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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, Q3 2021

Institutional positions in Leo Holdings Corp. II as of Sep 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
70
+9 vs. Q2 2021
Shares held
28.1M
+758.8K (+2.8%) vs. Q2 2021
Total value
$273.6M
+$8.05M (+3.0%) vs. Q2 2021
New holders
14
14 more added
Sold out
5
5 more reduced

Compare with Q2 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 holdersQ3 2021: 70 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 heldQ3 2021: $273.6M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Leo Holdings Corp. II; share changes are against Q2 2021.

Institutions holding LHC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Aristeia Capital LLC1,974,000$19.2M0.36%00.0%Unchanged
Marshall Wace, LLP1,813,861$17.7M0.09%+313,897+20.9%Added
Adage Capital Partners GP, L.L.C.1,750,000$17.0M0.03%00.0%Unchanged
Citadel Advisors LLC1,644,860$16.0M0.02%+557,854+51.3%Added
Millennium Management LLC1,547,645$15.1M0.02%+86,895+5.9%Added
Fir Tree Capital Management LP1,262,500$12.3M0.42%00.0%Unchanged
Moore Capital Management, LP1,000,000$9.74M0.20%00.0%Unchanged
Linden Advisors LP974,793$9.49M0.06%00.0%Unchanged
HSBC Holdings PLC920,124$8.96M0.01%+920,124New
LMR Partners LLP856,105$8.34M0.12%00.0%Unchanged
Periscope Capital Inc.849,300$8.27M0.25%−3000.0%Reduced
Basso Capital Management, L.P.827,964$8.06M0.95%+25,000+3.1%Added
HighTower Advisors, LLC758,763$7.39M0.02%+254,241+50.4%Added
Weiss Asset Management LP724,253$7.05M0.19%+50,000+7.4%Added
Sculptor Capital LP645,284$6.29M0.06%00.0%Unchanged
Deutsche Bank AG600,000$5.84M0.00%00.0%Unchanged
HBK Investments L P600,000$5.84M0.09%00.0%Unchanged
Balyasny Asset Management LLC578,787$5.64M0.03%+43,500+8.1%Added
Saba Capital Management, L.P.564,847$5.50M0.18%+271,070+92.3%Added
Radcliffe Capital Management, L.P.509,807$4.97M0.20%00.0%Unchanged
Hudson Bay Capital Management LP500,000$4.87M0.07%00.0%Unchanged
UBS Oconnor LLC499,389$4.86M0.04%00.0%Unchanged
Picton Mahoney Asset Management494,701$4.82M0.19%00.0%Unchanged
Castle Creek Arbitrage, LLC449,996$4.38M0.25%00.0%Unchanged
Goldman Sachs Group Inc357,664$3.48M0.00%00.0%Unchanged
Wolverine Asset Management LLC354,463$3.45M0.04%−2,575−0.7%Reduced
Spring Creek Capital LLC309,500$3.02M0.15%00.0%Unchanged
Prelude Capital Management, LLC300,194$2.92M0.16%+2,313+0.8%Added
Tenor Capital Management Co., L.P.300,000$2.92M0.07%00.0%Unchanged
Owl Creek Asset Management, L.P.287,880$2.80M0.19%00.0%Unchanged
Alyeska Investment Group, L.P.260,000$2.53M0.03%+260,000New
Polar Asset Management Partners Inc.250,000$2.44M0.03%00.0%Unchanged
Ghisallo Capital Management LLC250,000$2.44M0.09%00.0%Unchanged
Mangrove Partners207,096$2.02M0.22%00.0%Unchanged
Vestcor Inc192,547$1.88M0.07%00.0%Unchanged
D. E. Shaw & Co., Inc.184,339$1.79M0.00%+184,339New
Melqart Asset Management (UK) Ltd170,000$1.66M0.08%00.0%Unchanged
Omni Partners US LLC169,375$1.65M0.08%+169,375New
Healthcare of Ontario Pension Plan Trust Fund158,388$1.54M0.00%00.0%Unchanged
Tudor Investment Corp Et Al150,000$1.46M0.03%00.0%Unchanged
MMCAP International Inc. SPC150,000$1.46M0.10%00.0%Unchanged
Jane Street Group, LLC148,438$1.45M0.00%+6,979+4.9%Added
RP Investment Advisors LP147,363$1.44M0.19%+147,363New
Bluefin Capital Management, LLC145,100$1.41M0.16%+145,100New
Bank of America Corp122,794$1.20M0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC111,171$1.08M0.01%+11,171+11.2%Added
Cowen Investment Management LLC100,000$974.0K0.23%00.0%Unchanged
Segantii Capital Management Ltd100,000$974.0K0.03%00.0%Unchanged
CVI Holdings, LLC100,000$974.0K0.06%00.0%Unchanged
CSS LLC96,769$943.0K0.05%+4,600+5.0%Added
CNH Partners LLC66,870$651.0K0.02%−49,996−42.8%Reduced
Gabelli & Co Investment Advisers, Inc.51,058$497.0K0.06%00.0%Unchanged
Parallax Volatility Advisers, L.P.50,900$496.0K0.01%+50,900New
Whitebox Advisors LLC50,000$487.0K0.01%00.0%Unchanged
Centiva Capital, LP50,000$487.0K0.04%00.0%Unchanged
Berkley W R Corp49,993$487.0K0.03%+297+0.6%Added
Gabelli Funds LLC48,942$477.0K0.00%00.0%Unchanged
Nomura Holdings Inc46,200$450.0K0.00%−1,700,000−97.4%Reduced
Dark Forest Capital Management LP44,546$434.0K0.15%+44,546New
Arena Capital Advisors, LLC- CA32,592$317.0K0.03%+32,592New
Glenmede Trust Co NA29,275$285.0K0.00%+29,275New
Wolverine Trading, LLC24,200$236.0K0.00%−10,000−29.2%Reduced
Landscape Capital Management, L.L.C.19,654$191.0K0.03%+19,654New
BCK Capital Management LP17,920$175.0K0.10%00.0%Unchanged
GAM Holding AG12,780$124.0K0.01%+12,780New
BlackRock Inc.12,293$120.0K0.00%00.0%Unchanged
Magnetar Financial LLC10,243$100.0K0.00%+10,243New
Advisor Group Holdings, Inc.3,700$36.0K0.00%00.0%Unchanged
Royal Bank of Canada279$3.00K0.00%+270+3,000.0%Added
UBS Group AG86$1.00K0.00%+86New
Verition Fund Management LLC0$00.00%−920,124−100.0%Sold out
Newtyn Management, LLC0$00.00%−100,000−100.0%Sold out
Mizuho Securities USA LLC0$00.00%−50,000−100.0%Sold out
Ramius Advisors LLC0$00.00%−42,845−100.0%Sold out
Old Mission Capital LLC0$00.00%−19,859−100.0%Sold out