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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, Q2 2022

Institutional positions in M3-Brigade Acquisition II Corp. 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
85
−1 vs. Q1 2022
Shares held
38.3M
+986.6K (+2.6%) vs. Q1 2022
Total value
$376.1M
+$11.1M (+3.0%) vs. Q1 2022
New holders
6
20 more added
Sold out
7
18 more reduced

Compare with Q1 2022: 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 holdersQ2 2022: 85 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 heldQ2 2022: $376.1M
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, Q2 2022

Shares, value and share of portfolio for each institution holding M3-Brigade Acquisition II Corp.; share changes are against Q1 2022.

Institutions holding MBAC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Nomura Holdings Inc2,444,015$23.9M0.21%+312,333+14.7%Added
Millennium Management LLC2,220,554$21.8M0.03%+141,905+6.8%Added
CVI Holdings, LLC1,930,137$18.9M1.38%00.0%Unchanged
Marshall Wace, LLP1,899,055$18.6M0.04%00.0%Unchanged
Aristeia Capital LLC1,741,124$17.1M0.31%+185,000+11.9%Added
Saba Capital Management, L.P.1,661,252$16.3M0.22%+314,782+23.4%Added
HSBC Holdings PLC1,600,000$15.7M0.02%+700,000+77.8%Added
Fir Tree Capital Management LP1,585,120$15.6M0.50%−32,500−2.0%Reduced
Magnetar Financial LLC1,397,179$13.7M0.16%00.0%Unchanged
Goldman Sachs Group Inc1,325,111$13.0M0.00%00.0%Unchanged
Corbin Capital Partners, L.P.1,320,000$12.9M2.95%00.0%Unchanged
Periscope Capital Inc.1,103,380$10.8M0.29%−56,920−4.9%Reduced
DLD Asset Management, LP1,000,000$9.81M0.80%00.0%Unchanged
Covalis Capital LLP1,000,000$9.81M1.99%00.0%Unchanged
Jane Street Group, LLC923,655$9.06M0.02%+69,262+8.1%Added
UBS Oconnor LLC909,918$8.93M0.09%+909,918New
Falcon Edge Capital, LP762,633$7.48M0.77%00.0%Unchanged
Vivaldi Asset Management, LLC758,309$7.44M0.52%+15,573+2.1%Added
Omni Event Management Ltd747,522$7.33M0.50%−36,798−4.7%Reduced
D. E. Shaw & Co., Inc.676,585$6.64M0.01%−162,333−19.4%Reduced
Radcliffe Capital Management, L.P.672,593$6.60M0.21%+54,147+8.8%Added
Atalaya Capital Management LP660,000$6.47M0.76%00.0%Unchanged
Picton Mahoney Asset Management655,469$6.43M0.27%+200,000+43.9%Added
Westchester Capital Management, LLC509,504$5.00M0.16%00.0%Unchanged
Cowen Investment Management LLC500,000$4.91M1.05%−150,000−23.1%Reduced
MMCAP International Inc. SPC466,411$4.58M0.37%00.0%Unchanged
Soros Fund Management LLCSuperinvestorSoros Fund Management433,614$4.25M0.09%00.0%Unchanged
Basso Capital Management, L.P.352,893$3.46M0.36%−25,000−6.6%Reduced
Prelude Capital Management, LLC339,732$3.33M0.16%+186,358+121.5%Added
CNH Partners LLC335,127$3.29M0.07%+250,000+293.7%Added
Bracebridge Capital, LLC319,975$3.14M1.03%00.0%Unchanged
Sculptor Capital LP318,858$3.13M0.03%+12,252+4.0%Added
Woodline Partners LP300,000$2.94M0.05%+40,181+15.5%Added
Linden Advisors LP300,000$2.94M0.03%−700,000−70.0%Reduced
Alberta Investment Management Corp266,096$2.61M0.02%00.0%Unchanged
JPMorgan Chase & Co249,800$2.45M0.00%−317,269−55.9%Reduced
Castle Creek Arbitrage, LLC249,999$2.45M0.13%00.0%Unchanged
Citadel Advisors LLC242,598$2.38M0.00%+46,822+23.9%Added
Rpo LLC232,400$2.28M0.62%−28,154−10.8%Reduced
Cubist Systematic Strategies, LLC209,067$2.05M0.02%+209,067New
Balyasny Asset Management LLC200,873$1.97M0.01%+17,310+9.4%Added
Omers Administration Corp199,998$1.96M0.03%00.0%Unchanged
Mint Tower Capital Management B.V.200,000$1.96M0.18%00.0%Unchanged
Bank of Nova Scotia199,098$1.95M0.00%00.0%Unchanged
Weiss Asset Management LP186,148$1.83M0.05%00.0%Unchanged
Karpus Management, Inc.184,156$1.81M0.06%00.0%Unchanged
Whitebox Advisors LLC184,000$1.80M0.06%00.0%Unchanged
Berkley W R Corp180,844$1.77M0.09%00.0%Unchanged
Cohanzick Management, LLC153,583$1.51M0.43%+400+0.3%Added
Hudson Bay Capital Management LP150,123$1.47M0.01%00.0%Unchanged
Clear Street LLC148,443$1.46M0.14%−20,000−11.9%Reduced
RiverPark Advisors, LLC143,007$1.40M0.44%00.0%Unchanged
HighTower Advisors, LLC140,391$1.38M0.00%+1,745+1.3%Added
Capstone Investment Advisors, LLC100,000$981.0K0.02%00.0%Unchanged
Janus Henderson Group PLC89,783$878.0K0.00%−170.0%Reduced
Ancora Advisors, LLC87,634$860.0K0.02%00.0%Unchanged
HRT Financial LP74,911$734.0K0.01%00.0%Unchanged
Wealthspring Capital LLC64,683$635.0K0.12%−636−1.0%Reduced
Schechter Investment Advisors, LLC64,047$628.0K0.06%00.0%Unchanged
Ergoteles LLC62,760$616.0K0.02%00.0%Unchanged
Sage Mountain Advisors LLC61,522$604.0K0.11%−2,040−3.2%Reduced
Public Employees Retirement System of Ohio60,150$590.0K0.00%+30,000+99.5%Added
Caas Capital Management LP60,000$589.0K0.08%00.0%Unchanged
Verition Fund Management LLC58,597$575.0K0.01%+58,597New
Tudor Investment Corp Et Al55,994$549.0K0.02%00.0%Unchanged
Sona Asset Management (US) LLC52,609$516.0K0.50%00.0%Unchanged
Qube Research & Technologies Ltd50,183$492.0K0.00%00.0%Unchanged
DuPont Capital Management Corp49,998$490.0K0.02%00.0%Unchanged
Deltec Asset Management LLC49,950$490.0K0.11%00.0%Unchanged
Tenor Capital Management Co., L.P.49,452$485.0K0.01%00.0%Unchanged
Paloma Partners Management Co39,688$389.0K0.04%00.0%Unchanged
Cheyne Capital Management (UK) LLP39,404$387.0K0.33%−1,105−2.7%Reduced
Walleye Capital LLC38,519$378.0K0.01%00.0%Unchanged
Glazer Capital, LLC35,995$353.0K0.01%+35,995New
Mariner Investment Group LLC33,790$331.0K0.35%00.0%Unchanged
Susquehanna International Group, LLP30,275$297.0K0.00%−335−1.1%Reduced
Centiva Capital, LP27,517$270.0K0.02%+27,517New
Landscape Capital Management, L.L.C.26,151$257.0K0.03%00.0%Unchanged
Walleye Trading LLC23,776$233.0K0.01%00.0%Unchanged
Schonfeld Strategic Advisors LLC23,382$229.0K0.00%+782+3.5%Added
Wolverine Asset Management LLC21,196$207.0K0.00%+16,796+381.7%Added
Bulldog Investors, LLP10,225$100.0K0.03%+10,225New
Exos Asset Management LLC5,651$55.0K0.03%−4,000−41.4%Reduced
Penserra Capital Management LLC4,255$41.0K0.00%−744−14.9%Reduced
UBS Group AG1,877$18.0K0.00%−180−8.8%Reduced
Altshuler Shaham Ltd0$00.00%−400,000−100.0%Sold out
Beryl Capital Management LLC0$00.00%−329,542−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−250,000−100.0%Sold out
DG Capital Management, LLC0$00.00%−185,986−100.0%Sold out
Yakira Capital Management, Inc.0$00.00%−100,000−100.0%Sold out
GAM Holding AG0$00.00%−31,776−100.0%Sold out
Caspian Capital LP0$00.00%−25,000−100.0%Sold out