Prospect Capital Management LP v. Stratera Holdings LLC
CourtCourt of Appeals for the Third Circuit
Date FiledAugust 4, 2026
Docket24-3291
StatusPublished
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Full Opinion
UNITED STATES COURT OF APPEALS FOR THE
THIRD CIRCUIT
Nos. 24-3291 & 24-3374
PROSPECT CAPITAL MANAGEMENT L.P.,
Appellant in 24-3291
v.
STRATERA HOLDINGS, LLC; DESTRA CAPITAL MANAGERS
LLC
STRATERA HOLDINGS, LLC,
Appellant in 24-3374
_____________________________
On Appeal from the U.S. District Court, D. Del.
Judge Jennifer L. Hall, No. 1:22-mc-00089
Before: PORTER, MONTGOMERY-REEVES, and BOVE, Circuit
Judges
Argued: Apr. 8, 2026; Filed: Aug. 4, 2026
_____________________________
OPINION OF THE COURT
PORTER, Circuit Judge.
This arbitration appeal arises from a dispute over the
distribution of administrative fees earned from the sale of
shares in a co-owned management fund. Stratera Holdings,
LLC (“Stratera”) and Destra Capital Managers, LLC
(“Destra”) initiated arbitration against Prospect Capital
Management L.P. (“Prospect”), arguing that Prospect had
improperly excluded certain categories of shares from the
calculations of their fee award. The arbitration panel found that
Prospect had violated the parties’ contract by excluding one
category of those shares, but it wasn’t clear how the panel’s
decision applied to the rest of the categories of disputed shares.
When the parties raised this issue, the arbitration panel issued
a revised award clarifying that its earlier decision applied to all
categories of disputed shares. Prospect sued in the United
States District Court for the District of Delaware, arguing that
the revised award violated the functus officio doctrine, which
prohibits arbitrators from revisiting their prior decisions. But
there are exceptions to functus officio, and the District Court
held that the arbitration panel’s revised award fit within the
ambiguity exception. We agree and will therefore affirm.
I
A
Prospect and Stratera jointly launched the Priority
Income Fund (“the Fund”). From 2012 through 2018,
Stratera’s subsidiary, Provasi Capital Partners LP (“Provasi”),
served as the Fund’s wholesaler. In that role, Provasi issued
shares one of two ways: (1) through initial offerings, or
(2) when it came time to distribute dividends, shareholders
could opt to receive either cash or new shares issued through
the Fund’s dividend reinvestment program (“DRIP”). Prospect
and Stratera evenly split administrative fees from both kinds of
share distributions.
2
In 2018, Provasi enlisted Destra to take over its dealer
responsibilities as sub-wholesaler. The fee arrangement in the
new contract was more complicated—Prospect would still
receive 50% of the fees, but Stratera and Destra would split the
other 50%.
Buried in the fee arrangement was the seed of a future
dispute. The contract provides that Stratera and Destra would
receive a percentage of fees for shares that Destra “issued in an
Offering.” Joint Appendix (“J.A.”) at 144, 148. However,
Schedule 11.18 of the contract provides an example of how to
calculate those fees, with Destra’s fees based on the “fund
shares issued and outstanding through [Destra] acting as sub-
wholesaler.” J.A. at 166 (capitalization omitted). That line does
not distinguish between DRIP shares or those distributed via
initial offering.
In its role as administrator over the distribution of fees,
Prospect—relying on the language limiting fees to those shares
“issued in an Offering,” J.A. at 144, 148—excluded DRIP
shares issued by Provasi and Destra from the calculation for
fees owed to Stratera and Destra.
B
In response to Prospect’s fee calculations, Stratera and
Destra initiated arbitration pursuant to Section 11.15 of the
contract, which requires that disputes shall be submitted to
arbitration and that the arbitration award shall “be in writing”
and “briefly state the findings of fact and conclusions of law
on which it is based.” J.A. at 152–53. The contract also
provided that the Commercial Arbitration Rules of the
3
American Arbitration Association (“AAA Rules”) would
govern any arbitration dispute.
The arbitration panel held an eight-day evidentiary hearing and
issued an “Interim Award,” which determined the issue of
liability but reserved the calculation of damages. J.A. at 187–
88. The interim award included findings of fact, conclusions of
law, and a “Holding” section, in which the panel concluded
that:
Based on the findings of fact and conclusions of
law stated below, we hold that [Prospect] has
breached the [contract] by not calculating the
fees such that the Stratera Fee Party Shares and
Destra Fee Party Shares included DRIP shares in
lieu of cash dividends that would have otherwise
been due on the shares for which [Destra] served
as sub-wholesaler.
J.A. at 174–75 (emphasis added). The holding section then
provided that “[a]ll other claims and relief sought are
dismissed.” J.A. at 175.
When the parties conferred to calculate the fees owed
under the arbitration award, a disagreement arose over whether
that award applied to DRIP shares for which Provasi served as
wholesaler as well as those for which Destra served as sub-
wholesaler. The arbitration panel issued a revised interim
award clarifying that Prospect owed fees for “DRIP shares
flowing from shares for which Provasi served as
wholesaler/dealer manager or [Destra] served as sub-
wholesaler.” J.A. at 190, 194. On the same day, it also issued
4
“Order #22,” which explained why the revision was permitted
under two exceptions to functus officio.
The panel issued its final award on March 11, 2022, in
which it ordered Prospect to pay approximately $11 million in
unpaid fees, post-award interest, pre-award interest, and
attorneys’ fees. Prospect claims the impact of the panel’s
revised interim award is to expand its liability “more than
twenty-fold, from under $300,000 to nearly $7 million” in
unpaid fees. J.A. at 17.
C
Prospect filed a petition in the United States District
Court for the District of Delaware to vacate the revised interim
and final awards under 9 U.S.C. § 10(a)(4) and to restore the
initial interim award. Stratera and Destra filed a counter-
petition and cross-motion to enforce the final award under 9
U.S.C. § 9. On May 26, 2023, Magistrate Judge Christopher
Burke issued a thorough report and recommendation proposing
that Stratera and Destra’s cross-motion be granted and
Prospect’s petition be denied. He agreed with the arbitration
panel that the ambiguity exception to functus officio justified
the issuance of the interim award.
After both parties submitted objections to portions of
the R&R, the District Court adopted it in full. Prospect timely
appealed.
II
The District Court exercised jurisdiction under 28
U.S.C. § 1332 because the parties are diverse in citizenship.
5
See Badgerow v. Walters, 596 U.S. 1, 4–5, 8–9 (2022). We
have jurisdiction under 9 U.S.C. § 16(a)(1)(D).
“On appeal from a district court’s ruling on a motion to
confirm or vacate an arbitration award, we review its legal
conclusions de novo and its factual findings for clear error.”
Sutter v. Oxford Health Plans LLC, 675 F.3d 215, 219 (3d Cir.
2012), aff’d, 569 U.S. 564 (2013). “Because parties litigating
the validity of an arbitration award have bargained for the
arbitrator’s judgment, courts may not review the merits of the
award.” Verizon Pa. LLC v. Commc’ns Workers of Am., AFL-
CIO, Loc. 1300, 13 F.4th 300, 306 (3d Cir. 2021). Rather, as
relevant here, we may vacate an award only where the
arbitrators “exceeded their powers, or so imperfectly executed
them that a mutual, final, and definite award upon the subject
matter submitted was not made.” 9 U.S.C. § 10(a)(4).
III
A
Prospect argues the arbitration panel violated functus
officio by issuing the revised interim award to supersede the
interim award. Generally, “courts must defer to an arbitrator’s
initial decision,” but under the functus officio doctrine courts
will prevent “an arbitrator from revisiting the merits of an
award once it has issued.” Verizon, 13 F.4th at 306 (quoting
Office & Pro. Emps. Int’l Union, Loc. No. 471 v. Brownsville
Gen. Hosp., 186 F.3d 326, 331 (3d Cir. 1999)). This doctrine
functions to preclude “the potential evil of outside
communication and unilateral influence which might affect a
new conclusion.” Colonial Penn Ins. Co. v. Omaha Indem. Co.,
943 F.2d 327, 332 (3d Cir. 1991). That’s a heightened risk in
6
arbitration because “the continuity of judicial office and the
tradition which surrounds judicial conduct is lacking in the
isolated activity of an arbitrator.” Id.; see also Brownsville
Gen. Hosp., 186 F.3d at 331 (“The [functus officio] doctrine is
motivated by a perception that arbitrators, lacking the
institutional protection of judges, may be more susceptible to
outside influences pressuring for a different outcome and also
by the practical concern that the ad hoc nature of arbitral
tribunals makes them less amenable to re-convening than a
court.”).
By design, functus officio can be harsh, but its rough
edges are smoothed in two ways. First, functus officio is only a
“default legal rule[],” and the parties can contract around it if
they wish. Verizon, 13 F.4th at 303. Here, though, the parties
adopted the AAA Rules in the contract. And AAA Rule 52
(which was Rule 50 at the time of the arbitration) provides that
“[t]he arbitrator is not empowered to re-determine the merits
of any claim already decided.” Thus, the parties “specifically
bargained for the [functus officio] doctrine to apply.” Verizon,
13 F.4th at 307.
Functus officio is a doctrine of judicial creation, its
contours defined by our precedents. However, in their adoption
of AAA Rule 9, the parties bargained to give the arbitrator
power to “interpret and apply these Rules insofar as they relate
to the arbitrator’s powers and duties.” Rule 9 therefore
allocates to the arbitrators expansive authority to mark the
outer boundaries of functus officio. So we afford broad
deference to the arbitration panel’s interpretation and
application of functus officio. See Sutter, 569 U.S. at 569
(“Because the parties bargained for the arbitrator’s
construction of their agreement, an arbitral decision even
7
arguably construing or applying the contract must stand,
regardless of a court’s view of its (de)merits. Only if the
arbitrator acts outside the scope of his contractually delegated
authority — issuing an award that simply reflects his own
notions of economic justice rather than drawing its essence
from the contract — may a court overturn his determination.”)
(citation modified).
The second way in which our precedents soften functus
officio’s application is through its three exceptions. An
arbitrator can revise an award (1) to “correct a mistake which
is apparent on the face of his award,” (2) “where the award
does not adjudicate an issue which has been submitted,” and
(3) where the award is ambiguous because, “although
seemingly complete,” it “leaves doubt whether the submission
has been fully executed.” Verizon, 13 F.4th 307 (citation
modified).
Destra confines its arguments on appeal to the third
exception—what we call the ambiguity exception.1 Stratera
joins Destra in arguing that the ambiguity exception applies,
but it also renews other arguments it made below: that (1) the
modification was permitted by the second exception,
1
Although at first blush, the panel’s revised award may
seem to fit within the first exception, that exception applies
only to “clerical mistakes or obvious errors in arithmetic
computation.” Colonial Penn Ins. Co. v. Omaha Indem. Co.,
943 F.2d 327, 332 (3d Cir. 1991). Were it more expansive,
parties could, “under the guise of a mistake in fact, seek
recourse directly from the arbitrators in an attempt to overturn
an adverse award.” Id. As such, neither the arbitration panel
nor the appellees relied on the first exception.
8
(2) Prospect consented to the arbitration panel’s modification
of the award, (3) the interim award was not final for purposes
of liability, and (4) functus officio is no longer good law.
Because we hold that the ambiguity exception applies,
we need not reach Stratera’s former two arguments. But
contrary to the District Court’s assumption, we must address
the latter two arguments because they are threshold questions.
B
1
Functus officio applies only to an arbitrator’s “final
award.” See, e.g., id. at 333; La Vale Plaza, Inc. v. R.S. Noonan,
Inc., 378 F.2d 569, 572 (3d Cir. 1967). Stratera claims the
“Interim Award” wasn’t final because it reserved decision on
the remedy issue. We rejected a nearly identical argument in
Verizon, where the appellees argued that the award was not
final and functus officio did not apply because “ancillary
issues,” i.e., “the monetary remedy,” had not been decided. 13
F.4th at 309. In that case, as here, the arbitrators issued a
“merits award” that resolved the issue of liability but “referred
the issue of money damages back to the parties for resolution
and retained jurisdiction in case the Parties could not agree on
a monetary remedy.” Id. at 305 (citation modified). When the
parties could not agree, they submitted the money-damages
issue back to the panel, which issued a “Remedy Award” that
“improperly expanded the scope of the violation identified in
the Merits Award.” Id. at 304.
“Such revisions,” we held, “are precisely what the
functus officio doctrine prohibits.” Id. “[T]he existence of the
9
doctrine’s second exception implies that the doctrine applies to
partial decisions that finally resolve some, but not all, of the
submitted issues.” Id. at 308. Requiring finality on all issues
before the doctrine applies would permit the very “types of post
hoc influences and ex parte communications that the doctrine
is meant to protect against.” Id. at 309. And “an arbitrator could
issue a partial award as a placeholder to apply settlement
pressure, rather than just adjudicating the dispute as the parties
agreed she would.” Id.
As in Verizon, the interim award here was a final award
on the issue of liability. The interim award outlined all “claims
and relief sought,” granted relief on some claims, and
“dismissed” the rest. J.A. at 172–75. The panel further noted
that proceedings would be “reopened after this interim award
is issued to address attorney’s fees and an updated damages
calculation.” J.A. at 172. Prospect had “two weeks from the
date of ” the award to coordinate with Stratera and Destra to
calculate damages and attorneys’ fees. J.A. at 187–88. After
the parties made the subsequent “joint submission,” the panel
noted it would either “issue questions to the parties or schedule
a hearing. If there are no questions, then the Panel will issue a
final award.” J.A. at 188. Thus, exactly as in Verizon, the
arbitration panel resolved issues of liability and reserved the
issue of monetary damages. That the issue of monetary
damages was unresolved does not affect the finality of the
panel’s liability determination.
Stratera raises several counterarguments, but none
convince. First, it attempts to distinguish Verizon, arguing “the
only issue before the Verizon court was whether an arbitrator’s
award addressing liability but not damages was final when
only liability issues had been submitted to the arbitrator.”
10
Stratera Resp. Br. at 54. That’s incorrect. In Verizon, “[t]he
Board defined the issue submitted as whether Verizon violated
the CBA,” “[a]nd if so, what shall be the remedy?” 13 F.4th at
304–05 (emphasis added). Thus, both liability and remedy
were submitted to the panel, but it released its merits award
first and the remedy award later.
Second, Stratera suggests that Verizon does not control
because the “primary” remedy sought here was monetary,
whereas the “primary relief sought [in Verizon] was
injunctive.” Stratera Resp. Br. at 53. As Magistrate Judge
Burke correctly noted, this distinction “was simply immaterial
to the Verizon Court’s functus officio-related holding.” J.A. at
32.
Third, Stratera claims that the panel “made clear its
intention that the Interim Award not be final.” Stratera Resp.
Br. at 55. But everything it cites from Order #21, Order # 22,
the interim award, and the final award simply reaffirms that the
panel intended the interim award to finally resolve liability and
reserve the issue of damages for later.
Finally, Stratera argues we should import the finality
standard from the “complete arbitration rule.” Stratera Resp.
Br. at 51–56. Under that rule, judicial review of an arbitration
is precluded until it is final; and an arbitration is not final if
“the arbitrators have decided liability but not the remedy when
they are authorized to decide both issues.” PG Publ., Inc. v.
Newspaper Guild of Pittsburgh, 19 F.4th 308, 322 (3d Cir.
2021). This rule “is animated by similar policies as the final
judgment rule, but only the latter is jurisdictional.” Id. at 321
n.14.
11
Whatever the strength of Stratera’s argument, it is
precluded by our case law. In PG Publishing, we required the
arbitration to be final for purposes of judicial review to
streamline the litigation process. In Verizon, we clarified that
each issue must be final for functus officio to attach; indeed,
we expressly rejected an argument that the arbitration as a
whole must be final. 13 F.4th at 308–09. Functus officio and
the complete arbitration rule apply in different contexts and
serve different purposes, so we will not apply the latter here.
2
Stratera’s second threshold issue is its claim that functus
officio is “irreconcilable with the U.S. Supreme Court’s 2022
holding” in Morgan v. Sundance, 596 U.S. 411 (2022). Stratera
Resp. Br. at 61. The Supreme Court in Morgan addressed
whether federal courts “may create arbitration-specific variants
of federal procedural rules, like those concerning waiver, based
on the FAA’s policy favoring arbitration.” 596 U.S. at 417
(citation modified). The Court held that they cannot. Id.
Several reasons underlie the Morgan Court’s holding.
First, the general appellate waiver rule “applies to the waiver
of a contractual right, as of any other.” Id. In other words, there
was no reason to apply a more favorable, judge-made waiver
rule to arbitration contracts instead of the usual waiver rule.
Second, the Court noted the questionable historical pedigree of
the arbitration-specific waiver rule—it derived from a fairly
modern Second Circuit decision that relied on the “policy
favoring arbitration.” Id. at 417–18 (quoting Carcich v. Rederi
A/B Nordie, 389 F.2d 692, 696 (2d Cir. 1968)). But the policy
favoring arbitration “does not authorize federal courts to invent
12
special, arbitration-preferring procedural rules” that “favor
arbitration over litigation.” Id. at 418.
Third, the Supreme Court held that the “text of the
FAA,” which requires arbitration petitions in federal court to
proceed “in the manner provided by law,” makes clear that
“courts are not to create arbitration-specific procedural rules
like the one we address here.” Id. at 419 (quoting 9 U.S.C. § 6).
The Court instructed courts to apply the “federal procedural
rules” rather than devising “custom-made rules” that “tilt the
playing field in favor of (or against) arbitration.” Id.
Stratera claims the arbitration-specific waiver rule
rejected in Morgan “is analogous to the judge-made addition
of a federal common law functus officio limitation on the
enforcement of arbitration awards under FAA § 10(a)(4).”
Stratera Resp. Br. at 62. We disagree. Functus officio is not an
“arbitration-specific variant of [a] federal procedural rule[,]”
Morgan, 596 U.S. at 417, but rather an arbitration-only rule
without analogue in the federal rules. As a result, it does not
“favor arbitration over litigation,” or arbitration agreements
over “other contracts.” Id. at 418. And it did not sprout from a
single circuit decision that relied on the general policy favoring
arbitration. Unlike the arbitration-specific rule in Morgan,
functus officio derives from common law and preceded the
FAA, which doesn’t abrogate the doctrine in any way. See
United States v. Texas, 507 U.S. 529, 534 (1993) (“Just as
longstanding is the principle that statutes which invade the
common law are to be read with a presumption favoring the
retention of long-established and familiar principles, except
when a statutory purpose to the contrary is evident.”) (citation
modified); see Verizon, 13 F.4th at 307 (noting the doctrine’s
common law heritage); see generally Bayne v. Morris, 68 U.S.
13
97, 99 (1863) (applying functus officio). For the same reason,
the statutory language cited in Morgan doesn’t have any
bearing on this case.
Thus, Morgan does not abrogate functus officio because
it is not a derivation of a general federal procedural rule that
federal courts tweaked to favor arbitration. It is a longstanding
common-law doctrine applying to arbitrations specifically.
“[I]t has never been abrogated,” and “it is alive and well in this
Court.” Verizon, 13 F.4th at 307 (citation modified).
C
Having considered Stratera’s threshold arguments, we
now turn to the main issue on appeal: the ambiguity exception.
This exception permits revision “[w]here the award, although
seemingly complete, leaves doubt whether the submission has
been fully executed, [such that] an ambiguity arises which the
arbitrator is entitled to clarify.” Id. An ambiguity arises “where
an arbitral award ‘fails to address a contingency that later arises
or when the award is susceptible to more than one
interpretation.’ ” Gen. Re Life Corp. v. Lincoln Nat’l Life Ins.
Co., 909 F.3d 544, 548 (2d Cir. 2018) (quoting Sterling China
Co. v. Glass, Molders, Pottery, Plastics & Allied Workers Loc.
No. 24, 357 F.3d 546, 554 (6th Cir. 2004)). The parties dispute
the latter application—whether the interim award is susceptible
to more than one interpretation.
1
Prospect relies on the interim award’s “Holding”
section to argue that it was unambiguous. In the holding, the
arbitration panel stated that Prospect breached the contract “by
14
not calculating the fees such that the Stratera Fee Party Shares
and Destra Fee Party Shares included DRIP shares in lieu of
cash dividends that would have otherwise been due on the
shares for which [Destra] served as sub-wholesaler.” J.A. at
174–75. It then held that “[a]ll other claims and relief sought
are dismissed.” J.A. at 175. Because the panel’s self-styled
“holding” provided relief for Destra-issued DRIP shares but
didn’t mention Provasi-issued DRIP shares and denied all
other claims for relief, Prospect claims the award is
unambiguous. That’s a compelling point.
But there are other portions of the panel’s opinion that
might lead a reasonable person to believe that Provasi-issued
DRIP shares were indeed included in the award. Magistrate
Judge Burke ably and extensively addressed this issue, so we
focus only on the most critical facts. First, the issue of Provasi-
issued DRIP shares was clearly presented to the arbitration
panel. It is a settled adjudicatory principle that “matters
pertinent to an issue before a court and which were clearly
presented to it, by brief or appendix thereto, are to be taken as
covered by the court’s decision though not mentioned in the
opinion.” Pennsylvania v. Brown, 373 F.2d 771, 777 (3d Cir.
1967) (citing Bingham v. United States, 296 U.S. 211, 218–19
(1935)). Second, the panel’s opinion repeatedly mentions the
“claimants,” which naturally refers to both Destra and Stratera
(Provasi’s parent), and “DRIP shares” generally, not Destra-
issued DRIP specifically. See J.A. at 42–45. Third, the panel
relied heavily on Section 11.18 and Schedule 11.18. Section
11.18 states that Prospect “shall calculate the Destra Fee Party
Percentage, Stratera Fee Party Percentage and [Prospect] Fee
Party Percentage in accordance with Schedule 11.18.” J.A. at
156. Schedule 11.18, in turn, instructs that the Stratera Fee
Party Share includes shares issued “prior to May 11, 2018,”
15
which can refer only to shares issued by Provasi before Destra
took over. J.A. at 166. These facts permit the reasonable
inference that Provasi-issued DRIP shares were included in the
panel’s initial award, thereby creating an ambiguity.
2
Prospect claims the District Court and magistrate judge
erred by concluding that “the panel’s reasoning rendered the
clear holding ambiguous,” emphasizing that what matters is
that “the panel’s holding was clear on its face.” Prospect Br. at
30 (emphasis partially omitted). Prospect confuses matters.
The relevant dichotomy is not holding versus reasoning, but
award versus opinion. In Verizon, we cited the settled rule that
a “mere ambiguity in the opinion accompanying an award,
which permits the inference that the arbitrator may have
exceeded his authority, is not a reason for refusing to enforce
the award.” 13 F.4th at 310 (quoting United Steelworkers of
Am. v. Enter. Wheel & Car Corp., 363 U.S. 593, 598 (1960));
see also, e.g., United Steelworkers of Am., Loc. 4839 v. New
Idea Farm Equip. Corp., 917 F.2d 964, 968 (6th Cir. 1990)
(“An ambiguity in the opinion is not enough, however; the
ambiguity must be in the award itself.”); Int’l Ass’n of
Machinists & Aerospace Workers v. San Diego Marine Constr.
Corp., 620 F.2d 736, 739 (9th Cir. 1980) (“To require opinions
free of ambiguity may lead arbitrators to play it safe by writing
no supporting opinions.”).2
2
This rule can be analogized to court judgments and their
accompanying opinions. See, e.g., In re Int’l Admin Servs., 408
F.3d 689, 700 (11th Cir. 2005) (“Where an order is ambiguous,
its extent must be determined by what preceded it and what it
was intended to execute. Moreover, we may use a
16
Prospect would have us equate the panel’s “holding”
with the “award” referenced in the case law. But at the end of
the panel’s sixteen-page opinion, there is a section labeled
“Interim Award” in the style of a dispositional court order. J.A.
at 187–188. This section closely mirrors the “Award” section
that followed the arbitrator’s 24-page merits opinion in
Verizon. See Merits Award at 25, Verizon Pa. LLC v. Comms.
Workers Of Am., AFL-CIO, Loc. 13000 et al., No. 18-cv-00394
(E.D. Pa. Aug. 19, 2019), ECF No. 29-1. There, the “Award”
section after the merits opinion referenced the “delivery work
in question,” id., which we concluded was ambiguous, Verizon,
13 F.4th at 310. So we looked to the written opinion above it
and found that “it is obvious from the Merits Opinion that the
Remedy Award revised the Merits Award and thus exceeded
the Board’s authority under the functus officio doctrine.” Id.
The “Interim Award” section here is comparably
ambiguous. Whereas the Verizon merits award referred to
“delivery work in question,” the interim award here refers to
the “above-described DRIP Shares.” J.A. at 187. Thus, the
“Award” itself does not elucidate which DRIP shares it covers.
Nor does it distinguish between the holding section and the rest
of the opinion. In deciding what it means by the “above-
described DRIP Shares,” we should follow the award’s
memorandum opinion to determine the intent of the court in
issuing that order.”) (citation modified); United States v. DAS
Corp., 18 F.4th 1032, 1040 (9th Cir. 2021) (“When construing
a judgment, we look to the natural reading of its text. If the
judgment is unambiguous, the court may not consider
extraneous evidence to explain it.”) (citation modified).
17
instruction (and our example in Verizon) and look to the
accompanying opinion to determine which shares are covered.
Once there, as with a judicial opinion, we consider both
the holding and the ratio decidendi. See Bryan A. Garner et al.,
The Law of Judicial Precedent 59 (2016) (“[W]hile the court’s
statement of the holding is important, it doesn’t necessarily
decide the matter. One must still determine how to formulate
the holding exactly.”). As we explained above, the panel’s
holding and reasoning is susceptible to more than one
interpretation as to which DRIP shares are included. So it is
ambiguous.
3
To be sure, Prospect’s reading of the interim award isn’t
frivolous. Prospect reasonably believes the “Holding”
unambiguously awards fees for Destra-issued shares only and
denies all other claims for relief. Meanwhile, the rest of the
opinion includes reasoning that implies—but does not
expressly state—that the award also applies to Provasi-issued
shares. Indeed, Provasi-issued shares are never even mentioned
outside the fact section. With such an unambiguous statement
in the holding section, and less express reasoning in the other
direction, one might fairly think that Prospect has the better
reading. But by bargaining for AAA Rule 9, Prospect agreed
to submit the interpretation and application of AAA Rule 52
(i.e., functus officio) to the arbitrators, so we defer to the
arbitral panel’s application of the doctrine so long as it “even
arguably constru[es] or appl[ies] the contract.” Sutter, 569 U.S.
at 569. Unlike with the remedy award in Verizon, and for the
reasons above, the panel’s revised interim award was at least a
18
rational clarification of its earlier award. We therefore defer to
its clarification.
* * *
For these reasons, we will affirm the District Court’s
Order.
Counsel for Appellant
Raymond J. DiCamillo
Katharine L. Mowery
RICHARDS, LAYTON & FINGER, P.A.
Meir Feder [Argued]
JONES DAY
Counsel for Appellee Destra
Michael E. Kenneally
Laura Hughes McNally [Argued]
Brian Loughnane
MORGAN LEWIS & BOCKIUS
Counsel for Appellee Stratera
Timothy R. Dudderar
POTTER ANDERSON & CORROON LLP
Bobby G. Pryor [Argued]
Matthew D. Hill
PRYOR & HILL
19