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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 2023

Institutional positions in Seaport Global Acquisition II Corp. 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
18
−42 vs. Q4 2022
Shares held
3.94M
−9.45M (−70.6%) vs. Q4 2022
Total value
$40.2M
−$96.3M (−70.6%) vs. Q4 2022
New holders
5
6 more added
Sold out
47
7 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 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 2023: 18 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 2023: $40.2M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Seaport Global Acquisition II Corp.; share changes are against Q4 2022.

Institutions holding SGII in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Periscope Capital Inc.630,000$6.43M0.30%+376,324+148.3%Added
Polar Asset Management Partners Inc.500,000$5.10M0.09%−427,514−46.1%Reduced
Owl Creek Asset Management, L.P.400,000$4.08M0.33%+270,000+207.7%Added
Cowen and Company, LLC307,270$3.13M0.37%+243,417+381.2%Added
Fir Tree Capital Management LP300,000$3.06M0.24%+300,000New
Arena Investors LP300,000$3.06M2.87%+300,000New
Radcliffe Capital Management, L.P.250,000$2.55M0.16%−82,880−24.9%Reduced
Shaolin Capital Management LLC200,000$2.04M0.06%−698,630−77.7%Reduced
CNH Partners LLC200,000$2.04M0.06%−25,290−11.2%Reduced
Castle Creek Arbitrage, LLC199,299$2.03M0.22%−300,701−60.1%Reduced
Wolverine Asset Management LLC182,331$1.86M0.03%+103,209+130.4%Added
Highbridge Capital Management LLC127,709$1.30M0.06%−618,308−82.9%Reduced
Mizuho Securities USA LLC102,142$1.04M0.06%+102,142New
Clear Street LLC74,500$759.9K0.12%+72,400+3,447.6%Added
Walleye Capital LLC64,602$658.9K0.01%+64,602New
Virtu Financial LLC63,264$645.0K0.07%+41,728+193.8%Added
Walleye Trading LLC36,339$370.7K0.01%+36,339New
Tower Research Capital LLC (TRC)170$2.00K0.00%−19−10.1%Reduced
Saba Capital Management, L.P.0$00.00%−1,431,539−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−1,000,000−100.0%Sold out
Vivaldi Asset Management, LLC0$00.00%−884,177−100.0%Sold out
Marshall Wace, LLP0$00.00%−582,126−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−576,378−100.0%Sold out
Aristeia Capital LLC0$00.00%−498,220−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−284,716−100.0%Sold out
Karpus Management, Inc.0$00.00%−270,474−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−265,876−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−237,455−100.0%Sold out
Glazer Capital, LLC0$00.00%−216,150−100.0%Sold out
Taconic Capital Advisors LP0$00.00%−200,000−100.0%Sold out
Kim, LLC0$00.00%−200,000−100.0%Sold out
Anson Funds Management LP0$00.00%−200,000−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−175,000−100.0%Sold out
Berkley W R Corp0$00.00%−172,282−100.0%Sold out
Verition Fund Management LLC0$00.00%−161,594−100.0%Sold out
Calamos Advisors LLC0$00.00%−150,000−100.0%Sold out
Sculptor Capital LP0$00.00%−150,000−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−130,000−100.0%Sold out
Magnetar Financial LLC0$00.00%−117,360−100.0%Sold out
Linden Advisors LP0$00.00%−100,000−100.0%Sold out
Whitebox Advisors LLC0$00.00%−100,000−100.0%Sold out
Janus Henderson Group PLC0$00.00%−100,000−100.0%Sold out
Centiva Capital, LP0$00.00%−96,504−100.0%Sold out
Blackstone Group Inc.0$00.00%−93,237−100.0%Sold out
Millennium Management LLC0$00.00%−90,034−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−83,438−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−75,000−100.0%Sold out
B. Riley Financial, Inc.0$00.00%−75,000−100.0%Sold out
Context Capital Management, LLC0$00.00%−58,291−100.0%Sold out
Highland Capital Management Fund Advisors, L.P.0$00.00%−55,100−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−51,750−100.0%Sold out
Elequin Capital LP0$00.00%−50,200−100.0%Sold out
Oaktree Capital Management LPSuperinvestorOaktree Capital0$00.00%−50,000−100.0%Sold out
Deltec Asset Management LLC0$00.00%−50,000−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−38,138−100.0%Sold out
Woodline Partners LP0$00.00%−25,000−100.0%Sold out
Timelo Investment Management Inc.0$00.00%−25,000−100.0%Sold out
Cohanzick Management, LLC0$00.00%−23,488−100.0%Sold out
DLD Asset Management, LP0$00.00%−23,312−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−20,000−100.0%Sold out
Ci Investments Inc.0$00.00%−9,300−100.0%Sold out
Barclays PLC0$00.00%−5,700−100.0%Sold out
Deutsche Bank AG0$00.00%−4,651−100.0%Sold out
Ancora Advisors, LLC0$00.00%−1,000−100.0%Sold out
UBS Group AG0$00.00%−389−100.0%Sold out
B. Riley Securities, Inc.––––Not filed