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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 2023

Institutional positions in M3-Brigade Acquisition II Corp. as of Mar 31, 2023. 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
16
−63 vs. Q4 2022
Shares held
4.15M
−31.0M (−88.2%) vs. Q4 2022
Total value
$41.2M
−$311.0M (−88.3%) vs. Q4 2022
New holders
11
2 more added
Sold out
74
3 more reduced

Compare with Q4 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 holdersQ1 2023: 16 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 2023: $41.2M
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 2023

Shares, value and share of portfolio for each institution holding M3-Brigade Acquisition II Corp.; share changes are against Q4 2022.

Institutions holding MBAC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fir Tree Capital Management LP426,653$4.24M0.34%−1,204,567−73.8%Reduced
Periscope Capital Inc.400,000$3.97M0.18%−778,539−66.1%Reduced
Castle Creek Arbitrage, LLC400,000$3.97M0.44%+150,001+60.0%Added
Polar Asset Management Partners Inc.400,000$3.97M0.07%+300,000+300.0%Added
Radcliffe Capital Management, L.P.400,000$3.97M0.25%+400,000New
Arena Investors LP400,000$3.97M3.72%+400,000New
Shaolin Capital Management LLC400,000$3.97M0.12%+400,000New
Sandia Investment Management LP400,000$3.97M0.73%+400,000New
Cantor Fitzgerald, L. P.385,173$3.82M0.08%+385,173New
Mangrove Partners261,655$2.60M0.26%+261,655New
Boothbay Fund Management, LLC140,000$1.39M0.04%−84,923−37.8%Reduced
Robinson Capital Management, LLC48,000$480.5K0.23%+48,000New
Toroso Investments, LLC36,000$357.0K0.01%+36,000New
Susquehanna International Group, LLP30,275$300.6K0.00%+30,275New
Virtu Financial LLC22,040$219.0K0.02%+22,040New
UBS Group AG1,322$13.1K0.00%+1,322New
Nomura Holdings Inc0$00.00%−2,444,015−100.0%Sold out
Marshall Wace, LLP0$00.00%−1,899,055−100.0%Sold out
Aristeia Capital LLC0$00.00%−1,876,551−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−1,761,252−100.0%Sold out
HSBC Holdings PLC0$00.00%−1,600,000−100.0%Sold out
Millennium Management LLC0$00.00%−1,521,053−100.0%Sold out
Magnetar Financial LLC0$00.00%−1,397,179−100.0%Sold out
Jane Street Group, LLC0$00.00%−1,358,581−100.0%Sold out
Corbin Capital Partners, L.P.0$00.00%−1,320,000−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−1,225,099−100.0%Sold out
DLD Asset Management, LP0$00.00%−1,000,000−100.0%Sold out
Covalis Capital LLP0$00.00%−1,000,000−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−815,691−100.0%Sold out
Falcon Edge Capital, LP0$00.00%−762,633−100.0%Sold out
Vivaldi Asset Management, LLC0$00.00%−763,309−100.0%Sold out
Mint Tower Capital Management B.V.0$00.00%−700,199−100.0%Sold out
Exos TFP Holdings LLC0$00.00%−673,798−100.0%Sold out
Atalaya Capital Management LP0$00.00%−660,000−100.0%Sold out
CNH Partners LLC0$00.00%−639,749−100.0%Sold out
Westchester Capital Management, LLC0$00.00%−509,504−100.0%Sold out
Cowen Investment Management LLC0$00.00%−500,000−100.0%Sold out
MMCAP International Inc. SPC0$00.00%−466,411−100.0%Sold out
Rpo LLC0$00.00%−464,491−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−433,614−100.0%Sold out
Verition Fund Management LLC0$00.00%−352,803−100.0%Sold out
Sculptor Capital LP0$00.00%−323,797−100.0%Sold out
Bracebridge Capital, LLC0$00.00%−319,975−100.0%Sold out
Linden Advisors LP0$00.00%−300,000−100.0%Sold out
Woodline Partners LP0$00.00%−300,000−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−274,452−100.0%Sold out
Berkley W R Corp0$00.00%−253,242−100.0%Sold out
Graham Capital Wealth Management, LLC0$00.00%−233,415−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−200,873−100.0%Sold out
Omers Administration Corp0$00.00%−199,998−100.0%Sold out
Bank of Nova Scotia0$00.00%−199,098−100.0%Sold out
Whitebox Advisors LLC0$00.00%−184,000−100.0%Sold out
Karpus Management, Inc.0$00.00%−177,556−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−166,066−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−150,123−100.0%Sold out
HGC Investment Management Inc.0$00.00%−150,000−100.0%Sold out
Cohanzick Management, LLC0$00.00%−146,881−100.0%Sold out
Meteora Capital, LLC0$00.00%−146,764−100.0%Sold out
RiverPark Advisors, LLC0$00.00%−143,007−100.0%Sold out
HighTower Advisors, LLC0$00.00%−129,777−100.0%Sold out
Quarry LP0$00.00%−103,690−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−100,000−100.0%Sold out
Atlas Merchant Capital LLC0$00.00%−100,000−100.0%Sold out
Gritstone Asset Management LLC0$00.00%−96,860−100.0%Sold out
Weiss Asset Management LP0$00.00%−92,377−100.0%Sold out
Janus Henderson Group PLC0$00.00%−89,802−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−85,881−100.0%Sold out
Elequin Capital LP0$00.00%−71,258−100.0%Sold out
Ergoteles LLC0$00.00%−62,760−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−60,150−100.0%Sold out
Caas Capital Management LP0$00.00%−60,000−100.0%Sold out
HRT Financial LP0$00.00%−59,011−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−55,994−100.0%Sold out
Sona Asset Management (US) LLC0$00.00%−52,609−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−52,365−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−50,251−100.0%Sold out
DuPont Capital Management Corp0$00.00%−49,998−100.0%Sold out
Deltec Asset Management LLC0$00.00%−49,950−100.0%Sold out
Tenor Capital Management Co., L.P.0$00.00%−49,452−100.0%Sold out
Paloma Partners Management Co0$00.00%−39,688−100.0%Sold out
Walleye Capital LLC0$00.00%−38,519−100.0%Sold out
Mariner Investment Group LLC0$00.00%−33,790−100.0%Sold out
Clear Street LLC0$00.00%−28,869−100.0%Sold out
Centiva Capital, LP0$00.00%−27,517−100.0%Sold out
Walleye Trading LLC0$00.00%−23,776−100.0%Sold out
OTA Financial Group L.P.0$00.00%−21,023−100.0%Sold out
Glazer Capital, LLC0$00.00%−20,263−100.0%Sold out
XTX Topco Ltd0$00.00%−12,865−100.0%Sold out
Bulldog Investors, LLP0$00.00%−10,225−100.0%Sold out
Ancora Advisors, LLC0$00.00%−2,000−100.0%Sold out