Stocks/LAFA

LAFA

LaFayette Acquisition Corp. Ordinary Share
Financial Services·Shell Companies
$10.09
$159M market cap
Revenue
$0.0M
Free Cash Flow
$-0.2M
Rev Growth
+0.0%
FCF Margin
0.0%
P/FCF
--
EV/FCF
--
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

A blank-check (special purpose acquisition) company formed to effect a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination.

2-Year Price History

$10.05+1.5%
$9.9$9.9$9.9$10.0$10.0$10.0$10$10volNov 25Dec 25Jan 26Feb 26Mar 26Apr 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q10.0-0.2-0.20.8-0.2-0.2-0.00.60.011.5------

Valuation & Metrics

Market Stats

Price$10.09
Market Cap$159M
Enterprise Value$158M
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$0.8M
Free Cash Flow$-0.2M

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)+20.4%
Need at least 2 settlement dates for chart

Employees

Headcount2
Revenue / Employee$0
Gross Profit / Employee$0

Cash Runway

35.8months
WATCH

Institutional Ownership

Headline & net flow

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

Ownership composition

Active
62.4%(+19.6% YoY)
41 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.0%(+0.0% YoY)
0 filers
Vanguard, iShares, SPDR
Market makers
0.1%(+0.1% YoY)
1 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2025-122026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
AQR Arbitrage LLC$6.4M$9.90−$163K+$6.4M-0.0%$5.11B
Polar Asset Management Partners Inc.$5.0M$9.90+$0+$5.0M+1.8%$3.16B
Hartree Partners, LP$5.0M$9.97+$5.0M+$5.0M+3.4%$461M
Karpus Management, Inc.$4.6M$9.97+$4.3M+$4.6M-0.3%$3.07B
Mint Tower Capital Management B.V.$4.5M$9.90+$0+$4.5M+6.3%$517M
Shaolin Capital Management LLC$4.5M$9.91+$748K+$4.5M+7.5%$1.20B
PICTON MAHONEY ASSET MANAGEMENT$4.3M$9.97+$4.3M+$4.3M+1.4%$9.44B
Magnetar Financial LLC$4.2M$9.97+$4.2M+$4.2M-0.8%$9.54B
ARISTEIA CAPITAL LLC$4.0M$9.90+$0+$4.0M+5.0%$2.68B
Wealthspring Capital LLC$3.7M$9.97+$3.7M+$3.7M+4.1%$421M
GLAZER CAPITAL, LLC$3.6M$9.97+$3.6M+$3.6M+8.8%$4.51B
SONA ASSET MANAGEMENT (US) LLC$3.5M$9.97+$3.5M+$3.5M-0.4%$1.93B
PERISCOPE CAPITAL INC.$3.4M$9.90−$464K+$3.4M+1.7%$559M
Parallax Volatility Advisers, L.P.$3.3M$9.90+$215K+$3.3M+1.5%$2.03B
Lineage Point Capital LP$3.1M$9.90+$0+$3.1M+5.2%$409M
RIVERNORTH CAPITAL MANAGEMENT, LLC$3.0M$9.97+$3.0M+$3.0M-13.5%$1.98B
Vivaldi Asset Management, LLC$3.0M$9.90+$0+$3.0M+3.3%$1.90B
WOLVERINE ASSET MANAGEMENT LLC$2.6M$9.90−$149K+$2.6M+1.9%$2.32B
WHITEBOX ADVISORS LLC$2.5M$9.90+$0+$2.5M+0.5%$1.77B
683 Capital Management, LLC$2.5M$9.90+$0+$2.5M-2.2%$1.02B
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
+1.16%
avg per quarter
Holders (ex-self)
+1.16%
excl. this stock
Buyers (this Q)
+0.64%
21 buyers · $0.04B in
Sellers (this Q)
-0.26%
4 sellers · $0.00B out
alpha coverage: 100% of $ has a lifetime-alpha record
Holder behavior (holder profile)source: holder
On big dips (−10%+)
-6.4%
how holders react when this stock falls
On quiet Qs
+0.8%
−10% to +10% baseline
On rallies (+10%+)
-11.7%
how they react when this stock rises
Holders' portfolio flow this Q
+12.8%
inflows — adds are organic
Sellers' portfolio flow this Q
+12.2%
Sellers grew AUM elsewhere — opinionated cut of this stock.

Top Holders Over Time

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

01.1M2.3M3.4M4.6M$9.90$9.92$9.94$9.95$9.972025-122026-03
hover the chart for per-quarter detailprice (right axis)
AQR Arbitrage LLC643KPolar Asset Management Partners Inc.500KHartree Partners, LP498KKarpus Management, Inc.462KMint Tower Capital Management B.V.450KShaolin Capital Management LLC450KPICTON MAHONEY ASSET MANAGEMENT431KMagnetar Financial LLC425KARISTEIA CAPITAL LLC400KPERISCOPE CAPITAL INC.337K

Corporate

Order Flow (FINRA, ~3w lag)

0.5%retail-5.8pp
34.1%dark+9.6pp
week of 2026-04-13
0%20%40%60%80%100%25-1125-1226-0126-0226-0326-04retail (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

LaFayette Acquisition Corp.: A Standard SPAC Shell with Significant Founder Dilution and Deal-Closing Skepticism

Overall Risk
6/10
Fraud
2/10
Dilution
8/10
Insolvency
3/10
Earnings Overstated
2/10
Hidden Liabilities
5/10
Legal
3/10
Audit Warnings
2/10
Hidden Upside
4/10
Contextually Acceptable
9/10