Lands' End, Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-01. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Stated intent
Intent stated in Item 4 Edward S. Lampert
Lampert, one of the Reporting Persons, delivered a letter to the Board of Directors of the Issuer outlining his views regarding the Issuer's intrinsic value and identifying several strategic and operational opportunities that, in his view, the Issuer historically had been unable to fully realize on a standalone basis.From Item 4 of the SCHEDULE 13D/A filed 2026-01-28
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| ESL Partners, L.P. | 56.2% | 1,946 | SCHEDULE 13D/A, 2025-08-25 | 2025-08-21 |
| Edward S. Lampert | 51.4% | 15,815,723 | SCHEDULE 13D/A, 2026-04-03 | 2026-04-01 |
| Lewhp, LLC | 7.2% | 2,222,222 | SCHEDULE 13G, 2026-04-02 | 2026-04-01 |
| Tisch Thomas J | 4.9% | 1,499,013 | SCHEDULE 13G/A, 2026-01-09 | 2025-12-31 |
| FMZ Strategies LLC | 3.3% | 1,000,000 | SCHEDULE 13G/A, 2026-04-13 | 2026-04-08 |
Purpose of Transaction (Item 4)
ESL Partners, L.P.
Item 4 is hereby amended and supplemented as follows: "In connection with the process to explore strategic alternatives announced by the Issuer on March 7, 2025, the Reporting Persons have agreed with the Issuer in a letter agreement attached as Exhibit 99.9 hereto (the "Letter Agreement") to abide by the restrictions applicable to affiliates of the Issuer set forth in a limited duration exclusivity agreement that was entered into by the Issuer with a counterparty. The Reporting Persons have not made any definitive determinations in respect of any transaction involving the Common Stock owned by the Reporting Persons and there can be no assurances that any such transaction will be agreed to or consummated. The Reporting Persons reserve the right to pursue, modify or abandon any such discussions at any time, or to consider other strategic alternatives for its shares of Common Stock, including as described in the February 24 Letter previously disclosed by the Reporting Persons as Exhibit 99.8 hereto on February 25, 2025. The foregoing description does not purport to be complete and is qualified in its entirety by reference to the full text of the February 24 Letter filed as Exhibit 99.8 hereto, and the Letter Agreement filed as Exhibit 99.9 hereto."Item 4 of the SCHEDULE 13D/A filed 2025-08-25
Edward S. Lampert
Item 4 is hereby amended and supplemented as follows: "On April 1, 2026, the Issuer announced, in a Current Report on Form 8-K (the "Closing 8-K"), that the transactions contemplated by the previously disclosed MIPA entered into by the Issuer, WHP Topco, and certain affiliates thereof on January 26, 2026, including the tender offer that WHP Topco agreed therein to commence (the "Tender Offer"), had closed, as further described in the Closing 8-K. At the closing of the transactions contemplated by the MIPA on April 1, 2026, certain of the Reporting Persons entered into the previously disclosed Voting Agreement with the Issuer. The Voting Agreement provides, among other things, that the applicable Reporting Persons will vote all of their shares of Common Stock held at the relevant time in favor of certain monetization events of WH Topco, as described further in the Closing 8-K, on the terms and subject to the conditions set forth in the Voting Agreement. Following the expiration of the Tender Offer, LEWHP LLC, a Delaware limited liability company and wholly owned indirect subsidiary of WHP Topco, accepted for purchase, at a price of $45.00 per share, 1,300,653 shares of Common Stock from the Reporting Persons in the aggregate. The 1,300,653 shares of Common Stock sold by the Reporting Persons as a result of the Tender Offer included (i) 1,299,929 shares of Common Stock tendered by Mr. Lampert; (ii) 576 shares of Common Stock tendered by the Trusts; and (iii) 148 shares of …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-04-03; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-01 | ESL Partners, L.P. | 56.2% | SCHEDULE 13D/A |
| 2025-08-05 | FMZ Strategies LLC | 7.4% | SCHEDULE 13G |
| 2025-08-25 | ESL Partners, L.P. | 56.2% | SCHEDULE 13D/A |
| 2025-11-05 | FMZ Strategies LLC | SCHEDULE 13G/A | |
| 2025-11-05 | FMZ Strategies LLC | SCHEDULE 13G/A | |
| 2026-01-09 | Tisch Thomas J | 4.9% | SCHEDULE 13G/A |
| 2026-01-28 | Edward S. Lampert intent stated | 56% | SCHEDULE 13D/A |
| 2026-04-02 | Lewhp, LLC | 7.2% | SCHEDULE 13G |
| 2026-04-03 | Edward S. Lampert | 51.4% | SCHEDULE 13D/A |
| 2026-04-13 | FMZ Strategies LLC | 3.3% | 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.
