Sponsor Group Reports 20% Stake in Live Oak Acquisition Corp. V
Live Oak Acquisition Corp. V
Filing Summary
Sponsor Group Reports 20% Stake in Live Oak Acquisition Corp. V
Company: Live Oak Acquisition Corp. V (N/A) Form: SCHEDULE 13G | Filed: 2026-02-12 Significance: High
Insider: Live Oak Sponsor V, LLC (managed by CEO Richard Hendrix) Title: Managing Member | Relationship: Ten Percent Owner
Holding Details: • Type: Beneficial Ownership Report • Shares Owned: 5,750,000 • Stake: 20.0% of outstanding shares • Value of Holding: ~$58.0M
Key Insight: The sponsor entity, managed by the company's CEO, formally reported its 20% founder's stake, highlighting significant insider alignment and control over the SPAC's future business combination.
Market Context: This is a standard filing for a Special Purpose Acquisition Company (SPAC), confirming the sponsor's initial ownership position post-IPO. The stake represents a controlling interest in the micro-cap entity.
Comprehensive Analysis
SEC Filing Analysis: Live Oak Acquisition Corp. V (N/A)
Executive Summary
- Trading Significance: High
- Key Takeaway: The sponsor of the SPAC, Live Oak Sponsor V, LLC, managed by the company's CEO, has formally reported its beneficial ownership of 5,750,000 shares, representing a 20.0% stake in the company.
- Market Impact: Neutral, as this is a standard and expected filing for a SPAC sponsor, confirming the pre-disclosed founder share ownership structure.
Company Information
| Field | Value |
|---|---|
| Company | Live Oak Acquisition Corp. V |
| Ticker Symbol | Not specified in filing |
| CIK | 0002048951 |
| Industry | Miscellaneous Retail |
Insider Information
| Field | Value |
|---|---|
| Name | Live Oak Sponsor V, LLC & Richard Hendrix |
| CIK | 0002048695 (for Live Oak Sponsor V, LLC) |
| Title/Position | Managing Member (Hendrix, for the Sponsor) / CEO & Chairman (Hendrix, for the Issuer) |
| Relationship | Ten Percent Owner |
Transaction Details
This Schedule 13G is a statement of beneficial ownership, not a record of a new transaction.
| Field | Value |
|---|---|
| Form Type | SCHEDULE 13G |
| Event Date | 2025-12-31 |
| Transaction Code | N/A |
| Security Type | Class B Ordinary Shares (convertible into Class A Ordinary Shares) |
| Shares Beneficially Owned | 5,750,000 |
| Price Per Share | N/A |
| Total Value | N/A |
| Shares Owned After | 5,750,000 |
| Ownership Type | Indirect (for Richard Hendrix via the Sponsor) |
Financial Impact Assessment
Holding Materiality
| Metric | Value |
|---|---|
| Value of Holding (est.) | ~$58,000,000 |
| % of Market Cap | 20.0% |
| Shares Held | 5,750,000 |
| % of Shares Outstanding | 20.0% |
| Post-Transaction Ownership | 5,750,000 shares (20.0% of outstanding) |
| Materiality Assessment | Highly Significant |
Impact Evaluation
- Market Cap Context: For a micro-cap SPAC with a market capitalization of $290 million, a 20% holding by the sponsor is a defining characteristic of the company's capital structure and governance.
- Ownership Concentration: This filing confirms an extremely high ownership concentration. The sponsor's 20% stake gives it significant influence over the selection and approval of a future business combination.
- Dilution Impact: The filing notes the sponsor also holds warrants to purchase an additional 4,500,000 Class A ordinary shares, representing significant potential future dilution for public shareholders upon a successful business combination.
- Transaction Significance: While not a transaction, the size of the holding is highly significant. It establishes the sponsor as the single largest and most influential shareholder.
Market Impact Analysis
Stock Impact Prediction
- Direction: Neutral
- Reasoning: This filing is procedural and confirms the ownership structure that is standard for SPACs. The market has already priced in the sponsor's significant stake and control.
Volume & Sentiment
- Expected Volume Impact: None. This is a backward-looking statement of ownership and does not signal any new trading activity.
- Sentiment Indicator: Neutral. This confirms the status quo for the SPAC's ownership.
Investment Insights
Positive Market Indicators
- Insider Alignment: A 20% stake ensures the sponsor's interests are strongly aligned with finding a successful business combination to realize the value of their founder shares.
Risk Factors
- Concentrated Control: The sponsor's significant control could lead to the approval of a business combination that is more favorable to the sponsor than to public shareholders.
- Future Dilution: The existence of 4.5 million sponsor warrants, in addition to the founder shares, represents a material source of future dilution.
Key Takeaways
- Confirmation of Control: Live Oak Sponsor V, LLC, managed by the company's CEO, officially holds a 20% stake.
- Standard SPAC Structure: The filing aligns with typical SPAC structures where the sponsor retains a significant founder's stake.
- High Significance Stake: The 20% ownership is a highly material position, representing approximately $58 million based on the current market cap.
Additional Context
Transaction Notes
- The reported shares are Class B "Founder Shares," which will automatically convert into Class A ordinary shares upon the company's initial business combination. This is a key feature of the SPAC structure, rewarding the sponsor for a successful merger.
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