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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 2022

Institutional positions in M3-Brigade Acquisition II Corp. as of Sep 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
84
0 vs. Q2 2022
Shares held
38.4M
+97.9K (+0.3%) vs. Q2 2022
Total value
$377.1M
+$1.09M (+0.3%) vs. Q2 2022
New holders
6
16 more added
Sold out
6
14 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 84 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 2022: $377.1M
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, Q3 2022

Shares, value and share of portfolio for each institution holding M3-Brigade Acquisition II Corp.; share changes are against Q2 2022.

Institutions holding MBAC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Millennium Management LLC2,057,764$20.2M0.02%−162,790−7.3%Reduced
CVI Holdings, LLC1,930,137$18.9M1.47%00.0%Unchanged
Marshall Wace, LLP1,899,055$18.6M0.05%00.0%Unchanged
Aristeia Capital LLC1,861,124$18.3M0.32%+120,000+6.9%Added
Saba Capital Management, L.P.1,761,252$17.3M0.23%+100,000+6.0%Added
HSBC Holdings PLC1,600,000$15.7M0.03%00.0%Unchanged
Fir Tree Capital Management LP1,585,120$15.6M0.54%00.0%Unchanged
Periscope Capital Inc.1,471,937$14.4M0.42%+368,557+33.4%Added
Magnetar Financial LLC1,397,179$13.7M0.19%00.0%Unchanged
Corbin Capital Partners, L.P.1,320,000$12.9M3.24%00.0%Unchanged
Nomura Holdings Inc1,234,015$12.1M0.12%−1,210,000−49.5%Reduced
Goldman Sachs Group Inc1,225,099$12.0M0.00%−100,012−7.5%Reduced
DLD Asset Management, LP1,000,000$9.81M0.89%00.0%Unchanged
Covalis Capital LLP1,000,000$9.81M2.26%00.0%Unchanged
Jane Street Group, LLC854,648$8.38M0.02%−69,007−7.5%Reduced
UBS Oconnor LLC827,117$8.11M0.09%−82,801−9.1%Reduced
Radcliffe Capital Management, L.P.764,671$7.50M0.25%+92,078+13.7%Added
Vivaldi Asset Management, LLC763,309$7.49M0.35%+5,000+0.7%Added
Falcon Edge Capital, LP762,633$7.48M0.88%00.0%Unchanged
Crestline Management, LP750,000$7.36M0.99%+750,000New
Mint Tower Capital Management B.V.700,000$6.87M0.63%+500,000+250.0%Added
D. E. Shaw & Co., Inc.676,785$6.64M0.01%+2000.0%Added
Atalaya Capital Management LP660,000$6.47M0.88%00.0%Unchanged
CNH Partners LLC639,749$6.28M0.14%+304,622+90.9%Added
Westchester Capital Management, LLC509,504$5.00M0.15%00.0%Unchanged
Cowen Investment Management LLC500,000$4.91M1.07%00.0%Unchanged
MMCAP International Inc. SPC466,411$4.58M0.36%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund460,000$4.51M0.02%+460,000New
Soros Fund Management LLCSuperinvestorSoros Fund Management433,614$4.25M0.08%00.0%Unchanged
Verition Fund Management LLC418,203$4.10M0.06%+359,606+613.7%Added
Basso Capital Management, L.P.352,890$3.46M0.84%−30.0%Reduced
Prelude Capital Management, LLC339,732$3.33M0.17%00.0%Unchanged
Sculptor Capital LP323,797$3.18M0.04%+4,939+1.5%Added
Bracebridge Capital, LLC319,975$3.14M1.15%00.0%Unchanged
Cubist Systematic Strategies, LLC301,874$2.96M0.02%+92,807+44.4%Added
Woodline Partners LP300,000$2.94M0.04%00.0%Unchanged
Linden Advisors LP300,000$2.94M0.03%00.0%Unchanged
Alberta Investment Management Corp266,096$2.61M0.02%00.0%Unchanged
Castle Creek Arbitrage, LLC249,999$2.45M0.14%00.0%Unchanged
Rpo LLC224,097$2.20M0.57%−8,303−3.6%Reduced
Balyasny Asset Management LLC200,873$1.97M0.01%00.0%Unchanged
Omers Administration Corp199,998$1.97M0.03%00.0%Unchanged
Bank of Nova Scotia199,098$1.95M0.01%00.0%Unchanged
Weiss Asset Management LP186,148$1.83M0.05%00.0%Unchanged
Whitebox Advisors LLC184,000$1.80M0.05%00.0%Unchanged
Berkley W R Corp180,844$1.77M0.09%00.0%Unchanged
Karpus Management, Inc.177,556$1.74M0.06%−6,600−3.6%Reduced
Hudson Bay Capital Management LP150,123$1.47M0.02%00.0%Unchanged
JPMorgan Chase & Co150,000$1.47M0.00%−99,800−40.0%Reduced
HGC Investment Management Inc.150,000$1.47M0.10%+150,000New
Clear Street LLC148,443$1.46M0.15%00.0%Unchanged
Cohanzick Management, LLC146,962$1.44M0.35%−6,621−4.3%Reduced
RiverPark Advisors, LLC143,007$1.40M0.46%00.0%Unchanged
HighTower Advisors, LLC140,662$1.38M0.00%+271+0.2%Added
Meteora Capital, LLC121,395$1.19M0.31%+121,395New
Glazer Capital, LLC100,991$991.0K0.02%+64,996+180.6%Added
Capstone Investment Advisors, LLC100,000$981.0K0.02%00.0%Unchanged
Janus Henderson Group PLC89,802$882.0K0.00%+190.0%Added
Ancora Advisors, LLC87,634$860.0K0.03%00.0%Unchanged
Wolverine Asset Management LLC87,346$856.0K0.01%+66,150+312.1%Added
HRT Financial LP74,911$734.0K0.01%00.0%Unchanged
Ergoteles LLC62,760$616.0K0.02%00.0%Unchanged
Public Employees Retirement System of Ohio60,150$590.0K0.00%00.0%Unchanged
Caas Capital Management LP60,000$589.0K0.08%00.0%Unchanged
Wealthspring Capital LLC57,453$564.0K0.11%−7,230−11.2%Reduced
Schechter Investment Advisors, LLC56,817$557.0K0.05%−7,230−11.3%Reduced
Tudor Investment Corp Et Al55,994$549.0K0.01%00.0%Unchanged
Sona Asset Management (US) LLC52,609$516.0K0.31%00.0%Unchanged
Landscape Capital Management, L.L.C.50,251$493.0K0.06%+24,100+92.2%Added
DuPont Capital Management Corp49,998$490.0K0.03%00.0%Unchanged
Deltec Asset Management LLC49,950$490.0K0.12%00.0%Unchanged
Tenor Capital Management Co., L.P.49,452$485.0K0.01%00.0%Unchanged
Paloma Partners Management Co39,688$389.0K0.08%00.0%Unchanged
Cheyne Capital Management (UK) LLP39,304$386.0K0.83%−100−0.3%Reduced
Walleye Capital LLC38,519$378.0K0.01%00.0%Unchanged
Mariner Investment Group LLC33,790$331.0K0.37%00.0%Unchanged
OTA Financial Group L.P.31,052$304.0K0.26%+31,052New
Susquehanna International Group, LLP30,275$297.0K0.00%00.0%Unchanged
Centiva Capital, LP27,517$270.0K0.02%00.0%Unchanged
Walleye Trading LLC23,776$233.0K0.01%00.0%Unchanged
Schonfeld Strategic Advisors LLC13,782$135.0K0.00%−9,600−41.1%Reduced
Highbridge Capital Management LLC13,741$135.0K0.00%+13,741New
Bulldog Investors, LLP10,225$100.0K0.03%00.0%Unchanged
UBS Group AG1,877$18.0K0.00%00.0%Unchanged
Omni Event Management Ltd0$00.00%−747,522−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−655,469−100.0%Sold out
Citadel Advisors LLC0$00.00%−242,598−100.0%Sold out
Sage Mountain Advisors LLC0$00.00%−61,522−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−50,183−100.0%Sold out
Penserra Capital Management LLC0$00.00%−4,255−100.0%Sold out
Exos Asset Management LLC––––Not filed