Harraden reports 3,445,000 LOKV Class A shares

Rhea-AI Filing Summary

Harraden Circle group reports beneficial ownership of 3,445,000 Class A shares of Live Oak Acquisition Corp. V. The filing states this equals 14.98% of the Class A shares and attributes the holdings to Harraden Fund, Harraden Special Op Fund, Harraden Strategic Fund, and Harraden Concentrated Fund, with related GP/manager entities and Frederick V. Fortmiller, Jr. identified as indirect holders.

Insights

Governance Analyst

Large passive stake disclosed across affiliated funds and control entities.

The Schedule 13G lists 3,445,000 Class A shares representing 14.98% of the class, held directly by four Harraden funds and reported collectively by related GP and adviser entities. The filing attributes shared voting and dispositive power to the grouped reporting persons.

Key dependencies include the funds' ownership coordination and any future amendments converting passive status to active. Subsequent filings would show changes in voting posture or additional transactions.

Securities Compliance Specialist

Statement aligns with Rule 13G passive reporting mechanics for institutional investors.

The form identifies the reporting persons and their relationships: Harraden GP and Harraden LLC serve as general partners and Harraden Adviser as investment manager, with Mr. Fortmiller as managing member. The filing shows shared voting/dispositive power rather than sole control.

Watch for any future Schedule 13D or Form 4 that would signal active engagement or individual insider transactions; timing and conversion of status are not included here.

Key Figures

Beneficial ownership: 3,445,000 shares Percent of class: 14.98% Harraden Fund holdings: 1,754,259 shares +3 more

6 metrics

Beneficial ownership 3,445,000 shares Class A shares

Percent of class 14.98% Class A shares

Harraden Fund holdings 1,754,259 shares Harraden Circle Investors, LP direct holdings

Harraden Special Opportunities 598,189 shares Harraden Circle Special Opportunities, LP direct holdings

Harraden Strategic Fund 671,759 shares Harraden Circle Strategic Investments, LP direct holdings

Harraden Concentrated Fund 420,793 shares Harraden Circle Concentrated, LP direct holdings

Key Terms

Schedule 13G, shared dispositive power, beneficially owned, general partner

4 terms

Schedule 13G regulatory

"This Statement is filed on behalf of the following persons"

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.

shared dispositive power regulatory

"Shared Dispositive Power 3,445,000.00"

beneficially owned financial

"Amount beneficially owned: 3,445,000"

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.

general partner corporate

"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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Harraden Circle report in Live Oak Acquisition Corp. V (LOKV)?

Harraden Circle reports beneficial ownership of 3,445,000 Class A shares, equal to 14.98% of the Class A shares. The shares are attributed to four Harraden funds with related GP/adviser entities and Frederick V. Fortmiller, Jr. listed as managing member.

Which Harraden entities are named as beneficial holders in the filing?

The filing names Harraden Circle Investments, LLC; Harraden Circle Investors GP, LP; Harraden Circle Investors GP, LLC and four funds: Harraden Fund, Harraden Special Op Fund, Harraden Strategic Fund, and Harraden Concentrated Fund, with Mr. Fortmiller as managing member.

How much voting or dispositive power is disclosed for the reported shares?

The Schedule 13G shows shared voting power of 3,445,000 shares and shared dispositive power of 3,445,000 shares; sole voting and sole dispositive powers are reported as 0 in the filing for the reporting persons.

Does this filing indicate Harraden is acting as an activist or adviser for LOKV?

This Schedule 13G reports a passive beneficial ownership position under the reporting persons' relationships. It does not state any activist intent; conversion to an active position would normally be shown by a Schedule 13D or other filings, which are not included here.

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

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Accepted by SEC EDGAR 06/04/2026 - 08:00 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Live Oak Acquisition Corp. V

(Name of Issuer)

Class A

(Title of Class of Securities)

G5509P102

(CUSIP Number)

06/02/2026

(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): G5509P102

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 3,445,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,445,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,445,000.00

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)

14.98 %

12

Type of Reporting Person (See Instructions)

OO, HC, IA

SCHEDULE 13G

CUSIP Number(s): G5509P102

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 3,445,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,445,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,445,000.00

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)

14.98 %

12

Type of Reporting Person (See Instructions)

PN, HC

SCHEDULE 13G

CUSIP Number(s): G5509P102

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 3,445,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,445,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,445,000.00

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)

14.98 %

12

Type of Reporting Person (See Instructions)

OO, HC

SCHEDULE 13G

CUSIP Number(s): G5509P102

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 1,754,259.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,754,259.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,754,259.00

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)

7.63 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP Number(s): G5509P102

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 598,189.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 598,189.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

598,189.00

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)

2.60 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP Number(s): G5509P102

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 671,759.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 671,759.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

671,759.00

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)

2.92 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP Number(s): G5509P102

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 420,793.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 420,793.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

420,793.00

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)

1.83 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

CUSIP Number(s): G5509P102

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 3,445,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,445,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,445,000.00

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)

14.98 %

12

Type of Reporting Person (See Instructions)

IN, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Live Oak Acquisition Corp. V
(b)	Address of issuer's principal executive offices: 4921 William Arnold Road, Memphis, TN 38117
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: Class A
(e)	CUSIP Number(s): G5509P102
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: 3,445,000
(b)	Percent of class: 14.98 %
(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: 3,445,000
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 3,445,000
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:	06/04/2026

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:	06/04/2026

Harraden Circle Investors GP, LLC

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr., managing member
Date:	06/04/2026

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:	06/04/2026

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:	06/04/2026

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:	06/04/2026

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
Date:	06/04/2026

Frederick V. Fortmiller, Jr.

Signature:	/s/ Frederick V. Fortmiller, Jr.
Name/Title:	Frederick V. Fortmiller, Jr.
Date:	06/04/2026