Vault-13

KOCHAV DEFENSE ACQUI CO KCHV

SHS CL A · Common Stock · CUSIP G5304D106

47 institutional holders +2 vs Q1 2026
24,880,31824.9m shares reported held*
$257.8mreported value*
3 new 5 added 13 reduced 1 sold out net bought ≈ $5.4m (+524.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.36.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 25: 39Q4 25: 41Q1 26: 45Q2 26: 4747Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202539
Q4 202541
Q1 202645
Q2 202647

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 25: 16 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 12 cut or sold outQ1 26Q2 26: 8 bought or addedQ2 26: 14 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20251610
Q1 20261212
Q2 2026814

Biggest buyers

MIZUHO SECURITIES USA LLC Added +943,382+943.4k
Parallax Volatility Advisers, L.P. Added +222,215+222.2k
Meteora Capital, LLC New +124,854+124.9k
BOOTHBAY FUND MANAGEMENT, LLC Added +103,979+104.0k
BlueCrest Capital Management Ltd New +90,638+90.6k
Decagon Asset Management LLP Added +73,965+74.0k
StoneX Group Inc. New +66,110+66.1k
TORONTO DOMINION BANK Added +59,628+59.6k

Biggest sellers

RiverPark Advisors, LLC Reduced -300,000-300.0k
Crossingbridge Advisors, LLC Reduced -300,000-300.0k
Shaolin Capital Management LLC Reduced -108,205-108.2k
WOLVERINE ASSET MANAGEMENT LLC Reduced -105,793-105.8k
RLH Capital LLC Sold out -99,974-100.0k
UBS Group AG Reduced -66,972-67.0k
Schonfeld Strategic Advisors LLC Reduced -50,000-50.0k
AQR Arbitrage LLC Reduced -37,649-37.6k
Karpus Management, Inc. Reduced -34,725-34.7k
Clear Street Group Inc. Reduced -34,597-34.6k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Kochav Sponsor LLC 13D · may seek influence new · filed 2025-06-05
Stated purposeIn connection with the organization of the Issuer, on January 7, 2025, the Sponsor paid $25,000, or approximately $0.007 per share, to cover certain of the Issuer's offering costs in exchange for 3,835,000 Class B Ordinary Shares (the "Founder Shares"), pursuant to the Securities Subscription Agreement dated as of October 16, 2024 between the Sponsor and the Issuer (the "Founder Share Purchase Agreement") as more fully described in Item 6 of this Section 13D, which information is incorporated by reference. On April 3, 2025, the Company issued an additional 4,598,333 founder shares to the Sponsor in a share capitalization, resulting in the Sponsor holding an aggregate of 8,433,333 founder shares. On May 29, 2025, simultaneously with the consummation of the Issuer's Initial Public Offering … Full filing
 26.1% new 9.0m≈ $92.9m 2025-06-05
Polar Asset Management Partners Inc. 13G · institution new · filed 2025-11-14 8.3% new 2.1m≈ $22.3m 2025-11-14
BERKLEY W R CORP 13G · institution no change · filed 2026-05-08 6.5% no change 1.7m≈ $17.5m 2026-05-08
AQR CAPITAL MANAGEMENT LLC 13G · institution -1.7 pts · filed 2025-11-12 5.5% -1.7 pts 1.4m≈ $14.8m 2025-11-12

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251$5.2m0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Polar Asset Management Partners Inc. 0.41% of their portfolio TORONTO, A6 2,150,0002.1m $22.3m $22.3m 0.41% Reduced -100 -100
2 Magnetar Financial LLC 0.18% of their portfolio EVANSTON, IL 1,900,0001.9m $19.7m $19.7m 0.18% Unchanged
3 MIZUHO SECURITIES USA LLC 0.17% of their portfolio NEW YORK, NY 1,774,8561.8m $18.2m $18.2m 0.17% Added +943.4k +943,382
4 BERKLEY W R CORP 0.86% of their portfolio Greenwich, CT 1,690,3521.7m $17.5m $17.5m 0.86% Unchanged
5 Linden Advisors LP 0.08% of their portfolio New York, NY 1,400,0001.4m $14.5m $14.5m 0.08% Unchanged
6 AQR Arbitrage LLC 0.20% of their portfolio Greenwich, CT 1,337,5251.3m $13.9m $13.9m 0.20% Reduced -37.6k -37,649
7 ARISTEIA CAPITAL, L.L.C. 0.22% of their portfolio GREENWICH, CT 1,325,0001.3m $13.7m $13.7m 0.22% Unchanged
8 Westchester Capital Management, LLC 0.67% of their portfolio VALHALLA, NY 1,286,0001.3m $13.3m $13.3m 0.67% Unchanged
9 GLAZER CAPITAL, LLC 0.27% of their portfolio New York, NY 1,050,0951.1m $10.9m $10.9m 0.27% Reduced -18.7k -18,707
10 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 797,500797.5k $8.3m $8.3m 0.01% Unchanged
11 Karpus Management, Inc. 0.22% of their portfolio Pittsford, NY 729,294729.3k $7.6m $7.6m 0.22% Reduced -34.7k -34,725
12 Crossingbridge Advisors, LLC 1.28% of their portfolio PLEASANTVILLE, NY 700,005700.0k $7.3m $7.3m 1.28% Reduced -300.0k -300,000
13 Decagon Asset Management LLP 1.39% of their portfolio LONDON, X0 672,619672.6k $7.0m $7.0m 1.39% Added +74.0k +73,965
14 Hudson Bay Capital Management LP 0.03% of their portfolio STAMFORD, CT 650,000650.0k $6.7m $6.7m 0.03% Unchanged
15 Radcliffe Capital Management, L.P. 0.45% of their portfolio BALA CYNWYD, PA 566,346566.3k $5.9m $5.9m 0.45% Unchanged
16 Parallax Volatility Advisers, L.P. 0.21% of their portfolio San Francisco, CA 544,749544.7k $5.6m $5.6m 0.21% Added +222.2k +222,215
17 RiverPark Advisors, LLC 2.49% of their portfolio NEW YORK, NY 525,005525.0k $5.4m $5.4m 2.49% Reduced -300.0k -300,000
18 HEIGHTS CAPITAL MANAGEMENT, INC 1.20% of their portfolio SAN FRANCISCO, CA 500,000500.0k $5.2m $5.2m 1.20% Unchanged
19 TENOR CAPITAL MANAGEMENT Co., L.P. 0.07% of their portfolio NEW YORK, NY 500,000500.0k $5.2m $5.2m 0.07% Unchanged
20 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.25% of their portfolio WEST PALM BEACH, FL 497,500497.5k $5.2m $5.2m 0.25% Unchanged
21 Shaolin Capital Management LLC 0.29% of their portfolio Miami, FL 491,795491.8k $5.1m $5.1m 0.29% Reduced -108.2k -108,205
22 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 483,000483.0k $5.0m $5.0m 0.00% Unchanged
23 Governors Lane LP 0.47% of their portfolio NEW YORK, NY 450,000450.0k $4.7m $4.7m 0.47% Unchanged
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 440,620440.6k $4.6m $4.6m 0.00% Unchanged
25 Context Capital Management, LLC 0.07% of their portfolio LAJOLLA, CA 350,000350.0k $3.6m $3.6m 0.07% Unchanged
26 Periscope Capital Inc. 0.54% of their portfolio Toronto, A6 325,000325.0k $3.4m $3.4m 0.54% Unchanged
27 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 274,962275.0k $2.9m $2.9m 0.00% Added +59.6k +59,628
28 WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio CHICAGO, IL 267,075267.1k $2.8m $2.8m 0.04% Reduced -105.8k -105,793
29 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 235,622235.6k $2.4m $2.4m 0.02% Unchanged
30 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 190,000190.0k $2.0m $2.0m 0.01% Reduced -50.0k -50,000
31 SONA ASSET MANAGEMENT (US) LLC 0.07% of their portfolio NEW YORK, NY 175,122175.1k $1.8m $1.8m 0.07% Unchanged
32 BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 150,979151.0k $1.6m $1.6m 0.03% Added +104.0k +103,979
33 Cable Car Capital, LP 0.06% of their portfolio SAN FRANCISCO, CA 142,953143.0k $1.5m $1.5m 0.06% Unchanged
34 DLD Asset Management, LP 0.11% of their portfolio NEW YORK, NY 133,333133.3k $1.4m $1.4m 0.11% Unchanged
35 Meteora Capital, LLC 0.11% of their portfolio Boca Raton, FL 124,854124.9k $1.3m $1.3m 0.11% New
36 K2 PRINCIPAL FUND, L.P. 0.10% of their portfolio TORONTO, A6 100,000100.0k $1.0m $1.0m 0.10% Unchanged
37 BlueCrest Capital Management Ltd 0.04% of their portfolio ST HELIER, Y9 90,63890.6k $939.9k $939.9k 0.04% New
38 Warberg Asset Management LLC 0.22% of their portfolio WINNETKA, IL 73,07273.1k $757.8k $757.8k 0.22% Reduced -3.7k -3,708
39 Stoic Point Capital Management LLC 0.59% of their portfolio PALO ALTO, CA 67,22567.2k $697.1k $697.1k 0.59% Unchanged
40 Jain Global LLC 0.01% of their portfolio NEW YORK, NY 66,43166.4k $688.9k $688.9k 0.01% Unchanged
41 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 66,11066.1k $680.3k $680.3k 0.03% New
42 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 51,12051.1k $530.1k $530.1k 0.00% Unchanged
43 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 32,79232.8k $340.1k $340.1k 0.00% Reduced -34.6k -34,597
44 ABC ARBITRAGE SA 0.03% of their portfolio PARIS, I0 25,00025.0k $259.2k $259.2k 0.03% Unchanged
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 440440 $4.6k $4.6k 0.00% Reduced -67.0k -66,972
46 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 290290 $3.0k $3.0k 0.00% Unchanged
47 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4444 $456 $456 0.00% Reduced -23 -23