Calumet Inc. has 10 Schedule 13D or 13G filings on record since 2025-07-17. 3 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| The Heritage Group | 16.56% | 14,523,185 | SCHEDULE 13D/A, 2026-06-05 | 2026-06-05 |
| Two Seas Capital LP | 7.5% | 6,619,708 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| BlackRock, Inc. | 5.4% | 4,708,310 | SCHEDULE 13G, 2025-07-17 | 2025-06-30 |
| Adams Asset Advisors, LLC | 4.7% | 4,061,388 | SCHEDULE 13G/A, 2026-04-02 | 2026-01-16 |
| Wasserstein Management L.P. | 4.6% | 3,964,893 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
Purpose of Transaction (Item 4)
The Heritage Group
Item 4 of the 2024 Schedule 13D is hereby amended to incorporate the following at the end thereof: As previously reported and in connection with the July 2024 restructuring, the Reporting Person received warrants to acquire 1,020,000 shares of Common Stock at an exercise price of $20.00 per share (the "Heritage Warrants"). On May 15, 2026, the Reporting Person exercised the Heritage Warrants in full, receiving 393,002 shares of Common Stock in net settlement thereof resulting in a decrease in beneficial ownership of 626,998 shares of Common Stock. On June 5, 2026, the General Partner Trustees approved a gift of 540,000 shares of Common Stock (the "Gift") directly held by the Reporting Person.Item 4 of the SCHEDULE 13D/A filed 2026-06-05
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-17 | BlackRock, Inc. | 5.4% | SCHEDULE 13G |
| 2025-07-29 | The Vanguard Group | 5.38% | SCHEDULE 13G |
| 2025-08-13 | Two Seas Capital LP | 5.2% | SCHEDULE 13G |
| 2025-11-14 | Two Seas Capital LP | 7.8% | SCHEDULE 13G/A |
| 2026-02-17 | Two Seas Capital LP | 9.3% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-02 | Adams Asset Advisors, LLC | 4.7% | SCHEDULE 13G/A |
| 2026-06-05 | The Heritage Group | 16.56% | SCHEDULE 13D/A |
| 2026-08-14 | Two Seas Capital LP | 7.5% | SCHEDULE 13G/A |
| 2026-08-14 | Wasserstein Management L.P. | 4.6% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.