Stocks/KCHV

KCHV

Kochav Defense Acquisition Corp.
Financial Services·Investment - Banking & Investment Services
$10.34
$354M market cap
Revenue
$0.0M
Free Cash Flow
$-0.3M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Kochav Defense Acquisition Corp. is a blank check company formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. The company intends to focus on the defense and aerospace industries.

2-Year Price History

$10.32+3.1%
$10$10$10$10$10$10volMay 25Aug 25Oct 25Dec 25Jan 26Mar 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.0-0.2-0.22.1-0.3-0.3-0.00.50.025.3------

Valuation & Metrics

Market Stats

Price$10.34
Market Cap$354M
Enterprise Value$354M
P/S Ratio0.0x
P/FCF--
EV/FCF--
FCF Margin (TTM)0.0%
FCF Yield-0.1%
Dividend Yield (TTM)--
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$0.0M
Net Income$2.1M
Free Cash Flow$-0.3M

Revenue Growth (YoY)+0.0%
EBITDA Margin0.0%
Net Margin0.0%
FCF Margin0.0%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC--
WC Change % Rev0.0%
Interest Coverage--

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover1.0
Change (vs Prior)+3.4%
Need at least 2 settlement dates for chart

Cash Runway

21.9months
WATCH

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
72.1%(+7.1% YoY)
45 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.0%(+0.0% YoY)
0 filers
Vanguard, iShares, SPDR
Market makers
0.0%(+0.0% YoY)
0 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2025-092025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
Polar Asset Management Partners Inc.$22.0M$10.03+$1K+$22.0M+1.8%$3.16B
Magnetar Financial LLC$19.5M$10.03+$0+$19.5M-0.8%$9.54B
BERKLEY W R CORP$17.3M$10.05+$39K+$17.3M+0.3%$1.86B
LINDEN ADVISORS LP$14.3M$10.03+$0+$14.3M-7.0%$1.89B
AQR Arbitrage LLC$14.1M$10.03−$556K+$14.1M-0.0%$5.11B
ARISTEIA CAPITAL LLC$13.6M$10.03+$0+$13.6M+5.0%$2.68B
Westchester Capital Management, LLC$13.2M$10.12+$0+$13.2M-4.4%$2.07B
GLAZER CAPITAL, LLC$11.0M$10.03−$5K+$11.0M+8.8%$4.51B
Crossingbridge Advisors, LLC$10.3M$10.18+$7.2M+$10.3M+0.0%$492M
RiverPark Advisors, LLC$8.5M$10.14+$0+$8.5M-0.7%$208M
MIZUHO SECURITIES USA LLC$8.5M$10.04+$323K+$8.5M+0.0%$4.03B
TWO SIGMA INVESTMENTS, LP$8.2M$10.03+$0+$8.2M-0.9%$117.03B
Karpus Management, Inc.$7.8M$10.12+$0+$7.8M-0.3%$3.07B
Hudson Bay Capital Management LP$6.7M$10.03+$0+$6.7M+1.9%$15.12B
Shaolin Capital Management LLC$6.2M$10.04+$513K+$6.2M+7.5%$1.20B
Decagon Asset Management LLP$6.1M$10.09+$1.2M+$6.1M+3.2%$385M
Radcliffe Capital Management, L.P.$5.8M$10.04+$1K+$5.8M+3.9%$1.33B
TENOR CAPITAL MANAGEMENT Co., L.P.$5.1M$10.03+$0+$5.1M+5.6%$1.50B
HEIGHTS CAPITAL MANAGEMENT, INC$5.1M$10.03+$0+$5.1M-2.7%$357M
RIVERNORTH CAPITAL MANAGEMENT, LLC$5.1M$10.03+$0+$5.1M-13.5%$1.98B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)BULLISH
Holders
+0.18%
avg per quarter
Holders (ex-self)
+0.18%
excl. this stock
Buyers (this Q)
+0.53%
14 buyers · $0.02B in
Sellers (this Q)
-5.54%
10 sellers · $0.01B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior (holder profile)source: holder
On big dips (−10%+)
-1.2%
how holders react when this stock falls
On quiet Qs
-2.1%
−10% to +10% baseline
On rallies (+10%+)
-17.0%
how they react when this stock rises
Holders' portfolio flow this Q
+14.7%
inflows — adds are organic
Sellers' portfolio flow this Q
-9.6%
Sellers shed AUM broadly — partly forced.

Top-5 holders · 34.2%

Polar Asset Management Partners Inc.--
Magnetar Financial LLC--
BERKLEY W R CORP--
LINDEN ADVISORS LP--
AQR Arbitrage LLC--

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

03.5M7.0M10.5M14.0M$10$10$10$10$102025-092025-122026-03
hover the chart for per-quarter detailprice (right axis)
Polar Asset Management Partners Inc.2.2MMagnetar Financial LLC1.9MBERKLEY W R CORP1.7MAQR Arbitrage LLC1.4MLINDEN ADVISORS LP1.4MARISTEIA CAPITAL LLC1.3MWestchester Capital Management, LLC1.3MMIZUHO SECURITIES USA LLC831KGLAZER CAPITAL, LLC1.1MCrossingbridge Advisors, LLC1.0M

Corporate

Insider Trading (last 12mo)

Open-market only (Form 4 P-Purchase + S-Sale). Excludes grants, option exercises, tax withholding, gifts.
Major holders (≥10% beneficial owners)
Buys ($, 12mo)
$2.55M
1 txn · 1 insider · 510,000 sh
Sells ($, 12mo)
$0
0 txns · 0 insiders · 0 sh
Recent transactions
DateSideInsiderTitleSharesPriceDollarsOwned $
2025-11-28BUYSC Capital II Sponsor LLC10 percent owner510,000$5.00$2.55M$37.22M

Order Flow (FINRA, ~3w lag)

1.7%retail-3.2pp
1.0%dark-18.3pp
week of 2026-04-13
0%20%40%60%80%100%25-0725-0925-1025-1226-0226-0326-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

Kochav Defense Acquisition Corp.: Founder-Favored Equity Structure and Excessive Administrative Fees Masked by SPAC Mechanics

Overall Risk
6/10
Fraud
2/10
Dilution
9/10
Insolvency
4/10
Earnings Overstated
2/10
Hidden Liabilities
5/10
Legal
3/10
Audit Warnings
2/10
Hidden Upside
2/10
Contextually Acceptable
7/10