WCMNY
LOKVU

Westchester Capital Management (New York)’s Live Oak Acquisition Corp V Units LOKVU Stock Holding History

Westchester Capital Management (New York)’s Portfolio LOKVU Stock Details LOKVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200,000
Closed -$2.02M – 247
2025
Q1 		$2.02M Buy
+200,000
New +$2.01M 0.1% 102

Other funds holding LOKVU

LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westchester Capital Management (New York)'s LOKVU Position: Q2 2025 in Review

Westchester Capital Management (New York) sold out of Live Oak Acquisition Corp V Units (LOKVU) in Q2 2025, closing a stake of 200,000 shares — an estimated $2.02M sold.

Westchester Capital Management (New York) first reported a position in LOKVU in Q1 2025 and held it in 1 quarter. The position peaked at $2.02M in Q1 2025. 6 funds tracked by Wall St. Rank hold LOKVU as of Q2 2025.

  • Westchester Capital Management (New York) reported no remaining Live Oak Acquisition Corp V Units position as of Q2 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 200,000 Live Oak Acquisition Corp V Units shares in Q2 2025, an estimated $2.02M.
  • Westchester Capital Management (New York) first reported a position in Live Oak Acquisition Corp V Units in Q1 2025 and held it in 1 quarter.
  • Westchester Capital Management (New York)'s Live Oak Acquisition Corp V Units position peaked at $2.02M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Live Oak Acquisition Corp V Units as of Q2 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2025, filed 14 Aug 2025.