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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, Q1 2022

Institutional positions in Leo Holdings Corp. II as of Mar 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
76
−2 vs. Q4 2021
Shares held
32.4M
+1.13M (+3.6%) vs. Q4 2021
Total value
$318.6M
+$13.5M (+4.4%) vs. Q4 2021
New holders
9
16 more added
Sold out
11
9 more reduced

Compare with Q4 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 holdersQ1 2022: 76 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 heldQ1 2022: $318.6M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Leo Holdings Corp. II; share changes are against Q4 2021.

Institutions holding LHC in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
UBS Group AG566$6.00K0.00%+566New
Ancora Advisors, LLC3,300$32.0K0.00%+3,300New
Advisor Group Holdings, Inc.3,900$38.0K0.00%−800−17.0%Reduced
Cohanzick Management, LLC5,000$49.0K0.01%00.0%Unchanged
Integrity Capital Management (HK) Ltd5,000$49.0K0.26%+5,000New
Schonfeld Strategic Advisors LLC10,000$98.0K0.00%−101,171−91.0%Reduced
Magnetar Financial LLC10,243$100.0K0.00%00.0%Unchanged
Wolverine Trading, LLC10,990$108.0K0.00%−2,550−18.8%Reduced
Susquehanna International Group, LLP11,882$116.0K0.00%+11,882New
GAM Holding AG12,780$125.0K0.01%00.0%Unchanged
DeepCurrents Investment Group LLC17,731$174.0K0.01%00.0%Unchanged
Landscape Capital Management, L.L.C.19,654$193.0K0.02%00.0%Unchanged
Parallax Volatility Advisers, L.P.28,722$281.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP29,260$287.0K0.07%−27,112−48.1%Reduced
HRT Financial LP39,184$384.0K0.00%+4,657+13.5%Added
Context Capital Management, LLC46,200$453.0K0.03%+46,200New
Gabelli Funds LLC48,942$480.0K0.00%00.0%Unchanged
Berkley W R Corp49,993$490.0K0.03%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.51,058$500.0K0.07%00.0%Unchanged
Centiva Capital, LP52,045$510.0K0.03%+2,045+4.1%Added
BCK Capital Management LP54,395$533.0K0.32%+36,196+198.9%Added
Kawa Capital Management, Inc54,854$538.0K0.90%00.0%Unchanged
CNH Partners LLC66,870$655.0K0.02%00.0%Unchanged
Glenmede Trust Co NA69,265$678.0K0.00%00.0%Unchanged
Whitebox Advisors LLC71,000$696.0K0.02%−4,000−5.3%Reduced
Cowen Investment Management LLC75,000$735.0K0.16%−25,000−25.0%Reduced
Segantii Capital Management Ltd100,000$980.0K0.04%00.0%Unchanged
CVI Holdings, LLC112,206$1.10M0.07%+12,206+12.2%Added
Bank of America Corp122,794$1.20M0.00%00.0%Unchanged
Bank of Montreal143,710$1.41M0.00%+93,710+187.4%Added
Jane Street Group, LLC148,368$1.45M0.00%+570.0%Added
Tudor Investment Corp Et Al150,000$1.47M0.04%00.0%Unchanged
MMCAP International Inc. SPC150,000$1.47M0.09%00.0%Unchanged
Omni Event Management Ltd154,228$1.51M0.09%−1,678−1.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund158,388$1.55M0.01%00.0%Unchanged
Melqart Asset Management (UK) Ltd170,000$1.67M0.12%00.0%Unchanged
Vestcor Inc192,547$1.89M0.06%00.0%Unchanged
Glazer Capital, LLC222,086$2.18M0.06%+222,086New
JCP Investment Management, LLC240,000$2.35M1.67%+240,000New
Polar Asset Management Partners Inc.250,000$2.45M0.03%00.0%Unchanged
Ghisallo Capital Management LLC250,000$2.45M0.27%00.0%Unchanged
State of Wisconsin Investment Board256,968$2.52M0.01%+6,968+2.8%Added
Alyeska Investment Group, L.P.260,000$2.55M0.03%00.0%Unchanged
Barclays PLC277,574$2.72M0.00%+277,574New
Tenor Capital Management Co., L.P.300,000$2.94M0.06%00.0%Unchanged
Spring Creek Capital LLC309,500$3.03M0.12%00.0%Unchanged
Wolverine Asset Management LLC347,873$3.41M0.04%−4,490−1.3%Reduced
Goldman Sachs Group Inc398,743$3.91M0.00%+41,535+11.6%Added
Spartan Fund Management Inc.351,105$4.30M0.70%+351,105New
Castle Creek Arbitrage, LLC449,996$4.41M0.22%00.0%Unchanged
Picton Mahoney Asset Management494,701$4.85M0.18%00.0%Unchanged
Hudson Bay Capital Management LP500,000$4.90M0.07%00.0%Unchanged
Owl Creek Asset Management, L.P.558,615$5.47M0.34%+270,735+94.0%Added
Saba Capital Management, L.P.564,847$5.54M0.09%00.0%Unchanged
Prelude Capital Management, LLC570,929$5.59M0.26%+272,274+91.2%Added
HighTower Advisors, LLC572,525$5.61M0.01%−166,124−22.5%Reduced
Balyasny Asset Management LLC578,787$5.67M0.02%00.0%Unchanged
Radcliffe Capital Management, L.P.590,837$5.79M0.18%+81,030+15.9%Added
Deutsche Bank AG600,000$5.88M0.00%00.0%Unchanged
HBK Investments L P600,000$5.88M0.11%00.0%Unchanged
Weiss Asset Management LP724,253$7.10M0.16%00.0%Unchanged
Basso Capital Management, L.P.827,964$8.11M0.78%00.0%Unchanged
Periscope Capital Inc.850,440$8.33M0.21%+1,740+0.2%Added
LMR Partners LLP856,105$8.39M0.12%00.0%Unchanged
D. E. Shaw & Co., Inc.949,162$9.30M0.01%+160,705+20.4%Added
Linden Advisors LP974,793$9.55M0.06%00.0%Unchanged
Moore Capital Management, LP1,000,000$9.80M0.32%00.0%Unchanged
HSBC Holdings PLC1,200,002$11.8M0.02%00.0%Unchanged
Millennium Management LLC1,329,406$13.0M0.02%+21,233+1.6%Added
Sculptor Capital LP1,386,878$13.6M0.11%+365,761+35.8%Added
Fir Tree Capital Management LP1,449,620$14.2M0.41%00.0%Unchanged
Citadel Advisors LLC1,644,436$16.1M0.02%+5590.0%Added
Nomura Holdings Inc1,700,000$16.7M0.13%00.0%Unchanged
Adage Capital Partners GP, L.L.C.1,750,000$17.1M0.03%00.0%Unchanged
Marshall Wace, LLP1,813,861$17.8M0.04%00.0%Unchanged
Aristeia Capital LLC1,974,000$19.3M0.35%00.0%Unchanged
UBS Oconnor LLC0$00.00%−513,151−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−144,981−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−122,422−100.0%Sold out
Mangrove Partners0$00.00%−89,985−100.0%Sold out
CSS LLC0$00.00%−50,040−100.0%Sold out
StoneX Group Inc.0$00.00%−35,174−100.0%Sold out
Arena Capital Advisors, LLC- CA0$00.00%−32,592−100.0%Sold out
OTA Financial Group L.P.0$00.00%−30,608−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−19,721−100.0%Sold out
Pinz Capital Management, LP0$00.00%−13,742−100.0%Sold out
BlackRock Inc.0$00.00%−12,293−100.0%Sold out