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