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Seaport Global Acquisition II Corp.

SGIIDelisted Dec 1, 2023
Industry
Mining & Quarrying of Nonmetallic Minerals (No Fuels)
SEC CIK
0001869824

Seaport Global Acquisition II Corp. was delisted on Dec 1, 2023; its insiders filed their last Form 4 on Feb 16, 2023; 21 institutions reported holding it in 13F filings for Q3 2023, worth $35.6M in total; no superinvestor held it.

13F holders, Q1 2022

Institutional positions in Seaport Global Acquisition II Corp. as of Mar 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
57
+26 vs. Q4 2021
Shares held
11.3M
+5.05M (+80.4%) vs. Q4 2021
Total value
$112.4M
+$50.3M (+80.9%) vs. Q4 2021
New holders
29
8 more added
Sold out
3
5 more reduced

Compare with Q4 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SGII 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 2022: 57 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 31 institutionsQ1 2022: 57 institutionsQ2 2022: 57 institutionsQ3 2022: 55 institutionsQ4 2022: 61 institutionsQ1 2023: 18 institutionsQ2 2023: 22 institutionsQ3 2023: 21 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 2022: $112.4M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $62.1MQ1 2022: $112.4MQ2 2022: $125.9MQ3 2022: $131.9MQ4 2022: $137.2MQ1 2023: $40.2MQ2 2023: $39.7MQ3 2023: $35.6MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SGII 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 202321$35.6M
Q2 202322$39.7M
Q1 202318$40.2M
Q4 202261$137.2M
Q3 202255$131.9M
Q2 202257$125.9M
Q1 202257$112.4M
Q4 202131$62.1M
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Seaport Global Acquisition II Corp.; share changes are against Q4 2021.

Institutions holding SGII in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.1,235,035$12.2M0.20%+50,036+4.2%Added
Beryl Capital Management LLC1,074,998$10.7M0.65%00.0%Unchanged
Adage Capital Partners GP, L.L.C.1,000,000$9.91M0.02%+1,000,000New
Kepos Capital LP700,000$6.94M0.52%+700,000New
Highbridge Capital Management LLC669,008$6.63M0.17%−16,352−2.4%Reduced
Polar Asset Management Partners Inc.570,800$5.66M0.07%00.0%Unchanged
Periscope Capital Inc.380,000$3.77M0.10%+380,000New
Radcliffe Capital Management, L.P.327,575$3.25M0.10%+102,575+45.6%Added
D. E. Shaw & Co., Inc.326,378$3.23M0.00%+128,211+64.7%Added
Vivaldi Asset Management, LLC300,000$2.97M0.32%+300,000New
Cohanzick Management, LLC280,000$2.77M0.63%00.0%Unchanged
Verition Fund Management LLC266,750$2.64M0.05%+266,750New
Cubist Systematic Strategies, LLC228,559$2.27M0.02%+7,711+3.5%Added
Basso Capital Management, L.P.224,960$2.23M0.22%00.0%Unchanged
Aristeia Capital LLC200,000$1.98M0.04%+200,000New
Taconic Capital Advisors LP200,000$1.98M0.07%+200,000New
Spring Creek Capital LLC200,000$1.98M0.08%+200,000New
Anson Funds Management LP200,000$1.98M0.27%+200,000New
Weiss Asset Management LP184,500$1.83M0.04%00.0%Unchanged
CNH Partners LLC175,290$1.74M0.05%+175,290New
Balyasny Asset Management LLC175,000$1.73M0.01%00.0%Unchanged
Hudson Bay Capital Management LP175,000$1.73M0.02%00.0%Unchanged
Sculptor Capital LP150,000$1.49M0.01%+74,998+100.0%Added
Omni Event Management Ltd144,559$1.43M0.08%+144,559New
Karpus Management, Inc.131,200$1.30M0.04%−3,800−2.8%Reduced
Owl Creek Asset Management, L.P.130,000$1.29M0.08%+130,000New
Prelude Capital Management, LLC130,000$1.29M0.06%+130,000New
Marshall Wace, LLP123,343$1.22M0.00%+82,343+200.8%Added
Janus Henderson Group PLC100,000$992.0K0.00%+100,000New
Whitebox Advisors LLC100,000$991.0K0.02%+100,000New
Glazer Capital, LLC99,916$990.0K0.03%+99,916New
Linden Advisors LP100,000$990.0K0.01%+100,000New
Berkley W R Corp92,782$919.0K0.05%00.0%Unchanged
Centiva Capital, LP77,039$763.0K0.04%+77,039New
683 Capital Management, LLC75,000$744.0K0.04%00.0%Unchanged
Wealthspring Capital LLC75,000$743.0K0.15%+75,000New
Schechter Investment Advisors, LLC75,000$743.0K0.07%+75,000New
Wolverine Asset Management LLC65,922$653.0K0.01%+30,146+84.3%Added
Context Capital Management, LLC58,291$578.0K0.04%+58,291New
Highland Capital Management Fund Advisors, L.P.55,100$546.0K0.07%00.0%Unchanged
RiverPark Advisors, LLC53,691$532.0K0.10%00.0%Unchanged
Blackstone Group Inc.53,237$528.0K0.00%+53,237New
Oaktree Capital Management LPSuperinvestorOaktree Capital50,000$495.0K0.01%00.0%Unchanged
Deltec Asset Management LLC50,000$495.0K0.08%00.0%Unchanged
Millennium Management LLC40,034$397.0K0.00%+40,034New
Schonfeld Strategic Advisors LLC34,999$347.0K0.00%−10.0%Reduced
CSS LLC29,398$291.0K0.01%−1,054−3.5%Reduced
Dark Forest Capital Management LP28,451$282.0K0.07%+6,244+28.1%Added
Timelo Investment Management Inc.25,000$248.0K0.21%00.0%Unchanged
Picton Mahoney Asset Management25,000$248.0K0.01%+25,000New
Woodline Partners LP25,000$248.0K0.00%+25,000New
DLD Asset Management, LP21,625$214.0K0.02%+21,625New
Old Mission Capital LLC12,623$125.0K0.00%+12,623New
Ci Investments Inc.9,300$92.0K0.00%00.0%Unchanged
Barclays PLC5,700$56.0K0.00%+5,700New
UBS Group AG1,774$18.0K0.00%+1,774New
Tower Research Capital LLC (TRC)57$1.00K0.00%−43−43.0%Reduced
UBS Oconnor LLC0$00.00%−283,674−100.0%Sold out
Union Square Park Capital Management, LLC0$00.00%−20,000−100.0%Sold out
Clear Street LLC0$00.00%−200−100.0%Sold out