# EDGAR Filing Document

**Accession Number:** 0001649752
**File Stem:** 0001104659-26-063766
**Filing Date:** 2026-5
**Character Count:** 17007
**Document Hash:** 57ef1944dbc882e3f99cb97e6d4c1b90
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-063766.hdr.sgml**: 20260519

**ACCESSION NUMBER**: 0001104659-26-063766

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13D/A

**PUBLIC DOCUMENT COUNT**: 3

**FILED AS OF DATE**: 20260519

**DATE AS OF CHANGE**: 20260519

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Nouveau Monde Graphite Inc.
- **CENTRAL INDEX KEY:** 0001649752
- **STANDARD INDUSTRIAL CLASSIFICATION:** MISCELLANEOUS METAL ORES [1090]
- **ORGANIZATION NAME:** 01 Energy & Transportation
- **EIN:** 000000000
- **STATE OF INCORPORATION:** Z4
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-93613
- **FILM NUMBER:** 26998018

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 6 CHEMIN DES BOULEAUX
- **CITY:** L'ANGE-GARDIEN
- **NON US STATE TERRITORY:** QUEBEC, CANADA
- **PROVINCE COUNTRY:** A8
- **ZIP:** J8L 0G2
- **BUSINESS PHONE:** 819-923-0333

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 6 CHEMIN DES BOULEAUX
- **CITY:** L'ANGE-GARDIEN
- **NON US STATE TERRITORY:** QUEBEC, CANADA
- **PROVINCE COUNTRY:** A8
- **ZIP:** J8L 0G2

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Nouveau Monde Mining Enterprises Inc.
- **DATE OF NAME CHANGE:** 20150731
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MITSUI & CO LTD
- **CENTRAL INDEX KEY:** 0000067099
- **STANDARD INDUSTRIAL CLASSIFICATION:** WHOLESALE-PETROLEUM & PETROLEUM PRODUCTS (NO BULK STATIONS) [5172]
- **ORGANIZATION NAME:** 07 Trade & Services
- **EIN:** 980110185
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13D/A

**BUSINESS ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 2-1, OTEMACHI 1-CHOME
- **STREET 2:** CHIYODA-KU
- **CITY:** TOKYO
- **PROVINCE COUNTRY:** M0
- **ZIP:** 100-8631
- **BUSINESS PHONE:** 81-80-3507-8275

**MAIL ADDRESS:**
- **ADDRESS IS A NON US LOCATION:** YES
- **STREET 1:** 2-1, OTEMACHI 1-CHOME
- **STREET 2:** CHIYODA-KU
- **CITY:** TOKYO
- **PROVINCE COUNTRY:** M0
- **ZIP:** 100-8631

## Ex-99.A

**<u>ANNEX A</u>**

Unless otherwise indicated below, the business address of the directors and executive officers of Mitsui & Co., Ltd. ("Mitsui") is 2-1, Otemachi 1-chome, Chiyoda-ku, Tokyo 100-8631, Japan. Each occupation set forth opposite such person's name refers to employment with the Reporting Person. For external directors, additional occupation and employment information is separately noted below. To the Reporting Person's knowledge, none of the directors or executive officers of the Reporting Person has, during the last five years, been convicted in a criminal proceeding (excluding traffic violations or 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 a finding of any violation with respect to such laws. Each of the directors and executive officers of the Reporting Person listed below is a citizen of Japan, with the exception of Mr. Samuel Walsh , Ms. Sarah L. Casanova and Ms. Jessica Tan Soon Neo. Mr. Samuel Walsh is a citizen of Australia and Ms. Sarah L. Casanova is a citizen of Canada and . Ms. Jessica Tan Soon Neo is a citizen of Republic of Singapore.

<u>Directors and Executive Officers of Mitsui</u>

---

| | | |
|:---|:---|:---|
| Name | Occupation and Business Address | Number of Shares of<br> Common Stock<br> Beneficially Owned |
| Tatsuo Yasunaga | Representative Director, Chairman of the Board of Directors |  |
| Kenichi Hori | Representative Director, President and Chief Executive Officer |  |
| Kazumasa Nakai | Representative Director, Executive Vice President |  |
| Tetsuya Fukuda | Representative Director, Senior Executive Managing Officer |  |
| Yoshiaki Takemasu | Director |  |
| Tetsuya Shigeta | Director |  |
| Samuel Walsh(i) | Director |  |
| Takeshi Uchiyamada (ii) | Director |  |
| Masako Egawa (iii) | Director |  |
| Fujiyo Ishiguro (iv) | Director |  |
| Sarah L. Casanova(v) | Director |  |
| Jessica Tan Soon Neo(vi) | Director |  |
| Makoto Sato (1) | Executive Vice President |  |
| Toru Matsui (2) | Executive Vice President |  |
| Tetsuya Daikoku | Executive Vice President |  |
| Takashi Furutani | Senior Executive Managing Officer |  |
| Kenichiro Yamaguchi | Senior Executive Managing Officer |  |

---

---

| | | |
|:---|:---|:---|
| Name | Occupation and Business Address | Number of Shares of<br> Common Stock<br> Beneficially Owned |
| Yoichiro Endo | Senior Executive Managing Officer |  |
| Yuichi Takano | Executive Managing Officer |  |
| Makoto Tanaka | Executive Managing Officer |  |
| Masaya Inamura | Executive Managing Officer |  |
| Kiyoshi Mori | Executive Managing Officer |  |
| Isao Kohiyama(3) | Executive Managing Officer |  |
| Koichi Wakana | Executive Managing Officer |  |
| Daisuke Ishida(4) | Executive Managing Officer |  |
| Tetsu Watanabe | Executive Managing Officer |  |
| Masao Kurihara | Executive Managing Officer |  |
| Junji Fukuoka(5) | Executive Managing Officer |  |
| Maroshi Tokoyoda | Executive Managing Officer |  |
| Takuya Shirai | Executive Managing Officer |  |

---

<u>External Directors:</u>

(i) None

(ii) Senior Advisor, Toyota Motor Corporation;

(iii) Chancellor, School Juridical Person Seikei Gakuen, External Director;
Mitsubishi Electric Corporation

(iv) Director of the Board (External), SEGA SAMMY HOLDINGS INC.

(v) External Director, Kao Corporation; External Director, Yamaha Motor
Co., Ltd.

(vi) Non-Executive Lead Independent Director, CapitaLand India Trust Management
Pte. Ltd.; Member of Parliament in Singapore

<u>Location:</u>

(1) 12 Marina View Asia Square Tower 2 #31-01 Singapore 018961

(2) 200 Park Avenue, New York, NY 10166, USA

(3) Menara BCA 51st-52nd Floor, Grand Indonesia Jl.M.H. Thamrin No.1, Jakarta
10310,Indonesia

(4) Osaka Mitsui-Bussan Bldg. 3-33, Nakanoshima 2-chome Kita-ku, Osaka,
 530-0005, Japan

(5) 15th-17th Floor, Sathorn City Tower, 175 South Sathorn Road, Tungmahamek,
 Sathorn Bangkok 10120, Thailand

## Exhibit 99.1

**Exhibit 1**

**<u>POWER OF ATTORNEY</u>**

KNOW ALL MEN BY THESE PRESENTS:

That we, MITSUI & CO., LTD., a company organized and existing under the laws of Japan, having our principal place of business at 2-1, Otemachi 1-chome, Chiyoda-ku, Tokyo 100-8631, Japan (hereinafter called the "Company"), do hereby make, constitute and appoint Mr. Masato Narimatsu, General Manager, Advanced Material Division, Performance Material Business Unit as the Company's true and lawful attorney in fact to act for the Company, on behalf of and in the name of the Company, by investing him with the following powers:

&nbsp;&nbsp;&nbsp;&nbsp;(1) prepare,
 sign, execute, submit, or file necessary documents to the U.S. Securities and Exchange Commission
 and/or to the New York Stock Exchange in relation to the Company's shareholding in
 Nouveau Monde Graphite in Quebec, Canada under the applicable laws and regulations including
 stock exchange rules;

&nbsp;&nbsp;&nbsp;&nbsp;(2) To
 make necessary and advisable amendments or additions to the said documents; and

&nbsp;&nbsp;&nbsp;&nbsp;(3) To
 do any and all acts and things necessary or which may be required for or in connection with
 the said documents.

IN WITNESS WHEREOF, the Company has caused this POWER OF ATTORNEY to be executed in the name of the Company by Representative Director Executive Vice President of the Company, Kazumasa Nakai, thereunto duly authorized, in Tokyo, Japan, this 19th day of May, 2026.

MITSUI & CO., LTD.

---

| | |
|:---|:---|
| By | /s/ Kazumasa Nakai |
| Name: Kazumasa Nakai | Name: Kazumasa Nakai |
| Title: Representative Director Executive Vice President | Title: Representative Director Executive Vice President |

---

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13D

### Under the Securities Exchange Act of 1934

**(Amendment No. 2)**

**NOUVEAU MONDE GRAPHITE INC.**

*(Name of Issuer)*

**Common Shares, no par value**

*(Title of Class of Securities)*

**—**

*(CUSIP Number)*

**Mr. Masato Narimatsu**<br>Mitsui & Co., Ltd.<br>2-1, Otemachi 1-chome<br>Chiyoda-ku Tokyo M0 100-8631<br>81-80-8035-9179

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

**12/20/2024**

*(Date of Event Which Requires Filing of this Statement)*

| **CUSIP No.** | **—** |

---

| | | | |
|:--|:--|:--|:--|
| 1 | Name of reporting person<br>**Mitsui & Co., Ltd.** | Name of reporting person<br>**Mitsui & Co., Ltd.** | |
| 2 | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | Check the appropriate box if a member of a Group (See Instructions)<br>[x] (a)<br>[ ] (b) | |
| 3 | SEC use only | SEC use only | |
| 4 | Source of funds (See Instructions)<br>**WC** | Source of funds (See Instructions)<br>**WC** | |
| 5 | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)<br>[ ] | |
| 6 | Citizenship or place of organization<br>**M0** | Citizenship or place of organization<br>**M0** | |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 7 | Sole Voting Power<br>**26052695.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 8 | Shared Voting Power<br>**0.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 9 | Sole Dispositive Power<br>**26052695.00** |
| Number of Shares<br>Beneficially Owned by<br>Each Reporting Person With: | 10 | Shared Dispositive Power<br>**0.00** |
| 11 | Aggregate amount beneficially owned by each reporting person<br>**26052695.00** | Aggregate amount beneficially owned by each reporting person<br>**26052695.00** | |
| 12 | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)<br>[ ] | |
| 13 | Percent of class represented by amount in Row (11)<br>**7.6%** | Percent of class represented by amount in Row (11)<br>**7.6%** | |
| 14 | Type of Reporting Person (See Instructions)<br>**CO** | Type of Reporting Person (See Instructions)<br>**CO** | |

---

**Comment for Reporting Person:** This Amendment No. 2 to the Schedule 13D (this "Amendment No. 2") amends and supplements the Schedule 13D originally filed by the Reporting Person on November 18, 2022 and amended on May 6, 2024 (as amended, the "Schedule 13D"), and relates to the Reporting Person's beneficial ownership of Common Shares, no par value, and Common Share Warrants of Nouveau Monde Graphite Inc., a corporation existing under the federal laws of Canada ("NMG" or the "Issuer"). Only those items that are hereby reported are amended; all other items reported in the Schedule 13D remain unchanged. Information given in response to each item shall be deemed incorporated by reference in all other items, as applicable. Capitalized terms not defined in this Amendment No. 2 have the meanings ascribed to them in the Schedule 13D. This Amendment No. 2 is being filed to reflect the dilution of the Reporting Person's beneficial ownership in the Issuer as a result of the Private Placement and Subscription Receipt Exchange described in Item 5 below, as well as the earlier dilution of the Reporting Person's beneficial ownership in the Issuer as a result of the Issuer Offering on December 20, 2024 described in Item 5 below. This filing constitutes a late filing with respect to the Issuer Offering due to administrative error.

**Item 1. Security and Issuer**

**(a) Title of Class of Securities:**
Common Shares, no par value

**(b) Name of Issuer:**
NOUVEAU MONDE GRAPHITE INC.

**(c) Address of Issuer's Principal Executive Offices:**
481 rue Brassard, Saint-Michel-des-Saints, A8, J0K 3B0

**Item 5. Interest in Securities of the Issuer**

**(a)**
Item 5 of the Schedule 13D is hereby amended and restated as follows:

The responses of the Reporting Person to Rows (7) through (13) of the cover pages of this Schedule 13D, are incorporated herein by reference. Pursuant to the current report on Form 6-K filed of the Issuer on May 15, 2026 (the "Issuer Form 6-K"), on May 15, 2026, the Issuer completed a private placement with Canada Growth Fund Inc., the Government of Quebec via Investissement Quebec and ENI S.p.A. (the "Private Placement") and, immediately following the closing of the Private Placement, 52,440,000 subscription receipts of the Issuer will be automatically exchanged for 52,440,000 Common Shares (the "Subscription Receipt Exchange"). Pursuant to the Issuer Form 6-K, immediately following the closing of the Private Placement and the Subscription Receipt Exchange, the Issuer will have 329,114,330 Common Shares issued and outstanding. Under the definition of "beneficial ownership" as set forth in Rule 13d-3 under the Exchange Act, the Reporting Person may be deemed to have the sole power to vote, direct the vote, dispose of or direct the disposition of (and therefore beneficially own), 13,552,695 Common Shares and 12,500,000 Warrants, which represents approximately 7.6% of the outstanding Common Shares (on a partially diluted basis and assuming exercise in full of the Warrants). This percentage was calculated on the basis of 329,114,330 Common Shares outstanding as of May 15, 2026, based on information provided in the Issuer Form 6-K.

Rule 13d-2(a) under the Act provides that if any material change occurs in the facts set forth in a reporting person's Schedule 13D, including any material increase or decrease in the percentage of the class beneficially owned, such reporting person shall file an amendment to such Schedule 13D within two business days after the date of such change. Rule 13d-2(a) further provides that an acquisition or disposition of securities in an amount equal to one percent (1%) or more of the class of securities shall be deemed "material" for purposes of the foregoing amendment requirement. Due to inadvertent administrative error, prior to this Amendment No. 2, the Reporting Person failed to file an amendment to Schedule 13D, which was required pursuant to Rule 13d-2(a), to report a decrease in the Reporting Person's beneficial ownership of Common Shares representing one percent (1%) or more of the Common Shares then outstanding (the "One-Percent Decrease"). The One-Percent Decrease occurred due to the Issuer's completion of an offering of its Common Shares (the "Issuer Offering"), which resulted in the ownership percentage of the Common Shares held by the Reporting Person to be reduced. This Amendment No. 2 is being filed to, among other things, reflect and report such change to such ownership percentage to the Common Shares held by the Reporting Person as a result of the Issuer Offering, including the sixty (60)-day pre-amendment trading history required by Item 5(c) of Schedule 13D.

ISSUER         COMMON           COMMON               AMOUNT               PERCENT OF         CHANGE
OFFERING    SHARES             SHARES                BENEFICIALLY      OUTSTANDING      IN
DATE             SOLD/ISSUED    OUTSTANDING     OWNED BY           COMMON               PERCENT
                                                                                 REPORTING          SHARES                 FROM
                                                                                 PERSON                                                PREVIOUS
12/20/2024    39,682,538          152,261,189           26,052,695(1)         15.8%(2)                 (5.1)%

(1) Includes 13,552,695 Common Shares and 12,500,000 Warrants
(2) On a partially diluted basis and assuming exercise in full of the Warrants

The share totals and ownership percentages reported by the Reporting Person in this Amendment No. 2 are reflective of the Issuer Offering.

**(b)**
The responses of the Reporting Person to Rows (7) through (13) of the cover pages of this
Schedule 13D, are incorporated herein by reference.

**(c)**
The Reporting Person, nor, to the knowledge of the Reporting Person, any of the persons listed on Annex A, have effected any transactions that may be deemed to be a transaction in the Common Shares during the past 60 days.

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**Reporting Person:** Mitsui & Co., Ltd.

**Signature:** /s/ Masato Narimatsu

**Name/Title:** M. Narimatsu, General Manager, Advanced Materials Division, Performance Materials Business Unit

**Date:** 05/19/2026