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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 2023

Institutional positions in Integrated Rail & Resources Acquisition Corp as of Sep 30, 2023. 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
27
−6 vs. Q2 2023
Shares held
6.06M
−7.03M (−53.7%) vs. Q2 2023
Total value
$65.8M
−$74.5M (−53.1%) vs. Q2 2023
New holders
5
1 more added
Sold out
11
12 more reduced

Compare with Q2 2023: 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 2023: 27 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 2023: $65.8M
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 2023

Shares, value and share of portfolio for each institution holding Integrated Rail & Resources Acquisition Corp; share changes are against Q2 2023.

Institutions holding IRRX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Context Capital Management, LLC1,323,438$14.4M1.15%00.0%Unchanged
Yakira Capital Management, Inc.500,000$5.44M1.48%00.0%Unchanged
Wolverine Asset Management LLC466,002$5.07M0.09%−553,869−54.3%Reduced
Castle Creek Arbitrage, LLC450,000$4.90M1.15%−450,000−50.0%Reduced
Fir Tree Capital Management LP429,655$4.67M0.53%−70,345−14.1%Reduced
Sandia Investment Management LP403,201$4.39M1.20%−385,525−48.9%Reduced
Shaolin Capital Management LLC300,000$3.26M0.12%+300,000New
Saba Capital Management, L.P.238,251$2.59M0.08%−1,402,696−85.5%Reduced
Periscope Capital Inc.236,207$2.57M0.29%−136,150−36.6%Reduced
Meteora Capital, LLC228,663$2.49M0.43%−10.0%Reduced
Rivernorth Capital Management, LLC190,136$2.07M0.11%−73,254−27.8%Reduced
Berkley W R Corp188,887$2.06M0.13%+70.0%Added
Mint Tower Capital Management B.V.161,343$1.75M0.49%00.0%Unchanged
Crystalline Management Inc.152,287$1.66M1.26%+152,287New
SkyView Investment Advisors, LLC150,955$1.64M0.67%00.0%Unchanged
Highbridge Capital Management LLC142,425$1.55M0.09%00.0%Unchanged
Boothbay Fund Management, LLC89,731$976.3K0.03%−256,525−74.1%Reduced
Flow State Investments, L.P.86,740$943.7K0.35%−300−0.3%Reduced
Radcliffe Capital Management, L.P.83,432$907.7K0.11%−511,568−86.0%Reduced
Vivaldi Asset Management, LLC79,890$869.2K0.05%00.0%Unchanged
Centiva Capital, LP52,370$569.8K0.03%00.0%Unchanged
Bank of Montreal36,498$397.1K0.00%−547,787−93.8%Reduced
Westchester Capital Management, LLC31,500$342.7K0.01%00.0%Unchanged
Tuttle Tactical Management35,811$210.1K1.40%00.0%Unchanged
Clear Street LLC5,000$54.4K0.00%+5,000New
Spartan Fund Management Inc.1,189$12.9K0.01%+1,189New
UBS Group AG59$6420.00%+59New
Polar Asset Management Partners Inc.0$00.00%−1,200,000−100.0%Sold out
Vestcor Inc0$00.00%−490,000−100.0%Sold out
Karpus Management, Inc.0$00.00%−461,500−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−325,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−197,287−100.0%Sold out
Glazer Capital, LLC0$00.00%−124,464−100.0%Sold out
Timelo Investment Management Inc.0$00.00%−100,000−100.0%Sold out
Crestline Management, LP0$00.00%−100,000−100.0%Sold out
Warberg Asset Management LLC0$00.00%−64,642−100.0%Sold out
Caas Capital Management LP0$00.00%−21,600−100.0%Sold out
Virtu Financial LLC0$00.00%−15,100−100.0%Sold out