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    SEC Form SC 13D filed by Vacasa Inc.

    4/22/24 4:15:39 PM ET
    $VCSA
    Diversified Commercial Services
    Finance
    Get the next $VCSA alert in real time by email
    SC 13D 1 p24-1509sc13d.htm VACASA, INC.

     

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

    Vacasa, Inc.

    (Name of Issuer)
     

    Class A common stock, par value $0.00001 per share

    (Title of Class of Securities)
     

    91854V206

    (CUSIP Number)
     
    Shulamit Leviant, Esq.
    c/o Davidson Kempner Capital Management LP
    520 Madison Avenue, 30th Floor
    New York, New York 10022
    (212) 446-4053
     
    With a copy to:
     

    Eleazer Klein, Esq.

    Adriana Schwartz, Esq.

    Schulte Roth & Zabel LLP
    919 Third Avenue
    New York, NY 10022

    (212) 756-2000

    (Name, Address and Telephone Number of Person
    Authorized to Receive Notices and Communications)
     

    April 18, 2024

    (Date of Event Which Requires Filing of This Statement)
     

     

    If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), Rule 13d-1(f) or Rule 13d-1(g), check the following box. x

     

    (Page 1 of 15 Pages)

    ______________________________

    * 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 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 (“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. 91854V206SCHEDULE 13DPage 2 of 15 Pages

     

    1

    NAME OF REPORTING PERSON

    M.H. Davidson & Co.

    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

    (a) ¨

    (b) x

    3 SEC USE ONLY
    4

    SOURCE OF FUNDS

    WC

    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDING IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) ¨
    6

    CITIZENSHIP OR PLACE OF ORGANIZATION

    New York

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON WITH:
    7

    SOLE VOTING POWER

    -0-

    8

    SHARED VOTING POWER

    555

    9

    SOLE DISPOSITIVE POWER

    -0-

    10

    SHARED DISPOSITIVE POWER

    555

    11

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH PERSON

    555

    12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES ¨
    13

    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

    Less than 0.01%

    14

    TYPE OF REPORTING PERSON

    PN

             

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 3 of 15 Pages

     

     

    1

    NAME OF REPORTING PERSON

    Davidson Kempner Opportunistic Credit LP

    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

    (a) ¨

    (b) x

    3 SEC USE ONLY
    4

    SOURCE OF FUNDS

    WC

    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDING IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) ¨
    6

    CITIZENSHIP OR PLACE OF ORGANIZATION

    Cayman Islands

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON WITH:
    7

    SOLE VOTING POWER

    -0-

    8

    SHARED VOTING POWER

    71,559

    9

    SOLE DISPOSITIVE POWER

    -0-

    10

    SHARED DISPOSITIVE POWER

    71,559

    11

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH PERSON

    71,559

    12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES ¨
    13

    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

    0.50%

    14

    TYPE OF REPORTING PERSON

    PN

             

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 4 of 15 Pages

     

     

    1

    NAME OF REPORTING PERSON

    DKOF VI Trading Subsidiary LP

    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

    (a) ¨

    (b) x

    3 SEC USE ONLY
    4

    SOURCE OF FUNDS

    WC

    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDING IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) ¨
    6

    CITIZENSHIP OR PLACE OF ORGANIZATION

    Cayman Islands

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON WITH:
    7

    SOLE VOTING POWER

    -0-

    8

    SHARED VOTING POWER

    1,270,442

    9

    SOLE DISPOSITIVE POWER

    -0-

    10

    SHARED DISPOSITIVE POWER

    1,270,442

    11

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH PERSON

    1,270,442

    12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES ¨
    13

    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

    8.92%

    14

    TYPE OF REPORTING PERSON

    PN

             

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 5 of 15 Pages

     

     

    1

    NAME OF REPORTING PERSON

    Davidson Kempner Capital Management LP

    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

    (a) ¨

    (b) x

    3 SEC USE ONLY
    4

    SOURCE OF FUNDS

    AF

    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDING IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) ¨
    6

    CITIZENSHIP OR PLACE OF ORGANIZATION

    Delaware

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON WITH:
    7

    SOLE VOTING POWER

    -0-

    8

    SHARED VOTING POWER

    1,342,556

    9

    SOLE DISPOSITIVE POWER

    -0-

    10

    SHARED DISPOSITIVE POWER

    1,342,556

    11

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH PERSON

    1,342,556

    12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES ¨
    13

    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

    9.43%

    14

    TYPE OF REPORTING PERSON

    PN

             

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 6 of 15 Pages

     

     

    1

    NAME OF REPORTING PERSON

    Anthony A. Yoseloff

    2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

    (a) ¨

    (b) x

    3 SEC USE ONLY
    4

    SOURCE OF FUNDS

    AF

    5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDING IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) ¨
    6

    CITIZENSHIP OR PLACE OF ORGANIZATION

    United States

    NUMBER OF
    SHARES
    BENEFICIALLY
    OWNED BY
    EACH
    REPORTING
    PERSON WITH:
    7

    SOLE VOTING POWER

    -0-

    8

    SHARED VOTING POWER

    1,342,556

    9

    SOLE DISPOSITIVE POWER

    -0-

    10

    SHARED DISPOSITIVE POWER

    1,342,556

    11

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH PERSON

    1,342,556

    12 CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES ¨
    13

    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)

    9.43%

    14

    TYPE OF REPORTING PERSON

    IN

             

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 7 of 15 Pages

     

     

    Item 1. SECURITY AND ISSUER
       
      This statement on Schedule 13D (the “Schedule 13D”) relates to the shares of Class A common stock, par value $0.00001 per share (the “Class A Common Stock”) of Vacasa, Inc., a Delaware corporation (“Issuer”). The Issuer’s principal executive offices are located at 850 NW 13th Avenue, Portland, OR 97209.

     

    Item 2. IDENTITY AND BACKGROUND
       
    (a) This Statement is filed by each of the entities and persons listed below, all of whom together are referred to herein as the “Reporting Persons”:
       
      (i) M.H. Davidson & Co., a New York limited partnership (“CO”). M.H. Davidson & Co. GP, L.L.C., a Delaware limited liability company (“CO GP”), is the general partner of CO and Davidson Kempner Liquid GP Topco LLC, a Delaware limited liability company, is the managing member of CO GP. DKCM (as defined below) is responsible for the voting and investment decisions of CO;
         
      (ii) Davidson Kempner Opportunistic Credit LP, a Cayman Islands exempted limited partnership (“DKOPPC”). Davidson Kempner Opportunistic Credit GP LLC, a Delaware limited liability company (“DKOPPC GP”), is the general partner of DKOPPC and Davidson Kempner Liquid GP Topco LLC, a Delaware limited liability company, is the managing member of DKOPPC GP. DKCM is responsible for the voting and investment decisions of DKOPPC;
         
      (iii) DKOF VI Trading Subsidiary LP, a Cayman Islands exempted limited partnership (“DKOF VI”). Davidson Kempner Opportunities GP VI LLC, a Delaware limited liability company (“DKOF VI GP”), is the general partner of DKOF VI and Davidson Kempner Drawdown GP Topco LLC, a Delaware limited liability company, is the managing member of DKOF VI GP. DKCM is responsible for the voting and investment decisions of DKOF VI;
         
      (iv)

    Davidson Kempner Capital Management LP, a Delaware limited partnership and a registered investment adviser with the U.S. Securities and Exchange Commission (the “SEC”), acts as investment manager to each of CO, DKOPPC and DKOF VI (“DKCM”). DKCM GP LLC, a Delaware limited liability company, is the general partner of DKCM. The partners of DKCM are Anthony A. Yoseloff, Conor Bastable, Shulamit Leviant, Morgan P. Blackwell, Patrick W. Dennis, Gabriel T. Schwartz, Zachary Z. Altschuler, Joshua D. Morris, Suzanne K. Gibbons, Gregory S. Feldman, Melanie Levine and James Li; and

         

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 8 of 15 Pages

     

      (v) Mr. Anthony A. Yoseloff, through DKCM, is responsible for the voting and investment decisions relating to the securities held by CO, DKOPPC and DKOF VI reported herein.
         
      Any disclosures herein with respect to persons other than the Reporting Persons are made on information and belief after making inquiry to the appropriate party.
       
      The filing of this statement should not be construed in and of itself as an admission by any Reporting Person as to beneficial ownership of the securities reported herein.
       
    (b) The address of the principal business office of each of the Reporting Persons is c/o Davidson Kempner Capital Management LP, 520 Madison Avenue, 30th Floor, New York, New York 10022.
       
    (c) The principal business of each of CO, DKOPPC and DKOF VI is to invest in securities. The principal business of DKCM is the management of the affairs of CO, DKOPPC and DKOF VI and other investment funds. The principal business of Mr. Anthony A. Yoseloff is to invest for funds and accounts under his management.
       
    (d) None of the Reporting Persons has, during the last five years, been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors).
       
    (e) None of the Reporting Persons has, during the last five years, been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and, as a result of such proceeding, was, or is subject to, a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, Federal or State securities laws or finding any violation with respect to such laws.
       
      Schedule A attached hereto sets forth the information required by Instruction C of the instructions to Schedule 13D.  
       
    (f) (i) CO – a New York limited partnership
         
      (ii) DKOPPC – a Cayman Islands exempted limited partnership
         
      (iii) DKOF VI – a Cayman Islands exempted limited partnership
         
      (iv) DKCM – a Delaware limited partnership
         
      (v) Anthony A. Yoseloff – United States

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 9 of 15 Pages

     

     

    Item 3. SOURCE AND AMOUNT OF FUNDS OR OTHER CONSIDERATION
       
      The information set forth in Item 4 is incorporated herein by reference.
       
      Funds for the purchase of the shares of Class A Common Stock reported herein were derived from the general working capital of CO, DKOPPC and DKOF VI. A total of approximately $11,282,244, excluding commissions, was paid to acquire the shares of Class A Common Stock reported herein.

     

    Item 4.

    PURPOSE OF TRANSACTION

     

      The Reporting Persons acquired the shares of Class A Common Stock to which this Schedule 13D relates for investment purposes.  The Reporting Persons have had discussions with the Issuer, and intend to continue to engage in discussion with the Issuer, its advisor and other relevant third parties regarding potential financing transactions.
       
     

    The Reporting Persons may consider, explore and/or develop plans and/or make proposals (whether preliminary or final) with respect to, among other things, the foregoing as well as potential changes in the Issuer's operations, management, organizational documents, composition of the Issuer's Board of Directors (the “Board”), ownership, capital or corporate structure, dividend policy, strategy, strategic transactions and plans. The Reporting Persons may communicate with the Issuer's management and Board about, and may enter into negotiations and agreements with them regarding, the foregoing and a broad range of operational and strategic matters and may communicate with other shareholders or third parties regarding the Issuer. The Reporting Persons may exchange information with any such persons pursuant to appropriate confidentiality or similar agreements, which may contain customary standstill provisions. The Reporting Persons may change their intentions with respect to any and all matters referred to in this Item 4. They may also take steps to explore and prepare for various plans and actions, and propose transactions, before forming an intention to engage in such plans or actions or proceed with such transactions.

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 10 of 15 Pages

     

      The Reporting Persons intend to review their investment in the Issuer on a continuing basis and depending on various factors including, without limitation, the Issuer’s financial position, strategic direction, business and prospects, anticipated future developments, existing and anticipated market conditions from time to time, the outcome of the discussions referenced above, actions taken by the Issuer’s management and Board, price levels of the shares of Class A Common Stock or other securities of the Issuer, general economic conditions, other investment opportunities available to the Reporting Persons and regulatory matters, the Reporting Persons may in the future take such actions with respect to their investment in the Issuer as they deem appropriate including, without limitation, purchasing additional shares of Class A Common Stock or other securities of the Issuer (which may include rights or securities exercisable or convertible into securities of the Issuer), selling or otherwise disposing (which may include, but is not limited to, transferring some or all of such securities to its affiliates or distributing some or all of such securities to such Reporting Person’s respective partners, members or beneficiaries, as applicable) some or all of their shares of Class A Common Stock or engaging in short selling of or any hedging or similar transaction with respect to the Class A Common Stock, in each case, in open market or private transactions, block sales or otherwise to the extent permitted under applicable law.  Any such transactions, if they occur at all, may take place at any time and without prior notice.
       
      Except for the foregoing, the Reporting Persons do not have, as of the date of this filing, any plans or proposals that relate to or would result in any of the actions or events specified in clauses (a) through (j) of Item 4 of Schedule 13D; provided, that the Reporting Persons at any time and from time to time, may review or reconsider and change their position and/or change their purpose and/or develop such plans.

     

    Item 5. INTEREST IN SECURITIES OF THE ISSUER
       
    (a) See rows (11) and (13) of the cover pages to this Schedule 13D for the aggregate number of shares of Class A Common Stock and percentages of the shares of Class A Common Stock beneficially owned by each of the Reporting Persons. The percentages used in this Schedule 13D are calculated based upon an aggregate of 14,241,103 shares of Class A Common Stock outstanding as of March 25, 2024, as reported in the Company’s Definitive Proxy Statement on Schedule 14A, filed with the SEC on April 8, 2024.
       
    (b) See rows (7) through (10) of the cover pages to this Schedule 13D for the number of shares of Class A Common Stock as to which each Reporting Person has the sole or shared power to vote or direct the vote and sole or shared power to dispose or to direct the disposition.
       
    (c) The transactions in the shares of Class A Common Stock within the past sixty (60) days by the Reporting Persons, which were all, except as otherwise noted, in the open market, are set forth in Schedule B, and are incorporated herein by reference.
       
    (d) No person other than the Reporting Persons is known to have the right to receive, or the power to direct the receipt of dividends from, or proceeds from the sale of, such shares of Class A Common Stock.
       
    (e) Not applicable.

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 11 of 15 Pages

     

     

    Item 6. CONTRACTS, ARRANGEMENTS, UNDERSTANDINGS OR RELATIONSHIPS WITH RESPECT TO SECURITIES OF THE ISSUER
       
      Other than the Joint Filing Agreement attached as Exhibit 99.1 hereto, there are no contracts, arrangements, understandings or similar relationships with respect to the securities of the Issuer between any of the Reporting Persons or Instruction C Persons and any other person or entity.

     

    Item 7. MATERIAL TO BE FILED AS EXHIBITS
       
    Exhibit 99.1: Joint Filing Agreement Statement as required by Rule 13d-1(k)(1) under the Act.
       

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 12 of 15 Pages

     

    SIGNATURES

    After reasonable inquiry and to the best of his or its knowledge and belief, each of the undersigned certifies that the information set forth in this statement is true, complete and correct.

    DATE:  April 22, 2024 /s/ Anthony A. Yoseloff
      ANTHONY A. YOSELOFF, (i) individually, (ii) as Executive Managing Member of:  (a) Davidson Kempner Capital Management LP, (b) Davidson Kempner Drawdown GP Topco LLC, as Managing Member of Davidson Kempner Opportunities GP VI LLC, as General Partner of DKOF VI Trading Subsidiary LP and (c) Davidson Kempner Liquid GP Topco LLC, as Managing Member of  (1) M.H. Davidson & Co. GP, L.L.C., as General Partner of M.H. Davidson & Co. and (2) Davidson Kempner Opportunistic Credit GP LLC, as General Partner of Davidson Kempner Opportunistic Credit LP.
       

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 13 of 15 Pages

    SCHEDULE A

     

    GENERAL PARTNERS, CONTROL PERSONS, DIRECTORS AND EXECUTIVE OFFICERS OF CERTAIN REPORTING PERSONS

     

    The following sets forth the name, position, address, principal occupation and citizenship of each general partner, control person, director and/or executive officer of the applicable Reporting Persons (the “Instruction C Persons”). To the best of the Reporting Persons’ knowledge, (i) none of the Instruction C Persons during the last five years has been convicted in a criminal proceeding (excluding traffic violations or other similar misdemeanors) or been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws and (ii) none of the Instruction C Persons owns any shares of Class A Common Stock or is party to any contract or agreement as would require disclosure in this Schedule 13D, except to the extent such Instruction C Person is a Reporting Person in which case such Instruction C Person’s beneficial ownership is as set forth in Item 5 of the Schedule 13D.

     

    REPORTING PERSON: M.H. Davidson & Co. (“CO”)

     

    M.H. Davidson & Co. GP, L.L.C. (“CO GP”) serves as the general partner of CO. Its business address is c/o Davidson Kempner Capital Management LP, 520 Madison Avenue, 30th Floor, New York, New York 10022. Its principal occupation is serving as the general partner of CO. CO GP is a Delaware limited liability company.

     

    Davidson Kempner Liquid GP Topco LLC (“Liquid GP Topco”) serves as the managing member of CO GP. Its business address is c/o Davidson Kempner Capital Management LP, 520 Madison Avenue, 30th Floor, New York, New York 10022. Its principal occupation is to hold interests in CO GP and in other entities formed to act as a general partner. Liquid GP Topco is a Delaware limited liability company.

     

    Anthony A. Yoseloff, Conor Bastable, Shulamit Leviant, Morgan P. Blackwell, Patrick W. Dennis, Gabriel T. Schwartz, Zachary Z. Altschuler, Joshua D. Morris and Suzanne K. Gibbons (collectively, the “DK Managing Members”) serve as the managing members of Liquid GP Topco. The other information with respect to the DK Managing Members required by Instruction C of the instructions to Schedule 13D is set forth below.

     

    REPORTING PERSON: Davidson Kempner Opportunistic Credit LP (“DKOPPC”)

     

    Davidson Kempner Opportunistic Credit GP LLC (“DKOPPC GP”) serves as the general partner of DKOPPC. Its business address is c/o Davidson Kempner Capital Management LP, 520 Madison Avenue, 30th Floor, New York, New York 10022. Its principal occupation is serving as the general partner of DKOPPC. DKOPPC GP is a Delaware limited liability company.

     

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 14 of 15 Pages

    Liquid GP Topco serves as the managing member of DKOPPC GP. Its business address is c/o Davidson Kempner Capital Management LP, 520 Madison Avenue, 30th Floor, New York, New York 10022. Its principal occupation is to hold interests in DKOPPC GP and in other entities formed to act as a general partner. Liquid GP Topco is a Delaware limited liability company.

     

    The DK Managing Members serve as the managing members of Liquid GP Topco. The other information with respect to the DK Managing Members required by Instruction C of the instructions to Schedule 13D is set forth below.

     

    REPORTING PERSON: DKOF VI Trading Subsidiary LP (“DKOF VI”)

     

    Davidson Kempner Opportunities GP VI LLC (“DKOF VI GP”) serves as the general partner of DKOF VI. Its business address is c/o Davidson Kempner Capital Management LP, 520 Madison Avenue, 30th Floor, New York, New York 10022. Its principal occupation is serving as the general partner of DKOF VI. DKOF VI GP is a Delaware limited liability company.

     

    Davidson Kempner Drawdown GP Topco LLC (“Drawdown GP Topco”) serves as the managing members of DKOF VI GP. Its business address is c/o Davidson Kempner Capital Management LP, 520 Madison Avenue, 30th Floor, New York, New York 10022. Its principal occupation is to hold interests in DKOF VI GP and in other entities formed to act as a general partner. Drawdown GP Topco is a Delaware limited liability company.

     

    The DK Managing Members serve as the managing members of Drawdown GP Topco. The other information with respect to the DK Managing Members required by Instruction C of the instructions to Schedule 13D is set forth below.

     

    REPORTING PERSON: DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (“DKCM”)

     

    DKCM GP LLC (“DKCM GP”) serves as the general partner of DKCM. Its business address is c/o Davidson Kempner Capital Management LP, 520 Madison Avenue, 30th Floor, New York, New York 10022. Its principal occupation is serving as the general partner of DKCM. DKCM GP is a Delaware limited liability company.

     

    Anthony A. Yoseloff, Shulamit Leviant and Gabriel T. Schwartz (collectively, the “DKCM GP Managing Members”) serve as the managing members of DKCM GP. The business address of each DKCM GP Managing Member is c/o Davidson Kempner Capital Management LP, 520 Madison Avenue, 30th Floor, New York, New York 10022. The principal occupation of each DKCM GP Managing Member is to invest for funds and accounts under their management. Each DKCM GP Managing Member is a United States citizen.

     

     

    CUSIP No. 91854V206SCHEDULE 13DPage 15 of 15 Pages

    SCHEDULE B

     

    This Schedule sets forth information with respect to each purchase and sale of shares of Class A Common Stock which were effectuated by the Reporting Persons within the past sixty (60) days. All transactions, except as otherwise noted, were effectuated in the open market through a broker.

     

    Trade Date Shares Purchased (Sold) Price Per Share ($)*
    02/22/2024 3,637 9.4170
    02/29/2024 70,841 9.4023
    02/29/2024** 500,000 9.00
    03/14/2024 20,204 6.3
    03/15/2024 7,200 6.3
    03/18/2024 500 6.3
    03/19/2024 4,676 6.4708
    03/19/2024 9,239 6.4954
    03/26/2024** 205,000 6.5
         

     

    *      Excluding commissions.

    **Private purchase of shares of Class A Common Stock from Mossytree Inc., an Oregon corporation.

     

     

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      10/17/23 7:20:48 AM ET
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    • Vacasa downgraded by Oppenheimer

      Oppenheimer downgraded Vacasa from Outperform to Perform

      3/15/23 7:26:58 AM ET
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    • Vacasa Stockholders Approve Merger with Casago

      Vacasa, Inc. (NASDAQ:VCSA) ("Vacasa" or the "Company"), a leading vacation rental management platform in North America, today announced that its stockholders have approved the proposed merger with Casago (the "Merger"). On April 29, 2025, Vacasa held a special meeting of the Company's stockholders (the "Special Meeting") to vote on a proposal (the "Merger Agreement Proposal") to adopt the Agreement and Plan of Merger, dated as of December 30, 2024, as amended by Amendment No. 1 thereto, dated as of March 17, 2025, and by Amendment No. 2 thereto, dated as of March 28, 2025. At the Special Meeting, approximately 69% of the Company's Class A common stock, 96% of the Company's Class B common s

      4/29/25 3:30:00 PM ET
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    • ISS and Glass Lewis Recommend Vacasa Shareholders Vote "FOR" Proposed Merger With Casago

      ISS Notes Vacasa Engaged in a "Thorough" Strategic Review Process Over the Course of Eight Months Vacasa Urges Shareholders to Vote "FOR" the Proposed Merger with Casago at the Special Meeting Scheduled for April 29, 2025 Vacasa, Inc. (NASDAQ:VCSA) ("Vacasa" or the "Company"), a leading vacation rental management platform in North America, today announced that both leading independent proxy advisory firms – Institutional Shareholder Services Inc. ("ISS") and Glass, Lewis & Co. ("Glass Lewis") – recommend shareholders vote "FOR" the proposed merger with Casago. A Special Meeting of Vacasa's shareholders (the "Special Meeting") related to the proposed merger is scheduled for April 29, 2025.

      4/21/25 8:00:00 AM ET
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    • Vacasa Responds to Revised Unsolicited Proposal from Davidson Kempner Capital Management

      Vacasa Special Committee Determines Latest Proposal Does Not Constitute a Superior Proposal Board Reaffirms Recommendation with Respect to Proposed Transaction with Casago Vacasa, Inc. (NASDAQ:VCSA) ("Vacasa" or the "Company"), a leading vacation rental management platform in North America, today announced that the Special Committee (the "Special Committee") of its Board of Directors (the "Board") has unanimously determined that the revised unsolicited acquisition proposal (the "Proposal") from Davidson Kempner Capital Management LP ("Davidson Kempner") does not constitute, and is not reasonably likely to result in, a "Superior Proposal" pursuant to the terms of the definitive merger agre

      4/18/25 8:00:00 AM ET
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    • Amendment: SEC Form SCHEDULE 13D/A filed by Vacasa Inc.

      SCHEDULE 13D/A - Vacasa, Inc. (0001874944) (Subject)

      5/5/25 6:19:36 PM ET
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    • SEC Form EFFECT filed by Vacasa Inc.

      EFFECT - Vacasa, Inc. (0001874944) (Filer)

      5/5/25 12:15:06 AM ET
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    • SEC Form EFFECT filed by Vacasa Inc.

      EFFECT - Vacasa, Inc. (0001874944) (Filer)

      5/5/25 12:15:08 AM ET
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    • SEC Form 4 filed by Mossytree Inc.

      4 - Vacasa, Inc. (0001874944) (Issuer)

      1/26/24 5:58:12 PM ET
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    • Amendment: SEC Form SC 13D/A filed by Vacasa Inc.

      SC 13D/A - Vacasa, Inc. (0001874944) (Subject)

      8/9/24 4:30:15 PM ET
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    • SEC Form SC 13D filed by Vacasa Inc.

      SC 13D - Vacasa, Inc. (0001874944) (Subject)

      5/23/24 7:43:24 PM ET
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    • SEC Form SC 13D filed by Vacasa Inc.

      SC 13D - Vacasa, Inc. (0001874944) (Subject)

      4/22/24 4:15:39 PM ET
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    • Universal Technical Institute, Inc. Announces Bruce Schuman as Chief Financial Officer

      Schuman has decades of senior financial leadership experience at publicly-tradedand privately-held companies   PHOENIX, March 17, 2025 /PRNewswire/ -- Universal Technical Institute, Inc. (NYSE: UTI), a leading workforce education provider for transportation, skilled technicians, energy and healthcare, today announced Bruce Schuman as Chief Financial Officer, effective immediately.     "Bruce Schuman's experience leading the financial operations of large organizations undergoing transformative change will be invaluable as we execute against the second phase of our North Star st

      3/17/25 9:10:00 AM ET
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    • Vacasa Appoints Bruce Schuman as New Chief Financial Officer

      Vacasa, Inc. (NASDAQ:VCSA), North America's leading vacation rental management platform, today announced the appointment of Bruce Schuman as Chief Financial Officer, effective June 1, 2023. Schuman will succeed Jamie Cohen, who is stepping down to pursue other opportunities. To facilitate an orderly succession and transition, Cohen will remain available for transition consultation services with the company through October 1, 2023. The transition was not the result of any disagreements between Cohen and Vacasa. Schuman joins Vacasa with nearly 30 years of financial leadership experience within the technology sector. Most recently, Schuman served as the CFO of Kiavi, Inc., one of the nation

      5/9/23 4:05:00 PM ET
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    • Vacasa Appoints Rob Greyber as Next Chief Executive Officer

      Seasoned Travel and Technology Executive to Lead Premier Vacation Rental Management Platform in Next Phase of Growth Vacasa (NASDAQ:VCSA), North America's leading vacation rental management platform, today announced the appointment of Rob Greyber as Chief Executive Officer effective September 6. Greyber joins Vacasa with 20 years of experience building and leading companies in the travel and technology industries. He recently served as President of Egencia, a corporate travel business previously owned by Expedia Group (NASDAQ:EXPE), which is the fourth largest travel management company in the world. This press release features multimedia. View the full release here: https://www.businesswir

      8/24/22 8:00:00 AM ET
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    • Large owner Davidson Kempner Capital Management Lp disposed of 1,517,381 shares (SEC Form 4)

      4 - Vacasa, Inc. (0001874944) (Issuer)

      5/5/25 6:22:48 PM ET
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    • Large owner Riverwood Capital Partners Ii (Parallel-B) L.P. disposed of 2,479,329 shares (SEC Form 4)

      4 - Vacasa, Inc. (0001874944) (Issuer)

      5/2/25 9:38:48 PM ET
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    • Director Parks Jeffrey T disposed of 2,479,329 shares (SEC Form 4)

      4 - Vacasa, Inc. (0001874944) (Issuer)

      5/2/25 9:36:09 PM ET
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    • Vacasa Announces Third Quarter 2024 Financial Results

      Vacasa, Inc. (NASDAQ:VCSA), North America's leading vacation rental management platform, today announced its financial results for the quarter ended September 30, 2024. A shareholder letter containing the results can be found on the Company's website at investors.vacasa.com. Vacasa will host a conference call at 2:00 p.m. PT / 5:00 p.m. ET today to discuss the third quarter 2024 financial results and provide a business update. A link to the live webcast and supplemental information will be made available on Vacasa's Investor Relations website at investors.vacasa.com. A replay of the webcast will be available for one year, shortly after the webcast concludes. About Vacasa Vacasa is the le

      11/7/24 4:05:00 PM ET
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    • Vacasa to Announce Third Quarter 2024 Financial Results on November 7, 2024

      Vacasa (NASDAQ:VCSA), North America's leading vacation rental management platform, plans to report third quarter 2024 financial results after market close on Thursday, November 7, 2024, followed by a conference call to discuss its results at 2:00 p.m. PT / 5:00 p.m. ET the same day. Chief Executive Officer Rob Greyber and Chief Financial Officer Bruce Schuman will host the conference call. A link to the live webcast will be made available on Vacasa's Investor Relations website at investors.vacasa.com. A replay of the webcast will be available for one year, shortly after the webcast concludes. About Vacasa Vacasa is the leading vacation rental management platform in North America, transfo

      10/31/24 4:05:00 PM ET
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    • Vacasa Announces Second Quarter 2024 Financial Results

      Vacasa, Inc. (NASDAQ:VCSA), North America's leading vacation rental management platform, today announced its financial results for the quarter ended June 30, 2024. A shareholder letter containing the results can be found on the Company's website at investors.vacasa.com. Vacasa will host a conference call at 2:00 p.m. PT / 5:00 p.m. ET today to discuss the second quarter 2024 financial results and provide a business update. A link to the live webcast and supplemental information will be made available on Vacasa's Investor Relations website at investors.vacasa.com. A replay of the webcast will be available for one year, shortly after the webcast concludes. About Vacasa Vacasa is the lea

      8/8/24 4:06:00 PM ET
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