{
  "version": 1,
  "reportId": "osw",
  "title": "OneSpaWorld Holdings Limited shareholder and governance insights",
  "reportPath": "/ai/company/report/osw",
  "evidencePath": "/data/osw-report-evidence.json",
  "evidenceCutoff": "2026-08-01",
  "entity": {
    "legalName": "OneSpaWorld Holdings Limited",
    "ticker": "OSW",
    "cik": "1758488"
  },
  "evidenceClassifications": {
    "profile-market-position": "observed",
    "profile-revenue-model": "observed",
    "profile-contract-durability": "observed",
    "profile-newbuild-pipeline": "observed",
    "profile-data-ai": "observed",
    "profile-partner-exposure": "inferred",
    "profile-jefferies-record": "observed",
    "overview-top10": "calculated",
    "overview-top25": "calculated",
    "overview-ariel": "observed",
    "overview-short": "observed",
    "overview-valuation": "observed",
    "overview-insight-ariel": "calculated",
    "overview-insight-index": "inferred",
    "overview-insight-vote": "inferred",
    "ownership-control": "inferred",
    "ownership-table": "calculated",
    "ownership-concentration": "calculated",
    "ownership-history": "calculated",
    "ownership-flows": "calculated",
    "targeting-methodology": "calculated",
    "targeting-handelsbanken": "calculated",
    "targeting-thrivent": "calculated",
    "targeting-amundi": "calculated",
    "targeting-allspring": "calculated",
    "targeting-lazard": "calculated",
    "targeting-calamos": "calculated",
    "targeting-calpers": "calculated",
    "targeting-mackenzie": "calculated",
    "targeting-cppib": "calculated",
    "targeting-primecap": "calculated",
    "targeting-breadth": "calculated",
    "targeting-recommendation": "recommendation",
    "governance-ariel": "observed",
    "governance-blackrock": "observed",
    "governance-13d": "inferred",
    "governance-steiner": "observed",
    "vote-andrew-heyer": "calculated",
    "vote-maryam-banikarim": "calculated",
    "vote-lisa-myers": "calculated",
    "vote-say-on-pay": "calculated",
    "vote-equity-plan": "calculated",
    "governance-pressure": "inferred",
    "governance-counterweights": "inferred",
    "governance-response": "inferred",
    "valuation-multiples": "observed",
    "valuation-peers": "observed",
    "market-verification": "calculated",
    "valuation-q2-revenue": "observed",
    "valuation-q2-eps": "observed",
    "valuation-q2-adjusted-eps": "observed",
    "valuation-q2-ebitda": "observed",
    "valuation-q3-revenue-guide": "observed",
    "valuation-q3-ebitda-guide": "observed",
    "valuation-revenue-guide": "observed",
    "valuation-ebitda-guide": "observed",
    "short-series": "calculated",
    "short-selected": "calculated",
    "short-risk": "inferred",
    "action-ariel": "recommendation",
    "action-stewardship": "recommendation",
    "action-accumulation": "recommendation",
    "action-loss-review": "recommendation",
    "action-board": "recommendation",
    "actions-messaging": "recommendation",
    "actions-activism": "recommendation"
  },
  "sourcePolicies": {
    "q1-10q": {
      "immutable": true,
      "expectedContent": ["101,514,846", "247,631", "21,330"]
    },
    "q2-earnings": {
      "immutable": true,
      "expectedContent": ["261,246", "23,215", "0.29", "268.0", "35.0", "1.018", "130.0"]
    },
    "q2-10q": {
      "immutable": true,
      "expectedContent": ["101,498,712", "40,360", "81,604", "42,386", "artificial intelligence"]
    },
    "osw-2026-q2-call": {
      "observedAt": "2026-07-29",
      "maxAgeDays": 90,
      "expectedContent": ["OneSpaWorld"]
    },
    "osw-2026-q1-call": {
      "observedAt": "2026-07-29",
      "maxAgeDays": 90,
      "expectedContent": ["OneSpaWorld", "Q1"]
    },
    "sec-osw-form4": {
      "observedAt": "2026-07-31",
      "maxAgeDays": 30,
      "expectedContent": ["OneSpaWorld"]
    },
    "zacks-osw-q2": {
      "observedAt": "2026-07-29",
      "maxAgeDays": 7,
      "expectedContent": ["OSW"]
    },
    "quiver-osw-q2": {
      "observedAt": "2026-07-29",
      "maxAgeDays": 7,
      "expectedContent": ["OSW"]
    },
    "2025-10k": {
      "immutable": true,
      "expectedContent": ["OneSpaWorld Holdings Limited", "FORM 10-K"]
    },
    "2026-proxy": {
      "immutable": true,
      "expectedContent": ["Maryam Banikarim", "Lisa Myers", "Andrew R. Heyer"]
    },
    "2026-vote": {
      "immutable": true,
      "expectedContent": ["52,525,466", "17,653,714", "13,692,610"]
    },
    "ariel-13g": {
      "immutable": true,
      "expectedContent": ["15,432,414", "15.2"]
    },
    "blackrock-13g": {
      "immutable": true,
      "expectedContent": ["9741166", "9.6"]
    },
    "steiner-13d": {
      "immutable": true,
      "expectedContent": ["OneSpaWorld Holdings Limited"]
    },
    "sec-13f": {
      "observedAt": "2026-03-31",
      "validThrough": "2026-08-14",
      "expectedContent": ["Form 13F Data Sets"]
    },
    "sec-13f-faq": {
      "immutable": true,
      "expectedContent": ["Form 13F"]
    },
    "handelsbanken-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["Handelsbanken Fonder AB", "13F-HR"]
    },
    "thrivent-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["Thrivent Financial for Lutherans", "13F-HR"]
    },
    "amundi-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["Amundi", "13F-HR"]
    },
    "allspring-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["Allspring Global Investments Holdings, LLC", "13F-HR"]
    },
    "lazard-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["LAZARD ASSET MANAGEMENT LLC", "13F-HR"]
    },
    "calamos-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["Calamos Advisors LLC", "13F-HR"]
    },
    "calpers-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["California Public Employees Retirement System", "13F-HR"]
    },
    "mackenzie-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["MACKENZIE FINANCIAL CORP", "13F-HR"]
    },
    "cppib-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["CANADA PENSION PLAN INVESTMENT BOARD", "13F-HR"]
    },
    "primecap-13f-q1-2026": {
      "immutable": true,
      "expectedContent": ["PRIMECAP MANAGEMENT CO", "13F-HR"]
    },
    "q1-investor": {
      "immutable": true,
      "expectedContent": ["AI-driven", "ENTERPRISE AI VALUE", "AI assistant"]
    },
    "jefferies-osw-initiation-2026-03-24": {
      "immutable": true,
      "expectedContent": ["Jefferies", "March 24, 2026", "Buy", "$30"]
    },
    "jefferies-osw-2026-06-18": {
      "immutable": true,
      "expectedContent": ["Jefferies", "June 18, 2026", "Buy", "$35"]
    },
    "jefferies-osw-rcl-readthrough-2026-07-28": {
      "immutable": true,
      "expectedContent": ["Jefferies", "July 28, 2026", "Buy", "$35"]
    },
    "jefferies-osw-2026-07-29": {
      "immutable": true,
      "expectedContent": ["Jefferies", "July 29, 2026", "Buy", "$35"]
    },
    "stifel-osw-2026-07-29": {
      "immutable": true,
      "expectedContent": ["Stifel", "July 29, 2026", "Buy", "$28"]
    },
    "william-blair-osw-2026-07-29": {
      "immutable": true,
      "expectedContent": ["William Blair", "July 29, 2026", "Outperform"]
    },
    "sp-index": {
      "immutable": true
    },
    "market-stats": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["OneSpaWorld", "Statistics"]
    },
    "market-stats-rcl": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["Royal Caribbean", "Statistics"]
    },
    "market-stats-ccl": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["Carnival", "Statistics"]
    },
    "market-stats-nclh": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["Norwegian Cruise Line", "Statistics"]
    },
    "market-stats-vik": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["Viking", "Statistics"]
    },
    "market-stats-hgv": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["Hilton Grand Vacations", "Statistics"]
    },
    "market-stats-vac": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["Marriott Vacations", "Statistics"]
    },
    "market-stats-plnt": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["Planet Fitness", "Statistics"]
    },
    "market-stats-lth": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["Life Time", "Statistics"]
    },
    "sec-companyfacts-api": {
      "immutable": true,
      "expectedContent": ["companyfacts", "submissions"]
    },
    "yahoo-market-qa": {
      "observedAt": "2026-07-30",
      "maxAgeDays": 1,
      "expectedContent": ["OSW"]
    },
    "marketbeat-osw-forecast": {
      "observedAt": "2026-07-31",
      "maxAgeDays": 30,
      "expectedContent": ["OneSpaWorld", "Consensus Rating"]
    },
    "stockanalysis-osw-forecast": {
      "observedAt": "2026-07-31",
      "maxAgeDays": 30,
      "expectedContent": ["OneSpaWorld", "Analyst"]
    },
    "marketscreener-osw-consensus": {
      "observedAt": "2026-07-29",
      "maxAgeDays": 30,
      "expectedContent": ["ONESPAWORLD", "Analyst Recommendations"]
    },
    "marketbeat-osw-earnings": {
      "observedAt": "2026-07-29",
      "maxAgeDays": 90,
      "expectedContent": ["OneSpaWorld", "Earnings"]
    },
    "onespaworld-official-brand": {
      "observedAt": "2026-07-29",
      "maxAgeDays": 90,
      "expectedContent": ["OneSpaWorld"]
    }
  },
  "calculations": [
    {
      "id": "top-10-shares",
      "evidenceId": "overview-top10",
      "operator": "sum",
      "operands": [
        15432414, 9940647, 4465344, 3987390, 3884788, 3843235, 3815637, 3783979, 3721816, 2516798
      ],
      "expected": 55392048,
      "renderedText": "55.39m",
      "renderedBy": "buildHolderSummary"
    },
    {
      "id": "top-10-percent",
      "evidenceId": "overview-top10",
      "operator": "percent",
      "operands": [55392048, 101514846],
      "precision": 1,
      "expected": 54.6,
      "renderedText": "54.6%",
      "renderedBy": "buildHolderSummary"
    },
    {
      "id": "top-20-shares",
      "evidenceId": "ownership-concentration",
      "operator": "sum",
      "operands": [
        15432414, 9940647, 4465344, 3987390, 3884788, 3843235, 3815637, 3783979, 3721816, 2516798,
        2415781, 2335346, 2313492, 2166596, 2158176, 1934839, 1783639, 1708873, 1664266, 1528664
      ],
      "expected": 75401720,
      "renderedText": "75.40m",
      "renderedBy": "buildHolderSummary"
    },
    {
      "id": "top-20-percent",
      "evidenceId": "ownership-concentration",
      "operator": "percent",
      "operands": [75401720, 101514846],
      "precision": 1,
      "expected": 74.3,
      "renderedText": "74.3%",
      "renderedBy": "buildHolderSummary"
    },
    {
      "id": "top-20-quarter-change",
      "evidenceId": "ownership-concentration",
      "operator": "sum",
      "operands": [
        1421104, 2561599, 1430866, 3181857, 1697822, 826099, 1562566, 572304, 194557, 11746,
        -1924160, 27309, -865719, 64136, -81863, -161429, -65030, -495675, 64089, 0
      ],
      "expected": 10022178,
      "renderedText": "+10.02m Q/Q",
      "renderedBy": "buildHolderSummary"
    },
    {
      "id": "top-25-shares",
      "evidenceId": "overview-top25",
      "operator": "sum",
      "operands": [
        15432414, 9940647, 4465344, 3987390, 3884788, 3843235, 3815637, 3783979, 3721816, 2516798,
        2415781, 2335346, 2313492, 2166596, 2158176, 1934839, 1783639, 1708873, 1664266, 1528664,
        1484563, 1468100, 1428374, 1322022, 1308685
      ],
      "expected": 82413464,
      "renderedText": "82.41m",
      "renderedBy": "buildHolderSummary"
    },
    {
      "id": "top-25-percent",
      "evidenceId": "overview-top25",
      "operator": "percent",
      "operands": [82413464, 101514846],
      "precision": 1,
      "expected": 81.2,
      "renderedText": "81.2%",
      "renderedBy": "buildHolderSummary"
    },
    {
      "id": "top-25-quarter-change",
      "evidenceId": "ownership-concentration",
      "operator": "sum",
      "operands": [
        1421104, 2561599, 1430866, 3181857, 1697822, 826099, 1562566, 572304, 194557, 11746,
        -1924160, 27309, -865719, 64136, -81863, -161429, -65030, -495675, 64089, 0, 1101227,
        341632, 160338, -25720, 164016
      ],
      "expected": 11763671,
      "renderedText": "+11.76m Q/Q",
      "renderedBy": "buildHolderSummary"
    },
    {
      "id": "maryam-banikarim-withheld",
      "evidenceId": "vote-maryam-banikarim",
      "operator": "percent",
      "operands": [17653714, 94049625],
      "precision": 1,
      "expected": 18.8,
      "renderedText": "18.8% withheld"
    },
    {
      "id": "lisa-myers-withheld",
      "evidenceId": "vote-lisa-myers",
      "operator": "percent",
      "operands": [13692610, 94049625],
      "precision": 1,
      "expected": 14.6,
      "renderedText": "14.6% withheld"
    }
  ],
  "entityAssertions": [
    {
      "required": "Maryam Banikarim",
      "forbidden": ["Shellye Archambeau Banikarim"],
      "sourceId": "2026-vote"
    },
    {
      "required": "Lisa Myers",
      "forbidden": ["Walter Myers"],
      "sourceId": "2026-vote"
    },
    {
      "required": "Andrew R. Heyer",
      "forbidden": ["Andrew Heyer Jr."],
      "sourceId": "2026-vote"
    }
  ],
  "requiredReportText": [
    "Evidence cutoff: August 1, 2026",
    "Jefferies research is T5 secondary evidence",
    "Attributed analyst context",
    "Market-data verification",
    "Strategic research. Not investment advice or a recommendation to trade OSW"
  ]
}