Blank Checks · SIC 6770

Artius II Acquisition Inc.

AACB

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Latest revenue

as of

Latest net income

as of

Net margin

as of

Price · 5Y

+5.0% / yr 8.7 pts / yr vs S&P 500 5.6% total
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delayed ≤15 min
$10.44
0.00%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$10.44
52-wk low
$10.04
Beta
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5-year trend

What this company does

AI

Artius II Acquisition is a Cayman Islands blank-check company formed in 2024 to merge with or acquire another business, with a focus on technology, software, and fintech targets. It generates no operating revenue; its sole asset is roughly $228 million held in trust from its February 2025 IPO, earning interest until a deal closes. Led by Artius Capital founder Boon Sim, who previously took SPAC Artius I public and merged it with Origin Materials, the company is currently hunting for an initial business combination target.

Generated from AACB's filing dated 2026-03-19

Key risks

AI
  • No target identified: SPAC IPO'd Feb 2025 with $220M; must complete business combination within deadline or liquidate trust ($228.1M).
  • Shareholder dilution risk from Rights and Contingent Rights attached to each Public Unit, converting to additional Class A shares at combination.
  • Sponsor conflicts: Founder Boon Sim's prior SPAC (Artius I/Origin Materials) has materially underperformed, raising concerns about target selection incentives.

Generated from AACB's filing dated 2026-03-19

Profitability

Return on equity

-136.1%

Return on assets

8.2%

Leverage

Debt / equity

-17.55×

87.6%

Debt / assets

106.0%

5.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$245.4K+104.8%

Q4 2025

2025-12-31

$22.5M

Q3 2025

2025-09-30

$-750.5K

Q2 2025

2025-06-30

$2.1M

Q1 2025

2025-03-31

$-5.1M

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Blank Checks · SIC 6770

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Insider activity

No insider transactions on file for AACB in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns AACB

Institutional value

$40.5M

Total shares held

3.9M

Distinct holders

13

-34 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Alberta Investment Management Corp980.0K$10.1M-980.0K (-50.0%)Trimmed
2PICTON MAHONEY ASSET MANAGEMENT750.0K$7.8M+0 (+0.0%)No change
3Magnetar Financial LLC600.0K$6.2M+0 (+0.0%)No change
4Hudson Bay Capital Management LP550.0K$5.7M+0 (+0.0%)No change
5COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS398.1K$4.1M-1.9K (-0.5%)Trimmed
6GRITSTONE ASSET MANAGEMENT LLC197.7K$2.0M+0 (+0.0%)No change
7DLD Asset Management, LP140.9K$1.5M+0 (+0.0%)No change
8Context Capital Management, LLC112.2K$1.2M+0 (+0.0%)No change
9MIZUHO SECURITIES USA LLC100.2K$1.0M-51.8K (-34.1%)Trimmed
10BNP PARIBAS FINANCIAL MARKETS55.2K$570.4KNew
11ABC ARBITRAGE SA20.0K$206.8K+0 (+0.0%)No change
12WOLVERINE ASSET MANAGEMENT LLC16.6K$171.9K-36.5K (-68.7%)Trimmed
13FNY Investment Advisers, LLC112$1-100 (-47.2%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With $228.1M in trust against a 24-month deadline from February 2025, what's your realistic probability of closing a deal versus liquidating?

  2. 2

    Artius I's Origin Materials combination has destroyed substantial shareholder value post-merger—how does that track record inform AACB's diligence and valuation discipline?

  3. 3

    Given crowded SPAC competition for fintech/software targets, what specific deals have you walked away from, and on what valuation thresholds?

Refreshed when AACB files a new report · last from 2026-03-19