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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, Q4 2022

Institutional positions in Seaport Global Acquisition II Corp. as of Dec 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
61
+6 vs. Q3 2022
Shares held
13.5M
+282.7K (+2.1%) vs. Q3 2022
Total value
$137.2M
+$5.36M (+4.1%) vs. Q3 2022
New holders
10
8 more added
Sold out
4
6 more reduced

Compare with Q3 2022: 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 holdersQ4 2022: 61 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 heldQ4 2022: $137.2M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Seaport Global Acquisition II Corp.; share changes are against Q3 2022.

Institutions holding SGII in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.1,431,539$14.6M0.25%00.0%Unchanged
Adage Capital Partners GP, L.L.C.1,000,000$10.2M0.02%00.0%Unchanged
Polar Asset Management Partners Inc.927,514$9.45M0.13%00.0%Unchanged
Shaolin Capital Management LLC898,630$9.16M0.27%00.0%Unchanged
Vivaldi Asset Management, LLC884,177$9.01M0.48%00.0%Unchanged
Highbridge Capital Management LLC746,017$7.61M0.24%+48,516+7.0%Added
Marshall Wace, LLP582,126$5.94M0.02%00.0%Unchanged
D. E. Shaw & Co., Inc.576,378$5.88M0.01%00.0%Unchanged
Castle Creek Arbitrage, LLC500,000$5.09M0.45%00.0%Unchanged
Aristeia Capital LLC498,220$5.08M0.10%00.0%Unchanged
Radcliffe Capital Management, L.P.332,880$3.39M0.15%00.0%Unchanged
Cubist Systematic Strategies, LLC284,716$2.90M0.02%−20,000−6.6%Reduced
Karpus Management, Inc.270,474$2.76M0.09%+139,474+106.5%Added
Dark Forest Capital Management LP265,876$2.71M0.67%+237,425+834.5%Added
Periscope Capital Inc.253,676$2.58M0.11%00.0%Unchanged
Balyasny Asset Management LLC237,455$2.42M0.01%00.0%Unchanged
CNH Partners LLC225,290$2.30M0.06%+50,000+28.5%Added
Glazer Capital, LLC216,150$2.20M0.06%+100,069+86.2%Added
Kim, LLC200,000$2.04M0.11%00.0%Unchanged
Taconic Capital Advisors LP200,000$2.04M0.07%00.0%Unchanged
Anson Funds Management LP200,000$2.04M0.67%00.0%Unchanged
Hudson Bay Capital Management LP175,000$1.78M0.02%00.0%Unchanged
Berkley W R Corp172,282$1.76M0.09%+79,500+85.7%Added
Verition Fund Management LLC161,594$1.65M0.03%−150,799−48.3%Reduced
Calamos Advisors LLC150,000$1.53M0.01%+150,000New
Sculptor Capital LP150,000$1.53M0.03%00.0%Unchanged
Owl Creek Asset Management, L.P.130,000$1.32M0.09%00.0%Unchanged
Prelude Capital Management, LLC130,000$1.32M0.08%00.0%Unchanged
Magnetar Financial LLC117,360$1.20M0.02%00.0%Unchanged
Linden Advisors LP100,000$1.02M0.01%00.0%Unchanged
Whitebox Advisors LLC100,000$1.02M0.04%00.0%Unchanged
Janus Henderson Group PLC100,000$1.02M0.00%00.0%Unchanged
Centiva Capital, LP96,504$984.3K0.08%00.0%Unchanged
Blackstone Group Inc.93,237$950.1K0.00%00.0%Unchanged
Millennium Management LLC90,034$917.0K0.00%00.0%Unchanged
Landscape Capital Management, L.L.C.83,438$850.2K0.12%00.0%Unchanged
Wolverine Asset Management LLC79,122$806.3K0.01%+13,590+20.7%Added
Price T Rowe Associates Inc75,000$765.0K0.00%+75,000New
B. Riley Financial, Inc.75,000$764.3K0.17%+75,000New
B. Riley Securities, Inc.75,000$764.3K0.17%+75,000New
Cowen and Company, LLC63,853$650.7K0.07%+63,853New
Context Capital Management, LLC58,291$594.0K0.04%00.0%Unchanged
Highland Capital Management Fund Advisors, L.P.55,100$562.0K0.04%00.0%Unchanged
Schechter Investment Advisors, LLC51,750$527.3K0.05%00.0%Unchanged
Elequin Capital LP50,200$511.5K0.14%+50,200New
Oaktree Capital Management LPSuperinvestorOaktree Capital50,000$509.5K0.01%00.0%Unchanged
Deltec Asset Management LLC50,000$509.5K0.15%00.0%Unchanged
Picton Mahoney Asset Management38,138$389.0K0.02%00.0%Unchanged
Woodline Partners LP25,000$254.8K0.00%00.0%Unchanged
Timelo Investment Management Inc.25,000$254.8K0.25%00.0%Unchanged
Cohanzick Management, LLC23,488$239.6K0.07%−1,092−4.4%Reduced
DLD Asset Management, LP23,312$237.5K0.02%+1,687+7.8%Added
Virtu Financial LLC21,536$220.0K0.03%+21,536New
Schonfeld Strategic Advisors LLC20,000$203.8K0.00%−7,598−27.5%Reduced
Ci Investments Inc.9,300$95.0K0.00%00.0%Unchanged
Barclays PLC5,700$58.1K0.00%00.0%Unchanged
Deutsche Bank AG4,651$47.4K0.00%+4,651New
Clear Street LLC2,100$21.0K0.00%+2,100New
Ancora Advisors, LLC1,000$10.0K0.00%+1,000New
UBS Group AG389$3.96K0.00%−1,985−83.6%Reduced
Tower Research Capital LLC (TRC)189$2.00K0.00%−67−26.2%Reduced
UBS Oconnor LLC0$00.00%−262,486−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−225,647−100.0%Sold out
Weiss Asset Management LP0$00.00%−184,500−100.0%Sold out
Wealthspring Capital LLC0$00.00%−51,750−100.0%Sold out