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Yesway, Inc. states that Thomas N. Trkla and affiliated Brookwood investment entities beneficially own 46,225,020 shares of its Class A common stock, representing 74.2% of the class. This beneficial ownership is reported as of June 30, 2026 and is calculated based on 31,185,561 Class A shares outstanding as of August 12, 2026.
The position consists of shares and LLC Interests in BW Ultimate Parent, LLC exchangeable 1‑for‑1 into Class A shares, held through multiple BW Gas & Convenience Aggregator and Offshore limited partnerships and their general partners, as well as Brookwood Financial Co., Inc. Mr. Trkla directly holds 338,581 underlying shares and, through his controlling interest in Brookwood Advisors, LLC and Brookwood Financial Co., Inc., may be deemed to share beneficial ownership of the remaining Brookwood-managed holdings.
American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute for Medical Research report beneficial ownership of Yesway, Inc. Class A Common Stock on a Schedule 13G. They report beneficial ownership of 1,933,095 shares, representing 6.2% of the class.
ACIM has sole voting power over 1,838,682 shares and sole dispositive power over 1,933,095 shares, with no shared voting or dispositive power reported. The shares are held for various investment company and institutional client accounts advised by ACIM, and no single client advised by ACIM owns more than 5% of the class.
Yesway, Inc. reported strong growth for the quarter and six months ended June 30, 2026, while completing a major capital restructuring tied to its April 23 IPO. Quarterly revenue was $920.8M versus $677.7M a year earlier, and six‑month revenue reached $1.60B versus $1.28B. Six‑month net income was $59.9M, up from $18.5M, with $46.5M attributable to Yesway.
Yesway operates 450 convenience stores across nine states, with six‑month fuel sales of $1.14B and inside merchandise sales of $453.8M. Operating cash flow increased to $104.9M from $49.2M, supporting higher cash and cash equivalents of $81.6M at June 30, 2026.
The company completed an IPO of 16.1M Class A shares at $20.00, generating $301.1M of net proceeds. Ultimate Parent used $251.5M of these proceeds to fully redeem $239.6M of Redeemable Senior Preferred Membership Interests, simplifying the capital structure. Total debt was $399.5M, with an additional $224.8M of sale‑leaseback financing obligations and $333.9M of long‑term operating lease liabilities. A new $92.3M Tax Receivable Agreement liability and related deferred tax assets were recorded. Non‑controlling interests represented 50.7% of Ultimate Parent’s economic interest. The company classified 30 Iowa and Kansas stores as held for sale, with no related impairment recorded.
Yesway, Inc. reported strong results for the quarter ended June 30, 2026, highlighted by record Store Contribution and broad-based growth in fuel and inside merchandise. Revenue was $920.8 million, with net income of $29.7 million and Adjusted EBITDA up 35.0% year-over-year to $70.9 million.
Fuel sales rose 52.7% to $673.1 million, with fuel gross profit of $84.0 million and margin of 52.6 cents per gallon. Inside merchandise sales increased to $240.1 million with margin improving to 35.7%. Store Contribution grew 29.5% to $87.7 million. Operating cash generation strengthened, with net cash provided by operating activities of $56.6 million in the quarter and $104.9 million for the first half. As of June 30, 2026, Yesway had 450 stores, cash of $81.6 million, and total debt, including financing and lease obligations, of $618.4 million. Reflecting the strong performance, the company raised its full-year 2026 Adjusted EBITDA outlook to $235–$245 million from $210–$220 million.
Principal Global Investors reports a beneficial ownership position in Yesway, Inc. Class A common stock. As of the reported date, Principal Global Investors beneficially owned 2,654,505 shares, representing 8.5% of the outstanding Class A common stock. All of these shares are reported with shared voting power and shared dispositive power, while no shares are held with sole voting or sole dispositive power. The filing identifies Principal Global Investors as organized in Delaware, with its principal office in Des Moines, Iowa, and confirms that this ownership information is provided on a Schedule 13G, signed by a Chief Compliance Officer.
Yesway, Inc. reports Q1 2026 as a holding-company shell while its operating subsidiary BW Ultimate Parent, LLC delivers strong results. Ultimate Parent generated $683.6 million in revenue for the three months ended March 31, 2026, up from $600.3 million a year earlier, and moved from a $5.6 million net loss to $30.2 million in net income. Cash and cash equivalents rose to $56.5 million from $31.2 million, while total debt stood at $430.5 million with significant lease and financing obligations.
Yesway itself recorded only holding-company expenses, with a $47.5 thousand net loss funded entirely through capital contributions from Ultimate Parent under an expense-sharing agreement. After quarter-end, Yesway completed an IPO of 16.1 million Class A shares, raising $301.1 million in net proceeds, which were used to acquire LLC interests, fully redeem $249.3 million of redeemable senior preferred membership interests, and pay down $20.0 million on its revolving credit facility. The company also adopted a new equity incentive plan authorizing up to 7.33 million Class A shares and granted 3.63 million restricted stock units at the IPO price.
Yesway, Inc. reported record first quarter 2026 results, showing stronger profitability and cash generation. Revenue rose to $683.6 million from $600.3 million, and net income improved to $30.2 million from a $5.6 million loss a year earlier. Adjusted EBITDA more than doubled to $59.2 million, up 112.9%, helped by higher fuel margins and solid merchandise performance.
Fuel sales were $464.3 million with fuel gross profit of $71.6 million and margins of 49.4 cents per gallon. Inside merchandise sales reached $213.7 million with a 36.1% margin. Same-store total inside merchandise and fuel gross profit increased 21.8%.
Yesway generated $48.4 million of operating cash flow, spent $11.0 million on capital expenditures, and ended March 31, 2026 with $56.5 million in cash and $649.5 million of total debt including financing and lease obligations. The company operated 449 stores and introduced 2026 guidance, targeting same-store inside merchandise sales growth of 1.25%–3.25%, Adjusted EBITDA of $210–$220 million, capital expenditures of $85–$95 million, and 6–8 new store openings.
Clark Shauna J. reported acquisition or exercise transactions in this Form 4 filing.
Yesway, Inc. director Shauna J. Clark received an award of 7,000 restricted stock units, each representing one share of Class A Common Stock. The units vest in three equal installments on each of the first three anniversaries of the Registration Statement’s effectiveness. Following this grant, she holds 7,000 shares directly.
Lewis Ronald C. reported acquisition or exercise transactions in this Form 4 filing.
Yesway, Inc. director Lewis Ronald C. received an award of 7,000 restricted stock units tied to the company’s Class A Common Stock. The grant was a compensation-related award at no cash purchase price and is reported as directly owned.
Each RSU represents a contingent right to receive one share of Class A Common Stock. The units will vest in three equal installments on each of the first three anniversaries of the effectiveness date of the company’s Registration Statement. Following this grant, the reporting person holds 7,000 shares reported as beneficially owned.
Yesway, Inc. director and ten percent owner Thomas N. Trkla reported multiple equity awards and restructurings involving Class A and Class B Common Stock and related LLC interests. Direct holdings include 1,080,000 shares of Class A Common Stock and 267,804 shares of Class B Common Stock acquired at a stated price of $0.00 per share as grant or award transactions.
Indirect holdings are shown through entities such as Brookwood Financial Partners, LLC with 15,085,561 shares of Class A Common Stock and BW Gas & Convenience Aggregator II, L.P. with 19,735,435 shares of Class B Common Stock. Footnotes state Mr. Trkla has controlling interests in these entities and may be deemed to share beneficial ownership of their positions.
The filing also describes awards of restricted stock units and performance-based restricted stock units that each represent a right to receive one share of Class A Common Stock. Time-based RSUs vest in three equal installments on each of the first three anniversaries of the registration statement’s effectiveness, while PSUs vest in tranches tied to stock-price hurdles of 1.5x and 2.0x the initial offering price and second and third anniversaries, with unvested PSUs forfeited if conditions are not met by the fifth anniversary. LLC Interests in BW Ultimate Parent, LLC are redeemable at any time on a 1-to-1 basis for Class A Common Stock, with a corresponding number of Class B shares forfeited on redemption.