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M3-Brigade Acquisition II Corp.

MBACDelisted Dec 13, 2023
Industry
Communications Services, NEC
SEC CIK
0001839175

M3-Brigade Acquisition II Corp. was delisted on Dec 13, 2023; its insiders filed their last Form 4 on Mar 29, 2022; 20 institutions reported holding it in 13F filings for Q3 2023, worth $45.0M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in M3-Brigade Acquisition II Corp. 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
76
+19 vs. Q2 2021
Shares held
36.1M
+10.7M (+42.4%) vs. Q2 2021
Total value
$356.3M
+$110.1M (+44.7%) vs. Q2 2021
New holders
26
18 more added
Sold out
7
6 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MBAC 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: 76 institutions
Q1 2021: 0 institutionsQ2 2021: 57 institutionsQ3 2021: 76 institutionsQ4 2021: 78 institutionsQ1 2022: 86 institutionsQ2 2022: 85 institutionsQ3 2022: 84 institutionsQ4 2022: 79 institutionsQ1 2023: 16 institutionsQ2 2023: 22 institutionsQ3 2023: 20 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: $356.3M
Q1 2021: $0Q2 2021: $246.2MQ3 2021: $356.3MQ4 2021: $371.6MQ1 2022: $365.0MQ2 2022: $376.1MQ3 2022: $377.1MQ4 2022: $352.3MQ1 2023: $41.2MQ2 2023: $43.0MQ3 2023: $45.0MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding MBAC 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 202320$45.0M
Q2 202322$43.0M
Q1 202316$41.2M
Q4 202279$352.3M
Q3 202284$377.1M
Q2 202285$376.1M
Q1 202286$365.0M
Q4 202178$371.6M
Q3 202176$356.3M
Q2 202157$246.2M
Q1 20210$0

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding M3-Brigade Acquisition II Corp.; share changes are against Q2 2021.

Institutions holding MBAC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Linden Advisors LP1,900,000$18.8M0.11%00.0%Unchanged
Millennium Management LLC1,853,910$18.4M0.02%+1,428,910+336.2%Added
CVI Holdings, LLC1,694,153$16.8M1.05%+94,153+5.9%Added
Aristeia Capital LLC1,556,124$15.4M0.29%00.0%Unchanged
Magnetar Financial LLC1,534,177$15.2M0.15%+1,534,177New
MMCAP International Inc. SPC1,500,000$14.9M1.04%00.0%Unchanged
Nomura Holdings Inc1,431,682$14.2M0.11%−700,000−32.8%Reduced
Marshall Wace, LLP1,399,057$13.9M0.07%+199,069+16.6%Added
Goldman Sachs Group Inc1,325,798$13.1M0.00%+849,337+178.3%Added
Corbin Capital Partners, L.P.1,320,000$13.1M2.59%00.0%Unchanged
Periscope Capital Inc.1,286,800$12.8M0.38%+1,186,800+1,186.8%Added
Saba Capital Management, L.P.1,146,470$11.4M0.36%00.0%Unchanged
Glazer Capital, LLC1,131,347$11.2M0.20%+1,120,247+10,092.3%Added
DLD Asset Management, LP1,000,000$9.91M0.79%00.0%Unchanged
Covalis Capital LLP1,000,000$9.91M2.37%+638,752+176.8%Added
Beryl Capital Management LLC805,221$7.99M0.56%+805,221New
Deutsche Bank AG780,476$7.74M0.00%−19,524−2.4%Reduced
Falcon Edge Capital, LP762,633$7.56M0.58%+762,633New
Anson Funds Management LP746,976$7.40M0.93%+746,976New
Crestline Management, LP700,000$6.94M0.66%+700,000New
Weiss Asset Management LP662,374$6.56M0.18%+581,288+716.9%Added
Atalaya Capital Management LP660,000$6.54M1.00%00.0%Unchanged
Fir Tree Capital Management LP645,765$6.40M0.22%+145,765+29.2%Added
Radcliffe Capital Management, L.P.600,000$5.95M0.24%00.0%Unchanged
UBS Oconnor LLC500,653$4.96M0.04%+100,392+25.1%Added
Marshall Wace North America L.P.499,998$4.96M0.02%00.0%Unchanged
Soros Fund Management LLCSuperinvestorSoros Fund Management433,614$4.30M0.08%00.0%Unchanged
Westchester Capital Management, LLC414,508$4.11M0.13%+414,508New
Altshuler Shaham Ltd400,000$3.98M0.03%00.0%Unchanged
D. E. Shaw & Co., Inc.394,503$3.91M0.00%+144,503+57.8%Added
Picton Mahoney Asset Management355,469$3.52M0.14%+155,471+77.7%Added
Spring Creek Capital LLC350,000$3.47M0.17%00.0%Unchanged
Omni Partners US LLC342,619$3.40M0.17%+342,619New
JPMorgan Chase & Co317,129$3.14M0.00%+317,129New
Sculptor Capital LP306,606$3.04M0.03%00.0%Unchanged
Capstone Investment Advisors, LLC301,000$2.98M0.05%+1,000+0.3%Added
Woodline Partners LP259,819$2.58M0.04%00.0%Unchanged
Vivaldi Asset Management, LLC259,531$2.57M0.39%+259,531New
Castle Creek Arbitrage, LLC249,999$2.48M0.14%00.0%Unchanged
DG Capital Management, LLC200,000$1.98M0.41%00.0%Unchanged
Omers Administration Corp199,998$1.98M0.03%+199,998New
Whitebox Advisors LLC198,400$1.97M0.05%−1,600−0.8%Reduced
Balyasny Asset Management LLC190,100$1.88M0.01%00.0%Unchanged
Berkley W R Corp180,844$1.79M0.12%−50.0%Reduced
Shaolin Capital Management LLC175,836$1.74M0.05%+175,836New
Citadel Advisors LLC173,703$1.72M0.00%−165−0.1%Reduced
Alberta Investment Management Corp166,096$1.65M0.01%00.0%Unchanged
Cohanzick Management, LLC152,847$1.51M0.37%+9,840+6.9%Added
RiverPark Advisors, LLC143,007$1.42M0.17%00.0%Unchanged
Karpus Management, Inc.135,856$1.35M0.04%00.0%Unchanged
Verition Fund Management LLC104,364$1.03M0.02%+104,364New
Schonfeld Strategic Advisors LLC100,609$997.0K0.01%+75,609+302.4%Added
Monashee Investment Management LLC99,990$991.0K0.18%00.0%Unchanged
Ancora Advisors, LLC85,634$849.0K0.02%+2,100+2.5%Added
CSS LLC81,341$806.0K0.04%+81,341New
Bulldog Investors, LLP183,714$783.0K0.22%−2,424−1.3%Reduced
Security Benefit Life Insurance Co74,700$740.0K0.04%+74,700New
Caas Capital Management LP60,000$595.0K0.04%+60,000New
Landscape Capital Management, L.L.C.58,933$584.0K0.08%+58,933New
Tudor Investment Corp Et Al55,994$555.0K0.01%+55,994New
Weiss Multi-Strategy Advisers LLC52,700$522.0K0.01%+52,700New
DuPont Capital Management Corp49,998$495.0K0.02%00.0%Unchanged
Deltec Asset Management LLC49,950$495.0K0.07%00.0%Unchanged
Walleye Capital LLC38,519$382.0K0.01%+38,519New
Exos Asset Management LLC37,090$368.0K0.19%+12,091+48.4%Added
CNH Partners LLC35,127$348.0K0.01%+35,127New
Susquehanna International Group, LLP30,275$300.0K0.00%+30,275New
Seaport Global Asset Management LLC29,000$287.0K0.72%00.0%Unchanged
Qube Research & Technologies Ltd26,743$265.0K0.00%+24,713+1,217.4%Added
Prelude Capital Management, LLC25,000$248.0K0.01%00.0%Unchanged
Walleye Trading LLC23,776$236.0K0.01%+23,776New
Captrust Financial Advisors7,398$73.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,439$14.0K0.00%+1,439New
Royal Bank of Canada843$8.00K0.00%+843New
UBS Group AG659$7.00K0.00%+659New
Morgan Stanley154$2.00K0.00%+154New
Polar Asset Management Partners Inc.0$00.00%−999,999−100.0%Sold out
HGC Investment Management Inc.0$00.00%−605,500−100.0%Sold out
Mangrove Partners0$00.00%−351,799−100.0%Sold out
Athos Capital Ltd0$00.00%−200,000−100.0%Sold out
EJF Capital LLC0$00.00%−19,700−100.0%Sold out
Glenmede Trust Co NA0$00.00%−7,681−100.0%Sold out
Antara Capital LP0$00.00%−589−100.0%Sold out