STOCK TITAN

[SCHEDULE 13G] Armada Acquisition Corp. II Warrant SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary

Armada Acquisition Corp. II has a meaningful passive stake held by AQR-affiliated entities. The reporting parties—AQR Capital Management, LLC, AQR Capital Management Holdings, LLC and AQR Arbitrage, LLC—collectively hold 1,499,633 shares, representing 6.32% of the Class A ordinary shares. The filings show these shares are held as units representing those Class A shares and that the three AQR entities have shared voting and shared dispositive power over the full position, with no sole voting or sole dispositive power reported.

The statement also records 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. The filings classify the reporting persons as investment adviser and holding company entities, reflecting an institutional, non-controlling investment position.

Armada Acquisition Corp. II è partecipata in modo significativo in forma passiva da entità affiliate ad AQR. Le parti che presentano le comunicazioni — AQR Capital Management, LLC, AQR Capital Management Holdings, LLC e AQR Arbitrage, LLC — detengono complessivamente 1.499.633 azioni, pari al 6,32% delle azioni ordinarie di Classe A. Le dichiarazioni indicano che tali azioni sono detenute come unità che rappresentano le azioni di Classe A e che le tre entità AQR hanno potere di voto e potere di disposizione condivisi sull'intera posizione, senza alcun potere di voto o di disposizione esclusivo segnalato.

La dichiarazione precisa inoltre che i titoli sono stati acquisiti e sono detenuti nell'ordinario corso dell'attività e non con l'intento di modificare o influenzare il controllo dell'emittente. Le comunicazioni classificano i soggetti segnalanti come società di consulenza in materia di investimenti e holding, riflettendo una posizione d'investimento istituzionale e non di controllo.

Armada Acquisition Corp. II mantiene una participación pasiva significativa en entidades vinculadas a AQR. Las partes informantes — AQR Capital Management, LLC, AQR Capital Management Holdings, LLC y AQR Arbitrage, LLC — poseen en conjunto 1.499.633 acciones, lo que representa el 6,32% de las acciones ordinarias de Clase A. Los registros indican que estas acciones se mantienen como unidades que representan dichas acciones de Clase A y que las tres entidades de AQR tienen poderes de voto y de disposición compartidos sobre la posición completa, sin constar ningún poder exclusivo de voto o de disposición.

La declaración también recoge que los valores fueron adquiridos y se mantienen en el curso ordinario del negocio y no con la finalidad de cambiar o influir en el control del emisor. Los registros clasifican a las partes informantes como asesor de inversiones y sociedades holding, reflejando una posición de inversión institucional y no controladora.

Armada Acquisition Corp. II는 AQR 계열 법인들이 보유한 상당한 수동적 지분을 보유하고 있습니다. 보고 주체들—AQR Capital Management, LLC, AQR Capital Management Holdings, LLC 및 AQR Arbitrage, LLC—은 합쳐서 1,499,633주를 보유하고 있으며 이는 클래스 A 보통주의 6.32%에 해당합니다. 제출 서류에 따르면 이 주식들은 클래스 A 주식을 대표하는 단위로 보유되어 있으며, 세 AQR 법인은 전체 보유에 대해 공동 의결권 및 공동 처분권을 행사하고 있으며 단독 의결권이나 단독 처분권은 보고되지 않았습니다.

서류는 또한 이 증권들이 통상적인 영업 과정에서 취득·보유된 것이며 발행사의 지배권을 변경하거나 영향력을 행사할 목적이 아님을 명시하고 있습니다. 제출 주체들은 투자자문사 및 지주회사로 분류되어 기관투자자의 비지배적 투자 지위를 반영합니다.

Armada Acquisition Corp. II présente une participation passive significative détenue par des entités affiliées à AQR. Les déclarants — AQR Capital Management, LLC, AQR Capital Management Holdings, LLC et AQR Arbitrage, LLC — détiennent collectivement 1 499 633 actions, représentant 6,32% des actions ordinaires de catégorie A. Les dépôts indiquent que ces actions sont détenues sous forme d'unités représentant ces actions de catégorie A et que les trois entités AQR disposent d'un pouvoir de vote et d'un pouvoir de disposition partagés sur l'intégralité de la position, sans qu'aucun pouvoir de vote ou de disposition exclusif ne soit signalé.

La déclaration précise également que les titres ont été acquis et sont détenus dans le cours normal des affaires et non dans le but de modifier ou d'influencer le contrôle de l'émetteur. Les dépôts classent les déclarants comme conseiller en investissement et sociétés holding, traduisant une position d'investissement institutionnelle et non dominante.

Armada Acquisition Corp. II hält eine bedeutende passive Beteiligung, die von AQR-angehörigen Einheiten gehalten wird. Die meldenden Parteien — AQR Capital Management, LLC, AQR Capital Management Holdings, LLC und AQR Arbitrage, LLC — halten zusammen 1.499.633 Aktien, was 6,32% der Stammaktien der Klasse A entspricht. Aus den Meldungen geht hervor, dass diese Aktien als Einheiten gehalten werden, die diese Klasse-A-Aktien repräsentieren, und dass die drei AQR-Einheiten gemeinsame Stimm- und Verfügungsgewalt über die gesamte Position ausüben, wobei keine alleinige Stimm- oder Verfügungsgewalt angegeben ist.

Die Erklärung vermerkt außerdem, dass die Wertpapiere im gewöhnlichen Geschäftsgang erworben und gehalten werden und nicht mit dem Zweck, die Kontrolle des Emittenten zu ändern oder zu beeinflussen. Die Meldungen klassifizieren die meldenden Personen als Investmentberater und Holdinggesellschaften, was eine institutionelle, nicht beherrschende Investitionsposition widerspiegelt.

Positive
  • Material institutional stake: Holding 1,499,633 shares (6.32%) signals meaningful institutional interest.
  • Passive intent declared: Filers certify the securities are held in the ordinary course and not to change control, reducing near-term governance risk.
Negative
  • No sole voting or dispositive power reported, limiting ability to effect change or extract strategic concessions.
  • Concentration risk: A single institutional group owning >5% increases shareholder concentration in the issuer.

Insights

TL;DR: AQR holds a >5% passive stake in Armada II via affiliated funds, signaling notable institutional interest without control intent.

The aggregated 1,499,633-share (6.32%) position is large enough to trigger Schedule 13G disclosure and indicates material institutional ownership but not an activist posture. Shared voting and dispositive power across AQR entities suggests the stake is managed centrally but structured through multiple legal entities. The Item 10 certification that the securities are held in the ordinary course and not to influence control supports a passive investment thesis. For market participants this is informative about shareholder base concentration but not a governance change.

TL;DR: The filing documents significant ownership but explicitly denies intent to influence corporate control.

The reported classification of the filers as investment adviser (IA) and holding company (HC) combined with the certification language indicates compliance with passive investor treatment under Rule 13d-1. Shared voting power without any sole voting or dispositive power reported means the holders are unlikely to unilaterally steer board or strategic actions. Investors should view this as increased institutional ownership that may affect liquidity and shareholder composition without signaling imminent governance change.

Armada Acquisition Corp. II è partecipata in modo significativo in forma passiva da entità affiliate ad AQR. Le parti che presentano le comunicazioni — AQR Capital Management, LLC, AQR Capital Management Holdings, LLC e AQR Arbitrage, LLC — detengono complessivamente 1.499.633 azioni, pari al 6,32% delle azioni ordinarie di Classe A. Le dichiarazioni indicano che tali azioni sono detenute come unità che rappresentano le azioni di Classe A e che le tre entità AQR hanno potere di voto e potere di disposizione condivisi sull'intera posizione, senza alcun potere di voto o di disposizione esclusivo segnalato.

La dichiarazione precisa inoltre che i titoli sono stati acquisiti e sono detenuti nell'ordinario corso dell'attività e non con l'intento di modificare o influenzare il controllo dell'emittente. Le comunicazioni classificano i soggetti segnalanti come società di consulenza in materia di investimenti e holding, riflettendo una posizione d'investimento istituzionale e non di controllo.

Armada Acquisition Corp. II mantiene una participación pasiva significativa en entidades vinculadas a AQR. Las partes informantes — AQR Capital Management, LLC, AQR Capital Management Holdings, LLC y AQR Arbitrage, LLC — poseen en conjunto 1.499.633 acciones, lo que representa el 6,32% de las acciones ordinarias de Clase A. Los registros indican que estas acciones se mantienen como unidades que representan dichas acciones de Clase A y que las tres entidades de AQR tienen poderes de voto y de disposición compartidos sobre la posición completa, sin constar ningún poder exclusivo de voto o de disposición.

La declaración también recoge que los valores fueron adquiridos y se mantienen en el curso ordinario del negocio y no con la finalidad de cambiar o influir en el control del emisor. Los registros clasifican a las partes informantes como asesor de inversiones y sociedades holding, reflejando una posición de inversión institucional y no controladora.

Armada Acquisition Corp. II는 AQR 계열 법인들이 보유한 상당한 수동적 지분을 보유하고 있습니다. 보고 주체들—AQR Capital Management, LLC, AQR Capital Management Holdings, LLC 및 AQR Arbitrage, LLC—은 합쳐서 1,499,633주를 보유하고 있으며 이는 클래스 A 보통주의 6.32%에 해당합니다. 제출 서류에 따르면 이 주식들은 클래스 A 주식을 대표하는 단위로 보유되어 있으며, 세 AQR 법인은 전체 보유에 대해 공동 의결권 및 공동 처분권을 행사하고 있으며 단독 의결권이나 단독 처분권은 보고되지 않았습니다.

서류는 또한 이 증권들이 통상적인 영업 과정에서 취득·보유된 것이며 발행사의 지배권을 변경하거나 영향력을 행사할 목적이 아님을 명시하고 있습니다. 제출 주체들은 투자자문사 및 지주회사로 분류되어 기관투자자의 비지배적 투자 지위를 반영합니다.

Armada Acquisition Corp. II présente une participation passive significative détenue par des entités affiliées à AQR. Les déclarants — AQR Capital Management, LLC, AQR Capital Management Holdings, LLC et AQR Arbitrage, LLC — détiennent collectivement 1 499 633 actions, représentant 6,32% des actions ordinaires de catégorie A. Les dépôts indiquent que ces actions sont détenues sous forme d'unités représentant ces actions de catégorie A et que les trois entités AQR disposent d'un pouvoir de vote et d'un pouvoir de disposition partagés sur l'intégralité de la position, sans qu'aucun pouvoir de vote ou de disposition exclusif ne soit signalé.

La déclaration précise également que les titres ont été acquis et sont détenus dans le cours normal des affaires et non dans le but de modifier ou d'influencer le contrôle de l'émetteur. Les dépôts classent les déclarants comme conseiller en investissement et sociétés holding, traduisant une position d'investissement institutionnelle et non dominante.

Armada Acquisition Corp. II hält eine bedeutende passive Beteiligung, die von AQR-angehörigen Einheiten gehalten wird. Die meldenden Parteien — AQR Capital Management, LLC, AQR Capital Management Holdings, LLC und AQR Arbitrage, LLC — halten zusammen 1.499.633 Aktien, was 6,32% der Stammaktien der Klasse A entspricht. Aus den Meldungen geht hervor, dass diese Aktien als Einheiten gehalten werden, die diese Klasse-A-Aktien repräsentieren, und dass die drei AQR-Einheiten gemeinsame Stimm- und Verfügungsgewalt über die gesamte Position ausüben, wobei keine alleinige Stimm- oder Verfügungsgewalt angegeben ist.

Die Erklärung vermerkt außerdem, dass die Wertpapiere im gewöhnlichen Geschäftsgang erworben und gehalten werden und nicht mit dem Zweck, die Kontrolle des Emittenten zu ändern oder zu beeinflussen. Die Meldungen klassifizieren die meldenden Personen als Investmentberater und Holdinggesellschaften, was eine institutionelle, nicht beherrschende Investitionsposition widerspiegelt.






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





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



AQR Capital Management, LLC
Signature:Henry Parkin
Name/Title:Authorized Signatory
Date:08/12/2025
AQR Capital Management Holdings, LLC
Signature:Henry Parkin
Name/Title:Authorized Signatory
Date:08/12/2025
AQR Arbitrage, LLC
Signature:Henry Parkin
Name/Title:Authorized Signatory
Date:08/12/2025
Exhibit Information

AQR Capital Management Holdings, LLC, AQR Capital Management, LLC, and AQR Arbitrage, LLC hereby agree that this Schedule 13G is filed on behalf of each of the parties. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC. AQR Arbitrage, LLC is deemed to be controlled by AQR Capital Management, LLC.

FAQ

What stake did AQR disclose in Armada Acquisition Corp. II (AACIW)?

AQR-affiliated entities reported owning 1,499,633 shares, equivalent to 6.32% of the Class A ordinary shares.

Which AQR entities filed the Schedule 13G for AACIW?

The filing was made on behalf of AQR Capital Management, LLC, AQR Capital Management Holdings, LLC and AQR Arbitrage, LLC.

Do the filers have voting or dispositive control over the AACIW shares?

The filers report shared voting power and shared dispositive power of 1,499,633 shares and report no sole voting or sole dispositive power.

Is AQR positioning this stake to influence Armada II's control or governance?

No. The filers certify the securities are held in the ordinary course of business and were not acquired to change or influence control.

How are the reporting persons classified in the filing?

The filing identifies the reporting persons as IA (investment adviser) for two entities and HC (holding company) for the parent entity.
ARMADA ACQUISITION CORP II

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