Calamos Market Neutral Income Fund Reports 22.8% Position in FORLW
Rhea-AI Filing Summary
Calamos Market Neutral Income Fund filed an amended Schedule 13G reporting beneficial ownership of 231,000 Class A shares of Four Leaf Acquisition Corp (CUSIP 35088F107), representing 22.8% of the class. The filer is organized in Massachusetts and reports sole voting and sole dispositive power over all 231,000 shares. The filing lists Four Leaf's principal executive office at 4545 El Camino Real B10 #175, Los Altos, CA, and the filer’s address at 2020 Calamos Ct, Naperville, IL. The amendment is signed by Erik D. Ojala, Senior Vice President and Secretary, dated 09/02/2025. The statement indicates this is a passive Schedule 13G disclosure of a large beneficial position in the issuer.
Positive
- Clear, specific disclosure of beneficial ownership: 231,000 Class A shares
- Material stake disclosed: 22.8% of the class with sole voting and dispositive power
- Filing signed and dated (Erik D. Ojala, 09/02/2025), meeting formal requirements
Negative
- None.
Insights
TL;DR: A registered investment fund reports a material passive stake of 22.8% in Four Leaf Acquisition Corp, disclosed via amended Schedule 13G.
The filing shows Calamos Market Neutral Income Fund holds 231,000 Class A shares with sole voting and dispositive power, amounting to 22.8% of the class. As a Schedule 13G filer, the position is presented as passive rather than an active acquisition for control. This is a significant ownership percentage that must be visible to the market for transparency, but the filing contains no information on intent to influence management, transactions, or changes to governance.
TL;DR: Disclosure of a >20% passive stake is material for governance visibility but does not by itself indicate control actions.
The report identifies the holder, domicile (Massachusetts), and exact voting/dispositive counts, which satisfy regulatory transparency requirements. The filing is an amendment, indicating an update to a previously reported position. No group members, affiliated acquisitions, or intentions are disclosed. For governance purposes, stakeholders can note the sizeable single-holder stake, but there is no explicit change to board composition, proposals, or coalition formation in the document.