Oaktree Capital Management (MATW) reports 6.17% passive stake in Matthews International

Rhea-AI Filing Summary

Oaktree Capital Management LP reported a significant passive stake in Matthews International Corporation Class A common stock. Oaktree beneficially owns 1,925,992 shares, representing 6.17% of the Class A common stock outstanding, based on 31,202,438 shares outstanding as of March 31, 2026. Oaktree has sole voting and sole dispositive power over all reported shares, with no shared voting or dispositive authority. The shares are held across several Oaktree-managed funds and accounts, and Oaktree states that the filing does not constitute an admission of beneficial ownership for purposes of Section 13(d) or 13(g).

Key Figures

Shares beneficially owned: 1,925,992 shares Ownership percentage: 6.17% Shares outstanding baseline: 31,202,438 shares +2 more

5 metrics

Shares beneficially owned 1,925,992 shares Class A Common Stock beneficially owned by Oaktree Capital Management LP

Ownership percentage 6.17% Percentage of MATW Class A common stock outstanding held by Oaktree

Shares outstanding baseline 31,202,438 shares MATW Class A shares outstanding as of March 31, 2026

Sole voting power 1,925,992 shares Shares over which Oaktree has sole power to vote

Sole dispositive power 1,925,992 shares Shares over which Oaktree has sole power to dispose

Key Terms

Schedule 13G, beneficial ownership, sole voting power, sole dispositive power, +2 more

6 terms

Schedule 13G regulatory

"This Statement is filed by Oaktree Capital Management LP, referred to herein as the "Reporting Person.""

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficial ownership regulatory

"The filing of this Statement shall not be deemed an admission of beneficial ownership by the Reporting Person"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

sole voting power financial

"5 | Sole Voting Power 1,925,992.00"

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.

sole dispositive power financial

"7 | Sole Dispositive Power 1,925,992.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

percent of class financial

"(b) | Percent of class: See response to row 11 on the cover page hereto."

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.

Section 13(d) or 13(g) regulatory

"for purposes of Section 13(d) or 13(g) or for any other purpose."

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Available on EDGAR 08/10/2026 - 04:23 PM Accepted by SEC EDGAR 08/10/2026 - 04:22 PM Learn about SEC filing dates

FAQ

What percentage of MATW does Oaktree Capital Management own according to this Schedule 13G?

Oaktree Capital Management reports owning 6.17% of Matthews International (MATW) Class A common stock, based on 31,202,438 shares outstanding as of March 31, 2026, as disclosed in the company’s quarterly report.

How many MATW shares are reported as beneficially owned by Oaktree Capital Management?

Oaktree Capital Management reports beneficial ownership of 1,925,992 shares of Matthews International (MATW) Class A common stock, with sole voting and dispositive power over all of these shares, and no shared authority reported.

Does Oaktree have sole or shared voting power over its MATW shares?

Oaktree Capital Management reports sole voting power and sole dispositive power over 1,925,992 MATW shares, and reports zero shared voting power and zero shared dispositive power for this Class A common stock position.

Which Oaktree funds hold the reported MATW Class A common stock stake?

The reported MATW shares are directly held by Oaktree Value Opportunities Fund Holdings, L.P., Oaktree London Liquid Value Opportunities Fund (VOF), L.P., Boston Patriot Arlington St LLC, and Oaktree Phoenix Investment Fund, L.P., all managed by Oaktree.

What is the share count used to calculate Oaktree’s 6.17% MATW ownership?

The 6.17% ownership figure is calculated using 31,202,438 MATW Class A common shares outstanding as of March 31, 2026, as reported in Matthews International’s Form 10-Q filed on May 1, 2026.

Does Oaktree admit full beneficial ownership of the MATW shares in this filing?

Oaktree Capital Management explicitly states that this Schedule 13G filing shall not be deemed an admission of beneficial ownership for purposes of Section 13(d) or 13(g) or for any other purpose.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

MATTHEWS INTERNATIONAL CORPORATION

(Name of Issuer)

Class A Common Stock, $1.00 par value

(Title of Class of Securities)

577128101

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

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)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 577128101

1

Names of Reporting Persons

Oaktree Capital Management LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,925,992.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,925,992.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,925,992.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.17 %

12

Type of Reporting Person (See Instructions)

PN

Comment for Type of Reporting Person: The reported percentage is calculated based on 31,202,438 shares of Class A Common Stock ("Common Stock") outstanding as of March 31, 2026, as reported on the Issuer's 10-Q filed with the Securities and Exchange Commission on May 1, 2026.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: MATTHEWS INTERNATIONAL CORPORATION
(b)	Address of issuer's principal executive offices: Two Northshore Center, Pittsburgh, PA 15212-5851
Item 2.
(a)	Name of person filing: This Statement is filed by Oaktree Capital Management LP, referred to herein as the "Reporting Person."
(b)	Address or principal business office or, if none, residence: 333 S. Grand Ave., 28th Floor, Los Angeles, CA 90071
(c)	Citizenship: See response to row 4 on the cover page hereto.
(d)	Title of class of securities: Class A Common Stock, $1.00 par value
(e)	CUSIP Number(s): 577128101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See response to row 9 on the cover page hereto. The reported securities are directly held by the following funds and accounts, each managed by the Reporting Person: (i) Oaktree Value Opportunities Fund Holdings, L.P.; (ii) Oaktree London Liquid Value Opportunities Fund (VOF), L.P.; (iii) Boston Patriot Arlington St LLC; and (iv) Oaktree Phoenix Investment Fund, L.P. The filing of this Statement shall not be deemed an admission of beneficial ownership by the Reporting Person for purposes of Section 13(d) or 13(g) or for any other purpose.
(b)	Percent of class: See response to row 11 on the cover page hereto.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See response to row 5 on the cover page hereto.
	(ii) Shared power to vote or to direct the vote: See response to row 6 on the cover page hereto.
	(iii) Sole power to dispose or to direct the disposition of: See response to row 7 on the cover page hereto.
	(iv) Shared power to dispose or to direct the disposition of: See response to row 8 on the cover page hereto.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Oaktree Capital Management LP

Signature:	/s/ Henry Orren
Name/Title:	Henry Orren / Managing Director
Date:	08/10/2026