Schedule 13G: Harraden Reports 1.21M Shares (5.09%) of AACI

Rhea-AI Filing Summary

Harraden Circle and affiliated entities reported collective beneficial ownership of 1,206,800 shares of Armada Acquisition Corp. II Class A common stock, representing 5.09% of the class. The holdings reported are shared voting and dispositive power only; no sole voting or dispositive power is claimed.

The filing lists the reporting persons (Harraden Circle Investments, LLC; Harraden Circle Investors GP, LP; Harraden Circle Investors GP, LLC; Harraden Circle Investors, LP; Harraden Circle Special Opportunities, LP; Harraden Circle Strategic Investments, LP; Harraden Circle Concentrated, LP; and Frederick V. Fortmiller, Jr.) and explains the manager/general partner relationships through which indirect ownership is attributed. The filing certifies the shares were not acquired to influence control of the issuer.

Positive

• Disclosed >5% position (1,206,800 shares, 5.09%) provides transparency to the market
• Clear ownership chain and roles (funds, GP, LLC, investment adviser, managing member) reduces ambiguity about attribution
• Filing classifies the stake as passive by certifying it was not acquired to influence control

Negative

• None.

Insights

Financial Analyst

TL;DR: A disclosed >5% stake signals a notable institutional position but no control—useful for shareholder base visibility.

This Schedule 13G shows Harraden-related funds and the named individual beneficially hold 1,206,800 shares, or 5.09% of AACI's Class A common stock, with only shared voting and dispositive power. Under SEC reporting rules, a >5% passive position requires disclosure; the filing identifies the ownership chain (funds, GP, LLC, investment adviser, managing member) clarifying how indirect beneficial ownership is attributed. The certification that the position was not acquired to influence control indicates the filers consider this a passive investment under the applicable rule.

Corporate Governance Expert

TL;DR: Disclosure clarifies ownership and governance links but shows no asserted control rights.

The filing maps the governance and advisory structure: Harraden GP is general partner of the investment funds, Harraden LLC is the GP of the GP, Harraden Adviser manages the funds, and Mr. Fortmiller is managing member of the adviser and Harraden LLC. All relevant entities are Delaware-organized. Reported powers are shared, not sole, and the certification disclaims intent to change or influence issuer control, consistent with a Schedule 13G passive disclosure rather than an active Schedule 13D filing.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Armada Acquisition Corp. II

(Name of Issuer)

Class A Common Stock

(Title of Class of Securities)

G0R38G104

(CUSIP Number)

09/09/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. G0R38G104

1

Names of Reporting Persons

Harraden Circle Investments, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,206,800.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,206,800.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,206,800.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.09 %

12

Type of Reporting Person (See Instructions)

OO, HC, IA

SCHEDULE 13G

CUSIP No. G0R38G104

1

Names of Reporting Persons

Harraden Circle Investors GP, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,206,800.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,206,800.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,206,800.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.09 %

12

Type of Reporting Person (See Instructions)

PN, HC

SCHEDULE 13G

CUSIP No. G0R38G104

1

Names of Reporting Persons

Harraden Circle Investors GP, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,206,800.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,206,800.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,206,800.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.09 %

12

Type of Reporting Person (See Instructions)

OO, HC

SCHEDULE 13G

CUSIP No. G0R38G104

1

Names of Reporting Persons

Harraden Circle Investors, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 873,683.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 873,683.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

873,683.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.68 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. G0R38G104

1

Names of Reporting Persons

Harraden Circle Special Opportunities, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 49,806.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 49,806.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

49,806.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.21 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. G0R38G104

1

Names of Reporting Persons

Harraden Circle Strategic Investments, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 283,311.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 283,311.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

283,311.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

1.19 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. G0R38G104

1

Names of Reporting Persons

Harraden Circle Concentrated, LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP No. G0R38G104

1

Names of Reporting Persons

Frederick V. Fortmiller, Jr.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,206,800.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,206,800.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,206,800.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.09 %

12

Type of Reporting Person (See Instructions)

IN, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Armada Acquisition Corp. II
(b)	Address of issuer's principal executive offices: 1760 Market Street, Suite 602, Philadelphia, PA 19103
Item 2.
(a)	Name of person filing: This Statement is filed on behalf of the following persons (collectively, the "Reporting Persons"): i) Harraden Circle Investments, LLC ("Harraden Adviser"); ii) Harraden Circle Investors GP, LP ("Harraden GP"); iii) Harraden Circle Investors GP, LLC ("Harraden LLC"); iv) Harraden Circle Investors, LP ("Harraden Fund"); v) Harraden Circle Special Opportunities, LP ("Harraden Special Op Fund"); vi) Harraden Circle Strategic Investments, LP ("Harraden Strategic Fund"); vii) Harraden Circle Concentrated, LP ("Harraden Concentrated Fund"); and viii) Frederick V. Fortmiller, Jr. ("Mr. Fortmiller") This Statement relates to Shares (as defined herein) directly beneficially owned by Harraden Fund, Harraden Special Op Fund, Harraden Strategic Fund, and Harraden Concentrated Fund. Harraden GP is the general partner to Harraden Fund, Harraden Special Op Fund, Harraden Strategic Fund, and Harraden Concentrated Fund, and Harraden LLC is the general partner of Harraden GP. Harraden Adviser serves as investment manager to Harraden Fund, Harraden Special Op Fund, Harraden Strategic Fund, Harraden Concentrated Fund, and other high net worth individuals. Mr. Fortmiller is the managing member of each of Harraden LLC and Harraden Adviser. In such capacities, each of Harraden GP, Harraden LLC, Harraden Adviser and Mr. Fortmiller may be deemed to indirectly beneficially own the Shares reported herein directly beneficially owned by Harraden Fund, Harraden Special Op Fund, Harraden Strategic Fund, and Harraden Concentrated Fund.
(b)	Address or principal business office or, if none, residence: 299 Park Avenue, 21st Floor, New York, NY 10171
(c)	Citizenship: Each of Harraden Fund, Harraden Special Op Fund, Harraden Strategic Fund, Harraden Concentrated Fund, and Harraden GP is a Delaware limited partnership. Each of Harraden LLC and Harraden Adviser is a Delaware limited liability company. Mr. Fortmiller is a citizen of the United States of America.
(d)	Title of class of securities: Class A Common Stock
(e)	CUSIP No.: G0R38G104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,206,800
(b)	Percent of class: 5.09 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 1,206,800
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 1,206,800
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See disclosure in Item 2 hereof.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Harraden Circle Investments, LLC

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr., managing member
Date:	09/15/2025

Harraden Circle Investors GP, LP

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr., managing member; Harraden Circle Investors GP, LLC, general partner
Date:	09/15/2025

Harraden Circle Investors GP, LLC

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr., managing member
Date:	09/15/2025

Harraden Circle Investors, LP

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr., managing member; Harraden Circle Investors GP, LLC, general partner; Harraden Circle Investors GP, LP, general partner
Date:	09/15/2025

Harraden Circle Special Opportunities, LP

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr., managing member; Harraden Circle Investors GP, LLC, general partner; Harraden Circle Investors GP, LP, general partner
Date:	09/15/2025

Harraden Circle Strategic Investments, LP

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr., managing member; Harraden Circle Investors GP, LLC, general partner; Harraden Circle Investors GP, LP, general partner
Date:	09/15/2025

Harraden Circle Concentrated, LP

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr., managing member; Harraden Circle Investors GP, LLC, general partner; Harraden Circle Investors GP, LP, general partner
Date:	09/15/2025

Frederick V. Fortmiller, Jr.

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr.
Date:	09/15/2025

FAQ

What stake does Harraden Circle report in Armada Acquisition Corp. II (AACI)?

The Harraden-related reporting persons disclose beneficial ownership of 1,206,800 shares, representing 5.09% of AACI's Class A common stock.

Does Harraden claim voting or dispositive control over the AACI shares?

The filing reports 0 sole voting power and 1,206,800 shared voting power; similarly 0 sole dispositive and 1,206,800 shared dispositive power.

Which entities and individuals are listed as reporting persons on the Schedule 13G?

Reported filers include Harraden Circle Investments, LLC; Harraden Circle Investors GP, LP; Harraden Circle Investors GP, LLC; Harraden Circle Investors, LP; Harraden Circle Special Opportunities, LP; Harraden Circle Strategic Investments, LP; Harraden Circle Concentrated, LP; and Frederick V. Fortmiller, Jr.

Is the Harraden position reported as passive or active?

The filing is submitted on Schedule 13G and includes a certification that the shares were not acquired to influence control, indicating the position is reported as passive under applicable SEC rules.

Where are the reporting entities organized and where is the issuer located?

The Harraden entities are organized in Delaware. The issuer's principal executive offices are listed at 1760 Market Street, Suite 602, Philadelphia, PA 19103.