SCHEDULE: AQR Capital Management Discloses 4.44% Stake in Live Oak V

Sentiment:

Beneficial Ownership Report (Schedule 13G)


AQR Capital Management and its affiliates have disclosed a 4.44% beneficial ownership stake in Live Oak Acquisition Corp. V's Class A ordinary shares.

Summary

  • AQR Capital Management, LLC, AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC collectively reported beneficial ownership of 1,020,682 Class A ordinary shares of Live Oak Acquisition Corp. V.
  • This ownership represents 4.44% of the Class A ordinary shares outstanding.
  • The event triggering this filing occurred on June 30, 2025.
  • The reporting persons hold shared voting and shared dispositive power over all 1,020,682 shares.
  • The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 6

Explanation: The filing is a factual disclosure of beneficial ownership. The presence of a significant institutional investor like AQR Capital Management could be viewed as a positive signal, indicating institutional interest, but the filing itself is neutral in tone.

Positives

  • AQR Capital Management, a reputable investment firm, holding a significant stake may signal institutional confidence in Live Oak Acquisition Corp. V.

Future Outlook

NA

Industry Context

This filing reflects a standard disclosure of beneficial ownership by an institutional investor in a publicly traded company, common in the financial industry for transparency and regulatory compliance.

Stakeholder Impact

  • Shareholders: The disclosure of a significant stake by a major investment firm like AQR Capital Management may influence investor perception and potentially share price, signaling institutional confidence or interest.

Key Dates

DateDescription
06/30/2025Date of event which required the filing of this statement (beneficial ownership threshold crossed).
08/13/2025Date the Schedule 13G Amendment No. 1 was signed and filed.

Keywords

Live Oak Acquisition Corp. V, AQR Capital Management, Schedule 13G, Beneficial Ownership, Class A ordinary shares, Investment Management, SEC Filing, G5509P102

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