MBIA: Wolf Hill reports 2.55M-share (5%) stake

MBIA Inc. Schedule 13G/A amendment shows Wolf Hill-related reporting persons hold 2,545,543 shares of Common Stock, representing 5% of the class.

Rhea-AI Filing Summary

MBIA Inc. Schedule 13G/A amendment shows Wolf Hill-related reporting persons hold 2,545,543 shares of Common Stock, representing 5% of the class. The filing breaks ownership across entities: Wolf Hill General Partner, LLC is listed with 2,221,972 shares (4.4%).

The filing lists shared voting and dispositive power for the reporting group and is signed by Gary Lehrman on 05/14/2026.

Key Figures

Reported shares (group): 2,545,543 shares Group ownership percent: 5% Wolf Hill General Partner shares: 2,221,972 shares +3 more

6 metrics

Reported shares (group) 2,545,543 shares Amount beneficially owned by reporting persons (cover page)

Group ownership percent 5% Percent of class reported for the group

Wolf Hill General Partner shares 2,221,972 shares Shares attributed to Wolf Hill General Partner, LLC

Wolf Hill General Partner percent 4.4% Percent of class reported for Wolf Hill General Partner, LLC

CUSIP 55262C100 MBIA Common Stock CUSIP as listed in the filing

Signature date 05/14/2026 Date the amendment was signed by Gary Lehrman

Key Terms

Schedule 13G/A, Beneficially owned, Shared dispositive power, Shared voting power

4 terms

Schedule 13G/A regulatory

"Amendment No. 1 ) MBIA Inc. Common Stock par value $1 per share"

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

"Item 4. | Ownership (a) | Amount beneficially owned: See cover page"

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.

Shared dispositive power financial

"6 | Shared Dispositive Power 2,545,543.00"

Shared voting power financial

"6 | Shared Voting Power 2,545,543.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Wolf Hill report in MBIA (MBI)?

Wolf Hill-related reporting persons report 2,545,543 shares, representing 5% of MBIA's common stock. The filing attributes shared voting and dispositive power to the group as shown on the cover page.

How many shares does Wolf Hill General Partner, LLC report owning in MBIA?

Wolf Hill General Partner, LLC is listed with 2,221,972 shares, equal to 4.4% of the class. These figures are reported under shared voting and shared dispositive power in the amendment.

Who signed the Schedule 13G/A amendment for Wolf Hill at MBIA?

Gary Lehrman signed the amendment as Managing Member. The filing contains three identical signature blocks dated 05/14/2026 for the reporting persons identified.

What voting/dispositive powers are reported by Wolf Hill for MBIA shares?

The amendment reports 0 sole voting/dispositive power and shared voting and dispositive power of 2,545,543 shares for the reporting group, as shown on the cover page.

What class of MBIA securities is covered by this filing?

The filing covers MBIA Common Stock, par value $1 per share, CUSIP 55262C100, as stated in Item 1 and on the cover page of the Schedule 13G/A amendment.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/14/2026 - 08:15 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

MBIA Inc.

(Name of Issuer)

Common Stock par value $1 per share ("Common Stock")

(Title of Class of Securities)

55262C100

(CUSIP Number)

03/31/2026

(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): 55262C100

1

Names of Reporting Persons

Wolf Hill 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 0.00
6	Shared Voting Power 2,545,543.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,545,543.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,545,543.00

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)

5 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 55262C100

1

Names of Reporting Persons

Wolf Hill General Partner, LLC

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 0.00
6	Shared Voting Power 2,221,972.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,221,972.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,221,972.00

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)

4.4 %

12

Type of Reporting Person (See Instructions)

OO, HC

SCHEDULE 13G

CUSIP Number(s): 55262C100

1

Names of Reporting Persons

Gary Lehrman

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

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 2,545,543.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,545,543.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,545,543.00

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)

5 %

12

Type of Reporting Person (See Instructions)

IN, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: MBIA Inc.
(b)	Address of issuer's principal executive offices: 1 Manhattanville Road, Suite 301, Purchase, New York, 10577
Item 2.
(a)	Name of person filing: Wolf Hill Capital Management, LP, a Delaware limited partnership ("Wolf Hill Capital"), Wolf Hill Partners, LP, a Delaware limited partnership (the "Fund"), Wolf Hill General Partner, LLC, a Delaware limited liability company (the "General Partner"), and Gary Lehrman (collectively referred to herein as "Reporting Persons").
(b)	Address or principal business office or, if none, residence: 35 Mason Street, 2nd Floor, Greenwich, Connecticut 06830
(c)	Citizenship: The Investment Manager, the Fund and the General Partner are organized under the laws of the State of Delaware. Mr. Lehrman is a United States citizen.
(d)	Title of class of securities: Common Stock par value $1 per share ("Common Stock")
(e)	CUSIP No.: 55262C100
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 cover page
(b)	Percent of class: See cover page
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: See cover page
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: See cover page
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.

Wolf Hill Capital Management, LP

Signature:	/s/ Gary Lehrman
Name/Title:	/s/ Gary Lehrman/Managing Member
Date:	05/14/2026

Wolf Hill General Partner, LLC

Signature:	/s/ Gary Lehrman
Name/Title:	/s/ Gary Lehrman/Managing Member
Date:	05/14/2026

Gary Lehrman

Signature:	/s/ Gary Lehrman
Name/Title:	/s/ Gary Lehrman/Managing Member
Date:	05/14/2026