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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, Q4 2022

Institutional positions in Integrated Rail & Resources Acquisition Corp as of Dec 31, 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
45
+2 vs. Q3 2022
Shares held
21.7M
+1.15M (+5.6%) vs. Q3 2022
Total value
$222.5M
+$16.2M (+7.9%) vs. Q3 2022
New holders
8
7 more added
Sold out
6
5 more reduced

Compare with Q3 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 holdersQ4 2022: 45 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 heldQ4 2022: $222.5M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Integrated Rail & Resources Acquisition Corp; share changes are against Q3 2022.

Institutions holding IRRX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Polar Asset Management Partners Inc.2,266,863$23.3M0.33%+53,048+2.4%Added
Saba Capital Management, L.P.2,225,232$22.8M0.38%00.0%Unchanged
D. E. Shaw & Co., Inc.2,077,923$21.4M0.04%00.0%Unchanged
Castle Creek Arbitrage, LLC1,880,000$19.2M1.69%00.0%Unchanged
Highbridge Capital Management LLC1,785,052$18.4M0.57%−204,681−10.3%Reduced
Wolverine Asset Management LLC1,077,945$11.1M0.17%+586,216+119.2%Added
Vestcor Inc980,000$10.0M0.37%00.0%Unchanged
Starboard Value LPSuperinvestorStarboard Value937,845$9.66M0.19%00.0%Unchanged
Sandia Investment Management LP788,726$8.12M1.43%+788,726New
Cubist Systematic Strategies, LLC646,699$6.66M0.06%00.0%Unchanged
Radcliffe Capital Management, L.P.595,000$6.08M0.26%00.0%Unchanged
Periscope Capital Inc.585,853$6.00M0.26%+274,568+88.2%Added
Karpus Management, Inc.572,000$5.82M0.20%−74,100−11.5%Reduced
Barclays PLC532,400$5.48M0.00%00.0%Unchanged
Fir Tree Capital Management LP500,000$5.15M0.27%+500,000New
Yakira Capital Management, Inc.500,000$5.09M1.04%+500,000New
Berkley W R Corp353,369$3.60M0.19%+100,000+39.5%Added
Shaolin Capital Management LLC344,361$3.55M0.11%+30,000+9.5%Added
Boothbay Fund Management, LLC346,256$3.55M0.12%+346,256New
CNH Partners LLC342,164$3.48M0.09%00.0%Unchanged
Hudson Bay Capital Management LP325,000$3.35M0.04%00.0%Unchanged
Cowen and Company, LLC300,382$3.09M0.33%+300,382New
Rivernorth Capital Management, LLC263,390$2.70M0.12%00.0%Unchanged
Meteora Capital, LLC228,664$2.36M0.51%+228,664New
Mint Tower Capital Management B.V.161,343$1.66M0.19%00.0%Unchanged
Rpo LLC155,008$1.58M0.62%+65,493+73.2%Added
SkyView Investment Advisors, LLC150,955$1.54M0.47%00.0%Unchanged
Whitebox Advisors LLC100,000$1.03M0.04%00.0%Unchanged
Timelo Investment Management Inc.100,000$1.03M1.01%00.0%Unchanged
Oaktree Capital Management LPSuperinvestorOaktree Capital100,000$1.02M0.01%00.0%Unchanged
Vivaldi Asset Management, LLC79,890$810.9K0.04%00.0%Unchanged
Woodline Partners LP66,666$673.3K0.01%00.0%Unchanged
Millennium Management LLC61,218$631.0K0.00%−1,002−1.6%Reduced
Centiva Capital, LP52,370$539.4K0.04%00.0%Unchanged
Glazer Capital, LLC38,992$397.0K0.01%−10,000−20.4%Reduced
Ci Investments Inc.37,200$381.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP24,563$250.1K0.00%+24,563New
Landscape Capital Management, L.L.C.23,649$243.6K0.04%+4,000+20.4%Added
Marshall Wace, LLP19,000$195.7K0.00%00.0%Unchanged
Tuttle Tactical Management18,389$187.2K0.74%−18,695−50.4%Reduced
Warberg Asset Management LLC12,843$131.3K0.04%00.0%Unchanged
Caas Capital Management LP10,800$111.2K0.02%00.0%Unchanged
Dark Forest Capital Management LP8,662$89.2K0.02%00.0%Unchanged
UBS Group AG500$5.09K0.00%+500New
Elequin Capital LP305$3.14K0.00%00.0%Unchanged
Context Capital Management, LLC0$00.00%−1,324,738−100.0%Sold out
HGC Investment Management Inc.0$00.00%−500,000−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−316,785−100.0%Sold out
Citigroup Inc0$00.00%−100,001−100.0%Sold out
Weiss Asset Management LP0$00.00%−66,666−100.0%Sold out
Deltec Asset Management LLC0$00.00%−30,800−100.0%Sold out