Westchester, Virtus disclose stakes in Oak Woods (OAKU)

Rhea-AI Filing Summary

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.

Insights

Institutional Ownership Analyst

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.

Securities Compliance Expert

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 shares Westchester percent: 9.92% Virtus shares: 109,174 shares +3 more

6 metrics

Westchester shares 163,362 shares beneficial ownership reported

Westchester percent 9.92% percent of class based on outstanding shares as of <date>1/26/2026</date>

Virtus shares 109,174 shares beneficial ownership reported

Virtus percent 6.63% percent of class based on outstanding shares as of <date>1/26/2026</date>

Shares outstanding (context) 1,646,106 shares shares outstanding as of <date>1/26/2026</date> (source: issuer Form 10-Q cited in filing)

Westchester sole voting power 54,188 shares sole voting power reported

Key Terms

Schedule 13G, beneficially owned, shared dispositive power

3 terms

Schedule 13G regulatory

"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 owned financial

"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 power regulatory

"Shared Dispositive Power 109,174.00"

FAQ

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

What stake does Westchester report in OAKU?

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.

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

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Accepted by SEC EDGAR 05/15/2026 - 06:41 AM EDT Learn about SEC filing dates

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.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Oak Woods Acquisition Corporation
(b)	Address of issuer's principal executive offices: 101 Roswell Drive, Nepean, Ontario, K2J 0H5, Canada
Item 2.
(a)	Name of person filing: 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 Capital Management, LLC

Signature:	/s/ CaSaundra Wu
Name/Title:	Chief Compliance Officer
Date:	05/15/2026

Virtus Investment Advisers, LLC

Signature:	/s/ Chetram Persaud
Name/Title:	Chief Compliance Officer
Date:	05/15/2026