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Perception Capital Corp. IV

RCFADelisted Dec 4, 2024
Industry
Gold and Silver Ores
SEC CIK
0001870143

Perception Capital Corp. IV was delisted on Dec 4, 2024; its insiders filed their last Form 4 on Nov 8, 2023; 17 institutions reported holding it in 13F filings for Q3 2024, worth $52.8M in total; no superinvestor held it.

13F holders, Q1 2023

Institutional positions in Perception Capital Corp. IV 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
57
−2 vs. Q4 2022
Shares held
21.7M
+1.60M (+8.0%) vs. Q4 2022
Total value
$226.1M
+$21.2M (+10.3%) vs. Q4 2022
New holders
8
10 more added
Sold out
10
10 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RCFA 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: 57 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 5 institutionsQ1 2022: 55 institutionsQ2 2022: 58 institutionsQ3 2022: 60 institutionsQ4 2022: 60 institutionsQ1 2023: 57 institutionsQ2 2023: 30 institutionsQ3 2023: 30 institutionsQ4 2023: 18 institutionsQ1 2024: 19 institutionsQ2 2024: 19 institutionsQ3 2024: 17 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: $226.1M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $9.12MQ1 2022: $173.9MQ2 2022: $178.6MQ3 2022: $190.2MQ4 2022: $207.5MQ1 2023: $226.1MQ2 2023: $132.4MQ3 2023: $137.4MQ4 2023: $50.7MQ1 2024: $51.6MQ2 2024: $51.9MQ3 2024: $52.8MQ4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding RCFA 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 202417$52.8M
Q2 202419$51.9M
Q1 202419$51.6M
Q4 202318$50.7M
Q3 202330$137.4M
Q2 202330$132.4M
Q1 202357$226.1M
Q4 202260$207.5M
Q3 202260$190.2M
Q2 202258$178.6M
Q1 202255$173.9M
Q4 20215$9.12M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Perception Capital Corp. IV; share changes are against Q4 2022.

Institutions holding RCFA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Adage Capital Partners GP, L.L.C.1,800,000$18.8M0.04%00.0%Unchanged
Saba Capital Management, L.P.1,623,814$17.0M0.41%00.0%Unchanged
Calamos Advisors LLC1,373,044$14.4M0.07%00.0%Unchanged
Westchester Capital Management, LLC1,147,700$12.0M0.38%+944,565+465.0%Added
Aristeia Capital LLC1,092,700$11.4M0.29%+217,700+24.9%Added
Periscope Capital Inc.1,069,152$11.2M0.52%+290,032+37.2%Added
Glazer Capital, LLC950,891$9.92M0.54%+535,875+129.1%Added
Meteora Capital, LLC876,064$9.14M1.08%+876,064New
Berkley W R Corp746,163$7.78M0.49%+642,305+618.4%Added
Cantor Fitzgerald, L. P.628,672$6.56M0.14%−203,100−24.4%Reduced
Farallon Capital Management, L.L.C.600,000$6.28M0.04%00.0%Unchanged
HSBC Holdings PLC578,714$6.04M0.01%00.0%Unchanged
Millennium Management LLC520,000$5.42M0.01%−944,970−64.5%Reduced
Vivaldi Asset Management, LLC510,680$5.33M0.23%+510,680New
Picton Mahoney Asset Management507,020$5.30M0.27%+307,020+153.5%Added
Governors Lane LP500,000$5.23M0.77%00.0%Unchanged
Apollo Management Holdings, L.P.500,000$5.21M0.05%00.0%Unchanged
Radcliffe Capital Management, L.P.494,233$5.17M0.32%+32,101+6.9%Added
D. E. Shaw & Co., Inc.485,346$5.06M0.01%+485,346New
Boothbay Fund Management, LLC483,544$5.06M0.14%+483,544New
Fir Tree Capital Management LP427,594$4.46M0.36%−18,906−4.2%Reduced
Kim, LLC418,750$4.38M0.31%+168,750+67.5%Added
Hudson Bay Capital Management LP400,000$4.17M0.05%00.0%Unchanged
Shaolin Capital Management LLC399,700$4.17M0.12%−135,023−25.3%Reduced
Bank of Montreal328,000$3.43M0.00%00.0%Unchanged
Verition Fund Management LLC282,572$2.95M0.05%+82,572+41.3%Added
UBS Oconnor LLC236,311$2.47M0.06%+236,311New
Spartan Fund Management Inc.218,709$2.29M1.07%+218,709New
Tenor Capital Management Co., L.P.200,000$2.09M0.04%00.0%Unchanged
LMR Partners LLP200,000$2.09M0.05%00.0%Unchanged
CNH Partners LLC175,565$1.83M0.06%−8,307−4.5%Reduced
Atalaya Capital Management LP175,000$1.83M0.58%00.0%Unchanged
Bulldog Investors, LLP168,073$1.75M0.56%+168,073New
Linden Advisors LP150,000$1.57M0.02%00.0%Unchanged
Moore Capital Management, LP150,000$1.56M0.05%00.0%Unchanged
Blackstone Group Inc.140,000$1.46M0.01%00.0%Unchanged
Nomura Holdings Inc136,692$1.43M0.01%00.0%Unchanged
Starboard Value LPSuperinvestorStarboard Value127,050$1.33M0.03%00.0%Unchanged
DuPont Capital Management Corp100,000$1.05M0.05%00.0%Unchanged
P Schoenfeld Asset Management LP99,134$1.04M0.11%00.0%Unchanged
Price T Rowe Associates Inc75,700$793.0K0.00%00.0%Unchanged
Karpus Management, Inc.61,425$640.7K0.02%+50,000+437.6%Added
Citigroup Inc57,036$596.9K0.00%−7,049−11.0%Reduced
CVI Holdings, LLC56,260$586.8K0.22%−36,034−39.0%Reduced
Magnetar Financial LLC52,800$552.6K0.01%00.0%Unchanged
Schonfeld Strategic Advisors LLC50,000$523.3K0.01%−21,409−30.0%Reduced
Whitebox Advisors LLC50,000$521.5K0.03%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys44,700$467.8K0.00%00.0%Unchanged
Walleye Capital LLC42,818$446.6K0.01%00.0%Unchanged
Walleye Trading LLC27,000$281.6K0.01%00.0%Unchanged
Centiva Capital, LP25,322$264.1K0.01%−6,700−20.9%Reduced
Woodline Partners LP25,000$260.8K0.00%00.0%Unchanged
Kohlberg Kravis Roberts & Co. L.P.23,409$244.2K0.01%00.0%Unchanged
Caas Capital Management LP20,000$208.6K0.07%00.0%Unchanged
Virtu Financial LLC16,309$170.0K0.02%−10,594−39.4%Reduced
Cohanzick Management, LLC4,957$51.9K0.04%00.0%Unchanged
Clear Street LLC1,045$10.9K0.00%+1,045New
Highbridge Capital Management LLC0$00.00%−685,316−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−656,995−100.0%Sold out
Sculptor Capital LP0$00.00%−585,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−430,055−100.0%Sold out
Taconic Capital Advisors LP0$00.00%−400,000−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−375,005−100.0%Sold out
Weiss Asset Management LP0$00.00%−72,000−100.0%Sold out
Sona Asset Management (US) LLC0$00.00%−30,000−100.0%Sold out
Paloma Partners Management Co0$00.00%−20,000−100.0%Sold out
UBS Group AG0$00.00%−700−100.0%Sold out
Kepos Capital LP––––Not filed