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Integrated Rail & Resources Acquisition Corp

IRRXDelisted Mar 26, 2024
Industry
Blank Checks
SEC CIK
0001854795

Integrated Rail & Resources Acquisition Corp was delisted on Mar 26, 2024; its insiders filed their last Form 4 on Nov 27, 2024; 31 institutions reported holding it in 13F filings for Q4 2023, worth $69.5M in total; no superinvestor held it.

13F holders, Q3 2022

Institutional positions in Integrated Rail & Resources Acquisition Corp as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
43
+3 vs. Q2 2022
Shares held
20.5M
+2.53M (+14.1%) vs. Q2 2022
Total value
$206.3M
+$27.1M (+15.1%) vs. Q2 2022
New holders
8
7 more added
Sold out
5
5 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting IRRX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 43 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 40 institutionsQ2 2022: 40 institutionsQ3 2022: 43 institutionsQ4 2022: 45 institutionsQ1 2023: 35 institutionsQ2 2023: 33 institutionsQ3 2023: 27 institutionsQ4 2023: 31 institutionsQ1 2024: 3 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2022: $206.3M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $175.8MQ2 2022: $179.2MQ3 2022: $206.3MQ4 2022: $222.5MQ1 2023: $141.8MQ2 2023: $140.2MQ3 2023: $65.8MQ4 2023: $69.5MQ1 2024: $4.05MQ2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding IRRX and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20243$4.05M
Q4 202331$69.5M
Q3 202327$65.8M
Q2 202333$140.2M
Q1 202335$141.8M
Q4 202245$222.5M
Q3 202243$206.3M
Q2 202240$179.2M
Q1 202240$175.8M
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Integrated Rail & Resources Acquisition Corp; share changes are against Q2 2022.

Institutions holding IRRX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Elequin Capital LP305$3.00K0.00%+305New
Dark Forest Capital Management LP8,662$87.0K0.02%00.0%Unchanged
Caas Capital Management LP10,800$109.0K0.01%00.0%Unchanged
Warberg Asset Management LLC12,843$129.0K0.04%+12,843New
Marshall Wace, LLP19,000$191.0K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.19,649$198.0K0.03%+19,649New
Tuttle Tactical Management37,084$205.0K0.70%−2,195−5.6%Reduced
Deltec Asset Management LLC30,800$310.0K0.08%00.0%Unchanged
Ci Investments Inc.37,200$374.0K0.00%00.0%Unchanged
Glazer Capital, LLC48,992$492.0K0.01%+11,065+29.2%Added
Centiva Capital, LP52,370$527.0K0.04%00.0%Unchanged
Millennium Management LLC62,220$626.0K0.00%00.0%Unchanged
Woodline Partners LP66,666$670.0K0.01%+66,666New
Weiss Asset Management LP66,666$671.0K0.02%+66,666New
Vivaldi Asset Management, LLC79,890$804.0K0.04%+29,290+57.9%Added
Rpo LLC89,515$901.0K0.23%+89,515New
Oaktree Capital Management LPSuperinvestorOaktree Capital100,000$1.01M0.01%00.0%Unchanged
Whitebox Advisors LLC100,000$1.01M0.03%00.0%Unchanged
Timelo Investment Management Inc.100,000$1.01M1.98%00.0%Unchanged
Citigroup Inc100,001$1.01M0.00%00.0%Unchanged
SkyView Investment Advisors, LLC150,955$1.52M0.44%00.0%Unchanged
Mint Tower Capital Management B.V.161,343$1.62M0.15%00.0%Unchanged
Berkley W R Corp253,369$2.55M0.12%−198,305−43.9%Reduced
Rivernorth Capital Management, LLC263,390$2.65M0.12%+13,394+5.4%Added
Periscope Capital Inc.311,285$3.13M0.09%+54,338+21.1%Added
Shaolin Capital Management LLC314,361$3.16M0.09%+114,361+57.2%Added
Basso Capital Management, L.P.316,785$3.19M0.77%−24,241−7.1%Reduced
Hudson Bay Capital Management LP325,000$3.27M0.03%00.0%Unchanged
CNH Partners LLC342,164$3.44M0.08%00.0%Unchanged
Wolverine Asset Management LLC491,729$4.95M0.07%−15,125−3.0%Reduced
HGC Investment Management Inc.500,000$5.03M0.34%+500,000New
Barclays PLC532,400$5.36M0.01%00.0%Unchanged
Radcliffe Capital Management, L.P.595,000$5.99M0.20%00.0%Unchanged
Karpus Management, Inc.646,100$6.49M0.23%−26,450−3.9%Reduced
Cubist Systematic Strategies, LLC646,699$6.51M0.05%+1,505+0.2%Added
Starboard Value LPSuperinvestorStarboard Value937,845$9.44M0.21%00.0%Unchanged
Vestcor Inc980,000$9.86M0.37%00.0%Unchanged
Context Capital Management, LLC1,324,738$13.3M0.90%00.0%Unchanged
Castle Creek Arbitrage, LLC1,880,000$18.9M1.05%+1,880,000New
Highbridge Capital Management LLC1,989,733$20.0M0.30%+59,563+3.1%Added
D. E. Shaw & Co., Inc.2,077,923$20.9M0.04%00.0%Unchanged
Polar Asset Management Partners Inc.2,213,815$22.3M0.29%00.0%Unchanged
Saba Capital Management, L.P.2,225,232$22.4M0.30%00.0%Unchanged
Goldman Sachs Group Inc0$00.00%−90,015−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−17,650−100.0%Sold out
Mizuho Securities USA LLC0$00.00%−11,783−100.0%Sold out
Clear Street LLC0$00.00%−601−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−2−100.0%Sold out