STOCK TITAN

LMR group funds disclose 7.0% NewHold Investment Corp IV (NHIV) stake via Schedule 13G

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

NewHold Investment Corp IV has a significant shareholder group led by LMR investment entities and individuals Ben Levine and Stefan Renold. As of June 30, 2026, funds managed by the LMR Investment Managers collectively beneficially owned 1,450,000 Class A ordinary shares, equal to 7.0% of the outstanding Class A ordinary shares, based on 20,766,250 shares outstanding as of May 29, 2026.

The shares are held through LMR Multi-Strategy Master Fund Limited and LMR CCSA Master Fund Ltd, each of which acquired 725,000 Units in NewHold Investment Corp IV’s IPO, with each Unit including one Class A ordinary share and one-third of one redeemable warrant. Each fund therefore holds 725,000 Class A ordinary shares and warrants to purchase 241,666 additional Class A ordinary shares at an exercise price of $11.50 per share, exercisable 30 days after completion of the issuer’s initial business combination and expiring five years after that business combination or earlier upon redemption or liquidation. The Reporting Persons share voting and dispositive power over the 1,450,000 shares and report no sole voting or dispositive power.

Positive

  • None.

Negative

  • None.
Shares Beneficially Owned 1,450,000 Class A ordinary shares Beneficially owned in aggregate by LMR Reporting Persons as of June 30, 2026
Ownership Percentage 7.0% Percentage of outstanding Class A ordinary shares based on 20,766,250 shares as of May 29, 2026
Shares Outstanding 20,766,250 Class A ordinary shares Issuer’s outstanding Class A ordinary shares as of May 29, 2026
Units Acquired per Fund 725,000 Units Units acquired by each of LMR Master Fund and LMR CCSA Master Fund in the IPO
Warrants per Fund 241,666 warrants Warrants held by each fund to purchase Class A ordinary shares
Warrant Exercise Price $11.50 per Class A ordinary share Exercise price of warrants held by LMR Master Fund and LMR CCSA Master Fund
beneficially owned financial
"The Class A Ordinary Shares beneficially owned by the Reporting Persons are directly held"
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.
Schedule 13G regulatory
"I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D."
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.
redeemable warrant financial
"each Unit consisting of one Class A ordinary share and one-third of one redeemable warrant."
A redeemable warrant is a financial tool that gives its holder the right to buy shares of a company at a fixed price within a certain period. If the holder chooses to do so, the company can buy back or cancel the warrant before it expires, often to encourage investment or manage share issuance. For investors, it provides an option to potentially buy shares at a favorable price while offering some flexibility for the issuing company.
initial business combination financial
"exercisable 30 days after the completion of the Issuer's initial business combination"
An initial business combination is the deal in which a special-purpose acquisition company (SPAC) merges with or acquires an operating business to bring that business onto public markets. Think of the SPAC as an empty shell that raises money from investors, then uses that cash to buy a private company—this transaction turns the private company into a public one and often changes its ownership, valuation, and access to capital, so investors should watch for shifts in risk, future growth prospects, and shareholder rights.
dispositive power financial
"sole power to dispose or to direct the disposition of 0 Class A Ordinary Shares."
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

FAQ

How much of NewHold Investment Corp IV (NHIV) do the LMR funds beneficially own?

The LMR-managed funds beneficially own 1,450,000 Class A ordinary shares of NewHold Investment Corp IV, representing 7.0% of the outstanding Class A ordinary shares based on 20,766,250 shares outstanding as of May 29, 2026.

Which entities hold NewHold Investment Corp IV (NHIV) shares for the LMR group?

The shares are directly held by LMR Multi-Strategy Master Fund Limited and LMR CCSA Master Fund Ltd. Each fund acquired 725,000 Units in the IPO, each Unit consisting of one Class A ordinary share and one-third of one redeemable warrant.

What voting and dispositive power do the LMR Reporting Persons have over NHIV shares?

As of June 30, 2026, each Reporting Person had 0 shares with sole voting or dispositive power and 1,450,000 shares with shared voting and shared dispositive power over NewHold Investment Corp IV Class A ordinary shares.

Who ultimately controls investment decisions for the LMR holdings in NewHold Investment Corp IV (NHIV)?

Investment and voting decisions for the LMR Investment Managers regarding NewHold Investment Corp IV securities are ultimately controlled by Ben Levine and Stefan Renold, who are included among the Reporting Persons on the Schedule 13G.

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

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Learn about SEC filing dates





G6486G107

(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





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SCHEDULE 13G



LMR Partners LLP
Signature:Shane Cullinane
Name/Title:Chief Operating Officer
Date:08/14/2026
LMR PARTNERS Ltd
Signature:Shane Cullinane
Name/Title:Chief Operating Officer
Date:08/14/2026
LMR Partners LLC
Signature:Allyson Hanlon
Name/Title:Deputy General Counsel
Date:08/14/2026
LMR Partners AG
Signature:Shane Cullinane
Name/Title:Chief Operating Officer
Date:08/14/2026
LMR PARTNERS (DIFC) Ltd
Signature:Shane Cullinane
Name/Title:Chief Operating Officer
Date:08/14/2026
LMR Partners (Ireland) Limited
Signature:Shane Cullinane
Name/Title:Chief Operating Officer
Date:08/14/2026
Ben Levine
Signature:Ben Levine
Name/Title:Self
Date:08/14/2026
Stefan Renold
Signature:Stefan Renold
Name/Title:Self
Date:08/14/2026