HolderBook

WHITEBOX ADVISORS LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1257391
Reported value
$7.7B
Positions
664
Top 10 weight
31.7%
Filed
2026-08-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
STATE STR SPDR S&P 500 ETF T OPTSPY$373.4Moptions only4.88%+0.88pp22qOPTIONS
ECHOSTAR CORP$319.1M102,197,0864.17%-0.32pp7qDEBT
SPHERE ENTERTAINMENT CO$299.4M61,117,0003.91%+1.24pp7qDEBT
SNOWFLAKE INC$256.9M145,307,0003.36%+1.21pp4qDEBT
ALIBABA GROUP HLDG LTD$226.9M192,400,0002.97%+0.24pp5qDEBT
SUPER MICRO COMPUTER INC$213.2M240,250,0002.79%-newDEBT
APPLIED DIGITAL CORP$201.9M50,700,0002.64%+0.65pp3qDEBT
GAMESTOP CORP$198.0M194,350,0002.59%-newDEBT
GAMESTOP CORP$176.3M174,000,0002.30%-newDEBT
PENUMBRA INCPEN$160.0M506,8812.09%+0.29pp2q+13.9%+$19.5M
ISHARES TR OPTIWM$150.2Moptions only1.96%-0.33pp2qOPTIONS
CLOUDFLARE INC$149.6M118,266,0001.96%-newDEBT
BIO-TECHNE CORPTECH$148.4M2,100,0011.94%-newNEW
COINBASE GLOBAL INC$147.4M164,456,0001.93%+0.55pp6qDEBT
UBER TECHNOLOGIES INC$144.3M125,000,0001.89%-newDEBT
NVIDIA CORPORATION OPTNVDA$140.1Moptions only1.83%+0.11pp6qOPTIONS
NEBIUS GROUP N.V. OPTNBIS$138.1Moptions only1.80%+1.17pp2qOPTIONS
SUPER MICRO COMPUTER INC OPTSMCI$120.3Moptions only1.57%+0.28pp4qOPTIONS
WEBSTER FINL CORPWBS$119.2M1,560,0011.56%-0.09pp2q-19.0%-$27.9M
SNOWFLAKE INC$112.3M67,500,0001.47%-0.53pp4qDEBT
TRIP COM GROUP LTD$110.5M112,232,0001.44%-0.23pp5qDEBT
GDS HLDGS LTD$108.0M89,200,0001.41%-newDEBT
STRATEGY INC$107.8M112,000,0001.41%flat5qDEBT
CAESARS ENTERTAINMENT INC NECZR$102.0M3,379,4261.33%+1.30pp4q+2886.3%+$98.6M
TAIWAN SEMICONDUCTOR MANUFAC OPTTSM$95.5Moptions only1.25%+0.42pp3qOPTIONS
MICRON TECHNOLOGY INC OPTMU$92.3Moptions only1.21%-newOPTIONS
CENTRUS ENERGY CORP$90.3M45,600,0001.18%+0.04pp3qDEBT
WOLFSPEED INC$84.0M21,396,0001.10%+0.71pp3qDEBT
RIVIAN AUTOMOTIVE INC$82.3M77,237,0001.08%+0.16pp7qDEBT
JETBLUE AIRWAYS CORP$75.5M68,371,0000.99%+0.13pp4qDEBT
AZUL S A$75.2M8,362,1360.98%-newNEW
SUPER MICRO COMPUTER INCSMCIP$72.7M1,400,0000.95%-newNEW
APPLE INC OPTAAPL$72.3Moptions only0.95%+0.32pp2qOPTIONS
MARA HOLDINGS INC$72.2M72,250,0000.94%+0.19pp3qDEBT
WARNER BROS DISCOVERY INC OPTWBD$70.0M1,525,0010.91%flat15q-5.6%-$4.1M
VANECK ETF TRUST OPTSMH$65.6Moptions only0.86%-newOPTIONS
LUMENTUM HLDGS INC$62.8M7,300,0000.82%-1.97pp7qDEBT
VALARIS LTDVAL$61.8M850,6960.81%+0.10pp2q+45.7%+$19.4M
APOGEE THERAPEUTICS INCAPGE$59.7M450,0010.78%-newNEW
MARA HOLDINGS INC$55.5M49,950,0000.73%+0.21pp4qDEBT
CLEANSPARK INC$54.3M41,635,0000.71%+0.37pp3qDEBT
RUBRIK INC.$53.5M52,436,0000.70%-newDEBT
UPSTART HLDGS INC$53.4M65,511,0000.70%+0.17pp3qDEBT
STRATEGY INC$52.8M59,782,0000.69%+0.13pp2qDEBT
UPSTART HLDGS INC$47.2M41,400,0000.62%-0.16pp3qDEBT
SITIME CORP$47.0M42,500,0000.61%-newDEBT
GULFPORT ENERGY CORPGPOR$46.6M274,6270.61%+0.04pp21q+25.0%+$9.3M
SUPER MICRO COMPUTER INC$46.2M50,101,0000.60%-newDEBT
TRIPLE FLAG PRECIOUS METALTFPM$45.5M1,518,9500.59%-0.05pp16qHELD
MARA HOLDINGS INC OPTMARA$44.2Moptions only0.58%+0.04pp7qOPTIONS
ARRAY TECHNOLOGIES INC$41.1M33,000,0000.54%-newDEBT
MARA HOLDINGS INC$40.7M42,000,0000.53%-0.05pp3qDEBT
COREWEAVE INC OPTCRWV$39.8Moptions only0.52%-newOPTIONS
STRATEGY INC$36.5M35,800,0000.48%-0.09pp4qDEBT
ORACLE CORPORCLPRD$36.0M800,0000.47%-0.03pp2q-11.1%-$4.5M
HEICO CORP NEWHEIA$34.1M132,1040.45%+0.12pp18q+5.9%+$1.9M
NUVALENT INCNUVL$34.0M275,0010.44%-newNEW
ENCORE CAP GROUP INC$33.7M22,100,0000.44%-0.19pp10qDEBT
HERBALIFE LTD$33.6M29,321,0000.44%+0.01pp8qDEBT
OFFICE PPTYS INCOME TR$29.7M1,748,6050.39%-newNEW
IREN LIMITED$28.5M9,764,0000.37%+0.10pp3qDEBT
LUMEN TECHNOLOGIES INC OPTLUMN$26.9Moptions only0.35%+0.05pp14qOPTIONS
FLUENCE ENERGY INC$25.6M20,000,0000.33%+0.09pp2qDEBT
AMC GLOBAL MEDIA INC$24.9M23,439,0000.33%+0.07pp5qDEBT
LIBERTY LIVE HOLDINGS INCLLYVK$23.0M217,9890.30%+0.11pp2q+35.0%+$6.0M
CHART INDS INCGTLS$20.9M100,0460.27%-1.66pp4q-86.8%-$137.7M
IREN LIMITED$19.2M5,450,0000.25%-newDEBT
TIDEWATER INC NEW OPTTDW$18.4Moptions only0.24%-newOPTIONS
OMEROS CORP$17.7M9,533,0000.23%-0.22pp5qDEBT
DOORDASH INC$16.5M16,800,0000.22%-newDEBT
SERVICE PPTYS TRSVC$16.2M9,581,7110.21%+0.15pp13q+154.0%+$9.8M
SUNRUN INC$16.1M13,650,0000.21%-0.09pp6qDEBT
JETBLUE AIRWAYS CORP OPTJBLU$15.8Moptions only0.21%+0.11pp8qOPTIONS
GRANITE CONSTR INC$15.7M7,500,0000.21%flat3qDEBT
XEROX HOLDINGS CORP$15.3M44,600,0000.20%+0.07pp6qDEBT
SEMTECH CORP$15.1M3,500,0000.20%+0.11pp11qDEBT
CHORD ENERGY CORPORATIONCHRD$14.2M124,4760.19%-0.09pp23q-21.9%-$4.0M
NIO INC$13.7M13,700,0000.18%+0.06pp8qDEBT
STRATEGY INC$13.4M14,596,0000.17%+0.03pp6qDEBT
SM ENERGY COMPANYSM$13.0M496,6010.17%-0.06pp2q-17.5%-$2.8M
COMMUNITY HEALTH SYS INC NEWCYH$12.5M3,732,7430.16%+0.05pp13q+19.3%+$2.0M
RIVIAN AUTOMOTIVE INC$11.8M10,000,0000.15%-newDEBT
DAUCH CORPDCH$11.7M2,158,6830.15%-0.01pp16q-5.9%-$728.3K
LIBERTY BROADBAND CORPLBRDA$11.6M348,0760.15%-0.06pp16qHELD
BAUSCH PLUS LOMB CORPBLCO$11.4M686,9760.15%-0.07pp16q-37.7%-$6.9M
GRIFOLS S AGRFS$11.4M1,603,4830.15%-0.06pp12q-22.5%-$3.3M
T1 ENERGY INC$10.4M6,000,0000.14%+0.10pp3qDEBT
GOLAR LNG LTD$10.2M9,000,0000.13%-newDEBT
FOX CORPFOX$9.3M198,8740.12%+0.01pp4q+13.5%+$1.1M
WHEELS UP EXPERIENCE INC$9.2M1,021,5970.12%-newNEW
T1 ENERGY INC$8.7M5,000,0000.11%-newDEBT
NEWS CORP NEWNWSA$8.5M343,1200.11%+0.09pp4q+400.9%+$6.8M
VENDOME ACQUISITION CORP IVNME$8.4M825,0000.11%+0.01pp4qHELD
TITAN ACQUISITION CORPTACH$8.3M800,0000.11%+0.01pp5qHELD
GIGCAPITAL8 CORPGIW$8.1M800,0000.11%+0.01pp3qHELD
IDEA ACQUISITION CORPIACOW$7.9M797,3780.10%-newNEW
FIFTH ERA ACQUISITION CORP IFERA$7.8M750,0000.10%+0.01pp5qHELD
WILLIS LEASE FIN CORP$7.6M7,000,0000.10%-newDEBT
HARVARD AVE ACQUISITION CORPHAVA$7.6M750,0000.10%+0.01pp2qHELD
UPSTART HLDGS INC$7.5M7,604,0000.10%+0.01pp16qDEBT
GROUPON INC$7.1M6,300,0000.09%+0.02pp7qDEBT
X3 ACQUISITION CORP LTDXCBE$7.0M700,0000.09%+0.01pp2qHELD
PONO CAP FOUR INC$7.0M700,0000.09%-newNEW
MEDICAL PROPERTIES TRUST INC OPTMPT$6.9Moptions only0.09%-0.01pp8qOPTIONS
GOODYEAR TIRE & RUBR COGT$6.8M1,030,7390.09%+0.02pp18q+18.3%+$1.1M
LIBERTY BROADBAND CORPLBRDK$6.8M204,4750.09%-0.83pp20q-86.2%-$42.3M
D. BORAL ARC ACQ I CORP.BCAR$6.8M650,0000.09%+0.01pp4qHELD
SIZZLE ACQUISITION CORP. IISZZL$6.7M650,0000.09%+0.01pp5qHELD
SOULPOWER ACQUISITION CORPSOUL$6.7M650,0000.09%+0.01pp5qHELD
MGM RESORTS INTERNATIONALMGM$6.6M137,5960.09%flat8q-26.4%-$2.4M
UNDER ARMOUR INCUAA$6.6M1,028,9920.09%flat4q-13.3%-$1.0M
VOYAGER TECHNOLOGIES INCVOYG$6.3M196,1560.08%-newNEW
XEROX HOLDINGS CORP OPTXRX$6.3Moptions only0.08%+0.05pp6qOPTIONS
ALBERTSONS COMPANIES INCACI$6.2M461,5020.08%+0.01pp14q+41.3%+$1.8M
BITDEER TECHNOLOGIES GROUP OPTBTDR$6.2Moptions only0.08%+0.04pp2qOPTIONS
WEN ACQUISITION CORPWENN$6.2M600,0000.08%+0.01pp4qHELD
BROOKFIELD RENEWABLE ENERGYBEP$5.9M170,0000.08%+0.01pp3qHELD
RYANAIR HOLDINGS PLCRYAAY$5.8M89,6280.08%-newNEW
ARMADA ACQUISITION CORP IIIAACI$5.5M550,0000.07%-newNEW
MAYWOOD ACQUISITION CORP 2MYXXR$5.4M550,0000.07%-newNEW
LYFT INC$5.2M5,000,0000.07%-newDEBT
NEW PROVIDENCE ACQUISITION CNPAC$5.2M500,0000.07%flat5qHELD
NATIONAL CINEMEDIA INCNCMI$5.1M1,342,0840.07%+0.02pp12q+8.1%+$380.0K
AA MISSION ACQUISITION CORPYCY$5.1M500,0000.07%flat3qHELD
RANGE CAP ACQUISITION CORP IRNGT$5.1M500,0000.07%flat3qHELD
D BORAL ACQUISITION I CORPDBCA$5.0M500,0000.07%flat2qHELD
TRANSOCEAN LTD OPTRIG$4.9Moptions only0.06%-0.02pp5qOPTIONS
CLEAR CHANNEL OUTDOOR HLDGSCCO$4.8M2,003,8350.06%flat9qHELD
SABRE CORP OPTSABR$4.7M1,266,3790.06%+0.02pp5qHELD
SHREYA ACQUISITION GROUPSAGU-WT$4.7M475,0000.06%-newNEW
CANTOR EQUITY PARTNERS IV INCEPF$4.7M450,0000.06%flat4qHELD
ARC GROUP ACQUISITION I CORPARCLU$4.5M460,0000.06%-newNEW
DRUGS MADE IN AMER ACQ II CODMII$4.5M450,0000.06%flat3qHELD
HCM IV ACQUISITION CORP$4.5M450,0000.06%-newNEW
TGE VALUE CREATIVE SOLUTIONSBEBE$4.5M450,0000.06%flat2qHELD
AVERIN CAP ACQUISITION CORP$4.5M450,0000.06%-newNEW
ILLUMINATION ACQUISITIO CORP$4.5M450,0000.06%-newNEW
RRE VENTURES ACQUISITION COR$4.4M450,0000.06%-newNEW
STRATEGY INC$4.4M5,050,0000.06%-0.83pp3qDEBT
CHARLTON ARIA ACQUISITION COCHAR$4.3M399,0000.06%flat7qHELD
FOREFRONT TECHNOLOGY HOLDING$4.3M420,0000.06%-newNEW
ALDEL FINL II INCALDF$4.3M400,0000.06%flat5qHELD
BOLD EAGLE ACQUISITION CORPBEAG$4.3M400,0000.06%flat7qHELD
HERTZ CORP$4.3M9,255,9940.06%-0.06pp5qDEBT
ELECTRA BATTERY MATERIALS COELBM$4.2M6,892,1070.06%flat6q-16.0%-$801.1K
STELLAR V CAP CORPSVCC$4.2M400,0000.06%flat6qHELD
ROMAN DBDR ACQUISITION CORPDRDB$4.2M400,0000.06%flat6qHELD
RITHM ACQUISITION CORPRAC$4.2M400,0000.05%flat5qHELD
COLLECTIVE ACQUISITION CORPCCAQ$4.2M400,0000.05%flat5qHELD
DIGITAL ASSET ACQUISITION CODAAQ$4.2M400,0000.05%flat5qHELD
LAKE SUPERIOR ACQUISITION COLKSP$4.1M405,1030.05%flat3qHELD
EQV VENTURES AC CORP. IIEVAC$4.1M400,0000.05%flat4qHELD
CO2 ENERGY TRANSITION CORPNOEM$4.1M390,0000.05%flat6qHELD
KENSINGTON CAP ACQUISITION$4.1M400,0000.05%-newNEW
COLUMBUS CIRCLE CAP CORP IICMII$4.1M400,0000.05%-newNEW
FUTURECORP SPACE ACQUISITIONFTRA-UN$4.1M400,0000.05%-newNEW
BERTO ACQUISITION CORP IIGUACW$4.0M400,0000.05%-newNEW
EMMIS ACQUISITION CORP.EMIS$4.0M400,0000.05%flat3qHELD
MILUNA ACQUISITION CORPMMTX$4.0M400,0000.05%flat2qHELD
STARLINK AI ACQUISITION CORPOTAI-RI$4.0M400,0000.05%-newNEW
JAB ACQUISITION CORP IJABRW$4.0M400,0000.05%-newNEW
ALPEX ACQUISITION CORPALPXU$4.0M400,0000.05%-newNEW
ENERGY TRANSITION SPL OPPORT$4.0M400,0000.05%-newNEW
PATRIOT ACQUISITION CORP$4.0M400,0000.05%-newNEW
NEWBURY STR II ACQUISITION CNTWO$4.0M375,0000.05%flat5qHELD
APOGEE ACQUISITION CORPAACPR$4.0M400,0000.05%-newNEW
WILCO 63 CORPWLCOU$4.0M400,0000.05%-newNEW
ALDABRA 4 LQDTY OPP VEH INCALOV$4.0M400,0000.05%flat2qHELD
VERNAL CAP ACQUISITION CORP$4.0M400,0000.05%-newNEW
FG IMPERII ACQUISITION CORPFGII$4.0M400,0000.05%-newNEW
MOUNTAIN LAKE ACQUISIT CORPMLAA$4.0M400,0000.05%flat2qHELD
QUANTUM LEAP ACQUISITION COR$4.0M400,0000.05%-newNEW
PRAETORIAN ACQUISITION CORPPTOR$4.0M400,0000.05%-newNEW
INTERPRIVATE INVTS PARTNERS$4.0M400,0000.05%-newNEW
SOREN ACQUISITION CORPSORN$4.0M400,0000.05%flat2qHELD
BREEZE ACQUISITION CORP IIBREZR$4.0M400,0000.05%-newNEW
CAMBRIDGE ACQUISITION CORPCAQ$4.0M400,0000.05%-newNEW
GSR V ACQUISITION CORPGSRVU$3.9M390,0000.05%-newNEW
SAREPTA THERAPEUTICS INC OPTSRPT$3.9Moptions only0.05%-0.01pp5qOPTIONS
RF ACQUISITION CORP IIIRFAM$3.8M387,0000.05%-newNEW
XSOLLA SPAC 1XSLL$3.8M385,0000.05%-newNEW
LAUNCH TWO ACQUISITION CORP.LPBB$3.8M350,0000.05%flat5qHELD
IRIS ACQUISITION CORP IIIRAB$3.7M375,2000.05%flat2qHELD
AEON ACQUISITION I CORPAESPW$3.7M365,0000.05%-newNEW
OTG ACQUISITION CORP. IOTGA$3.6M350,0000.05%flat3qHELD
IRON DOME ACQUISITION I CORPIDACU$3.5M350,0000.05%-newNEW
KEYSTONE ACQUISITION CORPKEYYW$3.5M350,0000.05%-newNEW
IRON HORSE ACQUISIT II CORPIRHO$3.5M350,0000.05%flat2qHELD
BURTECH ACQUISITION CORP II$3.5M350,0000.05%-newNEW
SNOW ROTHSCHILD ACQUISITIONISNRW$3.5M350,0000.05%-newNEW
CARTESIAN GROWTH CORP IVCGCFU$3.5M350,0000.05%-newNEW
FUTURE MONEY ACQUISITION COR$3.5M350,0000.05%-newNEW
LAFAYETTE DIGITAL ACQUISITIOZKP$3.5M350,0000.05%flat2qHELD
APEX TECH ACQUISITION INCTRAD-UN$3.5M350,0000.05%-newNEW
TRIBECA STRATEGIC ACQUISITIO$3.5M350,0000.05%-newNEW
BLUE WTR ACQUISITION CORP IV$3.5M350,0000.05%-newNEW
HENNESSY CAP INVTS CORP VIIIHCIC$3.4M344,4340.04%-newNEW
HERTZ GLOBAL HLDGS INC OPTHTZ$3.3Moptions only0.04%-0.04pp7qOPTIONS
ABERDEEN MUN INCOME FDMFM$3.2M575,0620.04%+0.03pp3q+360.0%+$2.5M
OCEANHAWK ACQUISITION CORPOHACR$3.2M325,0000.04%-newNEW
MAKEMYTRIP LIMITED MAURITIUS$3.2M3,500,0000.04%-newDEBT
COPLEY ACQUISITION CORPCOPL$3.1M300,0000.04%flat5qHELD
GESHER ACQUISITION CORP. IIGSHR$3.1M300,0000.04%flat5qHELD
INFLECTION PT ACQUISITION COIPCX$3.1M300,0000.04%flat4qHELD
REPUBLIC DIGITAL ACQUISITIONRDAG$3.1M300,0000.04%flat5qHELD
TALON CAP CORPTLNC$3.1M300,0000.04%flat3qHELD
COLOMBIER ACQUISITION CORP ICLBR$3.1M300,0000.04%flat2qHELD
PIONEER ACQUISITION I CORPPACH$3.1M300,0000.04%flat4qHELD
PYROPHYTE ACQUISITION CORP.PAII$3.1M300,0000.04%flat4qHELD
CONSTELLIUM SECSTM$3.0M95,6720.04%-0.07pp11q-72.4%-$8.0M
BAUSCH HEALTH COS INCBHC$3.0M614,6720.04%flat16q+8.9%+$246.5K
CANTOR EQUITY PARTNERS VII ICAES$3.0M300,0000.04%-newNEW
SILICON VY ACQUISITION CORPSVAQ$3.0M300,0000.04%flat2qHELD
GLOBAL X FDSCOLO$3.0M72,5420.04%+0.01pp5q+5.1%+$145.8K
APEX TREAS CORPAPXT$3.0M300,0000.04%flat3qHELD
COLLECTIVE ACQUISITION CORP$3.0M300,0000.04%-newNEW
FUTUREWAVE ACQUISITION CORPFWACW$3.0M300,0000.04%-newNEW
AMERICAN DRIVE ACQUISITION CADAC$3.0M300,0000.04%flat2qHELD
EVOLUTION GLOBAL ACQUISITIONEVOX$3.0M300,0000.04%flat2qHELD
WHITE PEARL ACQUISITION CORPWPAC$3.0M300,0000.04%flat2qHELD
MESHFLOW ACQUISITION CORPMESH$3.0M300,0000.04%flat2qHELD
ACTIVATE ENERGY ACQUISIT CORAEAQ$3.0M300,0000.04%flat2qHELD
GENERAL PURP ACQUISITION CORGPAC$3.0M300,0000.04%flat2qHELD
LAUNCHPAD CADENZA ACQU CORPLPCV$3.0M300,0000.04%flat2qHELD
TEXAS VENTURES ACQUISITION I$3.0M300,0000.04%-newNEW
RMG ML SPORTS HOLDINGSSHOTU$3.0M300,0000.04%-newNEW
VINE HILL CAP INVTS CORP IIVHCP$3.0M300,0000.04%flat2qHELD
PROEM ACQUISITION CORP I$3.0M300,0000.04%-newNEW
LEGATO MERGER CORP IVLEGO$3.0M300,0000.04%flat2qHELD
CLEARTHINK 1 ACQUISITION COR$3.0M300,0000.04%-newNEW
PALOMA ACQUISITION CORP I$3.0M300,0000.04%-newNEW
ABONY ACQUISITION CORP IAACOW$3.0M300,0000.04%-newNEW
APERTURE ACAPURR$3.0M300,0000.04%-newNEW
LUMENTUM HLDGS INC$3.0M240,0000.04%-8.78pp9qDEBT
MOUNTAIN CREST ACQUISITION 6$2.8M285,0000.04%-newNEW
NEWBRIDGE ACQUISITION LTDNBRG$2.8M280,0000.04%flat2qHELD
CHENGHE ACQUISITION III COCHEC$2.8M275,0000.04%flat3qHELD
PIMCO NEW YORK MUN FD IIPNI$2.8M387,9580.04%flat2qHELD
BLACK SPADE ACQUISITION IIIBIII$2.7M276,2000.04%flat2qHELD
BLACKROCK MUNIYIELD N Y QUALMYN$2.7M270,0470.04%flat2q-1.3%-$36.9K
NEWHOLD INVT CORP IIINHIC$2.7M249,5740.04%flat5qHELD
LAUNCH ONE ACQUISITION CORPLPAA$2.7M250,0000.04%flat7qHELD
ARCHIMEDES TECH SPAC PARTNERATII$2.7M250,0000.04%flat5qHELD
OAKTREE ACQUISITION CORP IIIOACC$2.7M250,0000.03%flat5qHELD
1RT ACQUISITION CORP.ONCH$2.7M260,0000.03%flat4qHELD
FACT II ACQUISITION CORPFACT$2.7M250,0000.03%flat5qHELD
UNITED ACQUISITION CORP IUAC$2.6M260,0000.03%flat2qHELD
BLUE WTR ACQUISITION CORP. IBLUW$2.6M250,0000.03%flat4qHELD
OYSTER ENTERPRISES II ACQUISOYSE$2.6M250,0000.03%flat4qHELD
SILVER PEGASUS ACQUISITION CSPEG$2.6M250,0000.03%flat4qHELD
VIKING ACQUISITION CORP IVACI$2.6M250,0000.03%flat3qHELD
PIMCO CALIF MUN INCOME FDPCQ$2.6M284,4710.03%flat4qHELD
WESTIN ACQUISITION CORPWSTN$2.5M250,0000.03%flat3qHELD
LAFAYETTE ACQUISITION CORPLAFA$2.5M250,0000.03%flat3qHELD
SAFEGUARD ACQUISITION CORPSAC$2.5M250,0000.03%flat2qHELD
ARES ACQUISITION CORP IIIAAC-UN$2.5M250,0000.03%-newNEW
FORTUNEX ACQUISITION CORPFXACU$2.5M250,0000.03%-newNEW
YORKVILLE INTL CAP CORP$2.5M250,0000.03%-newNEW
INVEST GREEN ACQUISITION CORIGAC$2.5M250,0000.03%flat3qHELD
LONG TABLE GROWTH CORPLTGRW$2.5M250,0000.03%-newNEW
NEWHOLD INVTS CORP IV$2.5M250,0000.03%-newNEW
MOZAYYX ACQUISITION CORPMZYX-WT$2.5M250,0000.03%-newNEW
PLUTONIAN ACQUISITION CORP I$2.5M250,0000.03%-newNEW
QUASAREDGE ACQUISITION CORPQRED-RI$2.5M250,0000.03%-newNEW
MUZERO ACQUISITION CORPMUZE$2.5M250,0000.03%flat2qHELD
M EVO GBL ACQUISITION CORP IMEVO$2.5M250,0000.03%flat2qHELD
K&F GROWTH ACQUISITION CORPKFII$2.4M225,0000.03%flat6qHELD
LIBERTY MEDIA CORP DEL$2.4M47,383,0000.03%+0.01pp15qDEBT
GORES HOLDINGS XI INCGHXIU$2.3M229,5270.03%-newNEW
LAKESHORE ACQUISITION III COLCCC$2.3M218,5000.03%flat5qHELD
CRANE HBR ACQUISITION CORP ICRAN$2.2M217,6350.03%flat2qHELD
SIRIUSXM HOLDINGS INCSIRI$2.2M74,4430.03%-0.01pp8q-51.6%-$2.3M
BLUEROCK ACQUISITION CORPBLRK$2.2M218,5250.03%flat2qHELD
ANDRETTI ACQUISITION CORP IIPOLE$2.1M200,0000.03%flat5qHELD
SOCIAL COMM PARTNERS CORPSCPQ$2.1M214,4000.03%flat2qHELD
SPACSPHERE ACQUISITION CORPSSAC$2.1M212,0430.03%flat2qHELD
HENNESSY CAP INVT CORP VIIHVII$2.1M200,0000.03%flat6qHELD
ARMADA ACQUISITION CORP IIXRPN$2.1M200,0000.03%flat4qHELD
EVOLENT HEALTH INC$2.1M2,630,0000.03%-0.02pp4qDEBT
SILVERBOX CORP VSBXE$2.1M206,9000.03%flat2qHELD
THAYER VENTURES ACQ CORP IITVAI$2.1M200,0000.03%flat4qHELD
OCEAN CAP ACQUISITION CORP$2.0M200,0000.03%-newNEW
SPRING VY ACQUISITION CORP ISVIV$2.0M200,0000.03%flat2qHELD
CALISA ACQUISITION CORPALIS$2.0M200,0000.03%flat3qHELD
BLUEPORT ACQUISITION LTDBPAC$2.0M200,0000.03%flat2qHELD
FORTRESS VALUE ACQU CORP VFVAV$2.0M200,0000.03%flat2qHELD
GALATA ACQUISITION CORP IILATA$2.0M200,0000.03%flat3qHELD
DAEDALUS SPL ACQUISITION CORDSAC$2.0M200,0000.03%flat2qHELD
WEST ENCLAVE MERGER CORP$2.0M200,0000.03%-newNEW
ALUSSA ENERGY ACQUISIT CORPALUB$2.0M200,0000.03%flat2qHELD
AMPERCAP ACQUISITION COAPMCR$2.0M200,0000.03%-newNEW
SPARTACUS ACQUISITION CORP I$2.0M200,0000.03%-newNEW
KRAKACQUISITION CORPORATIONKRAQ$2.0M200,0000.03%flat2qHELD
BITCOIN INFRASTRUCTURE ACQUIBIXI$2.0M200,0000.03%flat2qHELD
DYNAMIX CORP IIIDNMX$2.0M200,0000.03%flat3qHELD
IRENIC ACQUISITION CORPIACQU$2.0M200,0000.03%-newNEW
KPET ULTRA PACELINE CORPKPET-WT$2.0M200,0000.03%-newNEW
K2 CAP ACQUISITION CORPKTWO$2.0M200,0000.03%flat2qHELD
GALAXYEDGE ACQUISITION CORPGLED-UN$2.0M200,0000.03%-newNEW
MBIA INCMBI$2.0M304,4610.03%flat22qHELD
TRG LATIN AMER ACQUIS CORP$2.0M200,0000.03%-newNEW
AMC ENTMT HLDGS INC OPTAMC$1.9Moptions only0.02%+0.01pp12qOPTIONS
JACKSON ACQUISITION CO IIJACS$1.9M175,0000.02%flat5qHELD
BLUE ACQUISITION CORP.BACC$1.9M175,0000.02%flat4qHELD
AXIOM INTELLIGENCE AC CORP 1AXIN$1.8M175,0000.02%flat4qHELD
HERC HLDGS INCHRI$1.8M12,5250.02%+0.01pp3q+3.3%+$56.6K
INDIGO ACQUISITION CORPINAC$1.8M175,0000.02%flat4qHELD
CANTOR EQUITY PARTNERS I INCCEPO$1.8M200,0000.02%flat6qHELD
WESTERN ASSET INTER MUNISBI$1.6M204,8010.02%flat10qHELD
KITE REALTY GROUP TRUSTKRG$1.6M56,0000.02%-newNEW
WINTERGREEN ACQUISITION CORPWTG$1.6M150,0000.02%flat4qHELD
CHAMPIONSGATE ACQUISITION COCHPG$1.6M150,0000.02%flat5qHELD
JENA ACQUISITION CORP IIJENA$1.6M150,0000.02%flat3qHELD
BLEICHROEDER ACQUISITI CORPBBCQ$1.5M150,0000.02%flat2qHELD
GLOBA TERRA ACQUISITION CORGTERA$1.5M150,0000.02%flat4qHELD
CAL REDWOOD ACQUISITION CORPCRAQ$1.5M150,0000.02%flat4qHELD
FUTURECREST ACQUISITION CORPFCRS$1.5M150,0000.02%flat3qHELD
EGH ACQUISITION CORP.EGHA$1.5M150,0000.02%flat4qHELD
SPRING VY ACQUISITION CORP ISVAC$1.5M150,0000.02%flat3qHELD
STARRY SEA ACQUISITION CORPSSEA$1.5M150,0000.02%flat3qHELD
VERITONE INC$1.5M1,600,0000.02%flat15qDEBT
FIGX CAP ACQUISITION CORP.FIGX$1.5M150,0000.02%flat4qHELD
CSLM DIGITA ASSET ACQ CORP IKOYN$1.5M150,0000.02%flat3qHELD
M3-BRIGADE ACQUISITION VI COMBVI$1.5M150,0000.02%flat3qHELD
HALL CHADWICK ACQUISITION COHCAC$1.5M150,0000.02%flat2qHELD
TWELVE SEAS INVT CO IIITWLV$1.5M150,0000.02%flat2qHELD
ACP HOLDINGS ACQUISITION COR$1.5M150,0000.02%-newNEW
INSIGHT DIGITAL PARTNERS IIDYOR$1.5M145,6820.02%flat3qHELD
LIBERTY MEDIA CORP DEL$1.4M28,930,0000.02%+0.01pp23qDEBT
RYDER SYS INCR$1.4M5,4020.02%flat31q-37.9%-$870.4K
FISERV INCFISV$1.4M28,9580.02%+0.01pp3q+54.8%+$503.1K
M3BRIGADE ACQUISITION V CORPVLOS$1.4M130,0000.02%flat7qHELD
INFLECTION POINT ACQU CORP VIPEX$1.3M125,0000.02%flat5qHELD
COHEN CIRCLE ACQUISIT CORP ICCII$1.3M125,0000.02%flat4qHELD
XEROX HOLDINGS CORPXRXDW$1.3M4,653,8530.02%+0.01pp2q+33.9%+$324.3K
LIGHTWAVE ACQUISITION CORPLWAC$1.3M125,0000.02%flat4qHELD
IHEARTMEDIA INCIHRT$1.3M295,9500.02%flat3q-26.0%-$446.4K
ART TECHNOLOGY ACQUISITION CARTC$1.3M126,0660.02%flat2qHELD
PAYSAFE LIMITEDPSFE$1.2M166,8130.02%+0.01pp2q+38.6%+$347.2K
COMPASS INCCOMP$1.2M97,8940.02%flat2q-36.8%-$702.8K
FUTURE VISION II ACQUISITIONFVN$1.1M100,0000.01%flat5qHELD
CHURCHILL CAP CORP XII$1.1M100,0000.01%-newNEW
HCM III ACQUISITION CORPHCMA$1.0M100,0000.01%flat4qHELD
SOLARIUS CAPITAL ACQU CORPSOCA$1.0M100,0000.01%flat4qHELD
WILLOW LANE ACQUISITION CRP$1.0M100,0000.01%-newNEW
OXLEY BRIDGE ACQ LTDOBA$1.0M100,0000.01%flat4qHELD
YORKVILLE ACQUISITION CORP.MCGA$1.0M100,0000.01%flat4qHELD
SPACE ASSET ACQUISITION CORPSAAQ$1.0M100,0000.01%flat2qHELD
HIGHVIEW MERGER CORPHVMC$1.0M100,0000.01%flat3qHELD
MCKINLEY ACQUISITION CORPMKLY$1.0M100,0000.01%flat3qHELD
METALS ACQUISITION CORP IIMTAL-WT$1.0M100,0000.01%-newNEW
TRAILBLAZER ACQUISITION CORPBLZR$1.0M100,0000.01%flat3qHELD
BTC DEV CORPBDCI$1.0M100,0000.01%flat3qHELD
ONEIM ACQUISITION CORPOIM$1.0M100,0000.01%flat2qHELD
TAILWIND 2.0 ACQUISITION CORTDWD$1.0M100,0000.01%flat3qHELD
SC II ACQUISITION CORPSCII$1.0M100,0000.01%flat2qHELD
ARCHIMEDES TECH SPAC PTNRS IARCI$1.0M100,0000.01%flat2qHELD
ITHAX ACQUISITION CORP IIIITHA$998.0K100,0000.01%flat2qHELD
ISHARES TREPU$993.6K11,9000.01%-newNEW
PEACE ACQUISITION CORPPECEW$992.0K100,0000.01%-newNEW
QDRO ACQUISITION CORP$991.0K100,0000.01%-newNEW
SUMA ACQUISITION CORPSUMAR$989.0K100,0000.01%-newNEW
CH4 NATURAL SOLUTIONS CORPMTNE-UN$985.0K100,0000.01%-newNEW
MERCER INTL INCMERC$969.4K1,468,7380.01%-0.01pp19q+38.9%+$271.3K
AVIS BUDGET GROUP INCCAR$937.4K6,3410.01%flat10q-33.2%-$465.7K
REAL ASSET ACQUISITION CORPRAAQW$905.0K250,0000.01%+0.01pp5qHELD
HUDSON PACIFIC PROPERTIES INHPP$897.4K59,0800.01%flat3q-68.8%-$2.0M
STRATEGY INCSTRK$882.3K15,0000.01%-newNEW
I-80 GOLD CORPIAUXWS$871.6K1,117,5000.01%flat4qHELD
CANTOR EQUITY PARTNERS VI INCEPS$777.8K75,0000.01%flat2qHELD
LEAPFROG ACQUISITION CORPLFAC$749.6K75,0000.01%flat2qHELD
DXC TECHNOLOGY CODXC$736.8K83,2550.01%-newNEW
ENERGIZER HLDGS INCENR$731.2K34,1050.01%-newNEW
PROCAP ACQUISITION CORPPCAP$722.5K70,2810.01%flat4qHELD
CHURCHILL CAP CORP XICCXI$698.0K40,0000.01%flat2q-60.0%-$1.0M
PENN ENTERTAINMENT INCPENN$663.5K31,0650.01%flat2q-36.7%-$384.5K
CELANESE CORP DELCE$646.6K14,0560.01%flat3q+25.4%+$131.1K
KYIVSTAR GROUP LTDKYIVW$641.0K100,0000.01%flat4qHELD
GREENLAND ENERGY COGLND$636.1K289,1330.01%-newNEW
ACADIA HEALTHCARE COMPANY INACHC$630.6K21,3550.01%flat3q-28.7%-$254.0K
EAGLE NUCLEAR ENERGY CORPNUCLW$608.0K419,3450.01%flat2q-8.7%-$58.0K
SIX FLAGS ENTERTAINMENT CORPFUN$593.8K27,8800.01%flat3q-30.6%-$262.0K
D. BORAL ARC ACQ I CORP.BCARW$588.2K325,0000.01%+0.01pp4qHELD
INFLECTION PT ACQUISIT CORP$583.2K56,4000.01%-newNEW
CANTOR EQUITY PARTNERS V INCCEPV$515.6K50,0000.01%flat3qHELD
BLACKROCK MUNIHOLDINGS FD INMHD$472.2K39,6770.01%flat2qHELD
KLX ENERGY SERVICES HOLDINGSKLXE$462.0K179,0580.01%-newNEW
NOUVEAU MONDE GRAPHITE INCNMG$437.4K291,6000.01%-newNEW
GREENLAND ENERGY COGLNDW$425.0K500,0000.01%-newNEW
ALPHA TAU MEDICAL LTDDRTSW$401.3K136,0180.01%flat16qHELD
FACTORIAL ENERGY INC$374.0K275,0000.00%-newNEW
NEW AMER ACQUISITION I CORPNWAX$355.2K35,0000.00%flat2qHELD
PEABODY ENGR CORPBTU$352.6K15,2500.00%-newNEW
GLOBAL X FDSARGT$342.4K3,7500.00%-newNEW
BAXTER INTL INCBAX$307.6K14,4300.00%flat2q-15.8%-$57.6K
TITAN ACQUISITION CORPTACHW$285.8K400,0000.00%flat5qHELD
ARCHIMEDES TECH SPAC PARTNERATIIW$273.7K125,0000.00%flat5qHELD
BURFORD CAPITAL LIMITEDBUR$267.3K65,2000.00%-newNEW
NEWHOLD INVT CORP IIINHICW$262.5K125,0000.00%flat5qHELD
PG&E CORPPCG$252.3K15,0000.00%flat6qHELD

Showing the largest 400 of 664 positions.

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Holding & Investment 5.9%Funds & ETFs 5.0%Semiconductors & Electronics 4.3%Biotech & Pharma 3.0%Software & IT Services 2.7%Computer Hardware 2.6%Banks & Lending 2.3%Medical Devices 2.2%Telecom & Media 2.2%Energy 1.9%Business Services 1.7%Other sectors 2.4%Not classified 63.9%
 
SectorValueShare
Holding & Investment$453.1M5.9%
Funds & ETFs$384.0M5.0%
Semiconductors & Electronics$328.7M4.3%
Biotech & Pharma$226.4M3.0%
Software & IT Services$204.1M2.7%
Computer Hardware$200.1M2.6%
Banks & Lending$176.1M2.3%
Medical Devices$172.1M2.2%
Telecom & Media$165.3M2.2%
Energy$141.9M1.9%
Business Services$132.9M1.7%
Other sectors$180.1M2.4%
Not classified$4.9B63.9%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$7.7B66418534478431.7%45
Q1 2026$8.1B56317331389649.9%45
Q4 2025$7.0B48613140426742.1%48
Q3 2025$6.5B42211529596843.2%45
Q2 2025$4.7B37513040455641.6%45
Q1 2025$3.9B3017036463641.1%45
Q4 2024$3.5B26762437011240.5%45
Q3 2024$3.7B3174140416843.2%45
Q2 2024$3.5B3444746373947.0%45
Q1 2024$4.0B3365927395250.3%45
Q4 2023$3.6B32955332811045.3%45
Q3 2023$3.2B3844531269848.7%45
Q2 2023$3.7B43720322715249.3%45
Q1 2023$2.9B56937283523532.9%45
Q4 2022$3.6B76745405022130.7%45
Q3 2022$3.6B9439929316434.1%45
Q2 2022$3.2B908106364313934.4%46
Q1 2022$5.0B9412684927714540.0%46
Q4 2021$4.9B818289484911634.5%45
Q3 2021$4.8B64518557767835.2%46
Q2 2021$4.9B538323538216540.2%47
Q1 2021$3.1B38031122298045.4%44
Q4 2020$3.2B1497518312149.3%47
Q3 2020$2.4B953720181459.5%44
Q2 2020$1.8B722911203670.9%45
Q1 2020$2.0B791935122978.0%45
Q4 2019$3.0B892117362977.9%45
Q3 2019$2.8B972826262965.6%45
Q2 2019$2.8B983219332367.0%45
Q1 2019$3.3B892016382779.7%45
Q4 2018$2.2B96000065.6%45

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.