[SCHEDULE 13G/A] Live Oak Acquisition Corp. V Units SEC Filing

Rhea-AI Filing Summary

AQR Capital Management, together with AQR Capital Management Holdings and AQR Arbitrage, reports beneficial ownership of 1,020,682 Class A ordinary shares of Live Oak Acquisition Corp. V, representing 4.44% of the class. The disclosure is filed on a Schedule 13G/A and states the reporting persons have shared voting power and shared dispositive power over the 1,020,682 shares and report no sole voting or dispositive power.

The filing records the ownership as within the “5 percent or less” category and confirms the AQR entities filed jointly, noting AQR Capital Management Holdings is the parent of AQR Capital Management and that AQR Arbitrage is deemed controlled by AQR Capital Management.

Positive

• Schedule 13G/A filed disclosing beneficial ownership of 1,020,682 Class A shares of Live Oak Acquisition Corp. V
• Stake amount and percentage clearly stated: 1,020,682 shares representing 4.44% of the class
• Joint filing and exhibit provided confirming the AQR entities agree the schedule is filed on behalf of each party

Negative

• No sole voting power reported; all voting authority is reported as shared
• No sole dispositive power reported; disposition authority is also reported as shared

Insights

Financial Analyst

TL;DR: AQR reports a 4.44% beneficial stake (1,020,682 shares) in LOKVU with shared voting and dispositive power; filing appears routine and non-controlling.

The Schedule 13G/A discloses a 1,020,682-share position equal to 4.44% of the Class A shares. That percentage is below the 5% threshold and is explicitly listed as “5 percent or less,” which typically indicates a reporting position without intent to influence control. All reported voting and dispositive authority is shared; no entity reports sole power. For investors, the position is material enough to be disclosed but does not, on its face, represent a controlling or activist stake.

Corporate Governance Expert

TL;DR: Joint filing by AQR entities shows coordinated disclosure; shared voting/dispositive power means influence is collective, not sole control.

The filing names three related reporting persons and includes an exhibit confirming the schedule is filed on behalf of each. The report specifies shared voting power and shared dispositive power of 1,020,682 shares and zero sole voting or dispositive power. From a governance perspective, that structure signals coordinated reporting among affiliated entities rather than ownership concentrated in a single controlling account. The disclosed stake is substantive for transparency but remains below common thresholds for triggering control presumptions.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Live Oak Acquisition Corp. V

(Name of Issuer)

Class A ordinary shares, par value $0.0001 per share

(Title of Class of Securities)

G5509P102

(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. G5509P102

1

Names of Reporting Persons

AQR Capital Management, 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

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,020,682.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,020,682.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,020,682.00

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)

4.44 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP No. G5509P102

1

Names of Reporting Persons

AQR Capital Management Holdings, 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

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,020,682.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,020,682.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,020,682.00

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)

4.44 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP No. G5509P102

1

Names of Reporting Persons

AQR Arbitrage, 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

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,020,682.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,020,682.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,020,682.00

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)

4.44 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Live Oak Acquisition Corp. V
(b)	Address of issuer's principal executive offices: 40 SOUTH MAIN STREET SUITE 2550, MEMPHIS, TENNESSEE 38103
Item 2.
(a)	Name of person filing: AQR Capital Management, LLC AQR Capital Management Holdings, LLC AQR Arbitrage, LLC
(b)	Address or principal business office or, if none, residence: ONE GREENWICH PLAZA SUITE 130 Greenwich, Connecticut 06830
(c)	Citizenship: AQR Capital Management, LLC - UNITED STATES AQR Capital Management Holdings, LLC - UNITED STATES AQR Arbitrage, LLC - UNITED STATES
(d)	Title of class of securities: Class A ordinary shares, par value $0.0001 per share
(e)	CUSIP No.: 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: 1,020,682
(b)	Percent of class: 4.44 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: AQR Capital Management, LLC - 0 AQR Capital Management Holdings, LLC - 0 AQR Arbitrage, LLC - 0
	(ii) Shared power to vote or to direct the vote: AQR Capital Management, LLC - 1,020,682 AQR Capital Management Holdings, LLC - 1,020,682 AQR Arbitrage, LLC - 1,020,682
	(iii) Sole power to dispose or to direct the disposition of: AQR Capital Management, LLC - 0 AQR Capital Management Holdings, LLC - 0 AQR Arbitrage, LLC - 0
	(iv) Shared power to dispose or to direct the disposition of: AQR Capital Management, LLC - 1,020,682 AQR Capital Management Holdings, LLC - 1,020,682 AQR Arbitrage, LLC - 1,020,682
Item 5.	Ownership of 5 Percent or Less of a Class.
	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.
	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 Item 2(a) above.
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.

AQR Capital Management, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/13/2025

AQR Capital Management Holdings, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/13/2025

AQR Arbitrage, LLC

Signature:	Henry Parkin
Name/Title:	Authorized Signatory
Date:	08/13/2025

Exhibit Information

AQR Capital Management Holdings, LLC, AQR Capital Management, LLC, and AQR Arbitrage, LLC hereby agree that this Schedule 13G is filed on behalf of each of the parties. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC. AQR Arbitrage, LLC is deemed to be controlled by AQR Capital Management, LLC.

FAQ

What stake did AQR report in Live Oak Acquisition Corp. V (LOKVU)?

AQR entities reported beneficial ownership of 1,020,682 Class A shares, representing 4.44% of the class.

Which AQR entities filed the Schedule 13G/A for LOKVU?

AQR Capital Management, LLC, AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC are listed as reporting persons.

Do the AQR filers report sole voting or dispositive power over the shares?

No; the filing reports zero sole voting power and zero sole dispositive power, with all authority shared (1,020,682 shares).

Is the AQR position above the 5% reporting threshold for LOKVU?

No; the filing categorizes the position as Ownership of 5 percent or less (4.44%).

Do the AQR entities indicate control relationships among themselves in the filing?

Yes; the filing states AQR Capital Management Holdings is the parent of AQR Capital Management and that AQR Arbitrage is deemed controlled by AQR Capital Management.