Capital World Investors holds 1.32M shares in Lumentum (NASDAQ: LITE)
Rhea-AI Filing Summary
Lumentum Holdings Inc. reported that Capital World Investors beneficially owns 1,315,977 shares of common stock, representing 1.8% of the 71,400,000 shares believed to be outstanding. The filing states the reported holdings include 399,000 Corporate Convertible/Exchangeable Debts, which the filing says represent 2,125 common stock.
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Negative
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Key Figures
Beneficial ownership: 1,315,977 shares
Percent of class: 1.8%
Shares outstanding (belief): 71,400,000 shares
+1 more
4 metrics
Beneficial ownership
1,315,977 shares
Amount beneficially owned reported by Capital World Investors
Percent of class
1.8%
Percent of class based on 71,400,000 shares believed outstanding
Shares outstanding (belief)
71,400,000 shares
Shares believed to be outstanding as stated in the filing
Convertible/exchangeable debts included
399,000 debts (representing 2,125 common stock)
Reported as included in the holdings
Key Terms
Schedule 13G/A, Beneficially owned, Corporate Convertible/Exchangeable Debts, Sole Voting Power
4 terms
Schedule 13G/A regulatory
"Amendment No. 4) Lumentum Holdings Inc."
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficially owned financial
"Amount beneficially owned: 1,315,977"
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.
Corporate Convertible/Exchangeable Debts financial
"Shares reported include 399,000 Corporate Convertible/ Exchangeable Debts"
Sole Voting Power regulatory
"Sole Voting Power 1,315,977.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Capital World Investors hold in LITE?
Capital World Investors reports beneficial ownership of 1,315,977 shares, equal to 1.8% of the company based on 71,400,000 shares believed outstanding. This percentage is reported in the Schedule 13G/A amendment.
Does the filing show voting or dispositive power for CWI?
The filing states CWI has sole voting power and sole dispositive power over 1,315,977 shares. Shared voting and dispositive powers are reported as 0 in the form.
What are the Corporate Convertible/Exchangeable Debts mentioned?
The form notes 399,000 Corporate Convertible/Exchangeable Debts are included in the reported holdings and are stated to represent 2,125 common stock under the filing's disclosure.
Is Capital World Investors a single entity or group?
The filing explains CWI is a division of Capital Research and Management Company with affiliated investment management entities collectively providing services under the name Capital World Investors, which is deemed the beneficial owner.
What form and amendment number is this filing?
This disclosure is a Schedule 13G/A (Amendment No. 4) reporting beneficial ownership of common stock of Lumentum Holdings Inc. with CUSIP 55024U109.