Green Thumb Industries Inc (GTBIF) — Smart Money Tracker (13F, Q2 2026)

Green Thumb Industries (GTBIF) disclosed in an Aug. 10 8-K that two of its subsidiaries, RSLGH and Vision Management Services, signed an amendment agreement with RYTHM, Inc. (RYM). The amendment removes beneficial ownership limits on RSLGH's RYM convertible notes, pre-funded warrants, and the companies' shared services agreement. The notes have an aggregate original principal amount of $72.0 million, and the warrants cover up to 9,731,638 RYM common shares. The change takes effect Oct. 10, 2026. Green Thumb's chairman and CEO, Benjamin Kovler, also serves as RYM's chairman and interim CEO, making this a related-party transaction.

Green Thumb Industries (GTBIF) put out a press release on August 4, 2026, with its financial results for the quarter ended June 30, 2026, and attached it to this 8-K as Exhibit 99.1. The filing itself doesn't include any of the actual numbers — it just says the press release was issued and that the material is being "furnished" rather than "filed" under SEC rules.

Green Thumb Industries amended its articles to raise the quorum requirement for shareholder meetings from 5% to 33 1/3% of voting shares. The change was approved by the board on July 9, 2026.