Oak Woods Acquisition Corporation reports institutional holdings: Westchester Capital Management, LLC beneficially owns 163,362 shares (9.92%) and Virtus Investment Advisers, LLC beneficially owns 109,174 shares (6.63%), based on 1/26/2026 outstanding share data.
The filing states voting and dispositive power breakdowns, with Westchester holding 54,188 shares of sole voting power and 109,174 shares of shared voting and dispositive power.
Positive
None.
Negative
None.
Insights
Two registered advisers report double-digit and mid-single-digit stakes in the company.
The filing lists Westchester with 163,362 shares (9.92%) and Virtus with 109,174 shares (6.63%) using the issuer's outstanding share count as of 1/26/2026. These positions are visible holdings by funds advised or sub-advised by the reporting entities.
Holder decisions will determine any secondary-market activity; the filing provides explicit vote/disposition splits but does not describe planned transactions.
The Schedule 13G appears to disclose passive institutional holdings with standard voting/dispositive breakdowns.
The statement is filed jointly by Westchester and Virtus and cites specific sole and shared voting and dispositive powers for each entity. It references the issuer's Form 10-Q for share count context as of 1/26/2026.
Filing mechanics: beneficiaries, footnotes, and the joint-filing language align with routine beneficial-ownership reporting obligations under beneficial-ownership rules.
Key Figures
Westchester shares:163,362 sharesWestchester percent:9.92%Virtus shares:109,174 shares+3 more
Virtus percent6.63%percent of class based on outstanding shares as of <date>1/26/2026</date>
Shares outstanding (context)1,646,106 sharesshares outstanding as of <date>1/26/2026</date> (source: issuer Form 10-Q cited in filing)
Westchester sole voting power54,188 sharessole voting power reported
Key Terms
Schedule 13G, beneficially owned, shared dispositive power
3 terms
Schedule 13Gregulatory
"This statement is being filed jointly by the following (each, a "Reporting Person""
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.
beneficially ownedfinancial
"Amount beneficially owned: Westchester Capital Management, LLC: 163,362"
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.
shared dispositive powerregulatory
"Shared Dispositive Power 109,174.00"
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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
Oak Woods Acquisition Corporation
(Name of Issuer)
Class A ordinary shares, $0.0001 par value per share
(Title of Class of Securities)
67190B104
(CUSIP Number)
03/31/2026
(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):
67190B104
1
Names of Reporting Persons
Westchester 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
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
54,188.00
6
Shared Voting Power
109,174.00
7
Sole Dispositive Power
54,188.00
8
Shared Dispositive Power
109,174.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
163,362.00
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)
9.92 %
12
Type of Reporting Person (See Instructions)
IA
Comment for Type of Reporting Person: * Based on 1,646,106 Shares outstanding as of January 26, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on January 26, 2026.
SCHEDULE 13G
CUSIP Number(s):
67190B104
1
Names of Reporting Persons
Virtus Investment Advisers, 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
109,174.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
109,174.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
109,174.00
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)
6.63 %
12
Type of Reporting Person (See Instructions)
IA
Comment for Type of Reporting Person: * Based on 1,646,106 Shares outstanding as of January 26, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on January 26, 2026.
The amounts reported on this page are also included in the amounts reported by Westchester Capital Management, LLC on this Schedule 13G.
This statement is being filed jointly by the following (each, a "Reporting Person," and collectively, the "Reporting Persons"): Westchester Capital Management, LLC ("Westchester"), a Delaware limited liability company, and Virtus Investment Advisers, LLC ("Virtus"), a Delaware limited liability company.
Virtus, a registered investment adviser, serves as the investment adviser to The Merger Fund ("MF"), The Merger Fund VL ("MF VL"), and Virtus Westchester Credit Event Fund ("CEF"). Westchester, a registered investment adviser, serves as sub-advisor to each of MF, MF VL, CEF and JNL Multi-Manager Alternative Fund ("JARB", together with MF, MF VL, and CEF, the "Funds"). The Funds directly hold Ordinary Shares of the Company for the benefit of the investors in those Funds. Mr. Roy Behren and Mr. Michael T. Shannon each serve as Co-Presidents of Westchester.
(b)
Address or principal business office or, if none, residence:
Westchester Capital Management, LLC
100 Summit Lake Drive, Valhalla, NY 10595
Virtus Investment Advisers, LLC
One Financial Plaza, Hartford, CT 06103
(c)
Citizenship:
Each of Westchester and Virtus are organized under the laws of the State of Delaware.
(d)
Title of class of securities:
Class A ordinary shares, $0.0001 par value per share
(e)
CUSIP Number(s):
67190B104
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:
Westchester Capital Management, LLC: 163,362
Virtus Investment Advisers, LLC: 109,174
(b)
Percent of class:
Westchester Capital Management, LLC: 9.92%
Virtus Investment Advisers, LLC: 6.63%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
Westchester Capital Management, LLC: 54,188
Virtus Investment Advisers, LLC: 0
(ii) Shared power to vote or to direct the vote:
Westchester Capital Management, LLC: 109,174
Virtus Investment Advisers, LLC: 109,174
(iii) Sole power to dispose or to direct the disposition of:
Westchester Capital Management, LLC: 54,188
Virtus Investment Advisers, LLC: 0
(iv) Shared power to dispose or to direct the disposition of:
Westchester Capital Management, LLC: 109,174
Virtus Investment Advisers, LLC: 109,174
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 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.
Westchester reports beneficial ownership of 163,362 shares, representing 9.92% of the class, based on 1/26/2026 outstanding-share data reported in the issuer's Form 10-Q.
How much of OAKU does Virtus Investment Advisers hold?
Virtus reports beneficial ownership of 109,174 shares, representing 6.63% of the class, using the issuer's outstanding-share count as of 1/26/2026 as referenced in the filing.
Do the filings show voting or dispositive power for these holders?
Yes. The filing lists Westchester with 54,188 shares of sole voting power and 109,174 shares of shared voting and dispositive power; Virtus shows 109,174 shared voting and dispositive power.
Are these holdings reported by funds or the advisers directly?
The filing states the reporting persons are investment advisers (Westchester and Virtus) that serve as adviser or sub-adviser to funds which directly hold the ordinary shares for fund investors.
