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5%+ stakes · Schedule 13D and 13G

Farmer Brothers Co: 5%+ holders

Who has reported owning 5% or more of Farmer Brothers Co, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more2
Filings6
Latest filing2026-05-07

Farmer Brothers Co has 6 Schedule 13D or 13G filings on record since 2025-07-30. 2 holders' latest filing reports 5% or more of common stock, par value $1.00 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
JDB Investment Consulting, LLC8.9%1,905,469SCHEDULE 13G/A, 2025-07-302025-06-30
Farmer Bros. Co. 401(k) Plan8.5%1,856,309SCHEDULE 13G/A, 2026-02-052025-12-31
Gamco Investors, Inc. Et Al0%0SCHEDULE 13D/A, 2026-05-072026-05-05
22NW Fund, LP0%0SCHEDULE 13D/A, 2026-05-072026-05-05

Purpose of Transaction (Item 4)

22NW Fund, LP

Item 4 is hereby amended to add the following: On March 3, 2026, the Issuer entered into an Agreement and Plan of Merger (the "Merger Agreement") with Royal Cup, Inc., a Delaware corporation ("Parent") and BP I Brew Merger Sub Inc., a Delaware corporation and wholly-owned subsidiary of Parent ("Merger Sub"). On May 5, 2026, pursuant to the terms of the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer continuing as the surviving corporation of the Merger and as a wholly-owned subsidiary of Parent. At the effective time of the Merger, each Share was automatically canceled, subject to certain customary exceptions specified in the Merger Agreement, and converted into the right to receive $1.29 in cash, without interest (the "Merger Consideration"). Accordingly, as a result of the Merger, the Reporting Persons no longer beneficially own any securities of the Issuer.Item 4 of the SCHEDULE 13D/A filed 2026-05-07

Timeline

FiledHolderPercentFiling
2025-07-30JDB Investment Consulting, LLC8.9%SCHEDULE 13G/A
2025-10-24Gamco Investors, Inc. Et Al3.6%SCHEDULE 13D/A
2026-02-05Farmer Bros. Co. 401(k) Plan8.5%SCHEDULE 13G/A
2026-03-0522NW Fund, LP9%SCHEDULE 13D/A
2026-05-07Gamco Investors, Inc. Et Al0%SCHEDULE 13D/A
2026-05-0722NW Fund, LP0%SCHEDULE 13D/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.

Cite this page

Permanent URL: https://mentionfox.com/stakes/farmer-brothers
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Farmer Brothers Co 5%+ holders: 2 at 5% or more, largest JDB Investment Consulting, LLC 8.9%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/farmer-brothers