Brown–Forman (BF.B)Wolf Pen Branch, LP disclosed a 60.3% stake in BF.B and may seek to influence the company 60.3%

60.3%

Stake

102M

Shares owned

Stake as of

Jun 3, 2026

Filed

Jun 3, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Apr 29, 20265% stakeVanguard Capital Management reported a passive stake (13G) of 5.6%
2. May 6, 20265% stakeFMR LLC reported a passive stake (13G) of 4.4%
3. Jun 3, 20265% stakeWolf Pen Branch, LP filed an activist stake (13D) of 60.3%

What came next

1. Jun 4, 2026Company filing · Form 8-K · ResultsReported its results
2. Jul 13, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On July 13, 2026, Lawson Whiting announced his decision to retire as President and Chief Executive Officer of Brown-Forman Corporation (the “Company”) after nearly 30 years of distinguished service to the Company, effective upon the appointment of his successor.”
3. Sep 2, 2026Company filing · Form 8-K · ResultsReported its results
4. Sep 17, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations

How to read SEC Schedule 13D

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Brown–Forman

For Brown–Forman, OQRO holds 4 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its BF.B page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Brown–Forman

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 11, 2026
• SEC Form 13F-HRAug 7, 2026
• SEC Form 13F-HRJul 24, 2026
• SEC Form 13F-HRJul 1, 2026
• SEC Form 13F-HRMay 15, 2026

Everything OQRO holds on this company is on its BF.B page.