capstone Energy+ common stock outstanding as of June 18, 2026
Key Terms
beneficially owned, Schedule 13D, Series A Preferred Stock, Conversion Price, +1 more
5 terms
beneficially owned financial
"The number of shares of Common Stock beneficially owned by the Reporting Persons remains unchanged"
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.
Schedule 13D regulatory
"The following constitutes Amendment No. 1 to the filed by the undersigned"
A Schedule 13D is a legal document that investors file with regulators when they buy a large enough stake in a company to potentially influence its management or decisions. It provides details about the investor’s intention, ownership stake, and plans, helping other investors understand who is gaining control and what their motives might be.
Series A Preferred Stock financial
"16,000,000 shares of Common Stock issuable upon conversion of the Series A Preferred Stock at the initial Conversion Price"
Series A preferred stock is a type of ownership share in a company that gives investors certain advantages, such as priority in receiving profits or getting their money back if the company is sold or goes bankrupt. It is often issued during early funding stages to attract investors by offering more security than common shares. This stock matters to investors because it provides a safer way to invest while still holding potential for future gains.
Conversion Price financial
"issuable upon conversion of the Series A Preferred Stock at the initial Conversion Price"
The conversion price is the fixed price at which a convertible security, like a bond or preferred stock, can be exchanged for shares of common stock. It acts like a set rate that determines how many shares an investor can receive if they choose to convert their investment. This helps investors understand the value and potential benefits of converting their securities into company shares.
percent of class financial
"Percent of class represented by amount in Row (11) 40.1 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
FAQ
What stake does Monarch Alternative Capital report in Capstone Energy+ (CGEH)?
Monarch Alternative Capital and related entities report beneficial ownership of 19,333,334 Capstone Energy+ shares, equal to 40.1% of the common stock. This includes both existing common shares and shares issuable upon conversion of Series A Preferred Stock.
How is Monarch’s 40.1% ownership in Capstone Energy+ (CGEH) calculated?
The 40.1% beneficial ownership is calculated using 32,230,733 common shares outstanding as of June 18, 2026 plus 16,000,000 common shares issuable upon conversion of Series A Preferred Stock beneficially owned by the reporting persons at the initial Conversion Price.
What securities make up Monarch’s Capstone Energy+ (CGEH) position?
Monarch’s reported position includes 3,333,334 Capstone Energy+ common shares and 16,000,000 additional common shares issuable upon conversion of the Series A Preferred Stock they beneficially own, calculated at the initial Conversion Price disclosed in the filing.
Has Monarch Alternative Capital traded Capstone Energy+ (CGEH) stock recently?
The reporting persons state they have not effected any transactions in Capstone Energy+ common stock during the past sixty days. The amendment reflects only a change in ownership percentage caused by higher shares outstanding, not by trading activity.