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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 2022

Institutional positions in Leo Holdings Corp. II as of Jun 30, 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
75
−1 vs. Q1 2022
Shares held
33.7M
+1.32M (+4.1%) vs. Q1 2022
Total value
$332.6M
+$14.0M (+4.4%) vs. Q1 2022
New holders
10
15 more added
Sold out
11
12 more reduced

Compare with Q1 2022: 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 2022: 75 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 2022: $332.6M
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 2022

Shares, value and share of portfolio for each institution holding Leo Holdings Corp. II; share changes are against Q1 2022.

Institutions holding LHC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Aristeia Capital LLC2,282,200$22.5M0.40%+308,200+15.6%Added
Nomura Holdings Inc2,233,361$22.0M0.20%+533,361+31.4%Added
Marshall Wace, LLP1,813,861$17.9M0.04%00.0%Unchanged
Adage Capital Partners GP, L.L.C.1,750,000$17.3M0.04%00.0%Unchanged
Millennium Management LLC1,544,431$15.2M0.02%+215,025+16.2%Added
Fir Tree Capital Management LP1,278,609$12.6M0.41%−171,011−11.8%Reduced
D. E. Shaw & Co., Inc.1,271,749$12.5M0.02%+322,587+34.0%Added
Glazer Capital, LLC1,259,210$12.4M0.31%+1,037,124+467.0%Added
Moore Capital Management, LP1,000,000$9.86M0.30%00.0%Unchanged
HSBC Holdings PLC980,230$9.64M0.01%−219,772−18.3%Reduced
Linden Advisors LP974,793$9.61M0.09%00.0%Unchanged
LMR Partners LLP856,105$8.44M0.18%00.0%Unchanged
Periscope Capital Inc.851,000$8.39M0.22%+560+0.1%Added
Basso Capital Management, L.P.827,964$8.16M0.86%00.0%Unchanged
Weiss Asset Management LP724,253$7.14M0.19%00.0%Unchanged
Radcliffe Capital Management, L.P.650,092$6.41M0.20%+59,255+10.0%Added
Citadel Advisors LLC646,291$6.37M0.01%−998,145−60.7%Reduced
Saba Capital Management, L.P.619,847$6.11M0.08%+55,000+9.7%Added
HBK Investments L P604,370$5.96M0.16%+4,370+0.7%Added
Deutsche Bank AG600,000$5.92M0.00%00.0%Unchanged
Balyasny Asset Management LLC578,787$5.71M0.02%00.0%Unchanged
Prelude Capital Management, LLC569,001$5.61M0.27%−1,928−0.3%Reduced
UBS Oconnor LLC522,393$5.15M0.05%+522,393New
Owl Creek Asset Management, L.P.518,616$5.11M0.38%−39,999−7.2%Reduced
HighTower Advisors, LLC507,735$5.01M0.01%−64,790−11.3%Reduced
Hudson Bay Capital Management LP500,000$4.93M0.05%00.0%Unchanged
Picton Mahoney Asset Management494,701$4.88M0.21%00.0%Unchanged
Sculptor Capital LP453,403$4.47M0.05%−933,475−67.3%Reduced
Eisler Capital (UK) Ltd.450,000$4.44M0.47%+450,000New
Castle Creek Arbitrage, LLC449,996$4.43M0.24%00.0%Unchanged
Spartan Fund Management Inc.351,105$3.46M0.73%00.0%Unchanged
Polar Asset Management Partners Inc.335,000$3.30M0.04%+85,000+34.0%Added
Kim, LLC309,500$3.05M0.15%+309,500New
Tenor Capital Management Co., L.P.300,000$2.96M0.07%00.0%Unchanged
Woodline Partners LP300,000$2.96M0.05%+300,000New
Goldman Sachs Group Inc298,743$2.95M0.00%−100,000−25.1%Reduced
Jane Street Group, LLC282,475$2.79M0.01%+134,107+90.4%Added
Alyeska Investment Group, L.P.260,000$2.56M0.03%00.0%Unchanged
State of Wisconsin Investment Board256,968$2.53M0.01%00.0%Unchanged
Barclays PLC256,080$2.52M0.00%−21,494−7.7%Reduced
Ghisallo Capital Management LLC250,000$2.46M0.30%00.0%Unchanged
Magnetar Financial LLC243,143$2.40M0.03%+232,900+2,273.7%Added
Vestcor Inc192,547$1.90M0.07%00.0%Unchanged
CSS LLC177,414$1.75M0.08%+177,414New
Melqart Asset Management (UK) Ltd170,000$1.68M0.17%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund158,388$1.56M0.01%00.0%Unchanged
Tudor Investment Corp Et Al150,000$1.48M0.04%00.0%Unchanged
MMCAP International Inc. SPC150,000$1.48M0.12%00.0%Unchanged
Omni Event Management Ltd146,989$1.45M0.10%−7,239−4.7%Reduced
Bank of Montreal143,710$1.41M0.00%00.0%Unchanged
Bank of America Corp122,794$1.21M0.00%00.0%Unchanged
JPMorgan Chase & Co122,843$1.21M0.00%+122,843New
CVI Holdings, LLC112,206$1.11M0.08%00.0%Unchanged
Segantii Capital Management Ltd100,000$986.0K0.03%00.0%Unchanged
Cowen Investment Management LLC75,000$740.0K0.16%00.0%Unchanged
Whitebox Advisors LLC71,000$700.0K0.02%00.0%Unchanged
Glenmede Trust Co NA69,265$682.0K0.00%00.0%Unchanged
CNH Partners LLC66,870$659.0K0.01%00.0%Unchanged
Centiva Capital, LP56,036$553.0K0.03%+3,991+7.7%Added
Gabelli & Co Investment Advisers, Inc.51,058$503.0K0.06%00.0%Unchanged
Berkley W R Corp49,993$493.0K0.02%00.0%Unchanged
Gabelli Funds LLC48,942$483.0K0.00%00.0%Unchanged
Context Capital Management, LLC46,200$456.0K0.03%00.0%Unchanged
HRT Financial LP39,174$386.0K0.00%−100.0%Reduced
Wolverine Asset Management LLC30,338$299.0K0.00%−317,535−91.3%Reduced
Taconic Capital Advisors LP30,000$296.0K0.01%+30,000New
Old Mission Capital LLC22,941$226.0K0.01%+22,941New
Landscape Capital Management, L.L.C.19,654$194.0K0.03%00.0%Unchanged
DeepCurrents Investment Group LLC17,731$175.0K0.01%00.0%Unchanged
Vivaldi Asset Management, LLC12,500$123.0K0.01%+12,500New
Schonfeld Strategic Advisors LLC11,115$110.0K0.00%+1,115+11.2%Added
Bulldog Investors, LLP10,200$101.0K0.03%+10,200New
Cohanzick Management, LLC5,000$49.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.3,900$38.0K0.00%00.0%Unchanged
UBS Group AG2,166$21.0K0.00%+1,600+282.7%Added
Spring Creek Capital LLC0$00.00%−309,500−100.0%Sold out
JCP Investment Management, LLC0$00.00%−240,000−100.0%Sold out
Kawa Capital Management, Inc0$00.00%−54,854−100.0%Sold out
BCK Capital Management LP0$00.00%−54,395−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−29,260−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−28,722−100.0%Sold out
GAM Holding AG0$00.00%−12,780−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−11,882−100.0%Sold out
Wolverine Trading, LLC0$00.00%−10,990−100.0%Sold out
Integrity Capital Management (HK) Ltd0$00.00%−5,000−100.0%Sold out
Ancora Advisors, LLC0$00.00%−3,300−100.0%Sold out