Vault-13

LAFAYETTE ACQUISITION CORP LAFA

ORD SHS · Common Stock · CUSIP G53426105

44 institutional holders +2 vs Q1 2026
10,469,38210.5m shares reported held*
66.6% of all shares outstanding*
$105.6mreported value*
5 new 6 added 6 reduced 4 sold out net bought ≈ $4.8m (+474.9k 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. Holder counts are more reliable. Shares outstanding: 15.7m as of 2026-08-12, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.09.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 25: 30Q1 26: 42Q2 26: 4444Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 202530
Q1 202642
Q2 202644

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 26: 21 bought or addedQ1 26: 6 cut or sold outQ1 26Q2 26: 11 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2026216
Q2 20261110

Biggest buyers

HIGHBRIDGE CAPITAL MANAGEMENT LLC New +446,779+446.8k
Westchester Capital Management, LLC New +200,000+200.0k
TORONTO DOMINION BANK Added +176,841+176.8k
Arax Advisory Partners New +93,760+93.8k
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Added +72,370+72.4k
Limestone Investment Advisors LP New +52,018+52.0k
GLAZER CAPITAL, LLC Added +40,960+41.0k
MIZUHO SECURITIES USA LLC New +25,000+25.0k
AQR Arbitrage LLC Added +9,207+9.2k
Parallax Volatility Advisers, L.P. Added +6,359+6.4k

Biggest sellers

Hartree Partners, LP Sold out -497,563-497.6k
Shaolin Capital Management LLC Reduced -72,696-72.7k
WOLVERINE ASSET MANAGEMENT LLC Reduced -31,148-31.1k
StoneX Group Inc. Sold out -20,973-21.0k
Virtu Financial LLC Sold out -18,638-18.6k
Clear Street Group Inc. Reduced -8,331-8.3k
Wealthspring Capital LLC Reduced -2,320-2.3k
Warberg Asset Management LLC Reduced -100-100
UBS Group AG Sold out -50-50
MORGAN STANLEY Reduced -15-15

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
LaFayette Sponsor LLC 13D · may seek influence new · filed 2025-10-29
Stated purposeOn June 7, 2024, the Issuer issued an aggregate of 2,875,000 ordinary shares to EBC Holdings, Inc. for an aggregate purchase price of $5,000. The Issuer subsequently effected a share dividend, resulting in 3,833,333 ordinary shares outstanding. On June 30, 2025, EBC Holdings, Inc. transferred an aggregate of 2,651,666 ordinary shares to Sponsor for an aggregate purchase price of approximately $3,459, or approximately $0.001 per share, the same per-share purchase price originally paid by EBC Holdings, Inc. for such shares. In September 2025, Sponsor transferred an aggregate of 90,000 shares to the Issuer's directors and Sponsor has agreed to transfer an aggregate of 30,000 shares to the Issuer's Chief Financial Officer upon consummation of an initial business combination. On October 27, 202… Full filing
 17.9% new 2.8m≈ $28.3m 2025-10-29
GOLDMAN SACHS GROUP INC 13G · institution new · filed 2026-05-11 5.0% new 789.9k≈ $8.0m 2026-05-11

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: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 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 20250—0——
Q3 20250—0——
Q4 20251—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 AQR Arbitrage LLC 0.09% of their portfolio Greenwich, CT 652,459652.5k $6.6m $6.6m 0.09% Added +9.2k +9,207
2 Polar Asset Management Partners Inc. 0.09% of their portfolio TORONTO, A6 500,000500.0k $5.0m $5.0m 0.09% Unchanged
3 Karpus Management, Inc. 0.14% of their portfolio Pittsford, NY 465,925465.9k $4.7m $4.7m 0.14% Added +3.5k +3,485
4 Mint Tower Capital Management B.V. 0.54% of their portfolio AMSTERDAM, P7 450,000450.0k $4.5m $4.5m 0.54% Unchanged
5 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.15% of their portfolio NEW YORK, NY 446,779446.8k $4.5m $4.5m 0.15% New
6 PICTON MAHONEY ASSET MANAGEMENT 0.04% of their portfolio Toronto, A6 431,115431.1k $4.3m $4.3m 0.04% Unchanged
7 Magnetar Financial LLC 0.04% of their portfolio EVANSTON, IL 425,000425.0k $4.3m $4.3m 0.04% Unchanged
8 ARISTEIA CAPITAL, L.L.C. 0.06% of their portfolio GREENWICH, CT 400,000400.0k $4.0m $4.0m 0.06% Unchanged
9 GLAZER CAPITAL, LLC 0.10% of their portfolio New York, NY 399,559399.6k $4.0m $4.0m 0.10% Added +41.0k +40,960
10 Shaolin Capital Management LLC 0.22% of their portfolio Miami, FL 377,304377.3k $3.8m $3.8m 0.22% Reduced -72.7k -72,696
11 Wealthspring Capital LLC 0.84% of their portfolio WEST HARRISON, NY 372,280372.3k $3.8m $3.8m 0.84% Reduced -2.3k -2,320
12 SONA ASSET MANAGEMENT (US) LLC 0.13% of their portfolio NEW YORK, NY 350,000350.0k $3.5m $3.5m 0.13% Unchanged
13 Parallax Volatility Advisers, L.P. 0.13% of their portfolio San Francisco, CA 338,321338.3k $3.4m $3.4m 0.13% Added +6.4k +6,359
14 Periscope Capital Inc. 0.54% of their portfolio Toronto, A6 336,900336.9k $3.4m $3.4m 0.54% Unchanged
15 Lineage Point Capital LP 0.64% of their portfolio PALM BEACH, FL 310,698310.7k $3.1m $3.1m 0.64% Unchanged
16 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.14% of their portfolio WEST PALM BEACH, FL 300,000300.0k $3.0m $3.0m 0.14% Unchanged
17 First Trust Capital Management L.P. 0.18% of their portfolio CHICAGO, IL 300,000300.0k $3.0m $3.0m 0.18% Unchanged
18 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio HARRISBURG, PA 261,431261.4k $2.6m $2.6m 0.01% Added +72.4k +72,370
19 WHITEBOX ADVISORS LLC 0.04% of their portfolio MINNEAPOLIS, MN 250,000250.0k $2.5m $2.5m 0.04% Unchanged
20 683 Capital Management, LLC 0.23% of their portfolio NEW YORK, NY 250,000250.0k $2.5m $2.5m 0.23% Unchanged
21 WOLVERINE ASSET MANAGEMENT LLC 0.03% of their portfolio CHICAGO, IL 228,919228.9k $2.3m $2.3m 0.03% Reduced -31.1k -31,148
22 Centiva Capital, LP 0.08% of their portfolio New York, NY 224,952225.0k $2.3m $2.3m 0.08% Unchanged
23 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 209,169209.2k $2.1m $2.1m 0.01% Unchanged
24 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 200,000200.0k $2.0m $2.0m 0.00% Added +176.8k +176,841
25 Radcliffe Capital Management, L.P. 0.15% of their portfolio BALA CYNWYD, PA 200,000200.0k $2.0m $2.0m 0.15% Unchanged
26 Westchester Capital Management, LLC 0.10% of their portfolio VALHALLA, NY 200,000200.0k $2.0m $2.0m 0.10% New
27 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 181,250181.2k $1.8m $1.8m 0.00% Unchanged
28 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 180,840180.8k $1.8m $1.8m 0.00% Unchanged
29 Linden Advisors LP 0.01% of their portfolio New York, NY 175,000175.0k $1.8m $1.8m 0.01% Unchanged
30 BERKLEY W R CORP 0.07% of their portfolio Greenwich, CT 148,800148.8k $1.5m $1.5m 0.07% Unchanged
31 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 103,296103.3k $1.0m $1.0m 0.00% Reduced -8.3k -8,331
32 HEIGHTS CAPITAL MANAGEMENT, INC 0.23% of their portfolio SAN FRANCISCO, CA 100,000100.0k $1.0m $1.0m 0.23% Unchanged
33 MOORE CAPITAL MANAGEMENT, LP 0.02% of their portfolio NEW YORK, NY 100,000100.0k $1.0m $1.0m 0.02% Unchanged
34 Crossingbridge Advisors, LLC 0.18% of their portfolio PLEASANTVILLE, NY 100,000100.0k $1.0m $1.0m 0.18% Unchanged
35 O'Connor Alternative Investments LLC 0.07% of their portfolio NEW YORK, NY 100,000100.0k $1.0m $1.0m 0.07% Not comparable
36 Kepos Capital LP 1.31% of their portfolio NEW YORK, NY 95,70095.7k $965.0k $965.0k 1.31% Unchanged
37 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 93,76093.8k $945.1k $945.1k 0.01% New
38 Cable Car Capital, LP 0.03% of their portfolio SAN FRANCISCO, CA 75,00075.0k $756.0k $756.0k 0.03% Unchanged
39 Limestone Investment Advisors LP 0.26% of their portfolio NEW YORK, NY 52,01852.0k $524.3k $524.3k 0.26% New
40 MIZUHO SECURITIES USA LLC 0.00% of their portfolio NEW YORK, NY 25,00025.0k $247.5k $247.5k 0.00% New
41 Warberg Asset Management LLC 0.07% of their portfolio WINNETKA, IL 24,45324.5k $246.5k $246.5k 0.07% Reduced -100 -100
42 ABC ARBITRAGE SA 0.02% of their portfolio PARIS, I0 20,00020.0k $201.6k $201.6k 0.02% Unchanged
43 CONDOR CAPITAL MANAGEMENT 0.01% of their portfolio MARTINSVILLE, NJ 13,39013.4k $135.0k $135.0k 0.01% Unchanged
44 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 6464 $645 $645 0.00% Reduced -15 -15