0001387131-19-005748.txt : 20190805 0001387131-19-005748.hdr.sgml : 20190805 20190805171831 ACCESSION NUMBER: 0001387131-19-005748 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20190805 DATE AS OF CHANGE: 20190805 GROUP MEMBERS: SOSIN PARTNERS, LP SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: At Home Group Inc. CENTRAL INDEX KEY: 0001646228 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-HOME FURNITURE, FURNISHINGS & EQUIPMENT STORES [5700] IRS NUMBER: 453229563 STATE OF INCORPORATION: DE FISCAL YEAR END: 0125 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-89876 FILM NUMBER: 19999602 BUSINESS ADDRESS: STREET 1: AT HOME GROUP INC. STREET 2: 1600 EAST PLANO PARKWAY CITY: PLANO STATE: TX ZIP: 75074 BUSINESS PHONE: (972) 265-6227 MAIL ADDRESS: STREET 1: 1600 EAST PLANO PARKWAY CITY: PLANO STATE: TX ZIP: 75074 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: CAS Investment Partners, LLC CENTRAL INDEX KEY: 0001697591 IRS NUMBER: 460901365 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 8 WRIGHT STREET STREET 2: 1ST FLOOR CITY: WESTPORT STATE: CT ZIP: 06880 BUSINESS PHONE: 212-804-7660 MAIL ADDRESS: STREET 1: 8 WRIGHT STREET STREET 2: 1ST FLOOR CITY: WESTPORT STATE: CT ZIP: 06880 SC 13G 1 home-sc13g_072619.htm ACQUISITION OF BENEFICIAL OWNERSHIP

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

SCHEDULE 13G

Under the Securities Exchange Act of 1934*

At Home Group Inc.

(Name of Issuer)

Class A Common Stock, Par Value $0.01 Per Share

(Title of Class of Securities)

04650Y100

(CUSIP Number)

July 26, 2019

(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 in 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 (“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.

04650Y100

Page 2 of 6

1	NAME OF REPORTING PERSONS CAS Investment Partners, LLC I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) EIN: 46-0901365
2	CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP			(a) ☐ (b) ☐
3	SEC USE ONLY
4	CITIZENSHIP OR PLACE OF ORGANIZATION Delaware, United States of America
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:		5	SOLE VOTING 3,326,813
		6	SHARED VOTING POWER 0
		7	SOLE DISPOSITIVE POWER 3,326,813
		8	SHARED DISPOSITIVE POWER 0
9	AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,326,813
10	CHECK BOX IF THE AGGREGATE AMOUNT IN ROW 9 EXCLUDES CERTAIN SHARES			☐
11	PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.19%*+
12	TYPE OF REPORTING PERSON IA

*As of July 26, 2019, Sosin Partners, LP (the “Fund”) owned an aggregate of 3,326,813 shares of Class A Common Stock of the Issuer. CAS Investment Partners, LLC, is the investment manager of the Fund in which such shares referred to above are held. As a result, CAS Investment Partners, LLC, possesses the power to vote and dispose or direct the disposition of all the shares owned by the Fund. Thus, CAS Investment Partners, LLC, may be deemed to beneficially own a total of 3,326,813 shares.

+ Based on a total of 64,041,196 shares outstanding as of June 3, 2019, as set forth in the Issuer’s most recent Form 10-Q, filed June 14, 2019.

CUSIP No.

04650Y100

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1	NAME OF REPORTING PERSONS Sosin Partners, LP I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) EIN: 46-0970829
2	CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP			(a) ☐ (b) ☐
3	SEC USE ONLY
4	CITIZENSHIP OR PLACE OF ORGANIZATION Delaware, United State of America
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH:		5	SOLE VOTING 3,326,813
		6	SHARED VOTING POWER 0
		7	SOLE DISPOSITIVE POWER 3,326,813
		8	SHARED DISPOSITIVE POWER 0
9	AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,326,813
10	CHECK BOX IF THE AGGREGATE AMOUNT IN ROW 9 EXCLUDES CERTAIN SHARES			☐
11	PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.19%*+
12	TYPE OF REPORTING PERSON IA

+ Based on a total of 64,041,196 shares outstanding as of June 3, 2019, as set forth in the Issuer’s most recent Form 10-Q, filed June 14, 2019.

CUSIP No.

04650Y100

Page 4 of 6

Item 1(a).		Name of Issuer: At Home Group Inc.


Item 1(b).		Address of Issuer’s Principal Executive Offices: 1600 East Plano Parkway, Plano, TX 75074


Item 2(a).		Name of Person Filing: CAS Investment Partners, LLC, Sosin Partners, LP This Schedule is being filed by CAS Investments Partners, LLC and Sosin Partners, LP with respect to shares of class A common stock of the above-name issuer owned by CAS Investments Partners, LLC. Clifford Sosin is the Managing Member of CAS Investment Partners, LLC and Member of Sosin Partners, LP’s general partner.


Item 2(b).		Address of Principal Business Office or, if None, Residence:
		8 Wright Street, 1^st FL Westport, Connecticut 06880


Item 2(c).		Citizenship:
		United States


Item 2(d).		Title of Class of Securities:
		Class A Common Stock, Par Value $0.01 Per Share


Item 2(e).		CUSIP Number: 04650Y100


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);

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04650Y100

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	(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)(ii)(G);

	(h)	☐	A savings association 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 (15 U.S.C. 80a-3);

	(j)	☐	Group, in accordance with §240.13d-1(b)(1)(ii)(J).

Item 4.	Ownership.

	Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.

	(a)	Amount beneficially owned: 3,326,813*


	(b)	Percent of class: 5.19%*+


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

		(i)	Sole power to vote or to direct the vote 3,326,813*


		(ii)	Shared power to vote or to direct the vote 0


		(iii)	Sole power to dispose or to direct the disposition of 3,326,813*


		(iv)	Shared power to dispose or to direct the disposition of 0

+ Based on a total of 64,041,196 shares outstanding as of June 3, 2019, as set forth in the Issuer’s most recent Form 10-Q, filed June 14, 2019.

CUSIP No.

04650Y100

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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 five percent of the class of securities, check the following ☐

Item 6.	Ownership of More than Five 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.
	Not applicable


Item 8.	Identification and Classification of Members of the Group.
	Not applicable


Item 9.	Notice of Dissolution of Group.
	Not applicable


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, other than activities solely in connection with a nomination under § 240.14a-11.

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.

	Date:	August 5, 2019

	Signature:	/s/ Clifford Sosin
	Name:	Clifford Sosin

	CAS INVESTMENT PARTNERS, LLC
	Date:	August 5, 2019

	By:	/s/ Clifford Sosin
	Name:	Clifford Sosin
	Title:	Managing Member


	SOSIN PARTNERS, LP
	Date:	August 5, 2019

	By:	/s/ Clifford Sosin
	Name:	Clifford Sosin
	Title:	Managing Member of Sosin, LLC, General Partner of Sosin Partners, LP