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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, Q1 2024

Institutional positions in Enphys Acquisition Corp. as of Mar 31, 2024. 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
21
−7 vs. Q4 2023
Shares held
5.68M
−3.75M (−39.8%) vs. Q4 2023
Total value
$59.8M
−$39.2M (−39.6%) vs. Q4 2023
New holders
2
3 more added
Sold out
9
9 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 21 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 heldQ1 2024: $59.8M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Enphys Acquisition Corp.; share changes are against Q4 2023.

Institutions holding NFYS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Berkley W R Corp715,019$7.74M0.48%−126,788−15.1%Reduced
Wolverine Asset Management LLC593,250$6.42M0.12%+91,155+18.2%Added
Vivaldi Asset Management, LLC549,819$5.95M0.51%+349,819+174.9%Added
Westchester Capital Management, LLC547,097$5.92M0.25%−294,591−35.0%Reduced
Fir Tree Capital Management LP433,337$4.69M1.96%00.0%Unchanged
Cowen and Company, LLC412,830$4.47M0.17%−183,710−30.8%Reduced
Teacher Retirement System of Texas400,000$4.33M0.03%−400,000−50.0%Reduced
Exos Asset Management LLC305,027$3.30M1.95%+305,027New
Verition Fund Management LLC241,825$2.62M0.02%00.0%Unchanged
Centiva Capital, LP231,925$2.51M0.14%−17,645−7.1%Reduced
Glazer Capital, LLC215,729$2.33M0.24%−2,898−1.3%Reduced
Kim, LLC200,000$2.16M0.27%00.0%Unchanged
Flow State Investments, L.P.195,000$2.11M0.62%−187,464−49.0%Reduced
UBS Oconnor LLC122,826$1.33M0.04%00.0%Unchanged
Karpus Management, Inc.103,725$1.12M0.03%00.0%Unchanged
Crystalline Management Inc.100,000$1.08M1.41%−300,000−75.0%Reduced
Lion Point Capital, LP78,125$845.3K1.62%00.0%Unchanged
Meteora Capital, LLC42,246$457.1K0.08%+3,647+9.4%Added
Virtu Financial LLC35,701$386.0K0.03%−3,892−9.8%Reduced
Clear Street LLC200$2.16K0.00%+200New
Magnetar Financial LLC156,250$00.00%00.0%Unchanged
Mizuho Securities USA LLC0$00.00%−1,353,139−100.0%Sold out
Radcliffe Capital Management, L.P.0$00.00%−839,922−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−300,000−100.0%Sold out
Cohanzick Management, LLC0$00.00%−150,000−100.0%Sold out
Periscope Capital Inc.0$00.00%−129,253−100.0%Sold out
Alpine Global Management, LLC0$00.00%−100,000−100.0%Sold out
HSBC Holdings PLC0$00.00%−74,531−100.0%Sold out
JPMorgan Chase & Co0$00.00%−25,000−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−10,983−100.0%Sold out
Exos TFP Holdings LLC––––Not filed