Arena Investors (NASDAQ: COOT) reports 6.27% stake in Australian Oilseeds

Rhea-AI Filing Summary

Arena Investors and an affiliated fund reported a significant ownership stake in Australian Oilseeds Holdings Ltd. Through ARENA BUSINESS SOLUTIONS GLOBAL SPC II LTD., they beneficially own 1,750,000 common shares, representing about 6.27% of the company’s outstanding ordinary shares as of December 4, 2025.

The filing states Arena Investors, LP may be deemed to share beneficial ownership as investment manager to the fund, while each reporting person disclaims beneficial ownership beyond shares directly held. They also certify the holdings were not acquired to change or influence control of Australian Oilseeds Holdings.

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Accepted by SEC EDGAR 02/13/2026 - 01:52 PM Learn about SEC filing dates

FAQ

What stake does Arena Investors report in Australian Oilseeds Holdings (COOT)?

Arena Investors and its affiliated fund report beneficial ownership of 1,750,000 common shares of Australian Oilseeds Holdings, equal to about 6.27% of outstanding ordinary shares. This level of ownership makes them a significant shareholder under U.S. securities disclosure rules.

Who are the reporting persons in the Australian Oilseeds (COOT) Schedule 13G/A?

The reporting persons are Arena Investors, LP, acting as investment manager, and ARENA BUSINESS SOLUTIONS GLOBAL SPC II LTD., a private investment vehicle. The fund directly holds the ordinary shares, while Arena Investors may be deemed to beneficially own them as investment manager.

How many Australian Oilseeds (COOT) shares does Arena’s fund hold and what voting power?

ARENA BUSINESS SOLUTIONS GLOBAL SPC II LTD. holds 1,750,000 ordinary shares of Australian Oilseeds with sole voting and dispositive power over that entire amount. No shared voting or shared dispositive power is reported for these securities in the filing.

On what share count is Arena’s 6.27% COOT ownership based?

The reported 6.27% ownership is based on 27,898,540 ordinary shares of Australian Oilseeds outstanding as of December 4, 2025. That outstanding share figure comes from the company’s Form F-1 dated the same day, referenced directly in the Schedule 13G/A.

Is Arena Investors seeking control of Australian Oilseeds Holdings (COOT)?

Arena Investors certifies the securities were not acquired and are not held for the purpose of changing or influencing control of Australian Oilseeds. They also state the holdings are not part of any transaction intended to affect control, other than certain proxy nomination activities allowed by regulation.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Australian Oilseeds Holdings Ltd

(Name of Issuer)

Common Stock

(Title of Class of Securities)

G07041109

(CUSIP Number)

12/04/2025

(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. G07041109

1

Names of Reporting Persons

Arena 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 1,750,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,750,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,750,000.00

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)

6.3 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. G07041109

1

Names of Reporting Persons

ARENA BUSINESS SOLUTIONS GLOBAL SPC II LTD.

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

CAYMAN ISLANDS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,750,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,750,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,750,000.00

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)

6.3 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Australian Oilseeds Holdings Ltd
(b)	Address of issuer's principal executive offices: 126-142 COWCUMBLA STREET, 126-142 COWCUMBLA STREET, COOTAMUNDRA, AUSTRALIA, 2590.
Item 2.
(a)	Name of person filing: This Schedule 13G is filed by the following (the "Reporting Persons"): (i) Arena Investors, LP (the "Investment Manager"), who serves as investment manager to the Arena Fund (as defined below); (ii) ARENA BUSINESS SOLUTIONS GLOBAL SPC II LTD. (the "Arena Fund"). The Arena Fund is a private investment vehicle. The Arena Fund directly beneficially owns the Ordinary Shares reported in this Schedule 13G. The Investment Manager may be deemed to beneficially own the Ordinary Shares directly beneficially owned by the Arena Fund. Each Reporting Person disclaims beneficial ownership with respect to any Ordinary Shares other than the Ordinary Shares directly beneficially owned by such Reporting Person.
(b)	Address or principal business office or, if none, residence: The principal business office of the Reporting Persons is 2500 Westchester Avenue, Suite 401, Purchase, New York 10577.
(c)	Citizenship: For citizenship or place of organization see Item 4 of the cover page of each Reporting Person.
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: G07041109
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: Aggregate - 1,750,000 shares; see also Item 9 on the cover page for each Reporting Person.
(b)	Percent of class: Aggregate - 6.27%; see also Item 11 on the cover page for each Reporting Person. The percentages of beneficial ownership contained herein are based on 27,898,540 ordinary shares outstanding as of December 4, 2025, per the issuers Form F-1 dated December 4, 2025.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: See Item 5 on the cover page for each Reporting Person.
	(ii) Shared power to vote or to direct the vote: See Item 6 on the cover page for each Reporting Person.
	(iii) Sole power to dispose or to direct the disposition of: See Item 7 on the cover page for each Reporting Person.
	(iv) Shared power to dispose or to direct the disposition of: See Item 8 on the cover page for each Reporting Person.
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.
	Not Applicable
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.

Arena Investors LP

Signature:	Tsering Lama
Name/Title:	Authorized Signatory
Date:	02/13/2026

ARENA BUSINESS SOLUTIONS GLOBAL SPC II LTD.

Signature:	Tsering Lama
Name/Title:	Authorized Signatory
Date:	02/13/2026