0000899140-24-000217.txt : 20240213 0000899140-24-000217.hdr.sgml : 20240213 20240213164242 ACCESSION NUMBER: 0000899140-24-000217 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 GROUP MEMBERS: DANIEL S. LOEB SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Global Blue Group Holding AG CENTRAL INDEX KEY: 0001799983 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-COMPUTER PROCESSING & DATA PREPARATION [7374] ORGANIZATION NAME: 06 Technology IRS NUMBER: 000000000 STATE OF INCORPORATION: V8 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-91658 FILM NUMBER: 24626831 BUSINESS ADDRESS: STREET 1: ZURICHSTRASSE 38, 8306 BRUTTISELLEN CITY: BRUTTISELLEN STATE: V8 ZIP: CH BUSINESS PHONE: 41 22 363 77 40 MAIL ADDRESS: STREET 1: ZURICHSTRASSE 38, 8306 BRUTTISELLEN CITY: BRUTTISELLEN STATE: V8 ZIP: CH FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Third Point LLC CENTRAL INDEX KEY: 0001040273 ORGANIZATION NAME: IRS NUMBER: 133922602 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 55 HUDSON YARDS CITY: NEW YORK STATE: NY ZIP: 10001 BUSINESS PHONE: 2127153880 MAIL ADDRESS: STREET 1: 55 HUDSON YARDS CITY: NEW YORK STATE: NY ZIP: 10001 FORMER COMPANY: FORMER CONFORMED NAME: THIRD POINT MANAGEMENT CO LLC DATE OF NAME CHANGE: 19970602 SC 13G/A 1 t71224147a.htm SCHEDULE 13G/A, AMENDMENT #1


UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
Under the Securities Exchange Act of 1934
(Amendment No. 1)*

Global Blue Group Holding AG
(Name of Issuer)
Ordinary Shares, nominal value CHF 0.01 per share
(Title of Class of Securities)
H33700107
(CUSIP Number)

December 31, 2023
(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)
*The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (the “Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

CUSIP No. H33700107
13G
Page 2 of 7 Pages
  

1
NAME OF REPORTING PERSON
Third Point LLC
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a)  ☐
(b)  ☐
3
SEC USE ONLY
4
CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
5
SOLE VOTING POWER
0
6
SHARED VOTING POWER
9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)
7
SOLE DISPOSITIVE POWER
0
8
SHARED DISPOSITIVE POWER
9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
N/A
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
4.8%
12
TYPE OF REPORTING PERSON
OO


CUSIP No. H33700107
13G
Page 3 of 7 Pages
  

1
NAME OF REPORTING PERSON
Daniel S. Loeb
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a)  ☐
(b)  ☐
3
SEC USE ONLY
4
CITIZENSHIP OR PLACE OF ORGANIZATION
United States
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
5
SOLE VOTING POWER
0
6
SHARED VOTING POWER
9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)
7
SOLE DISPOSITIVE POWER
0
8
SHARED DISPOSITIVE POWER
9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES*
N/A
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
4.8%
12
TYPE OF REPORTING PERSON
IN


This Amendment No. 1 to Schedule 13G (this “Amendment No. 1”) is being filed with the U.S. Securities and Exchange Commission (“SEC”) with respect to the Ordinary Shares, nominal value CHF 0.01 per share ("Ordinary Shares") of Global Blue Group Holding AG (the “Issuer”), to amend the Schedule 13G filed with the SEC by the Reporting Persons on July 10, 2023 (the “Schedule 13G”). This Amendment No. 1 is being filed with the SEC to report changes in the number of shares of Ordinary Shares beneficially owned by the Reporting Persons and to report that the Reporting Persons no longer beneficially own more than 5 percent of the Ordinary Shares. Capitalized terms used herein and not otherwise defined have the meanings ascribed to them in the Schedule 13G.
Item 1(a): Name of Issuer:
Global Blue Group Holding AG.
Item 1(b): Address of Issuer's Principal Executive Offices:
The Issuer's principal executive offices are located at Zürichstrasse 38, 8306 Brüttisellen, Switzerland.

Item 2(d): Title of Class of Securities:
Ordinary Shares, nominal value CHF 0.01 per share..
Item 2(e): CUSIP Number:
H33700107.
Item 4: Ownership:

A. Third Point LLC

(a) Amount beneficially owned: 9,720,934 Ordinary Shares (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants).

(b) Percent of class: 4.84%. The percentages used herein and in the rest of this Schedule 13G are calculated based upon the 199,574,701 Ordinary Shares issued and outstanding as of November 29, 2023, as reported in the Issuer’s current report on Form 6-K, as filed with the SEC on November 29, 2023 (the “6-K”), which includes (i) 190,483,792 Ordinary Shares issued and outstanding as of September 30, 2023, and (ii) 9,090,909 Ordinary Shares issued via private placement on November 29, 2023, as more fully described in the 6-K, plus the 1,333,333 Ordinary Shares issuable upon the exercise of warrants of the Issuer (the “Warrants”, as more fully described in the Issuer’s Annual Report on Form 20-F, for the fiscal year ended March 31, 2023, as filed with the SEC on June 28, 2023).  Except as described in the preceding sentence, all amounts reported in this Schedule 13G are as of the opening of the market on February 13, 2024.

(c) Number of Ordinary Shares as to which such person has:

(i)
Sole power to vote or direct the vote: -0-
(ii)
Shared power to vote or direct the vote: 9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)
(iii)
Sole power to dispose or direct the disposition: -0-
(iv)
Shared power to dispose or direct the disposition: 9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)


B. Daniel S. Loeb
(a) Amount beneficially owned: 9,720,934 Ordinary Shares (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants).
(b) Percent of class: 4.84%. The percentages used herein and in the rest of this Schedule 13G are calculated based upon the 199,574,701 Ordinary Shares issued and outstanding as of November 29, 2023, as reported in the Issuer's current report on Form 6-K, which includes (i) 190,483,792 Ordinary Shares issued and outstanding as of September 30, 2023, and (ii) 9,090,909 Ordinary Shares issued via private placement on November 29, 2023, as more fully described in the 6-K, plus the 1,333,333 Ordinary Shares issuable upon the exercise of Warrants.  Except as described in the preceding sentence, all amounts reported in this Schedule 13G are as of the opening of the market on February 13, 2024.
(c) Number of Ordinary Shares as to which such person has:
(i)
Sole power to vote or direct the vote: -0-
(ii)
Shared power to vote or direct the vote: 9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)
(iii)
Sole power to dispose or direct the disposition: -0-
(iv)
Shared power to dispose or direct the disposition: 9,720,934 (including 1,333,333 Ordinary Shares issuable upon the exercise of Warrants)

Item 5: Ownership of Five Percent or Less of a Class:
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following: ☒

Item 10: Certification:
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.
[Signatures on following page]

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.
Dated: February 13, 2024
 
THIRD POINT LLC
     
 
By: Daniel S. Loeb, Chief Executive Officer
     
 
By:
/s/ Jana Tsilman
   
Name: Jana Tsilman
   
Title: Attorney-in-Fact
 
     
 
DANIEL S. LOEB
     
 
By:
/s/ Jana Tsilman
   
Name: Jana Tsilman
   
Title: Attorney-in-Fact
     
     

EXHIBIT INDEX

Exhibit 99.1:
Joint Filing Agreement, dated February 13, 2024, by and between Third Point LLC and Daniel S. Loeb, was previously filed with the SEC on July 10, 2023 as Exhibit 99.1 to the Schedule 13G and is incorporated herein by reference.
Exhibit 99.2:
Power of Attorney granted by Daniel S. Loeb in favor of Jana Tsilman and Joshua L. Targoff, dated February 9, 2024.

EX-99.2 2 t71224147b.htm POWER OF ATTORNEY

Exhibit 99.2
POWER OF ATTORNEY

KNOW ALL BY THESE PRESENTS THAT the undersigned hereby constitute and appoint JANA TSILMAN and JOSHUA L. TARGOFF and each of them severally, as the true and lawful attorneys and agents of each of the undersigned, with power to act with or without the others and with full power of substitution and resubstitution, to execute in the name, place and stead of each of the undersigned any statements, reports or filings with respect to the undersigned (whether such filing includes one or more or all of the undersigned) necessary or advisable in connection with any disclosure requirement promulgated under the federal or state securities laws of the United States or any other applicable regulatory body, including, without limitation, the undersigned’s compliance with the Securities Exchange Act of 1934, as amended, and the rules and regulations promulgated thereunder (including, without limitation, any filings on Schedule 13D, Schedule 13G, Form 3, Form 4, Form 5 and Form 13F and any forms or statements required to be submitted in connection with any electronic filing), and any and all amendments to such statements, reports and filings, and any disclosure requirement promulgated under the securities laws or any similar laws or regulations of any jurisdiction whether inside or outside of the United States, and all amendments to such statements, reports and filings, and to file the same, with all exhibits thereto, and all other documents in connection therewith, with the United States Securities and Exchange Commission or any other applicable regulatory body, said attorneys and agents having full power and authority to do and perform in the name and on behalf of any of the undersigned every act necessary to be done in the premises as fully and as effectually as the undersigned might or could do in person; and each of the undersigned hereby ratifies and confirms all that said attorneys and agents shall do or cause to be done by virtue hereof.
IN WITNESS WHEREOF, the undersigned has subscribed these presents as of February 9, 2024.
 
/s/ Daniel S. Loeb                             
 
Daniel S. Loeb
   
   
 
THIRD POINT LLC
   
 
By:
/s/ Daniel S. Loeb               
 
Name:
Daniel S. Loeb
 
Title:
Chief Executive Officer
     
   
 
THIRD POINT PARTNERS LP
 
By:
Third Point Advisors LLC,
   
its General Partner
     
 
By:
/s/ Daniel S. Loeb               
 
Name:
Daniel S. Loeb
 
Title:
Chief Executive Officer
   
   
 
THIRD POINT PARTNERS QUALIFIED LP
 
By:
Third Point Advisors LLC,
   
its General Partner
     
 
By:
/s/ Daniel S. Loeb               
 
Name:
Daniel S. Loeb
 
Title:
Managing Member
     
   
 
THIRD POINT ULTRA MASTER FUND L.P.
 
By:
Third Point Advisors II L.L.C.,
   
its General Partner
     
 
By:
/s/ Daniel S. Loeb               
 
Name:
Daniel S. Loeb
 
Title:
Chief Executive Officer
 
THIRD POINT ENHANCED L.P.
 
By:
Third Point LLC,
   
its Investment Manager
     
 
By:
/s/ Daniel S. Loeb               
 
Name:
Daniel S. Loeb
 
Title:
Chief Executive Officer
     
   
 
THIRD POINT OFFSHORE MASTER FUND L.P.
 
By:
Third Point Advisors II L.L.C.,
   
its General Partner
     
 
By:
/s/ Daniel S. Loeb               
 
Name:
Daniel S. Loeb
 
Title:
Managing Director
     
   
 
THIRD POINT ADVISORS II L.L.C.
   
 
By:
/s/ Daniel S. Loeb               
 
Name:
Daniel S. Loeb
 
Title:
Managing Member