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Sanjay Srivastava, identified as a Director of XBP Global Holdings, Inc. (XBP), submitted an initial Form 3 reporting the event dated 07/29/2025. The filing states no securities are beneficially owned by the reporting person. The form was signed on 08/08/2025 and was filed by a single reporting person. The document includes the reporting person's business address in Irving, TX 75063.
Regina Paolillo, identified as a director of XBP Global Holdings, Inc. (XBP), filed an initial Form 3 reporting the event date 07/29/2025. The filing states that no securities are beneficially owned by the reporting person. The submission is signed by Regina Paolillo and dated 08/08/2025.
Event: On 07/29/2025 Exela Technologies, Inc., through wholly owned subsidiaries XCV-STS, LLC and GP 3XCV LLC, received 27,037,562 shares of common stock ($0.0001 par) of XBP Europe Holdings, Inc. (Issuer: XBP) pursuant to the closing of restructuring transactions under Chapter 11 in the U.S. Bankruptcy Court for the Southern District of Texas, Case No. 25-90023 (Docket No. 826).
Derivatives and record ownership: The subsidiaries entered into warrant agreements for 6,632,418 Warrant Shares, exercisable 07/29/2025 and expiring 07/29/2030, with an exercise price of $4.98. XCV-STS and GP 3XCV are the record holders and beneficial ownership is reported as indirect. The Form 3 was signed by Par Chadha on 08/06/2025. Relationship to issuer: Director.
HoldCo Asset Management and affiliates disclose a 6.7% stake in XBP Global Holdings (CUSIP 98400V101) via a Schedule 13D. HOF III Liquidating Partnership LP and related entities now jointly own 7,871,416 common shares, obtained on 29 July 2025 when XBP consummated the Exela Technologies BPA Chapter 11 restructuring.
Under the court-approved Plan, HOF III exchanged First-Priority Senior Secured Notes for the equity stake and received $15.38 million principal of new 12.0% 2030 Rollover Exit Notes. It also funded $3.33 million of a $40 million New Money Loan through a Facility Agreement signed the same day.
The reporting group—comprising HOF III, VM GP VII LLC, HoldCo Asset Management LP, VM GP II LLC, and principals Michael Zaitzeff and Vikaran Ghei—shares voting and dispositive power over all shares. No member holds sole voting or dispositive power.
Intent: The investors describe the purchase as part of the restructuring but signal typical activist flexibility: they may buy or sell additional shares, engage with management, propose strategic or capital-structure changes, or use derivatives. No concrete takeover or board change plan is currently disclosed.
The ownership percentage is calculated against 117,516,255 shares outstanding as of 29 July 2025.
Avenue Capital–managed funds have become a 10.30 % shareholder of XBP Global Holdings (CUSIP 98400V101) after the issuer’s July 29 2025 Chapter 11 emergence.
The group exchanged $120.9 million of 11.5 % April 2026 notes for 10,461,180 common shares and received 1,448,038 additional shares as a DIP back-stop fee, bringing total ownership to 12,107,907 shares out of 117,516,255 outstanding. They also obtained $47.6 million of new 12 % first-priority senior secured notes due 2030 and funded $1 million of exit financing.
Fund-level stakes: RP Opportunities Fund 6.56 million shares (5.59 %), Global Dislocation Fund 4.08 million (3.47 %), Global Opportunities Fund 1.46 million (1.24 %). Marc Lasry is deemed beneficial owner of the aggregate stake.
The restructuring grants the creditor group four board seats (Paolillo, Pryor, Srivastava, Klein) and broad shelf, demand and piggy-back registration rights. Securities were acquired for investment; Avenue may adjust its position based on market and strategic considerations.
Gates Capital Management and affiliates have emerged with a controlling-type position in XBP Global Holdings, Inc. following Exela Technologies BPA’s Chapter 11 restructuring that became effective 29 Jul 2025. The Gates Capital Funds received 31,931,506 common shares, equal to 27.2 % of the 117.5 M shares outstanding, and now hold shared voting and dispositive power over the entire block (no sole power).
The stake was issued in exchange for (i) the Funds’ 11.5 % First-Priority Senior Secured Notes due Apr-2026 and (ii) back-stop commitments that provided $80 M of DIP financing, of which Gates supplied c.$39 M. In addition, the Funds obtained $96 M principal of 12 % First-Priority Senior Secured “Rollover Exit” Notes maturing 2030.
Governance concessions include a one-time right for Consenting Creditors (including Gates) to appoint four of the board’s directors; Regina Paolillo, Robert D. Pryor, Sanjay Srivastava and Randal T. Klein were installed while two incumbent directors resigned.
A Registration Rights Agreement obliges the issuer to file and maintain shelf registrations, enabling Gates to exit or monetize the position. The Reporting Persons indicate no current plans for additional transactions but reserve the right to buy, sell or hedge XBP securities.