STOCK TITAN

Karpus Management (TAVI) reports 2.18M shares, 18.93% stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Tavia Acquisition Corp. ownership update: Karpus Management, Inc. reports beneficial ownership of 2,177,202 common shares, representing 18.93% of the class. The shares are held directly by accounts managed by Karpus, which reports sole voting and sole dispositive power over these shares.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake reported by an investment adviser.

Karpus Management discloses ownership of 2,177,202 shares (18.93%), with sole voting and dispositive power held by the adviser. The filing states the shares are owned directly by accounts managed by Karpus rather than by CLIG.

Positioning and potential voting influence depend on Karpus's portfolio mandates; subsequent filings may show changes in voting intentions or disposition but timing is not provided in the excerpt.

Beneficial ownership 2,177,202 shares common shares beneficially owned
Percent of class 18.93% percent of common stock outstanding
Sole voting power 2,177,202 shares shares with sole voting power
Sole dispositive power 2,177,202 shares shares with sole dispositive power
beneficial ownership financial
"Amount beneficially owned: 2,177,202.00"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
sole dispositive power regulatory
"Sole Dispositive Power 2,177,202.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
informational barriers regulatory
"effective informational barriers have been established between Karpus and CLIG"
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G86880104

(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





SCHEDULE 13G



KARPUS MANAGEMENT, INC.
Signature:/s/ Jodi L. Hedberg
Name/Title:Jodi L. Hedberg / Chief Compliance Officer
Date:05/14/2026

FAQ

What stake does Karpus Management report in TAVI?

Karpus reports beneficial ownership of 2,177,202 common shares, equal to 18.93% of the class. The filing states these shares are held directly by accounts managed by Karpus and carry sole voting and dispositive power.

Does City of London Investment Group (CLIG) control the reported shares?

The filing states informational barriers exist between Karpus and CLIG under SEC guidance, and voting and investment power over the shares is exercised by Karpus independently of CLIG.

Who signed the ownership disclosure for Karpus?

The disclosure is signed by Jodi L. Hedberg, Chief Compliance Officer, and dated 05/14/2026. The filing lists Karpus's business address as 183 Sully's Trail, Pittsford, New York.

What voting and dispositive powers does Karpus report for the shares?

Karpus reports sole voting power of 2,177,202 shares and sole dispositive power of 2,177,202 shares, with 0 shared voting and 0 shared dispositive power.