Vault-13

NEW AMER ACQUISITION I CORP NWAX

COM SHS CL A · Common Stock · CUSIP 023634108

59 institutional holders +10 vs Q1 2026
21,758,84721.8m shares reported held*
$220.8mreported value*
13 new 17 added 5 reduced 4 sold out net bought ≈ $36.5m (+3.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.15. Options: 1 managers hold calls ($329.9k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 26: 49Q2 26: 5959Q1 26Q2 26
Numbers
QuarterHolders
Q1 202649
Q2 202659

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300k$400kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $326.7kQ1 26 puts: $0Q1 26P/C 0.00Q2 26 calls: $329.9kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$326.7k$00.00
Q2 2026$329.9k$00.00

Biggest buyers

Murchinson Ltd. New +1,475,000+1.5m
BOOTHBAY FUND MANAGEMENT, LLC Added +1,099,375+1.1m
CANTOR FITZGERALD, L. P. New +295,600+295.6k
MIZUHO SECURITIES USA LLC Added +258,086+258.1k
MMCAP International Inc. SPC New +209,726+209.7k
RLH Capital LLC New +200,000+200.0k
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Added +200,000+200.0k
Radcliffe Capital Management, L.P. Added +130,211+130.2k
Linden Advisors LP Added +124,116+124.1k
Decagon Asset Management LLP Added +109,252+109.3k

Biggest sellers

Meteora Capital, LLC Reduced -288,276-288.3k
ExodusPoint Capital Management, LP Sold out -250,000-250.0k
J. Goldman & Co LP Reduced -218,076-218.1k
MYDA Advisors LLC Sold out -200,000-200.0k
FIFTH LANE CAPITAL, LP Sold out -200,000-200.0k
Virtu Financial LLC Reduced -65,591-65.6k
Schonfeld Strategic Advisors LLC Reduced -36,168-36.2k
Wealthspring Capital LLC Reduced -26,790-26.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -16,966-17.0k

Biggest calls

J. Goldman & Co LP Reduced $329.9k527.8k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
New America Sponsor I LLC 13G · exempt (held before listing) new · filed 2026-02-17 26.3% new 13.1m≈ $133.0m 2026-02-17
Harraden Circle Investments, LLC 13G · institution filed 2026-08-14 6.7% 2.5m≈ $25.2m 2026-08-14
Weiss Asset Management LP 13G · institution new · filed 2026-02-17 5.4% new 1.9m≈ $19.2m 2026-02-17

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 1 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 1 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20251$6.0m0——
Q1 20260—0——
Q2 20261—0——
Q3 20260—0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-04-07 Wool Kyle Michael Director · See Footnote Bought 200,000 — —200.0k shares +12%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Harraden Circle Investments, LLC 3.21% of their portfolio NEW YORK, NY 2,479,3042.5m $25.2m $25.2m 3.21% Unchanged
2 BOOTHBAY FUND MANAGEMENT, LLC 0.47% of their portfolio NEW YORK, NY 2,452,2342.5m $24.9m $24.9m 0.47% Added +1.1m +1,099,375
3 Weiss Asset Management LP 0.20% of their portfolio BOSTON, MA 1,767,2801.8m $17.9m $17.9m 0.20% Unchanged
4 Murchinson Ltd. 7.23% of their portfolio TORONTO, A6 1,475,0001.5m $15.0m $15.0m 7.23% New
5 Governors Lane LP 1.39% of their portfolio NEW YORK, NY 1,370,6841.4m $13.9m $13.9m 1.39% Added +66.0k +66,047
6 J. Goldman & Co LP 0.38% of their portfolio NEW YORK, NY 1,055,5801.1m $10.7m $10.7m 0.38% Reduced -218.1k -218,076
7 Decagon Asset Management LLP 2.02% of their portfolio LONDON, X0 995,209995.2k $10.1m $10.1m 2.02% Added +109.3k +109,252
8 Meteora Capital, LLC 0.80% of their portfolio Boca Raton, FL 947,535947.5k $9.6m $9.6m 0.80% Reduced -288.3k -288,276
9 Linden Advisors LP 0.04% of their portfolio New York, NY 824,116824.1k $8.4m $8.4m 0.04% Added +124.1k +124,116
10 Sculptor Capital LP 0.08% of their portfolio New York, NY 715,721715.7k $7.3m $7.3m 0.08% Added +15.7k +15,721
11 Wealthspring Capital LLC 1.32% of their portfolio WEST HARRISON, NY 580,910580.9k $5.9m $5.9m 1.32% Reduced -26.8k -26,790
12 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 543,750543.8k $5.5m $5.5m 0.00% Unchanged
13 Lineage Point Capital LP 1.03% of their portfolio PALM BEACH, FL 496,113496.1k $5.0m $5.0m 1.03% Added +54.0k +53,971
14 Polar Asset Management Partners Inc. 0.07% of their portfolio TORONTO, A6 400,000400.0k $4.1m $4.1m 0.07% Unchanged
15 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 390,130390.1k $4.0m $4.0m 0.00% Added +15.0k +15,000
16 MIZUHO SECURITIES USA LLC 0.03% of their portfolio NEW YORK, NY 358,086358.1k $3.6m $3.6m 0.03% Added +258.1k +258,086
17 PEAK6 LLC 0.08% of their portfolio AUSTIN, TX 343,318343.3k $3.5m $3.5m 0.08% Unchanged
18 CANTOR FITZGERALD, L. P. 0.03% of their portfolio NEW YORK, NY 295,600295.6k $3.0m $3.0m 0.03% New
19 Radcliffe Capital Management, L.P. 0.22% of their portfolio BALA CYNWYD, PA 285,033285.0k $2.9m $2.9m 0.22% Added +130.2k +130,211
20 Context Capital Management, LLC 0.05% of their portfolio LAJOLLA, CA 250,000250.0k $2.5m $2.5m 0.05% Unchanged
21 Lighthouse Investment Partners, LLC 0.08% of their portfolio Palm Beach Gardens, FL 250,000250.0k $2.5m $2.5m 0.08% Unchanged
22 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio HARRISBURG, PA 244,890244.9k $2.5m $2.5m 0.01% Added +200.0k +200,000
23 Shaolin Capital Management LLC 0.13% of their portfolio Miami, FL 228,197228.2k $2.3m $2.3m 0.13% Added +78.2k +78,197
24 Clear Street Group Inc. 0.01% of their portfolio NEW YORK, NY 212,579212.6k $2.2m $2.2m 0.01% Added +107.7k +107,665
25 MMCAP International Inc. SPC 0.18% of their portfolio GRAND CAYMAN, E9 209,726209.7k $2.1m $2.1m 0.18% New
26 GLAZER CAPITAL, LLC 0.05% of their portfolio New York, NY 200,048200.0k $2.0m $2.0m 0.05% Added +48 +48
27 SONA ASSET MANAGEMENT (US) LLC 0.08% of their portfolio NEW YORK, NY 200,000200.0k $2.0m $2.0m 0.08% Unchanged
28 RLH Capital LLC 0.97% of their portfolio Great Neck, NY 200,000200.0k $2.0m $2.0m 0.97% New
29 GRITSTONE ASSET MANAGEMENT LLC 1.90% of their portfolio Bethesda, MD 195,000195.0k $2.0m $2.0m 1.90% Unchanged
30 DLD Asset Management, LP 0.13% of their portfolio NEW YORK, NY 160,200160.2k $1.6m $1.6m 0.13% Unchanged
31 WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio CHICAGO, IL 157,500157.5k $1.6m $1.6m 0.02% Unchanged
32 Periscope Capital Inc. 0.25% of their portfolio Toronto, A6 154,825154.8k $1.6m $1.6m 0.25% Unchanged
33 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 153,275153.3k $1.6m $1.6m 0.00% Added +89.3k +89,303
34 AQR Arbitrage LLC 0.02% of their portfolio Greenwich, CT 133,250133.2k $1.4m $1.4m 0.02% Added +1.2k +1,158
35 ARISTEIA CAPITAL, L.L.C. 0.02% of their portfolio GREENWICH, CT 105,000105.0k $1.1m $1.1m 0.02% Unchanged
36 PICTON MAHONEY ASSET MANAGEMENT 0.01% of their portfolio Toronto, A6 100,000100.0k $1.0m $1.0m 0.01% Unchanged
37 Yorkville Advisors Global, LP 1.21% of their portfolio MOUNTAINSIDE, NJ 100,000100.0k $1.0m $1.0m 1.21% New
38 Quarry LP 0.16% of their portfolio NEW YORK, NY 100,000100.0k $1.0m $1.0m 0.16% New
39 O'Connor Alternative Investments LLC 0.07% of their portfolio NEW YORK, NY 100,000100.0k $1.0m $1.0m 0.07% Not comparable
40 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 93,63893.6k $950.4k $950.4k 0.01% New
41 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 73,90473.9k $750.1k $750.1k 0.00% Reduced -36.2k -36,168
42 Hudson Bay Capital Management LP 0.00% of their portfolio STAMFORD, CT 55,00055.0k $558.2k $558.2k 0.00% Unchanged
43 WHITEBOX ADVISORS LLC 0.01% of their portfolio MINNEAPOLIS, MN 35,00035.0k $355.2k $355.2k 0.01% Unchanged
44 TENOR CAPITAL MANAGEMENT Co., L.P. 0.01% of their portfolio NEW YORK, NY 35,00035.0k $355.2k $355.2k 0.01% Unchanged
45 BERKLEY W R CORP 0.02% of their portfolio Greenwich, CT 34,69634.7k $352.2k $352.2k 0.02% Unchanged
46 First Trust Capital Management L.P. 0.02% of their portfolio CHICAGO, IL 30,90030.9k $313.6k $313.6k 0.02% Unchanged
47 Ghisallo Capital Management LLC 0.01% of their portfolio BOSTON, MA 30,00030.0k $304.5k $304.5k 0.01% Unchanged
48 Virtu Financial LLC 0.01% of their portfolio New York, NY 19,69519.7k $200.0k $200.0k 0.01% Reduced -65.6k -65,591
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,50019.5k $198.0k $198.0k 0.00% New
50 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 18,58818.6k $188.7k $188.7k 0.00% New
51 K2 PRINCIPAL FUND, L.P. 0.02% of their portfolio TORONTO, A6 17,18017.2k $174.4k $174.4k 0.02% Unchanged
52 L1 Global Manager Pty Ltd 0.12% of their portfolio Melbourne, C3 15,00015.0k $152.2k $152.2k 0.12% Unchanged
53 Shay Capital LLC 0.02% of their portfolio NEW YORK, NY 13,92513.9k $141.3k $141.3k 0.02% New
54 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 13,71313.7k $139.2k $139.2k 0.00% New
55 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 12,00012.0k $121.8k $121.8k 0.00% New
56 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,5844.6k $46.5k $46.5k 0.00% Added +999 +999
57 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,4293.4k $34.8k $34.8k 0.00% Unchanged
58 FNY Investment Advisers, LLC 0.01% of their portfolio NEW YORK, NY 2,4102.4k $24.0k $24.0k 0.01% Added +1.4k +1,410
59 Strive Financial Group ,LLC 0.00% of their portfolio CARMEL, IN 592592 $6.0k $6.0k 0.00% New