Rein Therapeutics, Inc. is the subject of an Amendment No. 3 to a Schedule 13G filed by a group of Voss-managed investment entities and Travis W. Cocke reporting their beneficial ownership of the company’s common stock.
Voss Value Master Fund beneficially owned 1,000,000 shares (about 1.2% of the class) and Voss Value-Oriented Special Situations Fund owned 500,000 shares (about 0.6%). Through their roles as general partner and investment manager, Voss Advisors GP, LLC and Voss Capital, L.P. may be deemed to beneficially own these shares plus 4,156,957 shares held in Voss Managed Accounts, for aggregate beneficial ownership of 5,656,957 shares, or approximately 6.6% of Rein Therapeutics’ outstanding common stock. Travis W. Cocke, as managing member of Voss Capital and Voss GP, may likewise be deemed to beneficially own 5,656,957 shares, or about 6.6%. Percentages are based on 85,539,032 shares outstanding as of May 13, 2026.
Positive
None.
Negative
None.
Key Figures
Beneficial ownership - Voss Value Master Fund:1,000,000 SharesBeneficial ownership - Voss Value-Oriented Special Situations Fund:500,000 SharesBeneficial ownership - Voss Capital and Travis W. Cocke:5,656,957 Shares+3 more
6 metrics
Beneficial ownership - Voss Value Master Fund1,000,000 SharesAs of the date of the filing; approximately 1.2% of Rein Therapeutics common stock
Beneficial ownership - Voss Value-Oriented Special Situations Fund500,000 SharesAs of the date of the filing; approximately 0.6% of Rein Therapeutics common stock
Beneficial ownership - Voss Capital and Travis W. Cocke5,656,957 SharesShares that may be deemed beneficially owned; approximately 6.6% of the outstanding common stock
Shares in Voss Managed Accounts4,156,957 SharesRein Therapeutics shares held in Voss Managed Accounts overseen by Voss Capital
Shares outstanding85,539,032 SharesRein Therapeutics common shares outstanding as of May 13, 2026, per Form 10-Q
Percent of class - Voss Capital6.6 %Aggregate beneficial ownership percentage for Voss Capital based on 85,539,032 shares outstanding
Key Terms
beneficial owner, sole voting power, shared dispositive power, Voss Managed Accounts, +1 more
5 terms
beneficial ownerfinancial
"may be deemed the beneficial owner of the (i) 1,000,000 Shares..."
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting powerfinancial
"5 | Sole Voting Power 4,750,000.00 6 | Shared Voting Power 906,957.00"
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.
shared dispositive powerfinancial
"8 | Shared Dispositive Power 906,957.00 9 5,656,957.00"
Voss Managed Accountsfinancial
"4,156,957 Shares held in the Voss Managed Accounts"
Schedule 13Gregulatory
"If a group has filed this schedule pursuant to 1(b)(1)(ii)(J)..."
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.
What stake in Rein Therapeutics (RNTX) does Voss Capital report in this Schedule 13G/A?
Voss Capital may be deemed to beneficially own 5,656,957 Rein Therapeutics shares, representing approximately 6.6% of the outstanding common stock. This includes 4,156,957 shares held in Voss Managed Accounts overseen by Voss Capital.
How many Rein Therapeutics (RNTX) shares do Voss Value Master Fund and Voss Value-Oriented Special Situations Fund hold?
Voss Value Master Fund beneficially owned 1,000,000 Rein Therapeutics shares, while Voss Value-Oriented Special Situations Fund held 500,000 shares. These positions correspond to approximately 1.2% and 0.6% of the company’s outstanding common stock, respectively.
Who are the reporting persons for Rein Therapeutics (RNTX) in Amendment No. 3 to the Schedule 13G?
The reporting persons are Voss Value Master Fund, L.P., Voss Value-Oriented Special Situations Fund, L.P., Voss Advisors GP, LLC, Voss Capital, L.P., and Travis W. Cocke, who together report beneficial ownership of Rein Therapeutics common stock.
On what share count is the reported ownership in Rein Therapeutics (RNTX) based?
The beneficial ownership percentages are based on 85,539,032 Rein Therapeutics shares outstanding as of May 13, 2026, which is the total share count disclosed in the company’s Form 10-Q filed on May 15, 2026.
How much of Rein Therapeutics (RNTX) is held through Voss Managed Accounts?
Voss Capital may be deemed the beneficial owner of 4,156,957 Rein Therapeutics shares held in the Voss Managed Accounts. These shares form part of the total 5,656,957 shares (about 6.6% of the class) attributed to Voss Capital and Travis W. Cocke.
What percentage of Rein Therapeutics (RNTX) may Travis W. Cocke be deemed to beneficially own?
As managing member of Voss Capital and Voss Advisors GP, LLC, Travis W. Cocke may be deemed to beneficially own 5,656,957 Rein Therapeutics shares, representing approximately 6.6% of the company’s outstanding common stock.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 3)
Rein Therapeutics, Inc.
(Name of Issuer)
Common Stock, $0.001 par value
(Title of Class of Securities)
00887A204
(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):
00887A204
1
Names of Reporting Persons
Voss Value Master Fund, 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
CAYMAN ISLANDS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
1,000,000.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
1,000,000.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,000,000.00
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)
1.2 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
00887A204
1
Names of Reporting Persons
Voss Value-Oriented Special Situations Fund, 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
500,000.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
500,000.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
500,000.00
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)
0.6 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
00887A204
1
Names of Reporting Persons
Voss Advisors GP, 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
TEXAS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
1,500,000.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
1,500,000.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,500,000.00
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)
1.8 %
12
Type of Reporting Person (See Instructions)
OO
SCHEDULE 13G
CUSIP Number(s):
00887A204
1
Names of Reporting Persons
Voss Capital, 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
TEXAS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
4,750,000.00
6
Shared Voting Power
906,957.00
7
Sole Dispositive Power
4,750,000.00
8
Shared Dispositive Power
906,957.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
5,656,957.00
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)
6.6 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
00887A204
1
Names of Reporting Persons
Cocke Travis W.
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
4,750,000.00
6
Shared Voting Power
906,957.00
7
Sole Dispositive Power
4,750,000.00
8
Shared Dispositive Power
906,957.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
5,656,957.00
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)
6.6 %
12
Type of Reporting Person (See Instructions)
IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Rein Therapeutics, Inc.
(b)
Address of issuer's principal executive offices:
12407 N. MOPAC EXPY., SUITE 250 #390, AUSTIN, TEXAS, 78758
Item 2.
(a)
Name of person filing:
The names of the persons filing this statement on Schedule 13G (collectively, the "Reporting Persons") are:
1. Voss Value Master Fund, L.P. ("Voss Value Master Fund");
2. Voss Value-Oriented Special Situations Fund, L.P. ("Voss Value-Oriented Special Situations Fund");
3. Voss Advisors GP, LLC ("Voss GP");
4. Voss Capital, L.P. ("Voss Capital"); and
5. Travis W. Cocke.
(b)
Address or principal business office or, if none, residence:
a) Voss Value Master Fund: 3773 Richmond, Suite 500 Houston, Texas 77046
b) Voss Value-Oriented Special Situations Fund: 3773 Richmond, Suite 500 Houston, Texas 77046
c) Voss GP: 3773 Richmond, Suite 500 Houston, Texas 77046
d) Voss Capital: 3773 Richmond, Suite 500 Houston, Texas 77046
e) Travis W. Cocke: 3773 Richmond, Suite 500 Houston, Texas 77046
(c)
Citizenship:
a) Voss Value Master Fund: Cayman Islands
b) Voss Value-Oriented Special Situations Fund: Delaware
c) Voss GP: Texas
d) Voss Capital: Texas
e) Travis W. Cocke: USA
(d)
Title of class of securities:
Common Stock, $0.001 par value
(e)
CUSIP No.:
00887A204
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:
As of the date hereof:
a) Voss Value Master Fund beneficially owned 1,000,000 Ordinary Shares of the Issuer (the "Shares").
b) Voss Value-Oriented Special Situations Fund beneficially owned 500,000 Shares.
c) Voss GP, as the general partner of Voss Value Master Fund and Voss Value-Oriented Special Situations Fund, may be deemed the beneficial owner of the (i) 1,000,000 Shares beneficially owned by Voss Value Master Fund and (ii) 500,000 Shares beneficially owned by Voss Value-Oriented Special Situations Fund.
d) Voss Capital, as the investment manager of Voss Value Master Fund, Voss Value-Oriented Special Situations Fund and certain accounts managed by Voss Capital (the "Voss Managed Accounts"), may be deemed the beneficial owner of the (i) 1,000,000 Shares beneficially owned by Voss Value Master Fund, (ii) 500,000 Shares beneficially owned by Voss Value-Oriented Special Situations Fund and (iii) 4,156,957 Shares held in the Voss Managed Accounts.
e) Mr. Cocke, as the managing member of each of Voss Capital and Voss GP, may be deemed the beneficial owner of the (i) 1,000,000 Shares owned by Voss Value Master Fund, (ii) 500,000 Shares beneficially owned by Voss Value-Oriented Special Situations Fund and (iii) 4,156,957 Shares held in the Voss Managed Accounts.
(b)
Percent of class:
The aggregate percentage of the Shares reported owned by each person named herein is based upon 85,539,032 Shares outstanding as of May 13, 2026, which is the total number of Shares outstanding as disclosed in the Issuer's Form 10Q filed with the Securities and Exchange Commission on May 15, 2026.
As of the date hereof:
(i) Voss Value Master Fund may be deemed to beneficially own approximately 1.2% of the outstanding Shares;
(ii) Voss Value-Oriented Special Situations Fund may be deemed to beneficially own approximately 0.6% of the outstanding Shares;
(iii) Voss GP may be deemed to beneficially own approximately 1.8% of the outstanding Shares;
(iv) Voss Capital may be deemed to beneficially own approximately 6.6% of the outstanding Shares (approximately 4.9% of the outstanding Shares are held in the Voss Managed Accounts); and
(v) Mr. Cocke may be deemed to beneficially own approximately 6.6% of the outstanding Shares.
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See Cover Pages Items 5-9.
(ii) Shared power to vote or to direct the vote:
See Cover Pages Items 5-9.
(iii) Sole power to dispose or to direct the disposition of:
See Cover Pages Items 5-9.
(iv) Shared power to dispose or to direct the disposition of:
See Cover Pages Items 5-9.
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.
If a group has filed this schedule pursuant to §240.13d-1(b)(1)(ii)(J), so indicate under Item 3(j) and attach an exhibit stating the identity and Item 3 classification of each member of the group. If a group has filed this schedule pursuant to §240.13d-1(c) or §240.13d-1(d), attach an exhibit stating the identity of each member of the group.
See Exhibit 99.1 to the Schedule 13G filed with the Securities and Exchange Commission on May 14, 2025.
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 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.
Voss Value Master Fund, LP
Signature:
/s/ Travis W. Cocke
Name/Title:
Travis W. Cocke, Managing Member of Voss Advisors GP, LLC, its General Partner
Date:
07/14/2026
Voss Value-Oriented Special Situations Fund, LP
Signature:
/s/ Travis W. Cocke
Name/Title:
Travis W. Cocke, Managing Member of Voss Advisors GP, LLC, its General Partner