Vault-13

BAYVIEW ACQUISITION CORP

ORD SHS · CUSIP 07323B100

10 institutional holders +1 vs Q1 2026
1,110,9611.1m shares reported held*
$13.4mreported value*
1 new 3 added 3 reduced 0 sold out net bought ≈ $2.3m (+185.5k 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 ≈ $12.06.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q4 23: 8Q1 24: 28Q2 24: 29Q3 24: 25Q4 24: 21Q1 25: 18Q2 25: 12Q3 25: 13Q4 25: 8Q1 26: 9Q2 26: 1010Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20238
Q1 202428
Q2 202429
Q3 202425
Q4 202421
Q1 202518
Q2 202512
Q3 202513
Q4 20258
Q1 20269
Q2 202610

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 11 bought or addedQ3 24: 13 cut or sold outQ4 24: 5 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 8 cut or sold outQ2 25: 3 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 3 cut or sold outQ4 25: 3 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 1 cut or sold outQ2 26: 4 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241113
Q4 2024517
Q1 202578
Q2 2025314
Q3 202543
Q4 2025310
Q1 202621
Q2 202643

Biggest buyers

MIZUHO SECURITIES USA LLC Added +235,000+235.0k
Harraden Circle Investments, LLC Added +25,336+25.3k
UBS Group AG New +1,356+1.4k
BERKLEY W R CORP Added +399+399

Biggest sellers

Clear Street Group Inc. Reduced -66,050-66.0k
Meteora Capital, LLC Reduced -10,537-10.5k
MORGAN STANLEY Reduced -2-2

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
MIZUHO FINANCIAL GROUP INC 13G · institution +2.2 pts · filed 2026-05-14 9.0% +2.2 pts 245.6k≈ $3.0m 2026-05-14
BERKLEY W R CORP 13G · institution -3.2 pts · filed 2026-02-10 5.4% -3.2 pts 149.2k≈ $1.8m 2026-02-10

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MIZUHO SECURITIES USA LLC 0.06% of their portfolio NEW YORK, NY 480,564480.6k $5.8m $5.8m 0.06% Added +235.0k +235,000
2 BERKLEY W R CORP 0.09% of their portfolio Greenwich, CT 149,584149.6k $1.8m $1.8m 0.09% Added +399 +399
3 Polar Asset Management Partners Inc. 0.03% of their portfolio TORONTO, A6 112,811112.8k $1.4m $1.4m 0.03% Unchanged
4 Harraden Circle Investments, LLC 0.15% of their portfolio NEW YORK, NY 96,29196.3k $1.2m $1.2m 0.15% Added +25.3k +25,336
5 Meteora Capital, LLC 0.10% of their portfolio Boca Raton, FL 96,11496.1k $1.2m $1.2m 0.10% Reduced -10.5k -10,537
6 RLH Capital LLC 0.50% of their portfolio Great Neck, NY 86,11386.1k $1.0m $1.0m 0.50% Unchanged
7 Quarry LP 0.12% of their portfolio NEW YORK, NY 61,47561.5k $746.3k $746.3k 0.12% Unchanged
8 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 26,61326.6k $323.1k $323.1k 0.00% Reduced -66.0k -66,050
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3561.4k $16.5k $16.5k 0.00% New
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4040 $486 $486 0.00% Reduced -2 -2