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Enphys Acquisition Corp.

NFYSDelisted Oct 10, 2024
Industry
Blank Checks
SEC CIK
0001850502

Enphys Acquisition Corp. was delisted on Oct 10, 2024; its insiders filed their last Form 4 on Oct 17, 2023; 17 institutions reported holding it in 13F filings for Q2 2024, worth $29.1M in total; no superinvestor held it.

13F holders, Q4 2023

Institutional positions in Enphys Acquisition Corp. as of Dec 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
29
−16 vs. Q3 2023
Shares held
9.58M
−20.0M (−67.6%) vs. Q3 2023
Total value
$100.5M
−$209.7M (−67.6%) vs. Q3 2023
New holders
5
6 more added
Sold out
21
14 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NFYS 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 2023: 29 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 21 institutionsQ1 2022: 34 institutionsQ2 2022: 50 institutionsQ3 2022: 48 institutionsQ4 2022: 47 institutionsQ1 2023: 51 institutionsQ2 2023: 48 institutionsQ3 2023: 46 institutionsQ4 2023: 29 institutionsQ1 2024: 21 institutionsQ2 2024: 17 institutionsQ3 2024: 5 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2023: $100.5M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $169.8MQ1 2022: $259.3MQ2 2022: $273.0MQ3 2022: $311.0MQ4 2022: $333.0MQ1 2023: $334.0MQ2 2023: $341.2MQ3 2023: $312.2MQ4 2023: $100.5MQ1 2024: $59.8MQ2 2024: $29.1MQ3 2024: $9.75MQ4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding NFYS 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 20245$9.75M
Q2 202417$29.1M
Q1 202421$59.8M
Q4 202329$100.5M
Q3 202346$312.2M
Q2 202348$341.2M
Q1 202351$334.0M
Q4 202247$333.0M
Q3 202248$311.0M
Q2 202250$273.0M
Q1 202234$259.3M
Q4 202121$169.8M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Enphys Acquisition Corp.; share changes are against Q3 2023.

Institutions holding NFYS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Mizuho Securities USA LLC1,353,139$14.4M0.34%+1,103,139+441.3%Added
Berkley W R Corp841,807$8.98M0.65%+308,233+57.8%Added
Westchester Capital Management, LLC841,688$8.98M0.36%−1,032,255−55.1%Reduced
Radcliffe Capital Management, L.P.839,922$8.96M1.20%+2000.0%Added
Teacher Retirement System of Texas800,000$8.54M0.06%−1,675,000−67.7%Reduced
Cowen and Company, LLC596,540$6.37M0.42%+596,540New
Wolverine Asset Management LLC502,095$5.36M0.08%−59,606−10.6%Reduced
Fir Tree Capital Management LP433,337$4.62M1.02%−2,048,987−82.5%Reduced
Crystalline Management Inc.400,000$4.27M5.41%00.0%Unchanged
Flow State Investments, L.P.382,464$4.08M1.38%−25,000−6.1%Reduced
Polar Asset Management Partners Inc.300,000$3.20M0.09%00.0%Unchanged
Centiva Capital, LP249,570$2.66M0.17%−647,600−72.2%Reduced
Verition Fund Management LLC241,825$2.58M0.03%+48,163+24.9%Added
Glazer Capital, LLC218,627$2.33M0.24%−477,839−68.6%Reduced
Vivaldi Asset Management, LLC200,000$2.13M0.16%−2,809,581−93.4%Reduced
Kim, LLC200,000$2.13M0.22%+200,000New
Cohanzick Management, LLC150,000$1.60M0.98%−1,147,457−88.4%Reduced
Exos TFP Holdings LLC150,000$1.60M0.99%00.0%Unchanged
Periscope Capital Inc.129,253$1.38M0.23%+1,680+1.3%Added
UBS Oconnor LLC122,826$1.31M0.04%−55,207−31.0%Reduced
Karpus Management, Inc.103,725$1.11M0.03%−12,575−10.8%Reduced
Alpine Global Management, LLC100,000$1.07M0.29%+100,000New
Lion Point Capital, LP78,125$833.6K0.74%+78,125New
HSBC Holdings PLC74,531$796.0K0.00%00.0%Unchanged
Virtu Financial LLC39,593$422.0K0.03%+39,593New
Meteora Capital, LLC38,599$411.9K0.07%+6,209+19.2%Added
JPMorgan Chase & Co25,000$266.8K0.00%−872,853−97.2%Reduced
Boothbay Fund Management, LLC10,983$117.2K0.00%−10.0%Reduced
Magnetar Financial LLC156,250$00.00%−2,295,747−93.6%Reduced
Caas Capital Management LP0$00.00%−2,352,719−100.0%Sold out
Calamos Advisors LLC0$00.00%−1,250,000−100.0%Sold out
Millennium Management LLC0$00.00%−1,200,000−100.0%Sold out
Aristeia Capital LLC0$00.00%−1,089,990−100.0%Sold out
RiverPark Advisors, LLC0$00.00%−999,200−100.0%Sold out
Linden Advisors LP0$00.00%−689,569−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−400,000−100.0%Sold out
Castle Creek Arbitrage, LLC0$00.00%−309,508−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−230,939−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−182,349−100.0%Sold out
Bulldog Investors, LLP0$00.00%−159,594−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−150,000−100.0%Sold out
DuPont Capital Management Corp0$00.00%−100,000−100.0%Sold out
Spartan Fund Management Inc.0$00.00%−76,833−100.0%Sold out
Wealthspring Capital LLC0$00.00%−23,976−100.0%Sold out
Captrust Financial Advisors0$00.00%−21,623−100.0%Sold out
Jane Street Group, LLC0$00.00%−17,113−100.0%Sold out
CVI Holdings, LLC0$00.00%−11,230−100.0%Sold out
Elequin Capital LP0$00.00%−10,401−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−10,000−100.0%Sold out
Clear Street LLC0$00.00%−3,704−100.0%Sold out
Gritstone Asset Management LLC––––Not filed