HG Vora reports 3.1% stake in NewLake Capital

Rhea-AI Filing Summary

HG Vora Capital Management, LLC and Parag Vora report beneficial ownership of NewLake Capital Partners, Inc. common stock on an amended Schedule 13G. The Reporting Persons collectively hold 650,000 shares of common stock, representing 3.1% of the outstanding class as of June 30, 2026.

They report shared voting and dispositive power over all 650,000 shares and no sole voting or dispositive power. The filing confirms they now own 5 percent or less of the class. Both the investment manager and the principal list their business address as 330 Madison Avenue, New York, NY.

Key Figures

Shares beneficially owned: 650,000 shares Percent of class: 3.1% Shared voting power: 650,000 shares +4 more

7 metrics

Shares beneficially owned 650,000 shares Beneficial ownership of NewLake Capital Partners common stock as of June 30, 2026

Percent of class 3.1% Percentage of NewLake Capital Partners common stock beneficially owned

Shared voting power 650,000 shares Shares over which the Reporting Persons have shared power to vote or direct the vote

Sole voting power 0 shares Shares over which the Reporting Persons have sole power to vote

Shared dispositive power 650,000 shares Shares over which the Reporting Persons have shared power to dispose

CUSIP 651495103 CUSIP for NewLake Capital Partners, Inc. common stock

Ownership date 06/30/2026 Date as of which ownership percentages are reported

Key Terms

beneficially owned, shared voting power, dispositive power, Schedule 13G, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: 650,000"

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

"Shared Voting Power 650,000.00"

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.

dispositive power financial

"Shared Dispositive Power 650,000.00"

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.

Schedule 13G regulatory

"This statement is filed by HG Vora Capital Management, LLC"

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.

CUSIP financial

"CUSIP No.: 651495103"

A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.

FAQ

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

What ownership stake in NewLake Capital Partners (NLCP) does HG Vora report?

HG Vora Capital Management, LLC and Parag Vora report beneficial ownership of 650,000 NLCP shares, representing 3.1% of the common stock as of June 30, 2026, under a Schedule 13G/A filing.

Does HG Vora have sole or shared voting power over NLCP shares?

The Reporting Persons have 0 shares with sole voting power and 650,000 shares with shared voting power. They also report shared dispositive power over the same 650,000 shares and no sole dispositive power.

Why is NewLake Capital Partners (NLCP) reported as 5 percent or less owned?

The filing states ownership of 3.1% of NLCP common stock, so the Reporting Persons check the box for Ownership of 5 percent or less of a class, indicating their holdings are below the 5% threshold.

Who are the Reporting Persons in this NLCP Schedule 13G/A?

The Reporting Persons are HG Vora Capital Management, LLC, a Delaware limited liability company, and Parag Vora, its Manager and a United States citizen, jointly reporting their 3.1% beneficial ownership in NLCP common stock.

What is the CUSIP and security class for NLCP in this filing?

The filing covers NewLake Capital Partners, Inc. common stock, par value $0.01 per share, with CUSIP 651495103. The reported position is 650,000 shares, or 3.1% of the class.

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

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Available on EDGAR 08/14/2026 - 04:11 PM Accepted by SEC EDGAR 08/14/2026 - 04:05 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)

NewLake Capital Partners, Inc.

(Name of Issuer)

Common Stock, par value $0.01 per share

(Title of Class of Securities)

651495103

(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): 651495103

1

Names of Reporting Persons

HG Vora Capital Management, 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 650,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 650,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

650,000.00

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)

3.1 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 651495103

1

Names of Reporting Persons

Parag Vora

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 650,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 650,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

650,000.00

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)

3.1 %

12

Type of Reporting Person (See Instructions)

HC, IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: NewLake Capital Partners, Inc.
(b)	Address of issuer's principal executive offices: 50 Locust Avenue, First Floor, New Canaan, CT, 06840
Item 2.
(a)	Name of person filing: This statement is filed by HG Vora Capital Management, LLC, a Delaware limited liability company (the "Investment Manager"), and Parag Vora, the Manager of the Investment Manager (the 'Principal"). The foregoing persons hereinafter sometimes are referred to as the "Reporting Persons." Any disclosures herein with respect to persons other than the Reporting Persons are made on information and belief after making inquiry to the appropriate party.
(b)	Address or principal business office or, if none, residence: The business office address of the Reporting Persons is 330 Madison Avenue, 21st Floor, New York, NY 10017.
(c)	Citizenship: The Investment Manager is a Delaware limited liability company. The Principal is a United States citizen.
(d)	Title of class of securities: Common Stock, par value $0.01 per share
(e)	CUSIP No.: 651495103
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: 650,000
(b)	Percent of class: 3.1 %
(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: 650,000
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 650,000
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:
	Not Applicable

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.

HG Vora Capital Management, LLC

Signature:	/s/ Parag Vora
Name/Title:	Manager
Date:	08/14/2026

Parag Vora

Signature:	/s/ Parag Vora
Name/Title:	Self
Date:	08/14/2026

Exhibit Information

Exhibit 99.1: Joint Filing Agreement