Monitor for any future conversion to a Schedule 13D (activist filing) or further stake accumulation. The passive certification limits near-term activist pressure, but the increased stake signals continued conviction.
Price Chart
Executive Summary
KCM Capital Inc. and related entities (Kent C. McCarthy, AMC Fund, L.P.) filed an amendment to their Schedule 13G, reporting a passive stake of 10.5% (11,140,000 shares including call options) in New ERA Energy & Digital, Inc. as of October 8, 2026. This is an increase from the prior filing 38 days ago, indicating growing passive conviction, though no specific financial figures or changes in stake size from the prior filing are provided in the document.
Key Financial Metrics
Key Facts
- KCM Capital Inc., Kent C. McCarthy, and AMC Fund, L.P. filed a joint Schedule 13G/A.
- Beneficial ownership: KCM Capital Inc. and AMC Fund, L.P. each report 11,140,000 shares (10.5%), Kent C. McCarthy reports 11,590,000 shares (10.9%).
- Shares include 9,300,000 common shares held by AMC Fund and 1,840,000 shares issuable upon exercise of call options.
- Percent of class based on 106,559,339 shares outstanding as of August 10, 2026.
- Filer certifies passive intent (not for changing or influencing control).
Financial Impact
Passive stake increase; no transaction value disclosed.
Risk Factors
- Filer could convert to activist (13D) in the future, increasing pressure on management.
- Stake is large (10.5%) but passive; any sale could pressure the stock.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002026745-26-000008 |
| Document: 0002026745-26-000008-index.html | 0002026745-26-000008 |
| Document: 0002026745-26-000008.txt | 0002026745-26-000008 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | SC 13G/A | $2.78 | awaiting T+5 | — | $3.11 (+12.07%) |
Oct 9, 2026 17d ago | SC 13G/A | $4.34 $2.97 | ▼ −31.57% | ▼ −30.07% | $3.11 (−28.34%) |
Oct 8, 2026 19d ago | 8-K | $4.83 $3.33 | ▼ −31.06% | ▼ −30.78% | $3.11 (−35.61%) |
Sep 24, 2026 4w ago | 424B5 | $6.94 $6.37 | ▲ +8.21% | ▲ +7.80% | $3.11 (+55.19%) |
Sep 24, 2026 4w ago | 8-K | $6.94 $6.37 | ▲ +8.21% | ▲ +7.80% | $3.11 (+55.19%) |
Sep 21, 2026 5w ago | 8-K | $7.65 $6.96 | ▼ −9.02% | ▼ −8.00% | $3.11 (−59.35%) |
Sep 21, 2026 5w ago | Press Release | $7.65 $6.96 | ▼ −9.02% | ▼ −8.00% | $3.11 (−59.35%) |
Aug 17, 2026 10w ago | 8-K | $5.13 $5.07 | ▼ −1.17% | ▼ −0.97% | $3.11 (−39.38%) |
Aug 14, 2026 10w ago | Press Release | $5.46 $4.82 | ▼ −11.81% | ▼ −10.62% | $3.11 (−43.04%) |
Aug 11, 2026 10w ago | Press Release | $5.23 $5.13 | ▲ +1.91% | ▲ +1.51% | $3.11 (+40.54%) |
US Market Status
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