Drawbridge Special Opportunities Fund LP sold $3.0M of PLBY (indirect holdings)

Playboy Inc. (PLBY) reported Q2 2026 revenue of $31.2 million, up 11% year over year, driven by Honey Birdette. Net income was $200,000 versus a $7.7 million loss a year earlier. Adjusted EBITDA rose to $7 million. Management cited Honey Birdette revenue of $19.5 million and licensing revenue of $11.2 million, plus debt reduction to $144.9 million and a share repurchase plan.

Playboy Inc. said its Honey Birdette brand delivered 18.2% year-over-year sales growth in Q2 2026, with gross margin at 65.1%. Comparable store sales rose 15%. Playboy reported group sales up 11% to US$31.2m, DTC revenue at US$19.5m, and net income of US$0.2m versus a US$7.7m loss a year earlier.

Playboy, Inc. (PLBY) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Playboy Reports Second Quarter 2026 Financial Results Second Quarter Revenue of $31.2 Million, an Increase of 11%; Net Income of $0.2 Million, an Improvement of $7.9 Million; and Adjusted EBITDA of $7.0 Million, an Increase of 100% and Inclusive of $0.7 Million of Li

Playboy, Inc. (NASDAQ: PLBY) said it agreed June 18, 2026 to repurchase about 16.6 million shares—Fortress Investment Group affiliates’ entire stake—at $1.05 per share for about $17.4 million. The deal is nearly 15% of outstanding shares and includes $2.0 million at closing plus three installments through Dec. 31, 2026. Rizvi Traverse and Byborg affiliates backstop remaining payments.

DE ANGOITIA ALFONSO purchased 476,190 indirectly-held shares of Liberty Latin America Ltd. (LILA) at an average of $20.95 ($20.65–$21.00, $9.98M total) across 3 trades over 2026-08-31 to 2026-09-02.

Meister Keith A. sold 263,560 indirectly-held shares of ILLUMINA, INC. (ILMN) at an average of $217.03 ($213.20–$221.55, $57.20M total) across 12 trades over 2026-09-02 to 2026-09-04.