Skip to main content

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, Q4 2021

Institutional positions in M3-Brigade Acquisition II Corp. as of Dec 31, 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
78
+5 vs. Q3 2021
Shares held
37.5M
+2.31M (+6.6%) vs. Q3 2021
Total value
$371.6M
+$23.9M (+6.9%) vs. Q3 2021
New holders
13
15 more added
Sold out
8
15 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 78 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 heldQ4 2021: $371.6M
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, Q4 2021

Shares, value and share of portfolio for each institution holding M3-Brigade Acquisition II Corp.; share changes are against Q3 2021.

Institutions holding MBAC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nomura Holdings Inc2,131,682$21.1M0.12%+700,000+48.9%Added
Linden Advisors LP1,900,000$18.8M0.12%00.0%Unchanged
Marshall Wace, LLP1,899,055$18.8M0.04%+499,998+35.7%Added
CVI Holdings, LLC1,747,570$17.3M1.15%+53,417+3.2%Added
Millennium Management LLC1,665,493$16.5M0.02%−188,417−10.2%Reduced
Fir Tree Capital Management LP1,617,620$16.0M0.44%+971,855+150.5%Added
Aristeia Capital LLC1,556,124$15.4M0.28%00.0%Unchanged
MMCAP International Inc. SPC1,466,411$14.5M0.90%−33,589−2.2%Reduced
Magnetar Financial LLC1,419,064$14.1M0.14%−115,113−7.5%Reduced
Corbin Capital Partners, L.P.1,320,000$13.1M2.25%00.0%Unchanged
Periscope Capital Inc.1,285,999$12.7M0.34%−801−0.1%Reduced
Goldman Sachs Group Inc1,225,198$12.1M0.00%−100,600−7.6%Reduced
Saba Capital Management, L.P.1,146,470$11.4M0.23%00.0%Unchanged
Glazer Capital, LLC1,073,658$10.6M0.26%−57,689−5.1%Reduced
DLD Asset Management, LP1,000,000$9.91M0.84%00.0%Unchanged
Covalis Capital LLP1,000,000$9.91M3.86%00.0%Unchanged
Weiss Asset Management LP894,548$8.87M0.21%+232,174+35.1%Added
Omni Event Management Ltd807,051$8.00M0.45%+807,051New
Deutsche Bank AG780,476$7.74M0.00%00.0%Unchanged
Falcon Edge Capital, LP762,633$7.56M0.85%00.0%Unchanged
Citadel Advisors LLC752,967$7.46M0.01%+579,264+333.5%Added
Vivaldi Asset Management, LLC742,736$7.36M1.29%+483,205+186.2%Added
Atalaya Capital Management LP660,000$6.54M0.67%00.0%Unchanged
Radcliffe Capital Management, L.P.600,000$5.95M0.22%00.0%Unchanged
D. E. Shaw & Co., Inc.523,502$5.19M0.01%+128,999+32.7%Added
UBS Oconnor LLC514,429$5.10M0.05%+13,776+2.8%Added
Westchester Capital Management, LLC509,504$5.05M0.15%+94,996+22.9%Added
Rpo LLC475,455$4.71M1.66%+475,455New
Soros Fund Management LLCSuperinvestorSoros Fund Management433,614$4.30M0.06%00.0%Unchanged
Altshuler Shaham Ltd400,000$3.96M0.08%00.0%Unchanged
Omers Administration Corp371,648$3.68M0.05%+171,650+85.8%Added
Picton Mahoney Asset Management355,469$3.52M0.13%00.0%Unchanged
Spring Creek Capital LLC350,000$3.47M0.13%00.0%Unchanged
Sculptor Capital LP306,606$3.04M0.03%00.0%Unchanged
Woodline Partners LP259,819$2.58M0.04%00.0%Unchanged
Castle Creek Arbitrage, LLC249,999$2.48M0.12%00.0%Unchanged
Beryl Capital Management LLC210,242$2.08M0.11%−594,979−73.9%Reduced
DG Capital Management, LLC199,329$1.98M0.39%−671−0.3%Reduced
Whitebox Advisors LLC198,400$1.97M0.05%00.0%Unchanged
Balyasny Asset Management LLC190,100$1.88M0.01%00.0%Unchanged
Bulldog Investors, LLP180,939$1.79M0.48%−2,775−1.5%Reduced
Berkley W R Corp180,844$1.79M0.10%00.0%Unchanged
Shaolin Capital Management LLC175,836$1.75M0.05%00.0%Unchanged
Cohanzick Management, LLC152,783$1.51M0.27%−640.0%Reduced
RiverPark Advisors, LLC143,007$1.42M0.17%00.0%Unchanged
Karpus Management, Inc.135,856$1.35M0.04%00.0%Unchanged
Schonfeld Strategic Advisors LLC100,609$997.0K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC100,000$991.0K0.02%−201,000−66.8%Reduced
Ancora Advisors, LLC87,634$868.0K0.02%+2,000+2.3%Added
Advent Capital Management75,000$743.0K0.01%+75,000New
CSS LLC70,023$694.0K0.03%−11,318−13.9%Reduced
Schechter Investment Advisors, LLC68,964$683.0K0.06%+68,964New
Wealthspring Capital LLC68,613$679.0K0.15%+68,613New
Sage Mountain Advisors LLC66,447$658.0K0.08%+66,447New
Caas Capital Management LP60,000$595.0K0.05%00.0%Unchanged
Landscape Capital Management, L.L.C.58,933$584.0K0.08%00.0%Unchanged
Verition Fund Management LLC56,640$561.0K0.01%−47,724−45.7%Reduced
Tudor Investment Corp Et Al55,994$555.0K0.01%00.0%Unchanged
Tenor Capital Management Co., L.P.55,452$550.0K0.01%+55,452New
Weiss Multi-Strategy Advisers LLC52,700$522.0K0.01%00.0%Unchanged
Sona Asset Management (US) LLC52,609$521.0K0.28%+52,609New
Qube Research & Technologies Ltd50,183$497.0K0.00%+23,440+87.6%Added
DuPont Capital Management Corp49,998$495.0K0.02%00.0%Unchanged
Deltec Asset Management LLC49,950$495.0K0.08%00.0%Unchanged
Cheyne Capital Management (UK) LLP40,509$401.0K0.26%+40,509New
Paloma Partners Management Co39,688$393.0K0.01%+39,688New
Walleye Capital LLC38,519$382.0K0.01%00.0%Unchanged
CNH Partners LLC35,127$348.0K0.01%00.0%Unchanged
Exos Asset Management LLC33,900$336.0K0.17%−3,190−8.6%Reduced
GAM Holding AG31,776$315.0K0.01%+31,776New
Susquehanna International Group, LLP31,391$311.0K0.00%+1,116+3.7%Added
Prelude Capital Management, LLC25,000$248.0K0.01%00.0%Unchanged
Caspian Capital LP25,000$248.0K0.11%+25,000New
Walleye Trading LLC23,776$236.0K0.00%00.0%Unchanged
Penserra Capital Management LLC8,642$85.0K0.00%+8,642New
Captrust Financial Advisors7,398$73.0K0.00%00.0%Unchanged
UBS Group AG1,909$19.0K0.00%+1,250+189.7%Added
Tower Research Capital LLC (TRC)656$7.00K0.00%−783−54.4%Reduced
Anson Funds Management LP0$00.00%−746,976−100.0%Sold out
Crestline Management, LP0$00.00%−700,000−100.0%Sold out
JPMorgan Chase & Co0$00.00%−317,129−100.0%Sold out
Alberta Investment Management Corp0$00.00%−166,096−100.0%Sold out
Monashee Investment Management LLC0$00.00%−99,990−100.0%Sold out
Security Benefit Life Insurance Co0$00.00%−74,700−100.0%Sold out
Royal Bank of Canada0$00.00%−843−100.0%Sold out
Morgan Stanley0$00.00%−154−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
Omni Partners US LLC––––Not filed
Seaport Global Asset Management LLC––––Not filed