SCHEDULE 13G: Ontario Pension Fund Discloses Significant Stake in Live Oak Acquisition Corp. V
Beneficial Ownership Report
Healthcare of Ontario Pension Plan Trust Fund (HOOPP) has disclosed a 7.3% beneficial ownership stake in Live Oak Acquisition Corp. V, a blank check company, as of March 31, 2025.
Summary
- Healthcare of Ontario Pension Plan Trust Fund (HOOPP) has filed a Schedule 13G, reporting beneficial ownership of 2,000,000 Class A ordinary shares of Live Oak Acquisition Corp. V.
- This ownership represents 7.3% of the Class A ordinary shares issued and outstanding, based on 27,500,000 shares as of March 3, 2025.
- The shares are held in the form of units, with each unit consisting of one Class A Share and one-half of one redeemable warrant.
- Each whole warrant grants the holder the right to purchase one Class A Share at a price of $11.50 per share, subject to adjustment.
- HOOPP, a pension plan formed as a trust under Ontario, Canada laws, certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: The document is a factual disclosure of beneficial ownership and does not contain inherently positive or negative financial performance information.
Future Outlook
This document is a beneficial ownership report and does not contain forward-looking statements or guidance regarding the issuer's future operations or financial performance.
Industry Context
This filing indicates a significant institutional investment in a Special Purpose Acquisition Company (SPAC). Such investments are common as institutional funds seek opportunities in the pre-merger phase of SPACs, often holding units that include both shares and warrants, anticipating potential upside from a future business combination.
Stakeholder Impact
- Shareholders: The disclosure of a significant institutional investor's stake may be viewed positively, indicating confidence in the issuer, though the impact on share price is subject to market interpretation.
Key Dates
| Date | Description |
|---|---|
| 03/03/2025 | Date as of which 27,500,000 Class A Shares were issued and outstanding, as reported in the Issuer's Form 8-K. |
| 03/07/2025 | Date the Issuer's Form 8-K, providing share count information, was filed with the SEC. |
| 03/31/2025 | Date of event which required the filing of this Schedule 13G statement (reporting period end). |
| 05/14/2025 | Date the Schedule 13G was signed and filed. |
Keywords
Schedule 13G, Beneficial Ownership, Live Oak Acquisition Corp. V, HOOPP, Healthcare of Ontario Pension Plan Trust Fund, Class A ordinary shares, SPAC, Warrants, Institutional Investor, SEC Filing
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