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Wolf Hill Reports 2.3% Stake in GEO Group (3.26M Shares)

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

Rhea-AI Filing Summary

Wolf Hill Capital Management and related reporting persons disclose ownership of common stock of GEO Group Inc. The filing shows an aggregate beneficial ownership of 3,262,988 shares, representing 2.3% of the outstanding class. Voting and dispositive power is shared rather than sole: the reporting persons report no sole voting or dispositive power and instead report shared voting and shared dispositive power for the stated shares. The filing also includes a certification that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Positive

  • Aggregate ownership disclosed: 3,262,988 shares, providing clear transparency on the position
  • Position is below 5%: at 2.3% the stake is non-controlling and unlikely to trigger regulatory or takeover implications
  • Certification of ordinary-course holding: the filing states the shares were not acquired to influence control, reducing activist concerns

Negative

  • No sole voting or dispositive power: reporting persons do not have unilateral control over the shares
  • Limited investor impact: 2.3% stake is unlikely to materially affect company governance or strategy

Insights

TL;DR: A modest, non-controlling 2.3% stake disclosed; transparency is helpful but the holding is unlikely to move the stock.

The filing reports an aggregate position of 3,262,988 shares (2.3%) held with shared voting and dispositive power, indicating the reporting persons do not exercise sole control. From a financial perspective, this position is below the 5% threshold that often attracts heightened market focus, so the disclosure is largely informational rather than strategic. The certification that the stake is held in the ordinary course of business reduces the likelihood this is an activist intent signal.

TL;DR: Ownership structure shows shared authority and an explicit non-control intent; governance impact appears limited.

The report specifies shared voting and dispositive power and a declaration that the holdings were not acquired to change or influence issuer control. Given the 2.3% size and absence of sole voting power, this position does not constitute a control or parent holding under typical governance thresholds. The disclosure improves transparency for other shareholders and regulators but does not by itself indicate any planned governance action.






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





SCHEDULE 13G





SCHEDULE 13G



Wolf Hill Capital Management, LP
Signature:/s/ Gary Lehrman
Name/Title:Gary Lehrman/Managing Member
Date:08/14/2025
Wolf Hill General Partner, LLC
Signature:/s/ Gary Lehrman
Name/Title:Gary Lehrman/Managing Member
Date:08/14/2025
Gary Lehrman
Signature:/s/ Gary Lehrman
Name/Title:Gary Lehrman/Managing Member
Date:08/14/2025

FAQ

How many GEO (GEO) shares does Wolf Hill report owning?

The filing reports an aggregate beneficial ownership of 3,262,988 shares of GEO common stock.

What percentage of GEO does the reported position represent?

The reported position represents 2.3% of the outstanding class of GEO common stock.

Does Wolf Hill have sole voting or dispositive power over these shares?

No; the filing shows 0 sole voting power and 0 sole dispositive power and reports shared voting and dispositive power for the shares.

Was the stake acquired to influence control of GEO?

The filing includes a certification that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Which reporting persons are named in the filing?

The filing names Wolf Hill Capital Management, LP, Wolf Hill General Partner, LLC, and Gary Lehrman as reporting persons.
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