Filing Details
- Accession Number:
- 0000950170-24-140385
- Form Type:
- 13G Filing
- Publication Date:
- 2024-12-25 19:00:00
- Filed By:
- Liberty Mutual Holding Company Inc.
- Company:
- Willow Tree Capital Corp
- Filing Date:
- 2024-12-26
- SEC Url:
- 13G Filing
Ownership Summary
Please notice the below summary table is generated without human intervention and may contain errors. Please refer to the complete filing displayed below for exact figures.
| Name | Beneficially Owned Number of Shares | Beneficially Owned Number of Aggregate Shares | Percent of Class |
|---|---|---|---|
| Liberty Mutual Holding Company Inc. | 0 | 2,382,053 | 15.9% |
| Liberty Mutual Insurance Company | 0 | 952,743 | 6.4% |
| Peerless Insurance Company | 0 | 714,460 | 4.8% |
| Safeco Insurance Company of America | 0 | 357,425 | 2.4% |
| The Ohio Casualty Insurance Company | 0 | 357,425 | 2.4% |
Filing
|
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
|
UNDER THE SECURITIES EXCHANGE ACT OF 1934
|
(Amendment No. 1)
|
Willow Tree Capital Corporation (Name of Issuer) |
Common Stock, par value $0.01 (Title of Class of Securities) |
000000000 (CUSIP Number) |
12/23/2024 (Date of Event Which Requires Filing of this Statement) |
| Check the appropriate box to designate the rule pursuant to which this Schedule is filed: |
 Rule 13d-1(b)
|
 Rule 13d-1(c)
|
| Rule 13d-1(d)
|
SCHEDULE 13G
|
| CUSIP No. | 000000000 |
| 1 | Names of Reporting Persons
Liberty Mutual Holding Company Inc. | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
MASSACHUSETTS
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
2,382,053.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
15.9 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
CO |
SCHEDULE 13G
|
| CUSIP No. | 000000000 |
| 1 | Names of Reporting Persons
Liberty Mutual Insurance Company | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
MASSACHUSETTS
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
952,743.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
6.4 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IC |
SCHEDULE 13G
|
| CUSIP No. | 000000000 |
| 1 | Names of Reporting Persons
Peerless Insurance Company | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
NEW HAMPSHIRE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
714,460.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
4.8 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IC |
SCHEDULE 13G
|
| CUSIP No. | 000000000 |
| 1 | Names of Reporting Persons
Safeco Insurance Company of America | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
NEW HAMPSHIRE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
357,425.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
2.4 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IC |
SCHEDULE 13G
|
| CUSIP No. | 000000000 |
| 1 | Names of Reporting Persons
The Ohio Casualty Insurance Company | ||||||||
| 2 | Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
| ||||||||
| 3 | Sec Use Only | ||||||||
| 4 | Citizenship or Place of Organization
NEW HAMPSHIRE
| ||||||||
| Number of Shares Beneficially Owned by Each Reporting Person With: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
357,425.00 | ||||||||
| 10 | Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
| ||||||||
| 11 | Percent of class represented by amount in row (9)
2.4 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
IC |
SCHEDULE 13G
|
| Item 1. | ||
| (a) | Name of issuer:
Willow Tree Capital Corporation | |
| (b) | Address of issuer's principal executive offices:
450 Park Avenue, 29th Floor, New York, NY 10022 | |
| Item 2. | ||
| (a) | Name of person filing:
Liberty Mutual Holding Company Inc.
Liberty Mutual Insurance Company
Peerless Insurance Company
Safeco Insurance Company of America
The Ohio Casualty Insurance Company | |
| (b) | Address or principal business office or, if none, residence:
The principal business office of each Reporting Person:
175 Berkeley Street
Boston, MA 02116 | |
| (c) | Citizenship:
Liberty Mutual Holding Company Inc.: Massachusetts; Liberty Mutual Insurance Company: Massachusetts; Peerless Insurance Company: New Hampshire; Safeco Insurance Company of America: New Hampshire; The Ohio Casualty Insurance Company: New Hampshire | |
| (d) | Title of class of securities:
Common Stock, par value $0.01 | |
| (e) | CUSIP No.:
000000000 | |
| Item 3. | If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: | |
| (a) | Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
| |
| (b) | Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
| |
| (c) | Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
| |
| (d) | Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
| |
| (e) | An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
| |
| (f) | An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
| |
| (g) | A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
| |
| (h) | A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
| |
| (i) | A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
| |
| (j) | A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution: | |
| (k) | Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
| |
| Item 4. | Ownership | |
| (a) | Amount beneficially owned:
(1) Liberty Mutual Holding Company Inc.: 2,382,053
(2) Liberty Mutual Insurance Company: 952,743
(3) Peerless Insurance Company: 714,460
(4) Safeco Insurance Company of America: 357,425
(5) The Ohio Casualty Insurance Company: 357,425 | |
| (b) | Percent of class:
(1) Liberty Mutual Holding Company Inc.: 15.9%
(2) Liberty Mutual Insurance Company: 6.4%
(3) Peerless Insurance Company: 4.8%
(4) Safeco Insurance Company of America: 2.4%
(5) The Ohio Casualty Insurance Company: 2.4%
The percentage of shares of the Issuer's common stock as reported in this Schedule 13G/A is based upon
14,939,976 shares issued and outstanding as of December 23, 2024. | |
| (c) | Number of shares as to which the person has:
| |
| (i) Sole power to vote or to direct the vote:
0 | ||
| (ii) Shared power to vote or to direct the vote:
(i) Liberty Mutual Holding Company Inc.: 2,382,053
(ii) Liberty Mutual Insurance Company: 952,743
(iii) Peerless Insurance Company: 714,460
(iv) Safeco Insurance Company of America: 357,425
(v) The Ohio Casualty Insurance Company: 357,425
| ||
| (iii) Sole power to dispose or to direct the disposition of:
0 | ||
| (iv) Shared power to dispose or to direct the disposition of:
(i) Liberty Mutual Holding Company Inc.: 2,382,053
(ii) Liberty Mutual Insurance Company: 952,743
(iii) Peerless Insurance Company: 714,460
(iv) Safeco Insurance Company of America: 357,425
(v) The Ohio Casualty Insurance Company: 357,425
| ||
| Item 5. | Ownership of 5 Percent or Less of a Class. | |
| Item 6. | Ownership of more than 5 Percent on Behalf of Another Person. | |
Not Applicable
| ||
| Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person. | |
If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.
See disclosure in Item 2 hereof. | ||
| Item 8. | Identification and Classification of Members of the Group. | |
Not Applicable
| ||
| Item 9. | Notice of Dissolution of Group. | |
Not Applicable
| ||
| Item 10. | Certifications: |
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. |
| SIGNATURE | |
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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