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Calamos Market Neutral Income Fund Reports 22.8% Position in FORLW

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

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.






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)






SCHEDULE 13G





SCHEDULE 13G



Calamos Market Neutral Income Fund, a series of Calamos Investment Trust
Signature:/s/ Erik D. Ojala
Name/Title:Erik D. Ojala, Senior Vice President, Secretary
Date:09/02/2025

FAQ

What stake does Calamos Market Neutral Income Fund hold in Four Leaf Acquisition Corp (FORLW)?

The fund beneficially owns 231,000 Class A shares, representing 22.8% of the class.

Does the filing indicate Calamos intends to control or influence Four Leaf (FORLW)?

No. This is a Schedule 13G disclosure indicating a passive large position; the filing does not state any intent to influence control.

Who has voting and dispositive power over the reported shares for FORLW?

Calamos Market Neutral Income Fund reports sole voting power and sole dispositive power for all 231,000 shares.

When was the Schedule 13G amendment for FORLW signed?

The amendment was signed on 09/02/2025 by Erik D. Ojala, Senior Vice President and Secretary.

What are the issuer and filer addresses listed in the filing for FORLW?

Issuer address: 4545 El Camino Real B10 #175, Los Altos, CA. Filer address: 2020 Calamos Ct, Naperville, IL.
FOUR LEAF ACQUISITION CORP

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