Monitor for any future Oaktree filings that convert to a Schedule 13D, which would signal an activist intent. The current passive filing indicates no immediate change in strategy.
Price Chart
Executive Summary
Oaktree Capital Management, L.P. filed an amendment to its Schedule 13G, disclosing a 9.68% passive stake in Matthews International Corp as of October 20, 2026. The filing confirms Oaktree's continued significant ownership but provides no change in stake size or intent, making it a routine update.
Key Financial Metrics
Key Facts
- Oaktree Capital Management, L.P. reported beneficial ownership of 3,020,171 shares of Matthews International Corp Class A Common Stock, representing 9.68% of shares outstanding.
- The stake is held across multiple funds managed by Oaktree, including Oaktree Value Opportunities Fund Holdings, L.P. (1,619,685 shares) and other accounts (1,400,486 shares).
- The filing is an amendment to a prior Schedule 13G, with no change in reported ownership or passive intent.
- Oaktree certifies the securities were not acquired with the purpose of changing or influencing control of the issuer.
Financial Impact
Oaktree's disclosed stake of 3,020,171 shares represents 9.68% of Matthews International Corp's outstanding shares, based on 31,213,173 shares outstanding as of June 30, 2026.
Risk Factors
- Oaktree could increase or decrease its stake without public disclosure until crossing the 5% threshold again.
- A future conversion to a Schedule 13D could signal activist pressure, potentially impacting stock price.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001140361-26-040304 |
| Document: 0001140361-26-040304-index-headers.html | 0001140361-26-040304 |
| Document: 0001140361-26-040304-index.html | 0001140361-26-040304 |
| Document: 0001140361-26-040304.txt | 0001140361-26-040304 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | SC 13G/A | $19.14 $19.23 | ▲ +0.47% | ▲ +1.65% | $19.04 (−0.52%) |
Oct 5, 2026 21d ago | SC 13G/A | $19.33 $19.42 | ▲ +0.47% | ▼ −0.08% | $19.04 (−1.50%) |
Oct 2, 2026 24d ago | SC 13G | $19.29 $19.33 | ▲ +0.21% | ▼ −0.47% | $19.04 (−1.30%) |
Oct 1, 2026 25d ago | 8-K | $18.58 $19.29 | ▲ +3.82% | ▲ +3.08% | $19.04 (+2.48%) |
Sep 4, 2026 7w ago | 8-K | $20.39 $20.42 | ▲ +0.15% | ▲ +0.61% | $19.04 (−6.62%) |
Aug 25, 2026 8w ago | Insider Buy | $21.50 $21.55 | ▲ +0.23% | ▲ +0.21% | $19.04 (−11.44%) |
Aug 24, 2026 9w ago | Insider Cluster | $21.22 $21.50 | ▲ +1.32% | ▲ +1.00% | $19.04 (−10.27%) |
Aug 17, 2026 10w ago | Insider Cluster | $23.00 $22.32 | ▼ −2.96% | ▼ −2.28% | $19.04 (−17.22%) |
Aug 12, 2026 10w ago | Insider Cluster | $23.25 $23.15 | ▼ −0.43% | ▼ −1.13% | $19.04 (−18.11%) |
Aug 7, 2026 11w ago | 8-K | $23.70 $22.98 | ▲ +3.04% | ▲ +3.01% | $19.04 (+19.66%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers