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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, Q4 2022

Institutional positions in M3-Brigade Acquisition II Corp. as of Dec 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
79
−5 vs. Q3 2022
Shares held
35.1M
−3.31M (−8.6%) vs. Q3 2022
Total value
$352.3M
−$24.8M (−6.6%) vs. Q3 2022
New holders
10
9 more added
Sold out
15
14 more reduced

Compare with Q3 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 holdersQ4 2022: 79 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 2022: $352.3M
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 2022

Shares, value and share of portfolio for each institution holding M3-Brigade Acquisition II Corp.; share changes are against Q3 2022.

Institutions holding MBAC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Nomura Holdings Inc2,444,015$24.5M0.25%+1,210,000+98.1%Added
Marshall Wace, LLP1,899,055$19.0M0.05%00.0%Unchanged
Aristeia Capital LLC1,876,551$18.8M0.38%+15,427+0.8%Added
Saba Capital Management, L.P.1,761,252$17.6M0.30%00.0%Unchanged
Fir Tree Capital Management LP1,631,220$16.3M0.84%+46,100+2.9%Added
HSBC Holdings PLC1,600,000$16.0M0.02%00.0%Unchanged
Millennium Management LLC1,521,053$15.4M0.02%−536,711−26.1%Reduced
Magnetar Financial LLC1,397,179$14.0M0.24%00.0%Unchanged
Jane Street Group, LLC1,358,581$13.6M0.03%+503,933+59.0%Added
Corbin Capital Partners, L.P.1,320,000$13.2M4.03%00.0%Unchanged
Goldman Sachs Group Inc1,225,099$12.3M0.00%00.0%Unchanged
Periscope Capital Inc.1,178,539$11.8M0.51%−293,398−19.9%Reduced
DLD Asset Management, LP1,000,000$10.0M1.03%00.0%Unchanged
Covalis Capital LLP1,000,000$10.0M2.37%00.0%Unchanged
D. E. Shaw & Co., Inc.815,691$8.17M0.01%+138,906+20.5%Added
Falcon Edge Capital, LP762,633$7.71M1.41%00.0%Unchanged
Vivaldi Asset Management, LLC763,309$7.65M0.41%00.0%Unchanged
Mint Tower Capital Management B.V.700,199$7.02M0.79%+1990.0%Added
Exos TFP Holdings LLC673,798$6.75M1.87%+673,798New
Atalaya Capital Management LP660,000$6.61M1.18%00.0%Unchanged
CNH Partners LLC639,749$6.41M0.16%00.0%Unchanged
Westchester Capital Management, LLC509,504$5.11M0.15%00.0%Unchanged
Cowen Investment Management LLC500,000$5.01M1.02%00.0%Unchanged
MMCAP International Inc. SPC466,411$4.72M0.48%00.0%Unchanged
Rpo LLC464,491$4.65M1.81%+240,394+107.3%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management433,614$4.34M0.07%00.0%Unchanged
Verition Fund Management LLC352,803$3.54M0.07%−65,400−15.6%Reduced
Sculptor Capital LP323,797$3.24M0.06%00.0%Unchanged
Bracebridge Capital, LLC319,975$3.21M1.22%00.0%Unchanged
Woodline Partners LP300,000$3.01M0.04%00.0%Unchanged
Linden Advisors LP300,000$3.01M0.03%00.0%Unchanged
Cubist Systematic Strategies, LLC274,452$2.75M0.02%−27,422−9.1%Reduced
Berkley W R Corp253,242$2.54M0.14%+72,398+40.0%Added
Castle Creek Arbitrage, LLC249,999$2.50M0.22%00.0%Unchanged
Graham Capital Wealth Management, LLC233,415$2.34M4.18%+233,415New
Boothbay Fund Management, LLC224,923$2.25M0.08%+224,923New
Balyasny Asset Management LLC200,873$2.01M0.01%00.0%Unchanged
Omers Administration Corp199,998$2.01M0.03%00.0%Unchanged
Bank of Nova Scotia199,098$1.99M0.01%00.0%Unchanged
Whitebox Advisors LLC184,000$1.84M0.07%00.0%Unchanged
Karpus Management, Inc.177,556$1.80M0.06%00.0%Unchanged
Dark Forest Capital Management LP166,066$1.66M0.41%+166,066New
Hudson Bay Capital Management LP150,123$1.52M0.02%00.0%Unchanged
HGC Investment Management Inc.150,000$1.50M0.15%00.0%Unchanged
Cohanzick Management, LLC146,881$1.47M0.43%−81−0.1%Reduced
Meteora Capital, LLC146,764$1.47M0.32%+25,369+20.9%Added
RiverPark Advisors, LLC143,007$1.43M0.68%00.0%Unchanged
HighTower Advisors, LLC129,777$1.30M0.00%−10,885−7.7%Reduced
Quarry LP103,690$1.04M1.14%+103,690New
Polar Asset Management Partners Inc.100,000$1.01M0.01%+100,000New
Capstone Investment Advisors, LLC100,000$1.00M0.03%00.0%Unchanged
Atlas Merchant Capital LLC100,000$1.00M0.17%+100,000New
Gritstone Asset Management LLC96,860$970.5K1.24%+96,860New
Weiss Asset Management LP92,377$925.6K0.04%−93,771−50.4%Reduced
Janus Henderson Group PLC89,802$902.5K0.00%00.0%Unchanged
Wolverine Asset Management LLC85,881$860.5K0.01%−1,465−1.7%Reduced
Elequin Capital LP71,258$714.0K0.20%+71,258New
Ergoteles LLC62,760$628.9K0.02%00.0%Unchanged
Public Employees Retirement System of Ohio60,150$603.0K0.00%00.0%Unchanged
Caas Capital Management LP60,000$601.2K0.12%00.0%Unchanged
HRT Financial LP59,011$591.0K0.01%−15,900−21.2%Reduced
Tudor Investment Corp Et Al55,994$561.0K0.01%00.0%Unchanged
Sona Asset Management (US) LLC52,609$527.1K0.15%00.0%Unchanged
Schechter Investment Advisors, LLC52,365$524.7K0.05%−4,452−7.8%Reduced
Landscape Capital Management, L.L.C.50,251$503.5K0.07%00.0%Unchanged
DuPont Capital Management Corp49,998$501.0K0.02%00.0%Unchanged
Deltec Asset Management LLC49,950$500.5K0.14%00.0%Unchanged
Tenor Capital Management Co., L.P.49,452$495.5K0.01%00.0%Unchanged
Paloma Partners Management Co39,688$397.7K0.09%00.0%Unchanged
Walleye Capital LLC38,519$386.0K0.01%00.0%Unchanged
Mariner Investment Group LLC33,790$339.0K1.02%00.0%Unchanged
Clear Street LLC28,869$289.0K0.01%−119,574−80.6%Reduced
Centiva Capital, LP27,517$275.7K0.02%00.0%Unchanged
Walleye Trading LLC23,776$238.2K0.01%00.0%Unchanged
OTA Financial Group L.P.21,023$210.0K0.21%−10,029−32.3%Reduced
Glazer Capital, LLC20,263$203.0K0.01%−80,728−79.9%Reduced
XTX Topco Ltd12,865$128.9K0.03%+12,865New
Bulldog Investors, LLP10,225$102.5K0.03%00.0%Unchanged
Ancora Advisors, LLC2,000$20.0K0.00%−85,634−97.7%Reduced
CVI Holdings, LLC0$00.00%−1,930,137−100.0%Sold out
UBS Oconnor LLC0$00.00%−827,117−100.0%Sold out
Radcliffe Capital Management, L.P.0$00.00%−764,671−100.0%Sold out
Crestline Management, LP0$00.00%−750,000−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−460,000−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−352,890−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−339,732−100.0%Sold out
Alberta Investment Management Corp0$00.00%−266,096−100.0%Sold out
JPMorgan Chase & Co0$00.00%−150,000−100.0%Sold out
Wealthspring Capital LLC0$00.00%−57,453−100.0%Sold out
Cheyne Capital Management (UK) LLP0$00.00%−39,304−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−30,275−100.0%Sold out
Highbridge Capital Management LLC0$00.00%−13,741−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−13,782−100.0%Sold out
UBS Group AG0$00.00%−1,877−100.0%Sold out