Jan Barta and Pale Fire Capital Increase Beneficial Ownership in Groupon to 26.2%
Jan Barta and associated entities, including Pale Fire Capital SE and Dusan Senkypl, filed an amendment to their Schedule 13D regarding Groupon, Inc. (GRPN). The filing reports that Jan Barta may be deemed to beneficially own 10,181,070 shares of Common Stock, representing approximately 26.2% of the class. These shares are primarily held directly by PFC SICAV, with additional minor holdings by Pale Fire Capital. Dusan Senkypl, Groupon's CEO and a control person of Pale Fire Capital, reports a higher aggregate beneficial ownership of 14,380,428 shares (34.1%), which includes personal holdings of 4,199,358 shares consisting of stock, exercisable options, and vesting performance stock units (PSUs). The filing details various PSU vesting events for Mr. Senkypl throughout 2025 and early 2026. The reporting persons are linked through their roles at Pale Fire Capital, a Czech-based investment firm. The aggregate purchase price for the primary position held by PFC SICAV was approximately $87.5 million, funded through working capital.