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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, Q1 2022

Institutional positions in M3-Brigade Acquisition II Corp. 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
86
+8 vs. Q4 2021
Shares held
37.4M
−137.5K (−0.4%) vs. Q4 2021
Total value
$365.0M
−$6.63M (−1.8%) vs. Q4 2021
New holders
20
13 more added
Sold out
12
21 more reduced

Compare with Q4 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 holdersQ1 2022: 86 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 heldQ1 2022: $365.0M
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, Q1 2022

Shares, value and share of portfolio for each institution holding M3-Brigade Acquisition II Corp.; share changes are against Q4 2021.

Institutions holding MBAC in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Nomura Holdings Inc2,131,682$20.8M0.16%00.0%Unchanged
Millennium Management LLC2,078,649$20.3M0.02%+413,156+24.8%Added
CVI Holdings, LLC1,930,137$18.9M1.25%+182,567+10.4%Added
Marshall Wace, LLP1,899,055$18.6M0.04%00.0%Unchanged
Fir Tree Capital Management LP1,617,620$15.8M0.46%00.0%Unchanged
Aristeia Capital LLC1,556,124$15.2M0.28%00.0%Unchanged
Magnetar Financial LLC1,397,179$13.7M0.15%−21,885−1.5%Reduced
Saba Capital Management, L.P.1,346,470$13.2M0.22%+200,000+17.4%Added
Goldman Sachs Group Inc1,325,111$12.9M0.00%+99,913+8.2%Added
Corbin Capital Partners, L.P.1,320,000$12.9M2.23%00.0%Unchanged
Periscope Capital Inc.1,160,300$11.3M0.29%−125,699−9.8%Reduced
Linden Advisors LP1,000,000$9.77M0.06%−900,000−47.4%Reduced
DLD Asset Management, LP1,000,000$9.77M0.70%00.0%Unchanged
Covalis Capital LLP1,000,000$9.77M2.87%00.0%Unchanged
HSBC Holdings PLC900,000$8.78M0.01%+900,000New
Jane Street Group, LLC854,393$8.35M0.02%+854,393New
D. E. Shaw & Co., Inc.838,918$8.20M0.01%+315,416+60.3%Added
Omni Event Management Ltd784,320$7.66M0.44%−22,731−2.8%Reduced
Falcon Edge Capital, LP762,633$7.45M0.67%00.0%Unchanged
Vivaldi Asset Management, LLC742,736$7.26M0.78%00.0%Unchanged
Atalaya Capital Management LP660,000$6.45M0.69%00.0%Unchanged
Cowen Investment Management LLC650,000$6.35M1.36%+650,000New
Radcliffe Capital Management, L.P.618,446$6.04M0.19%+18,446+3.1%Added
JPMorgan Chase & Co567,069$5.54M0.00%+567,069New
Westchester Capital Management, LLC509,504$4.98M0.16%00.0%Unchanged
MMCAP International Inc. SPC466,411$4.56M0.27%−1,000,000−68.2%Reduced
Picton Mahoney Asset Management455,469$4.45M0.16%+100,000+28.1%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management433,614$4.24M0.08%00.0%Unchanged
Altshuler Shaham Ltd400,000$3.91M0.04%00.0%Unchanged
Basso Capital Management, L.P.377,893$3.69M0.36%+377,893New
Beryl Capital Management LLC329,542$3.21M0.19%+119,300+56.7%Added
Bracebridge Capital, LLC319,975$3.13M1.07%+319,975New
Sculptor Capital LP306,606$3.00M0.02%00.0%Unchanged
Alberta Investment Management Corp266,096$2.60M0.01%+266,096New
Rpo LLC260,554$2.55M0.87%−214,901−45.2%Reduced
Woodline Partners LP259,819$2.54M0.04%00.0%Unchanged
BlueCrest Capital Management Ltd250,000$2.44M0.20%+250,000New
Castle Creek Arbitrage, LLC249,999$2.44M0.12%00.0%Unchanged
Omers Administration Corp199,998$1.95M0.03%−171,650−46.2%Reduced
Mint Tower Capital Management B.V.200,000$1.95M0.22%+200,000New
Bank of Nova Scotia199,098$1.95M0.00%+199,098New
Citadel Advisors LLC195,776$1.91M0.00%−557,191−74.0%Reduced
Weiss Asset Management LP186,148$1.82M0.04%−708,400−79.2%Reduced
DG Capital Management, LLC185,986$1.82M0.37%−13,343−6.7%Reduced
Karpus Management, Inc.184,156$1.80M0.05%+48,300+35.6%Added
Whitebox Advisors LLC184,000$1.80M0.04%−14,400−7.3%Reduced
Balyasny Asset Management LLC183,563$1.79M0.01%−6,537−3.4%Reduced
Berkley W R Corp180,844$1.77M0.09%00.0%Unchanged
Clear Street LLC168,443$1.65M0.43%+168,443New
Prelude Capital Management, LLC153,374$1.50M0.07%+128,374+513.5%Added
Cohanzick Management, LLC153,183$1.50M0.34%+400+0.3%Added
Hudson Bay Capital Management LP150,123$1.47M0.02%+150,123New
RiverPark Advisors, LLC143,007$1.40M0.26%00.0%Unchanged
HighTower Advisors, LLC138,646$1.36M0.00%+138,646New
Capstone Investment Advisors, LLC100,000$977.0K0.02%00.0%Unchanged
Yakira Capital Management, Inc.100,000$977.0K0.14%+100,000New
Janus Henderson Group PLC89,800$877.0K0.00%+89,800New
Ancora Advisors, LLC87,634$856.0K0.02%00.0%Unchanged
CNH Partners LLC85,127$832.0K0.02%+50,000+142.3%Added
HRT Financial LP74,911$731.0K0.01%+74,911New
Wealthspring Capital LLC65,319$638.0K0.13%−3,294−4.8%Reduced
Schechter Investment Advisors, LLC64,047$626.0K0.06%−4,917−7.1%Reduced
Sage Mountain Advisors LLC63,562$621.0K0.10%−2,885−4.3%Reduced
Ergoteles LLC62,760$613.0K0.02%+62,760New
Caas Capital Management LP60,000$586.0K0.10%00.0%Unchanged
Tudor Investment Corp Et Al55,994$547.0K0.01%00.0%Unchanged
Sona Asset Management (US) LLC52,609$513.0K0.60%00.0%Unchanged
Qube Research & Technologies Ltd50,183$490.0K0.00%00.0%Unchanged
DuPont Capital Management Corp49,998$488.0K0.02%00.0%Unchanged
Deltec Asset Management LLC49,950$488.0K0.08%00.0%Unchanged
Tenor Capital Management Co., L.P.49,452$483.0K0.01%−6,000−10.8%Reduced
Cheyne Capital Management (UK) LLP40,509$396.0K0.25%00.0%Unchanged
Paloma Partners Management Co39,688$388.0K0.03%00.0%Unchanged
Walleye Capital LLC38,519$376.0K0.01%00.0%Unchanged
Mariner Investment Group LLC33,790$330.0K0.42%+33,790New
GAM Holding AG31,776$310.0K0.02%00.0%Unchanged
Susquehanna International Group, LLP30,610$299.0K0.00%−781−2.5%Reduced
Public Employees Retirement System of Ohio30,150$295.0K0.00%+30,150New
Landscape Capital Management, L.L.C.26,151$255.0K0.03%−32,782−55.6%Reduced
Caspian Capital LP25,000$244.0K0.14%00.0%Unchanged
Walleye Trading LLC23,776$232.0K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC22,600$221.0K0.00%−78,009−77.5%Reduced
Exos Asset Management LLC9,651$94.0K0.04%−24,249−71.5%Reduced
Penserra Capital Management LLC4,999$48.0K0.00%−3,643−42.2%Reduced
Wolverine Asset Management LLC4,400$42.0K0.00%+4,400New
UBS Group AG2,057$20.0K0.00%+148+7.8%Added
Glazer Capital, LLC0$00.00%−1,073,658−100.0%Sold out
Deutsche Bank AG0$00.00%−780,476−100.0%Sold out
UBS Oconnor LLC0$00.00%−514,429−100.0%Sold out
Spring Creek Capital LLC0$00.00%−350,000−100.0%Sold out
Bulldog Investors, LLP0$00.00%−180,939−100.0%Sold out
Shaolin Capital Management LLC0$00.00%−175,836−100.0%Sold out
Advent Capital Management0$00.00%−75,000−100.0%Sold out
CSS LLC0$00.00%−70,023−100.0%Sold out
Verition Fund Management LLC0$00.00%−56,640−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−52,700−100.0%Sold out
Captrust Financial Advisors0$00.00%−7,398−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−656−100.0%Sold out