STOCK TITAN

Berto Acquisition Corp. II (GUAC) investors report over 13% stake in 13G

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Berto Acquisition Sponsor II LLC and related parties report significant ownership in Berto Acquisition Corp. II ordinary shares. The Sponsor reports beneficial ownership of 2,779,808 ordinary shares, representing 7.1% of the class, all held directly by Berto Acquisition Sponsor II LLC.

Harry L. You reports beneficial ownership of 5,311,910 ordinary shares (including 2,532,102 shares held in his Roth IRA and the Sponsor-held shares), or 13.5% of the class. Robert You reports 2,215,590 ordinary shares held in his Roth IRA, or 5.6% of the class. Percentages are based on 39,387,500 ordinary shares outstanding. The Sponsor also holds 3,500,000 warrants exercisable at $11.50 per share after the initial business combination, which are excluded from these beneficial ownership calculations because they are not exercisable within 60 days. The reporting persons are making a joint filing but state it should not be construed as forming a “group.”

Positive

  • None.

Negative

  • None.
Sponsor shares owned 2,779,808 ordinary shares Beneficially owned by Berto Acquisition Sponsor II LLC; 7.1% of class
Harry L. You total ownership 5,311,910 ordinary shares Beneficial ownership including Roth IRA and Sponsor-held shares; 13.5% of class
Harry L. You Roth IRA holdings 2,532,102 ordinary shares Ordinary shares held by Harry L. You’s Roth IRA
Robert You ownership 2,215,590 ordinary shares Ordinary shares held by Robert You’s Roth IRA; 5.6% of class
Warrants held by Sponsor 3,500,000 warrants at $11.50 per share Ordinary Shares issuable 30 days after the initial business combination; excluded from 60-day beneficial ownership
Shares outstanding 39,387,500 ordinary shares Aggregate ordinary shares outstanding used to calculate ownership percentages
beneficial ownership financial
"Amount beneficially owned: See responses to row 9 on each cover page."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
dispositive power financial
"Sole Dispositive Power 0.00 8 | Shared Dispositive Power 2,779,808.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
shared voting power financial
"5 | Sole Voting Power 0.00 6 | Shared Voting Power 2,779,808.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
pecuniary interest financial
"disclaims any beneficial ownership ... other than to the extent of any pecuniary interest"
Schedule 13G regulatory
"The Reporting Persons have determined to make this filing jointly"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

What ownership stake does Berto Acquisition Sponsor II LLC report in GUAC?

Berto Acquisition Sponsor II LLC reports 2,779,808 ordinary shares of Berto Acquisition Corp. II, representing 7.1% of the outstanding class, all held directly by the Sponsor entity, with shared voting and dispositive power.

How many GUAC shares does Harry L. You beneficially own?

Harry L. You reports beneficial ownership of 5,311,910 ordinary shares, or 13.5% of the class, including 2,532,102 shares held in his Roth IRA and the shares held by Berto Acquisition Sponsor II LLC.

What is Robert You’s reported ownership percentage in GUAC?

Robert You reports beneficial ownership of 2,215,590 ordinary shares of Berto Acquisition Corp. II, all held in his Roth IRA, representing 5.6% of the company’s 39,387,500 outstanding ordinary shares.

How many GUAC warrants does the Sponsor hold and at what exercise price?

The Sponsor holds 3,500,000 warrants, each exercisable at $11.50 per share, beginning 30 days after the closing of the initial business combination; these underlying shares are excluded from current beneficial ownership.

On what share count are the GUAC ownership percentages based?

All reported ownership percentages are based on 39,387,500 ordinary shares outstanding of Berto Acquisition Corp. II, as referenced from a Form 10-Q filed on August 14, 2026.

Do the GUAC reporting persons consider themselves a group under Section 13(d)?

The filing states it is made jointly by the reporting persons for administrative convenience only and should not be construed as an admission that they constitute a “group” under Section 13(d)(3).

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





G1051M100

(CUSIP Number)
06/30/2026

(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




Comment for Type of Reporting Person: (1) Berto Acquisition Sponsor II LLC (the "Sponsor") owns 2,779,808 ordinary shares, par value $0.0001 per share ("Ordinary Shares") of Berto Acquisition Corp. II (the "Issuer"). Harry L. You is the sole managing member of the Sponsor and shares voting and investment discretion with respect to the securities held of record by the Sponsor. Harry L. You disclaims any beneficial ownership of the securities held by the Sponsor other than to the extent of any pecuniary interest he may have therein, directly or indirectly. (2) Excludes 3,500,000 Ordinary Shares issuable upon exercise of 3,500,000 warrants held by the Sponsor, each exercisable at $11.50 per share 30 days after the closing of the initial business combination, that are not exercisable within 60 days of the date hereof. (3) Based on an aggregate of 39,387,500 Ordinary Shares outstanding, as reported by the Issuer in its Form 10-Q filed with the U.S. Securities and Exchange Commission on August 14, 2026 (File No. 001-43293).


SCHEDULE 13G




Comment for Type of Reporting Person: (1) Includes 2,532,102 Ordinary Shares held by Harry L. You's Roth IRA. (2) The Sponsor, Berto Acquisition Sponsor II LLC, owns 2,779,808 Ordinary Shares of the Issuer. Harry L. You is the sole managing member of the Sponsor and shares voting and investment discretion with respect to the securities held of record by the Sponsor. Harry L. You disclaims any beneficial ownership of the securities held by the Sponsor other than to the extent of any pecuniary interest he may have therein, directly or indirectly. (3) Excludes 3,500,000 Ordinary Shares issuable upon exercise of 3,500,000 warrants held by the Sponsor, each exercisable at $11.50 per share 30 days after the closing of the initial business combination, that are not exercisable within 60 days of the date hereof. (4) Based on an aggregate of 39,387,500 Ordinary Shares outstanding, as reported by the Issuer in its Form 10-Q filed with the U.S. Securities and Exchange Commission on August 14, 2026 (File No. 001-43293).


SCHEDULE 13G




Comment for Type of Reporting Person: (1) Includes 2,215,590 Ordinary Shares held by Robert You's Roth IRA. (2) Based on an aggregate of 39,387,500 Ordinary Shares outstanding, as reported by the Issuer in its Form 10-Q filed with the U.S. Securities and Exchange Commission on August 14, 2026 (File No. 001-43293).


SCHEDULE 13G



Berto Acquisition Sponsor II LLC
Signature:/s/ Harry L. You
Name/Title:Harry L. You, Managing Member
Date:08/14/2026
You Harry L.
Signature:/s/ Harry L. You
Name/Title:Harry L. You
Date:08/14/2026
You Robert
Signature:/s/ Robert You
Name/Title:Robert You
Date:08/14/2026
Exhibit Information

Exhibit 99.1: Joint Filing Agreement.