Breeze Acquisition Corp. II: Harraden-related entities and Frederick V. Fortmiller, Jr. report beneficial ownership of 1,225,000 Ordinary Shares, representing 6.21% of the class. The holdings are reported as shared voting and shared dispositive power and arise from interests held by Harraden funds and partnerships, with Harraden GP, Harraden LLC, Harraden Adviser and Mr. Fortmiller described as having indirect beneficial ownership through their roles. The statement is dated 05/20/2026 and lists CUSIP G13227122.
Positive
None.
Negative
None.
Insights
Harraden reports a passive ownership stake of 6.21% via affiliated funds.
The filing lists 1,225,000 Ordinary Shares as beneficially owned by Harraden-controlled funds, shown with shared voting and dispositive power. The ownership is structured through partnerships and adviser relationships, with Harraden GP and Harraden LLC as general partners and Mr. Fortmiller as managing member.
Future disclosures may specify changes in voting arrangements or additional acquisitions; any change would appear in subsequent ownership filings.
Disclosure aligns with joint/indirect beneficial ownership reporting norms.
The schedule identifies the reporting persons and ties the reported 1,225,000 shares to specific funds and entities. Signatures show Mr. Fortmiller signing in multiple representative capacities, which is typical when entities and their control persons file together.
Materiality is governed by the 6.21% threshold; further transactions or changes in percentage would require updated filings under applicable rules.
Key Figures
Beneficial ownership:1,225,000 sharesPercent of class:6.21%Harraden Fund holdings example:712,759 shares+4 more
7 metrics
Beneficial ownership1,225,000 sharesAmount beneficially owned reported in Item 4
Percent of class6.21%Percent of class reported in Item 4
Harraden Fund holdings example712,759 sharesHarraden Circle Investors, LP beneficially owned (listed in table)
Harraden Special Opportunities holdings241,142 sharesHarraden Circle Special Opportunities, LP beneficially owned (listed in table)
Harraden Strategic holdings183,856 sharesHarraden Circle Strategic Investments, LP beneficially owned (listed in table)
Harraden Concentrated holdings87,243 sharesHarraden Circle Concentrated, LP beneficially owned (listed in table)
CUSIPG13227122CUSIP for Ordinary Shares listed in Item 2(d)
Key Terms
Beneficially owned, Shared dispositive power, General partner, CUSIP
4 terms
Beneficially ownedregulatory
"Amount beneficially owned: 1,225,000"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared dispositive powerregulatory
"Shared power to dispose or to direct the disposition of: 1,225,000"
General partnerfinancial
"Harraden GP is the general partner to Harraden Fund"
A general partner is the person or firm that runs an investment partnership and legally represents it — they make the day-to-day decisions, choose which assets to buy or sell, and are responsible for the partnership’s obligations. Investors care because the general partner’s judgment, risk-taking and fee and profit-sharing arrangements determine both the potential returns and the level of exposure to losses; think of the GP as the ship’s captain whose skill and honesty shape the voyage’s outcome.
CUSIPregulatory
"CUSIP Number(s): G13227122"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Breeze Acquisition Corp. II
(Name of Issuer)
Ordinary Shares
(Title of Class of Securities)
G13227122
(CUSIP Number)
05/13/2026
(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)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
G13227122
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
1,225,000.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,225,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,225,000.00
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)
6.21 %
12
Type of Reporting Person (See Instructions)
OO, HC, IA
SCHEDULE 13G
CUSIP Number(s):
G13227122
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
1,225,000.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,225,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,225,000.00
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)
6.21 %
12
Type of Reporting Person (See Instructions)
PN, HC
SCHEDULE 13G
CUSIP Number(s):
G13227122
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
1,225,000.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,225,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,225,000.00
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)
6.21 %
12
Type of Reporting Person (See Instructions)
OO, HC
SCHEDULE 13G
CUSIP Number(s):
G13227122
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
712,759.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
712,759.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
712,759.00
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)
3.61 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
G13227122
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
241,142.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
241,142.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
241,142.00
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)
1.22 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
G13227122
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
183,856.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
183,856.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
183,856.00
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)
0.93 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
G13227122
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
87,243.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
87,243.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
87,243.00
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)
0.44 %
12
Type of Reporting Person (See Instructions)
PN
SCHEDULE 13G
CUSIP Number(s):
G13227122
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
1,225,000.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,225,000.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,225,000.00
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)
6.21 %
12
Type of Reporting Person (See Instructions)
IN, HC
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Breeze Acquisition Corp. II
(b)
Address of issuer's principal executive offices:
955 W. John Carpenter Fwy., Suite 100-929, Irving, TX 75039
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:
885 Third Avenue, Suite 2600B, New York, NY 10022
(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:
Ordinary Shares
(e)
CUSIP Number(s):
G13227122
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:
1,225,000
(b)
Percent of class:
6.21 %
(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:
1,225,000
(iii) Sole power to dispose or to direct the disposition of:
0
(iv) Shared power to dispose or to direct the disposition of:
1,225,000
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
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:
05/20/2026
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:
05/20/2026
Harraden Circle Investors GP, LLC
Signature:
/s/ Frederick V. Fortmiller, Jr.
Name/Title:
Frederick V. Fortmiller, Jr., managing member
Date:
05/20/2026
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:
05/20/2026
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:
05/20/2026
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:
05/20/2026
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
What stake does Harraden report in Breeze Acquisition Corp. II (BREZU)?
Harraden reports beneficial ownership of 1,225,000 Ordinary Shares, equal to 6.21% of the class, as disclosed in the filing signed 05/20/2026.
Which Harraden entities are named as reporting persons in the BREZU filing?
The filing lists 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..
How is voting and dispositive power reported for the 1,225,000 shares?
The schedule reports 0 sole voting or dispositive power and 1,225,000 in shared voting power and shared dispositive power for the reported shares.
Does the filing indicate direct or indirect ownership for Mr. Fortmiller?
The filing states Mr. Fortmiller is managing member of Harraden LLC and Harraden Adviser and may be deemed to indirectly beneficially own the reported shares through those entities.
What CUSIP is associated with the reported ordinary shares?
The filing identifies the CUSIP for the Ordinary Shares as G13227122 in Item 2(d) and Item 4 of the statement.
