MBIA holder Wolf Hill trims stake below 5%

MBIA Inc. received an amended Schedule 13G/A from Wolf Hill Capital Management and related reporting persons regarding their passive ownership of MBIA common stock.

Rhea-AI Filing Summary

MBIA Inc. received an amended Schedule 13G/A from Wolf Hill Capital Management and related reporting persons regarding their passive ownership of MBIA common stock. Wolf Hill Capital Management, LP and Gary Lehrman each report beneficial ownership of 2,118,014 shares of common stock, representing 4.2% of the class, all held with shared voting and dispositive power. Wolf Hill General Partner, LLC reports beneficial ownership of 1,971,708 shares, representing 3.9% of the class, also with shared voting and dispositive power. The filing states that the reporting persons each now hold 5 percent or less of MBIA’s outstanding common stock.

Key Figures

Wolf Hill Capital & Lehrman shares: 2,118,014 shares Wolf Hill Capital & Lehrman ownership: 4.2% Wolf Hill General Partner shares: 1,971,708 shares +2 more

5 metrics

Wolf Hill Capital & Lehrman shares 2,118,014 shares Beneficial ownership of MBIA common stock reported as of 06/30/2026, shared voting and dispositive power

Wolf Hill Capital & Lehrman ownership 4.2% Percent of MBIA common stock class beneficially owned

Wolf Hill General Partner shares 1,971,708 shares Beneficial ownership of MBIA common stock with shared voting and dispositive power

Wolf Hill General Partner ownership 3.9% Percent of MBIA common stock class beneficially owned

Ownership threshold status 5 percent or less Item 5 indicates each reporting person owns 5% or less of MBIA common stock

Key Terms

Schedule 13G/A, beneficially owned, shared voting power, shared dispositive power

4 terms

Schedule 13G/A regulatory

"The reporting persons filed an amended Schedule 13G/A regarding MBIA common stock"

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 states the amount of MBIA common stock beneficially owned and related powers"

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 voting power financial

"The reporting persons disclose 0 sole voting power and significant shared voting power"

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.

shared dispositive power financial

"They also report 0 sole dispositive power and shared dispositive power over the shares"

FAQ

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

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

Wolf Hill Capital Management, LP reports beneficial ownership of 2,118,014 MBIA common shares, representing 4.2% of the outstanding class. All of these shares are held with shared voting and shared dispositive power among the reporting persons.

How many MBIA (MBI) shares does Wolf Hill General Partner, LLC hold?

Wolf Hill General Partner, LLC reports beneficial ownership of 1,971,708 MBIA common shares, equal to 3.9% of the class. These shares are held with shared voting and dispositive power, reflecting its role in the Wolf Hill investment structure.

Does Wolf Hill still own more than 5% of MBIA (MBI) common stock?

The reporting persons state that they each now own 5 percent or less of MBIA’s common stock. This is reflected in Item 5, which indicates ownership of 5 percent or less of the class for the reporting group.

Who are the reporting persons in this MBIA (MBI) Schedule 13G/A?

The reporting persons are Wolf Hill Capital Management, LP, Wolf Hill Partners, LP, Wolf Hill General Partner, LLC, and Gary Lehrman. They collectively report passive beneficial ownership of MBIA common stock under Schedule 13G/A.

What voting power over MBIA (MBI) shares does Wolf Hill report?

The reporting persons disclose 0 sole voting power and 2,118,014 shares of shared voting power for Wolf Hill Capital Management, LP and Gary Lehrman, with the same amount shown as shared dispositive power over those MBIA shares.

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

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Available on EDGAR 08/13/2026 - 03:55 PM Accepted by SEC EDGAR 08/13/2026 - 03:55 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

MBIA Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

55262C100

(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): 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 2,118,014.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,118,014.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,118,014.00

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)

4.2 %

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 1,971,708.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,971,708.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,971,708.00

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)

3.9 %

12

Type of Reporting Person (See Instructions)

HC, OO

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 2,118,014.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,118,014.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,118,014.00

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)

4.2 %

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
(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.
	Ownership of 5 percent or less of a class
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:	Gary Lehrman/Managing Member
Date:	08/13/2026

Wolf Hill General Partner, LLC

Signature:	/s/ Gary Lehrman
Name/Title:	Gary Lehrman/Managing Member
Date:	08/13/2026

Gary Lehrman

Signature:	/s/ Gary Lehrman
Name/Title:	Gary Lehrman/Managing Member
Date:	08/13/2026