SCHEDULE: Oxley Bridge Acquisition: Key Holders Disclose 20% Stake

Oxley Bridge Holdings LLC, Oxley Bridge Management LLC, and Jonathan Lin have disclosed a 20% beneficial ownership stake in Oxley Bridge Acquisition Limited, primarily through convertible Class B Ordinary Shares.

Summary

• Oxley Bridge Holdings LLC, Oxley Bridge Management LLC, and Jonathan Lin (collectively, the "Reporting Persons") beneficially own 6,325,000 Class B Ordinary Shares of Oxley Bridge Acquisition Limited.
• These Class B Ordinary Shares represent 20.0% of the total Class A Ordinary Shares, assuming conversion of all Class B shares.
• The Class B Ordinary Shares are automatically convertible into Class A Ordinary Shares upon or immediately following the Issuer's initial business combination, or at the holder's option prior to the business combination.
• Jonathan Lin, as the sole managing member of Oxley Bridge Management LLC (which manages Oxley Bridge Holdings LLC), holds sole voting and dispositive power over these securities.
• The reported ownership excludes 4,200,000 Class A Ordinary Shares that could be purchased by exercising warrants not currently exercisable.
• The percentage is calculated based on 25,300,000 Class A Ordinary Shares and 6,325,000 Class B Ordinary Shares outstanding as of November 13, 2025.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive disclosure, as it confirms significant insider ownership and alignment with the company's primary objective of completing a business combination, which is standard for a SPAC sponsor.

Positives

• Disclosure of a significant 20% stake by key management/sponsor entities indicates strong alignment of interests with the company's future success, particularly regarding the initial business combination.

Negatives

• The filing itself does not present inherent negatives; it is a factual disclosure of ownership.

Risks

• The value of the Class B Ordinary Shares is contingent on the successful completion of an initial business combination, as they convert into Class A shares upon or immediately following this event.
• The exclusion of 4,200,000 Class A Ordinary Shares from the reported beneficial ownership, which may be purchased by exercising warrants not presently exercisable, indicates potential future dilution if these warrants are exercised.

Future Outlook

The filing indicates that the Class B Ordinary Shares held by the Reporting Persons are automatically convertible into Class A Ordinary Shares upon or immediately following the Issuer's initial business combination, highlighting the company's strategic focus on completing such a transaction.

Management Comments

• Jonathan Lin is the sole managing member of Oxley Bridge Management LLC, which is the sole managing member of the Oxley Bridge Holdings LLC and has voting and investment discretion with respect to the securities held of record by Oxley Bridge Holdings LLC.

Industry Context

StockSavvy.ai notes that this Schedule 13G filing is typical for Special Purpose Acquisition Companies (SPACs) where the sponsor entity (Oxley Bridge Holdings LLC and its managing members) holds a significant 'founder share' stake, often in a separate class of shares (Class B) that converts upon the de-SPAC transaction. This structure aligns the sponsor's interests with the successful completion of a business combination, a common practice in the SPAC industry to incentivize deal-making.

Stakeholder Impact

• Shareholders: The disclosure clarifies the significant ownership stake of the sponsor group, which can provide confidence in management's commitment to the company's success. The potential conversion of Class B shares into Class A shares upon a business combination is a standard feature of SPACs.
• Management: Jonathan Lin and the associated LLCs maintain significant control and voting power, aligning their interests directly with the company's strategic direction and the successful execution of a business combination.

Next Steps

• Completion of the Issuer's initial business combination, which will trigger the automatic conversion of Class B Ordinary Shares into Class A Ordinary Shares.

Key Dates

Recommendation

The filing is a standard beneficial ownership disclosure for a SPAC sponsor, confirming a significant 20% stake. While this indicates strong alignment of interests, it does not provide new operational or financial performance data to warrant a 'buy' or 'sell' recommendation. Investors should 'hold' and await further developments regarding the company's initial business combination.

Keywords

Oxley Bridge Acquisition Limited, Schedule 13G, Beneficial Ownership, Class B Ordinary Shares, Class A Ordinary Shares, SPAC, Jonathan Lin, Founder Shares, Equity Stake, SEC Filing