Aristeia Capital Discloses 1,325,000 Units Position in KCHVU

Rhea-AI Filing Summary

Aristeia Capital, L.L.C. reports beneficial ownership of 1,325,000 Units of Kochav Defense Acquisition Corp., where each Unit consists of one Class A ordinary share and one right. The stake represents approximately 5.13% of the class, calculated using 25,824,050 shares outstanding as reported for the issuer's quarter ended March 31, 2025.

The filing states the Reporting Person has sole voting and sole dispositive power over all 1,325,000 Units and classifies the filer as IN, HC. The certifying statement indicates the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

Positive

• Disclosure of a material stake: Ownership of 1,325,000 Units (5.13%) is publicly reported, increasing market transparency
• Clear control of the position: The filer asserts sole voting and sole dispositive power over all reported Units

Negative

• None.

Insights

Financial Analyst

TL;DR: A disclosed 5.13% stake is material but non-control; watch for passive ownership impact on float and potential trading interest.

Aristeia's holding of 1,325,000 Units (5.13%) crosses the typical 5% threshold that requires public disclosure, which can affect market perception and available free float. The filing shows sole voting and dispositive power, meaning Aristeia controls trading decisions for the position. However, the certification that the stake is held in the ordinary course and not to influence control suggests a passive or investment-management intent rather than activist intent. Impact on valuation is likely neutral absent additional purchases or announced strategic plans.

Corporate Governance Expert

TL;DR: Disclosure meets Section 13 filing triggers; sole power is notable but the filer denies intent to seek control.

The Schedule 13G shows compliance with disclosure rules after acquiring a >5% position. The report documents sole voting and dispositive authority, which is important for governance transparency because it identifies who directs voting on shareholder matters. The explicit certification that the shares were not acquired to change control reduces immediate governance risk, leaving this as a transparency event rather than a proxy or takeover signal.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Kochav Defense Acquisition Corp

(Name of Issuer)

Units, each consisting of one Class A ordinary share and one right

(Title of Class of Securities)

G5304D122

(CUSIP Number)

06/30/2025

(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. G5304D122

1

Names of Reporting Persons

Aristeia Capital, L.L.C.

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 1,325,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,325,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,325,000.00

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)

5.13 %

12

Type of Reporting Person (See Instructions)

IN, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Kochav Defense Acquisition Corp
(b)	Address of issuer's principal executive offices: 575 Fifth Avenue 14th Floor, New York, New York, 10017
Item 2.
(a)	Name of person filing: Aristeia Capital, L.L.C., a Delaware limited liability company (the "Reporting Person")
(b)	Address or principal business office or, if none, residence: The address of the principal business office of the Reporting Person is One Greenwhich Plaza, Suite 300, Greenwhich, CT 06830
(c)	Citizenship: Delaware
(d)	Title of class of securities: Units, each consisting of one Class A ordinary share and one right
(e)	CUSIP No.: G5304D122
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: The Reporting Person may be deemed to be the beneficial owner of 1,325,000 Units, each consisting of one Class A ordinary share and one right, which is approximately 5.13% of the outstanding shares. This percentage was determined by dividing 1,325,000 by 25,824,050, which is the number of shares outstanding as of July 8, 2025, as reported in the Issuer's Form 10-Q for the quarterly period ended March 31, 2025, filed with the SEC on July 9, 2025.
(b)	Percent of class: 5.13 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,325,000
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1,325,000
	(iv) Shared power to dispose or to direct the disposition of: 0
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.
	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 acquired and are held in the ordinary course of business and 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.

Aristeia Capital, L.L.C.

Signature:	/s/ Andrew B. David
Name/Title:	Andrew B. David/Chief Operating Officer, Aristeia Capital, L.L.C.
Date:	08/14/2025

FAQ

How many Kochav Defense (KCHVU) units does Aristeia Capital own?

Aristeia Capital owns 1,325,000 Units of Kochav Defense Acquisition Corp.

What percentage of KCHVU does Aristeia's holding represent?

5.13% of the class, based on 25,824,050 shares outstanding used in the filing's calculation.

Does Aristeia have voting and dispositive power over the reported units?

Yes. The filing states Aristeia has sole voting power and sole dispositive power over all 1,325,000 Units.

Is the filing made on behalf of a group or another person?

No. The filing indicates Not Applicable for group membership and for ownership on behalf of another person.

Was the position acquired to influence control of Kochav Defense?

The certification states the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.