SCHEDULE: Meteora Capital Boosts Stake in Rithm Acquisition Corp.

Meteora Capital, LLC and its managing member, Vik Mittal, reported a 7.54% beneficial ownership stake in Rithm Acquisition Corp.'s Class A common stock as of December 31, 2025.

Summary

• Meteora Capital, LLC, and its Managing Member, Vik Mittal, collectively reported beneficial ownership of 1,783,286 shares of Rithm Acquisition Corp.'s Class A common stock.
• This represents 7.5371% of the Class A common stock outstanding.
• The shares are held by certain funds and managed accounts for which Meteora Capital serves as investment manager.
• Meteora Capital and Vik Mittal share both voting and dispositive power over all 1,783,286 shares.
• The securities 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: 5

Explanation: StockSavvy.ai views this filing as neutral. It is a factual disclosure of beneficial ownership and does not contain information that would inherently sway sentiment positively or negatively regarding the issuer's operational performance or future prospects.

Positives

• A significant institutional investor, Meteora Capital, holds a substantial stake, potentially indicating confidence in Rithm Acquisition Corp.
• The filing states the shares were acquired in the ordinary course of business, suggesting a standard investment rather than an activist play.

Negatives

• No specific negative information is contained within this beneficial ownership report.

Risks

• This filing does not contain specific risk factors related to Rithm Acquisition Corp.'s operations or financial health. It solely reports beneficial ownership.

Future Outlook

This filing does not provide any forward-looking statements or guidance regarding Rithm Acquisition Corp.'s future performance or strategic direction. It is a report of current beneficial ownership.

Management Comments

• This filing, a Schedule 13G, does not include direct quotes or paraphrased statements from Rithm Acquisition Corp.'s management. It contains certifications from Meteora Capital's management regarding the purpose of their investment.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine disclosures by institutional investors who acquire more than 5% of a company's stock, indicating a passive investment intent. This filing signals Meteora Capital's significant, but non-controlling, stake in Rithm Acquisition Corp., a Special Purpose Acquisition Company (SPAC), which is common for funds specializing in SPAC-related investments.

Comparison to Industry Standards

• This filing is a standard disclosure of beneficial ownership, adhering to SEC regulations for institutional investors holding over 5% of a company's stock with a passive intent.
• The reported 7.54% stake is a notable position for an institutional investor in a SPAC, often reflecting a strategic investment in anticipation of a de-SPAC transaction or other corporate events.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional holder like Meteora Capital may be viewed positively by other shareholders, potentially signaling institutional confidence.
• Management: Awareness of a large, passive institutional investor may influence management's strategic considerations, though the filing explicitly states no intent to control.

Next Steps

• No specific future actions or milestones for Rithm Acquisition Corp. are mentioned in this beneficial ownership report.
• Meteora Capital may file subsequent amendments to this Schedule 13G if their beneficial ownership percentage changes significantly.

Key Dates

Keywords

Rithm Acquisition Corp., Meteora Capital, Beneficial Ownership, Schedule 13G, Class A Common Stock, Institutional Investor, Investment Adviser, Vik Mittal