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SPH Notice - Ampfield Management, L.P

Substantial Holder Notice8 September 2024ERDIndustrials

1
Disclosure of movement of 1% or more in substantial holding

or change in nature of relevant interest, or both

Sections 277 and 278, Financial Markets Conduct Act 2013

To NZX Limited

and

To EROAD Limited

Relevant event being disclosed: Movement of 1% or more in substantial holding

Date of relevant event: September 5, 2024

Date this disclosure made: September 6, 2024

Date last disclosure made: June 5, 2024

Substantial product holder(s) giving disclosure

Full name(s): Ampfield Management, L.P.

Summary of substantial holding

Class of quoted voting products: Ordinary Shares (NZX: ERD, ISIN: NZERDE0001S5)

Summary for Ampfield Management, L.P

For this disclosure,—

(a) total number held in class: 13,913,654

(b) total in class: 187,049,558

(c) total percentage held in class: 7.44%

For last disclosure,—

(a) total number held in class: 15,237,269

(b) total in class: 184,821,022

(c) total percentage held in class: 8.24%

Details of transactions and events giving rise to relevant event

Details of the transactions or other events requiring disclosure: See attachment

Details after relevant event

Details for Ampfield Management, L.P.

Nature of relevant interest(s): Relevant interest by virtue of Ampfield Management,

L.P. having the power to vote, acquire, or dispose of financial products in its

capacity as investment manager.


2

For that relevant interest,—

(a) number held in class: 13,913,654

(b) percentage held in class: 7.44%

(c) current registered holder(s): Ampfield Holdings, L.P. (5.08%) (Custodian –

Pershing LLC), Middlebelt Ampfield, LLC (0.12%) (Custodian – Pershing

LLC), Vanderbilt Ampfield SMA (0.97%) (Custodian – BNY Mellon), Sunset

Ampfield (1.27%) (Custodian – Interactive Brokers LLC)

(d) registered holder(s) once transfers are registered: Not Applicable

For a derivative relevant interest, also—

(a) type of derivative: Not Applicable

(b) details of derivative: Not Applicable

(c) parties to the derivative: Not Applicable

(d) if the substantial product holder is not a party to the derivative, the nature of the

relevant interest in the derivative: Not Applicable

Additional information

Address(es) of substantial product holder(s):

Ampfield Management, L.P.

654 Madison Avenue, Sixth Floor

New York, New York 10065

Contact details: Ryan Saba

Tel: +1 212 400 9533

Email: ryan.saba@ampfield.management

Nature of connection between substantial product holders: Ampfield Management, L.P.

is the investment manager for the funds listed in this form and exercises control

over voting the shares held by these funds.

Name of any other person believed to have given, or believed to be required to give, a

disclosure under the Financial Markets Conduct Act 2013 in relation to the financial

products to which this disclosure relates: Not Applicable

Certification

I, Ryan Saba, certify that, to the best of my knowledge and belief, the information

contained in this disclosure is correct and that I am duly authorised to make this disclosure

by all persons for whom it is made.


3

Date: 9/6/24


Ryan Saba

Director of Finance

Ampfield Management, L.P.

























4

Attachment A: Trade History

Date Direction Type Shares NZD Consideration

6/6/2024 Buy On-market trade 14,044 14,205.72

6/7/2024 Buy On-market trade 469 474.40

6/11/2024 Buy On-market trade 7,853 7,940.28

6/12/2024 Buy On-market trade 10,619 10,721.07

6/13/2024 Buy On-market trade 18,096 18,255.44

6/14/2024 Buy On-market trade 4,576 4,628.69

6/19/2024 Buy On-market trade 60,000 60,690.90

6/19/2024 Buy On-market trade 14,716 14,885.45

6/20/2024 Buy On-market trade 8,317 8,381.95

6/21/2024 Buy On-market trade 38,528 38,435.30

6/21/2024 Buy On-market trade 203,838 203,347.58

6/21/2024 Buy On-market trade 4,908 4,896.19

6/24/2024 Buy On-market trade 9,118 9,192.86

6/24/2024 Buy On-market trade 48,357 48,754.01

6/24/2024 Buy On-market trade 1,164 1,173.56

6/25/2024 Buy On-market trade 64,830 65,109.04

6/25/2024 Buy On-market trade 341,787 343,258.14

6/25/2024 Buy On-market trade 8,257 8,292.54

6/26/2024 Buy On-market trade 5,863 5,943.43

6/26/2024 Buy On-market trade 30,878 31,301.59

6/26/2024 Buy On-market trade 746 756.23

8/16/2024 Sell On-market trade 11,226 15,934.94

8/16/2024 Sell On-market trade 59,068 83,845.11

8/16/2024 Sell On-market trade 1,435 2,036.94

8/21/2024 Sell On-market trade 156,500 210,958.09

8/21/2024 Sell On-market trade 823,500 1,110,057.41

8/21/2024 Sell On-market trade 20,000 26,959.50

8/23/2024 Sell On-market trade 8,262 9,899.53

8/23/2024 Sell On-market trade 43,477 52,094.14

8/23/2024 Sell On-market trade 1,056 1,265.30

8/26/2024 Sell On-market trade 15,033 18,012.54

8/26/2024 Sell On-market trade 79,101 94,778.82

8/26/2024 Sell On-market trade 1,921 2,301.74

9/5/2024 Sell On-market trade 156,500 200,019.52

9/5/2024 Sell On-market trade 823,500 1,052,498.88

9/5/2024 Sell On-market trade 20,000 25,561.60

Data sourced from publicly available filings. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. For informational purposes only. Not investment advice.

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