HoldCo Opportunities Fund V, L.P. reported beneficial ownership of 3,535,282 shares of BankUnited, Inc., equal to 5.0% of the company's common stock, according to a Schedule 13D filed with the US Securities and Exchange Commission on Oct. 28.
\nThe filing gives Oct. 21 as the date of the event that required it. It is made jointly with VM GP X LLC, the fund's general partner; HoldCo Asset Management, LP, a registered investment adviser that serves as the fund's investment manager; VM GP II LLC, HoldCo's general partner; and Michael Zaitzeff and Vikaran Ghei, managing members of VM GP X and VM GP II.
\n\"The Reporting Persons have engaged, and expect to continue to engage, in discussions with certain members of the Issuer's management team and Board of Directors (the \"Board\") regarding opportunities to enhance shareholder value,\" the filing says.
\nThe filing says the reporting persons may in the future make recommendations or proposals to BankUnited on matters including its capitalization, ownership structure, board composition and potential business combinations or dispositions. It says no reporting person has any present plan or proposal on those matters except as set forth in the filing.
\nThe 5.0% figure is based on 70,188,199 shares outstanding as of Sept. 30, according to the filing. It says no reporting person has effected any transactions in the shares during the past sixty days.
", "text": "HoldCo Opportunities Fund V, L.P. reported beneficial ownership of 3,535,282 shares of BankUnited, Inc., equal to 5.0% of the company's common stock, according to a Schedule 13D filed with the US Securities and Exchange Commission on Oct. 28.\n\nThe filing gives Oct. 21 as the date of the event that required it. It is made jointly with VM GP X LLC, the fund's general partner; HoldCo Asset Management, LP, a registered investment adviser that serves as the fund's investment manager; VM GP II LLC, HoldCo's general partner; and Michael Zaitzeff and Vikaran Ghei, managing members of VM GP X and VM GP II.\n\n\"The Reporting Persons have engaged, and expect to continue to engage, in discussions with certain members of the Issuer's management team and Board of Directors (the \"Board\") regarding opportunities to enhance shareholder value,\" the filing says.\n\nThe filing says the reporting persons may in the future make recommendations or proposals to BankUnited on matters including its capitalization, ownership structure, board composition and potential business combinations or dispositions. It says no reporting person has any present plan or proposal on those matters except as set forth in the filing.\n\nThe 5.0% figure is based on 70,188,199 shares outstanding as of Sept. 30, according to the filing. It says no reporting person has effected any transactions in the shares during the past sixty days." }, "claims": [], "contact": "research@alphanume.com", "corrections": [], "dek": "The fund and its affiliates say they have been in talks with members of BankUnited's management team and board about ways to enhance shareholder value.", "desk": "activism", "desk_label": "Activism", "entities": [ { "basis": "identifier or the record itself", "identifiers": { "cik": "2005872" }, "in_headline": false, "name": "HoldCo Opportunities Fund V, L.P.", "role": "filer" } ], "facts": [ { "key": "activist", "receipt": "0000921895-26-002864", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]", "value": "HoldCo Opportunities Fund V, L.P." }, "text": "HoldCo Opportunities Fund V, L.P." }, { "key": "filer", "receipt": "0000921895-26-002864", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]/reportingPersonName", "value": "HoldCo Opportunities Fund V, L.P." }, "text": "HoldCo Opportunities Fund V, L.P." }, { "key": "issuer", "receipt": "0000921895-26-002864", "source": { "path": "formData/coverPageHeader/issuerInfo/issuerName", "value": "BankUnited, Inc." }, "text": "BankUnited, Inc." }, { "key": "activist_head", "receipt": "0000921895-26-002864", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]", "value": "HoldCo Opportunities Fund V, L.P." }, "text": "HoldCo Opportunities Fund V" }, { "key": "issuer_head", "receipt": "0000921895-26-002864", "source": { "path": "formData/coverPageHeader/issuerInfo/issuerName", "value": "BankUnited" }, "text": "BankUnited" }, { "key": "pct", "receipt": "0000921895-26-002864", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]/percentOfClass", "value": "5.0" }, "text": "5.0%" }, { "key": "shares", "receipt": "0000921895-26-002864", "source": { "path": "formData/reportingPersons/reportingPersonInfo[1]/aggregateAmountOwned", "value": "3535282.00" }, "text": "3,535,282" }, { "key": "demand_phrase", "receipt": "0000921895-26-002864", "source": { "path": "formData/items1To7/item4 (verbatim)", "value": "opportunities to enhance shareholder value" }, "text": "opportunities to enhance shareholder value" }, { "key": "co_filer_0", "receipt": "0000921895-26-002864", "source": { "path": "formData/reportingPersons/reportingPersonInfo[2]", "value": "VM GP X LLC" }, "text": "VM GP X LLC" }, { "key": "co_filer_1", "receipt": "0000921895-26-002864", "source": { "path": "formData/reportingPersons/reportingPersonInfo[3]", "value": "HoldCo Asset Management, LP" }, "text": "HoldCo Asset Management, LP" }, { "key": "co_filer_2", "receipt": "0000921895-26-002864", "source": { "path": "formData/reportingPersons/reportingPersonInfo[4]", "value": "VM GP II LLC" }, "text": "VM GP II LLC" }, { "key": "filed_date__short", "receipt": "0000921895-26-002864", "source": { "path": "edgar:daily-index/date-filed", "value": "2026-10-28" }, "text": "Oct. 28" }, { "key": "event_date__short", "receipt": "0000921895-26-002864", "source": { "path": "formData/coverPageHeader/dateOfEvent", "value": "10/21/2026" }, "text": "Oct. 21" } ], "guid": "tag:alphanume.com,2026:news:s_5rcxmmnyklb3", "headline": "HoldCo Opportunities Fund V Discloses 5.0% Stake in BankUnited", "id": "s_5rcxmmnyklb3", "kind": "story", "legal": { "allegation": false, "stage": null }, "published_at": "2026-10-28T20:26:28+00:00", "receipts": [ { "cik": "1724246", "filed": "2026-10-28", "form": "SCHEDULE 13D", "id": "0000921895-26-002864", "label": "Schedule 13D accession 0000921895-26-002864", "source": "edgar", "type": "accession", "type_label": "EDGAR accession", "url": "https://www.sec.gov/Archives/edgar/data/1724246/000092189526002864/0000921895-26-002864-index.htm" } ], "record_date": "2026-10-28", "schema": "alphanume.news/item/v1", "slug": "holdco-opportunities-fund-v-discloses-5-0-stake-in-bankunited", "status": "published", "type": "activist_13d_initial", "updated_at": "2026-10-28T20:26:28+00:00", "version": 1, "url": "https://news.alphanume.com/stories/holdco-opportunities-fund-v-discloses-5-0-stake-in-bankunited", "api_url": "https://news.alphanume.com/api/v1/stories/s_5rcxmmnyklb3" }