Third Point and Daniel Loeb Exit Soho House; 5.17M Shares Disposed

Rhea-AI Filing Summary

Third Point LLC and Daniel S. Loeb previously reported beneficial ownership equal to 5,171,676 shares of Soho House & Co Inc. Class A common stock, representing 9.65% of the outstanding shares as of August 5, 2025. The Schedule 13D/A states that those shares were sold on August 18, 2025, and that the reporting persons now beneficially own 0 shares (0.00%). The filing confirms the reporting persons no longer have voting or dispositive power over any Class A shares and ceased to be owners of more than five percent of the class. The filing attaches a Schedule A listing transactions in the prior 60 days.

Positive

• None.

Negative

• The reporting persons sold their entire position of 5,171,676 shares, which had represented 9.65% of Class A common stock prior to disposition
• As a result of the sale, the reporting persons now beneficially own 0 shares (0.00%) and have no voting or dispositive power
• The departure of a previously large holder could be material to shareholders given the scale of the prior stake

Insights

Activist Investor Analyst

TL;DR: A prior 9.65% stake was fully divested, removing a material activist holder from the cap table.

The reporting persons held a materially significant equity position, 9.65% of the issuer, before selling all shares on August 18, 2025. For investors, the exit of an activist or significant holder can remove near-term shareholder engagement pressure and potential strategic initiatives tied to that holder. The filing is factual and narrowly confined to ownership changes; it does not describe reasons for the sale, any residual arrangements, or post-sale intentions.

Corporate Governance Expert

TL;DR: The disclosure shows complete disposition of a previously large stake; governance influence from these reporting persons is now nil.

With beneficial ownership reduced to zero and no voting or dispositive power retained, the reporting persons no longer represent a board or governance-related force. The Schedule A inclusion suggests routine compliance with transaction reporting requirements. The filing does not report any agreements, nominations, or plans affecting issuer governance prior to the sale.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 1)

Soho House & Co Inc.

(Name of Issuer)

Class A Common Stock, par value $0.01 per share

(Title of Class of Securities)

586001109

(CUSIP Number)

Jana Tsilman, Third Point LLC
55 Hudson Yards,
New York, NY, 10001
212-715-3880

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

08/18/2025

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

SCHEDULE 13D

CUSIP No. 586001109

1

Name of reporting person

Third Point LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

0.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

0.00 %

14

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13D

CUSIP No. 586001109

1

Name of reporting person

Daniel S. Loeb

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

0.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

0.00 %

14

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Class A Common Stock, par value $0.01 per share
(b)	Name of Issuer: Soho House & Co Inc.
(c)	Address of Issuer's Principal Executive Offices: 180 Strand, London, UNITED KINGDOM , WC2R 1EA.
Item 1 Comment: The following constitutes Amendment No. 1 to the Schedule 13D filed by the undersigned on January 29, 2025 (collectively, this "Schedule 13D") relating to the shares of Class A Common Stock, par value $0.01 per share ("Common Stock") of Soho House & Co Inc. (the "Issuer").
Item 5.	Interest in Securities of the Issuer
(a)	Item 5 is hereby amended and restated in its entirety as follows: As of August 15, 2025, the aggregate number of shares of Common Stock beneficially owned by the Reporting Persons was 5,171,676 shares, representing 9.65% of the 53,604,734 issued and outstanding shares of Common Stock of the Issuer as of August 5, 2025 (as disclosed in the Issuer's most recent quarterly report on Form 10-Q filed on August 8, 2025). On August 18, 2025, the Reporting Persons sold all of their shares of Common Stock. Set forth on Schedule A hereto are all transactions in the shares of Common Stock effected during the past sixty days by the Reporting Persons, inclusive of any transactions effected through 4:00 p.m., New York City time, on August 20, 2025. As of the date of this Schedule 13D, the Reporting Persons beneficially own no shares of Common Stock, representing 0.00% of the issued and outstanding shares of Common Stock. As of the date of this filing, the Reporting Persons have no powers to vote, or to direct the vote of, or to dispose or to direct the disposition of, shares of Common Stock.
(b)	Item 5(a) of this Schedule 13D is incorporated by reference into this Item 5(b).
(c)	Item 5(b) of this Schedule 13D is incorporated by reference into this Item 5(c).
(d)	Not applicable.
(e)	As of August 18, 2025, the Reporting Persons ceased to be the beneficial owner of more than five percent of Common Stock.
Item 7.	Material to be Filed as Exhibits.
	99.1 Schedule A

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.

Third Point LLC

Signature:	/s/ Jana Tsilman
Name/Title:	Jana Tsilman, Attorney-in-Fact
Date:	08/20/2025

Daniel S. Loeb

Signature:	/s/ Jana Tsilman
Name/Title:	Jana Tsilman, Attorney-in-Fact
Date:	08/20/2025

FAQ

What stake did Third Point LLC and Daniel S. Loeb previously hold in Soho House (SHCO)?

They beneficially owned 5,171,676 shares, representing 9.65% of the issued and outstanding Class A shares as of the issuer's reported share count.

Do the reporting persons currently own any SHCO Class A shares?

No. The Schedule 13D/A states the reporting persons sold all their shares on August 18, 2025 and now beneficially own 0 shares (0.00%).

Did the filing disclose any retained voting or dispositive power over SHCO shares?

No. The filing states the reporting persons have no powers to vote or direct the disposition of any Class A shares as of the filing date.

Does the filing explain why the shares were sold?

No. The amendment reports the sale and lists transactions on Schedule A but does not state reasons or provide post-sale intentions.

Did the reporting persons remain above the 5% ownership threshold after the sale?

No. The filing states that as of August 18, 2025, the reporting persons ceased to be beneficial owners of more than five percent of the common stock.