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Leo Holdings Corp. II

LHCDelisted Dec 4, 2023
Industry
Radio & Tv Broadcasting & Communications Equipment
SEC CIK
0001824153

Leo Holdings Corp. II was delisted on Dec 4, 2023; its insiders filed their last Form 4 on Sep 18, 2023; 24 institutions reported holding it in 13F filings for Q3 2023, worth $56.4M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Leo Holdings Corp. II as of Jun 30, 2021. 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
61
+11 vs. Q1 2021
Shares held
27.3M
+7.72M (+39.4%) vs. Q1 2021
Total value
$265.6M
+$74.9M (+39.3%) vs. Q1 2021
New holders
13
17 more added
Sold out
2
6 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LHC 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 holdersQ2 2021: 61 institutions
Q1 2021: 50 institutionsQ2 2021: 61 institutionsQ3 2021: 70 institutionsQ4 2021: 78 institutionsQ1 2022: 76 institutionsQ2 2022: 75 institutionsQ3 2022: 72 institutionsQ4 2022: 64 institutionsQ1 2023: 21 institutionsQ2 2023: 23 institutionsQ3 2023: 24 institutionsQ4 2023: 0 institutionsQ1 2024: 0 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 heldQ2 2021: $265.6M
Q1 2021: $190.6MQ2 2021: $265.6MQ3 2021: $273.6MQ4 2021: $305.1MQ1 2022: $318.6MQ2 2022: $332.6MQ3 2022: $351.6MQ4 2022: $349.1MQ1 2023: $52.6MQ2 2023: $54.2MQ3 2023: $56.4MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding LHC 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 20240$0
Q4 20230$0
Q3 202324$56.4M
Q2 202323$54.2M
Q1 202321$52.6M
Q4 202264$349.1M
Q3 202272$351.6M
Q2 202275$332.6M
Q1 202276$318.6M
Q4 202178$305.1M
Q3 202170$273.6M
Q2 202161$265.6M
Q1 202150$190.6M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Leo Holdings Corp. II; share changes are against Q1 2021.

Institutions holding LHC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Aristeia Capital LLC1,974,000$19.2M0.39%+1,974,000New
Adage Capital Partners GP, L.L.C.1,750,000$17.0M0.03%00.0%Unchanged
Nomura Holdings Inc1,746,200$17.0M0.14%+1,700,000+3,679.7%Added
Marshall Wace, LLP1,499,964$14.6M0.08%+153,907+11.4%Added
Millennium Management LLC1,460,750$14.2M0.02%+1,116,110+323.8%Added
Fir Tree Capital Management LP1,262,500$12.3M0.46%+262,500+26.3%Added
Citadel Advisors LLC1,087,006$10.6M0.01%−1,067−0.1%Reduced
Moore Capital Management, LP1,000,000$9.71M0.18%00.0%Unchanged
Linden Advisors LP974,793$9.47M0.05%00.0%Unchanged
Verition Fund Management LLC920,124$8.94M0.13%+329,789+55.9%Added
LMR Partners LLP856,105$8.32M0.13%+80,172+10.3%Added
Periscope Capital Inc.849,600$8.25M0.27%+100,200+13.4%Added
Basso Capital Management, L.P.802,964$7.80M1.00%+1,193+0.1%Added
Weiss Asset Management LP674,253$6.55M0.18%−111,643−14.2%Reduced
Sculptor Capital LP645,284$6.27M0.05%00.0%Unchanged
Deutsche Bank AG600,000$5.83M0.00%00.0%Unchanged
HBK Investments L P600,000$5.83M0.06%00.0%Unchanged
Balyasny Asset Management LLC535,287$5.20M0.03%+156,500+41.3%Added
Radcliffe Capital Management, L.P.509,807$4.95M0.21%00.0%Unchanged
HighTower Advisors, LLC504,522$4.90M0.01%+69,654+16.0%Added
Hudson Bay Capital Management LP500,000$4.86M0.06%00.0%Unchanged
UBS Oconnor LLC499,389$4.85M0.04%−150,163−23.1%Reduced
Picton Mahoney Asset Management494,701$4.81M0.17%−5,299−1.1%Reduced
Castle Creek Arbitrage, LLC449,996$4.37M0.24%00.0%Unchanged
Goldman Sachs Group Inc357,664$3.48M0.00%+12,792+3.7%Added
Wolverine Asset Management LLC357,038$3.47M0.03%+353,243+9,308.1%Added
Spring Creek Capital LLC309,500$3.01M0.15%+309,500New
Tenor Capital Management Co., L.P.300,000$2.92M0.06%00.0%Unchanged
Prelude Capital Management, LLC297,881$2.89M0.16%+297,881New
Saba Capital Management, L.P.293,777$2.85M0.11%00.0%Unchanged
Owl Creek Asset Management, L.P.287,880$2.80M0.13%+287,880New
Polar Asset Management Partners Inc.250,000$2.43M0.03%00.0%Unchanged
Ghisallo Capital Management LLC250,000$2.43M0.09%+250,000New
Mangrove Partners207,096$2.01M0.22%00.0%Unchanged
Vestcor Inc192,547$1.87M0.06%00.0%Unchanged
Melqart Asset Management (UK) Ltd170,000$1.65M0.07%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund158,388$1.54M0.00%+158,388New
Tudor Investment Corp Et Al150,000$1.46M0.03%00.0%Unchanged
MMCAP International Inc. SPC150,000$1.46M0.13%00.0%Unchanged
Jane Street Group, LLC141,459$1.37M0.00%+18,459+15.0%Added
Bank of America Corp122,794$1.19M0.00%+120,290+4,803.9%Added
CNH Partners LLC116,866$1.14M0.03%+66,870+133.8%Added
Newtyn Management, LLC100,000$972.0K0.27%−62,924−38.6%Reduced
Cowen Investment Management LLC100,000$972.0K0.31%00.0%Unchanged
Segantii Capital Management Ltd100,000$972.0K0.03%00.0%Unchanged
CVI Holdings, LLC100,000$972.0K0.07%00.0%Unchanged
Schonfeld Strategic Advisors LLC100,000$972.0K0.01%+50,000+100.0%Added
CSS LLC92,169$895.0K0.05%+92,169New
Gabelli & Co Investment Advisers, Inc.51,058$496.0K0.06%+51,058New
Whitebox Advisors LLC50,000$486.0K0.01%00.0%Unchanged
Centiva Capital, LP50,000$486.0K0.04%+50,000New
Mizuho Securities USA LLC50,000$485.0K0.04%+50,000New
Berkley W R Corp49,696$483.0K0.05%00.0%Unchanged
Gabelli Funds LLC48,942$475.0K0.00%+48,942New
Ramius Advisors LLC42,845$416.0K0.16%+28,853+206.2%Added
Wolverine Trading, LLC34,200$335.0K0.01%+34,200New
Old Mission Capital LLC19,859$193.0K0.01%+19,859New
BCK Capital Management LP17,920$174.0K0.09%00.0%Unchanged
BlackRock Inc.12,293$119.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.3,700$36.0K0.00%00.0%Unchanged
Royal Bank of Canada9$00.00%−1,809−99.5%Reduced
Omers Administration Corp0$00.00%−100,000−100.0%Sold out
Sand Grove Capital Management LLP0$00.00%−90,811−100.0%Sold out