Holding(s) in Company
On September 26, 2025, Liontrust Investment Partners LLP notified Brooks Macdonald Group PLC that it crossed a threshold related to voting rights. The resulting situation shows Liontrust holding 14.769% of voting rights attached to shares, representing 2,355,227 shares, and 1.461% of voting rights through financial instruments, accounting for 232,898 voting rights acquired through securities lending. This brings their total voting rights to 16.230%, representing 2,588,125 voting rights held in the issuer. This is a decrease from the previous notification, where they held 15.021% of voting rights attached to shares and 1.639% through financial instruments, totaling 16.660%.
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Issuer Details
ISIN
GB00B067N833
Issuer Name
BROOKS MACDONALD GROUP PLC
UK or Non-UK Issuer
UK
Reason for Notification
An acquisition or disposal of voting rights
Details of person subject to the notification obligation
Name
Liontrust Investment Partners LLP
City of registered office (if applicable)
Country of registered office (if applicable)
GB
Details of the shareholder
| Name | City of registered office | Country of registered office |
| Liontrust Asset Management Plc | London | United Kingdom |
Date on which the threshold was crossed or reached
25-Sep-2025
Date on which Issuer notified
26-Sep-2025
- Total positions of person(s) subject to the notification obligation
| % of voting rights attached to shares (total of 8.A) | % of voting rights through financial instruments (total of 8.B 1 + 8.B 2) | Total of both in % (8.A + 8.B) | Total number of voting rights held in issuer | |
|---|---|---|---|---|
| Resulting situation on the date on which threshold was crossed or reached | 14.769000 | 1.461000 | 16.230000 | 2588125 |
| Position of previous notification (if applicable) | 15.021000 | 1.639000 | 16.660000 | |
| 8A. Voting rights attached to shares | ||||
| Class/Type of shares ISIN code(if possible) | Number of direct voting rights (DTR5.1) | Number of indirect voting rights (DTR5.2.1) | % of direct voting rights (DTR5.1) | % of indirect voting rights (DTR5.2.1) |
| GB00B067N833 | 2355227 | 14.769000 | ||
| Sub Total 8.A | 2355227 | 14.769000% | ||
| 8B1. Financial Instruments according to (DTR5.3.1R.(1) (a)) | ||||
| Type of financial instrument | Expiration date | Exercise/conversion period | Number of voting rights that may be acquired if the instrument is exercised/converted | % of voting rights |
| Securities lending | Open | At any time | 232898 | 1.461000 |
| Sub Total 8.B1 | 232898 | 1.461000% | ||
- Financial Instruments with similar economic effect according to (DTR5.3.1R.(1) (b))
| Type of financial instrument | Expiration date | Exercise/conversion period | Physical or cash settlement | Number of voting rights | % of voting rights |
Sub Total 8.B2
- Information in relation to the person subject to the notification obligation
| Ultimate controlling person | Name of controlled undertaking | % of voting rights if it equals or is higher than the notifiable threshold | % of voting rights through financial instruments if it equals or is higher than the notifiable threshold | Total of both if it equals or is higher than the notifiable threshold |
|---|---|---|---|---|
| Liontrust Asset Management Plc | Liontrust Investment Partners LLP | 14.769000 | 1.461000 | 16.230000% |
In case of proxy voting
Name of the proxy holder
The number and % of voting rights held
The date until which the voting rights will be held
- Additional Information
- Date of Completion
26-Sep-2025
Place Of Completion
London
Cleaned text: letterheads, contacts and legal notices removed. View the original announcement ↗ · Company filings. Not investment advice.