Watch for the company's response to the board seat demand. The activist's controlling stake gives it significant leverage; a board seat could lead to strategic changes, asset sales, or a potential going-private transaction given the low market cap. Monitor for any 8-K regarding board changes or special committee formation.
Price Chart
Executive Summary
Takeover Time 2026 LLC, an entity controlled by Natasha Ovsepyan, filed a Schedule 13D disclosing a 62.45% beneficial ownership stake in Cheetah Net Supply Chain Service Inc. The activist seeks a board seat for Ovsepyan, citing its controlling position. The filing follows a period of severe financial decline for the company, including discontinued operations and heavy debt.
Key Financial Metrics
Key Facts
- Takeover Time 2026 LLC owns 1,846,000 shares of Class A common stock, representing approximately 62.45% of the class.
- Shares were purchased on September 17, 2026 for an aggregate price of $84,995.46, or ~$0.04604 per share.
- The activist intends to seek a board seat for its sole member and managing member, Natasha Ovsepyan.
- The company's most recently reported outstanding Class A share count is 2,955,935 shares.
- The 10-K (filed March 2026) shows the company discontinued its parallel import vehicle segment and relies on logistics/labor services, with significant short-term debt from Hongkong Sanyou Petroleum and Asia Finance Investment.
Financial Impact
Activist acquired a 62.45% stake for ~$85,000, implying a market cap of roughly $136,000 for the Class A shares. The company's financials show a distressed state with discontinued operations and heavy debt.
Risk Factors
- The company's financial distress (discontinued operations, high debt) may limit strategic options.
- The activist's lack of a disclosed track record or detailed plan increases uncertainty.
- Potential for governance conflict given the activist's controlling stake versus existing management.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D Filing (Primary) | 0002107788-26-000008 |
| Document: 0002107788-26-000008-index.html | 0002107788-26-000008 |
| Document: 0002107788-26-000008.txt | 0002107788-26-000008 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | PREC14A | $2.19 | awaiting T+20 | awaiting T+20 | $2.09 (+4.57%) |
Oct 16, 2026 11d ago | DEF 14A | $2.69 | awaiting T+20 | awaiting T+20 | $2.09 (+22.30%) |
Oct 15, 2026 12d ago | DEFA14A | $2.75 | awaiting T+20 | awaiting T+20 | $2.09 (−24.00%) |
Oct 15, 2026 12d ago | Press Release | $2.75 | awaiting T+20 | awaiting T+20 | $2.09 (+24.00%) |
Oct 13, 2026 14d ago | SC 13D/A | $2.72 | awaiting T+20 | awaiting T+20 | $2.09 (−23.16%) |
Oct 9, 2026 18d ago | 8-K | $2.43 | awaiting T+20 | awaiting T+20 | $2.09 (+13.99%) |
Sep 30, 2026 27d ago | 8-K | $2.45 | awaiting T+20 | awaiting T+20 | $2.09 (+14.69%) |
Sep 25, 2026 4w ago | SC 13D/A | $3.60 $2.18 | ▲ +39.44% | ▲ +39.41% | $2.09 (+41.94%) |
Sep 23, 2026 5w ago | 8-K | $0.0384 $0.0165 | ▼ −56.94% | ▼ −57.63% | $2.09 (+5342.71%) |
Sep 21, 2026 5w ago | SC 13D | $0.0442 $0.0170 | ▲ +61.54% | ▲ +60.98% | $2.09 (−4628.51%) |
US Market Status
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