Westchester Capital Management, LLC, Westchester Capital Partners, LLC, and Virtus Investment Advisers, LLC filed a joint Schedule 13G with the SEC on November 13, 2026, disclosing beneficial ownership positions in Disciplined Growth Acquisition Corporation as of September 30, 2026.

Key Highlights

  • Westchester Capital Management aggregate stake: 942,372 Class A ordinary shares, representing 5.60% of the class, based on 16,813,500 shares outstanding as of August 13, 2026.
  • Virtus Investment Advisers stake: 861,415 shares, representing 5.12% of the class, with all voting and dispositive power shared with Westchester Capital Management.
  • Westchester Capital Partners stake: 7,628 shares, representing 0.05% of the class, held with sole voting and dispositive power.
  • Triggering event date: September 30, 2026, as stated in the filing as the date of the event requiring the statement.
  • Units structure: According to the filing, each Unit consists of one Class A ordinary share and one right, with each right entitling the holder to receive 0.25 of one Class A ordinary share upon consummation of a Business Combination.
  • Co-Presidents named: Mr. Roy Behren and Mr. Michael T. Shannon each serve as Co-Presidents of both Westchester Capital Management and Westchester Capital Partners, according to the filing.

Joint Schedule 13G Filing Details for Disciplined Growth Acquisition Corporation

Three affiliated registered investment advisers filed a joint Schedule 13G disclosing beneficial ownership in Disciplined Growth Acquisition Corporation, issuer of Class A ordinary shares with CUSIP G2775W101. The filing covers positions as of September 30, 2026, and was submitted on November 13, 2026. All share percentages reported are based on 16,813,500 shares outstanding as of August 13, 2026, as reported in the issuer's quarterly report on Form 10-Q filed with the SEC on August 14, 2026.

According to the filing, Westchester Capital Management, LLC serves as sub-advisor to multiple funds, including The Merger Fund, The Merger Fund VL, Virtus Westchester Event-Driven Fund, Virtus Westchester Credit Event Fund, JNL/Westchester Capital Event Driven Fund, JNL Multi-Manager Alternative Fund, and Principal Funds, Inc. - Global Multi-Strategy Fund. Virtus Investment Advisers, LLC serves as investment adviser to the first four of those funds, and Westchester Capital Partners, LLC serves as investment adviser to Westchester Capital Master Trust. The filing states that the funds "directly hold Ordinary Shares of the Company for the benefit of the investors in those Funds."

Of Westchester Capital Management's reported aggregate of 942,372 shares, 80,957 are held with sole voting and sole dispositive power, while 861,415 are held with shared voting and shared dispositive power. The filing notes that the amounts reported by Virtus Investment Advisers are also included in the amounts reported by Westchester Capital Management, reflecting the sub-advisory relationship between the two entities. The filing states that the securities "were acquired and are held in the ordinary course of business," consistent with a passive Schedule 13G filing.

What Was Disclosed

Three Delaware-organized registered investment advisers jointly reported beneficial ownership of Class A ordinary shares in Disciplined Growth Acquisition Corporation, with Westchester Capital Management holding the largest aggregate position at 942,372 shares (5.60%), triggered by an event dated September 30, 2026.