Vault-13

AGRICULTURE & NAT SOL ACQ CO

SHS CL A · CUSIP G0131Y100

49 institutional holders +2 vs Q1 2026
34,208,25234.2m shares reported held*
$389.1mreported value*
3 new 11 added 12 reduced 0 sold out net bought ≈ $36.8m (+3.2m 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 ($5.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.38.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q1 24: 44Q2 24: 47Q3 24: 49Q4 24: 54Q1 25: 51Q2 25: 51Q3 25: 49Q4 25: 44Q1 26: 47Q2 26: 4949Q1 24Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202444
Q2 202447
Q3 202449
Q4 202454
Q1 202551
Q2 202551
Q3 202549
Q4 202544
Q1 202647
Q2 202649

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 19 bought or addedQ3 24: 23 cut or sold outQ4 24: 20 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 17 cut or sold outQ2 25: 21 bought or addedQ2 25: 16 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 19 cut or sold outQ4 25: 16 bought or addedQ4 25: 28 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 12 cut or sold outQ2 26: 14 bought or addedQ2 26: 12 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241923
Q4 20242016
Q1 20251117
Q2 20252116
Q3 2025919
Q4 20251628
Q1 20261412
Q2 20261412

Biggest buyers

MIZUHO SECURITIES USA LLC Added +2,637,169+2.6m
BERKLEY W R CORP Added +638,649+638.6k
TORONTO DOMINION BANK Added +397,207+397.2k
Verbena Value LP New +250,000+250.0k
RLH Capital LLC Added +250,000+250.0k
Quarry LP Added +125,000+125.0k
Verition Fund Management LLC Added +110,568+110.6k
Radcliffe Capital Management, L.P. Added +100,000+100.0k
HIGHBRIDGE CAPITAL MANAGEMENT LLC Added +50,816+50.8k
Shaolin Capital Management LLC Added +38,750+38.8k

Biggest sellers

First Trust Capital Management L.P. Reduced -607,905-607.9k
Fort Baker Capital Management LP Reduced -500,000-500.0k
GLAZER CAPITAL, LLC Reduced -199,074-199.1k
Karpus Management, Inc. Reduced -48,475-48.5k
AQR Arbitrage LLC Reduced -38,009-38.0k
Meteora Capital, LLC Reduced -23,255-23.3k
WOLVERINE ASSET MANAGEMENT LLC Reduced -3,118-3.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -2,998-3.0k
Schonfeld Strategic Advisors LLC Reduced -430-430
JPMORGAN CHASE & CO Reduced -30-30

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
BERKLEY W R CORP 13G · institution +1.9 pts · filed 2026-08-05 9.9% +1.9 pts 3.3m≈ $37.3m 2026-08-05
MIZUHO FINANCIAL GROUP INC 13G · institution new · filed 2026-02-12 8.8% new 2.9m≈ $33.2m 2026-02-12
WOLVERINE ASSET MANAGEMENT LLC 13G · institution +1.0 pts · filed 2026-02-02 6.0% +1.0 pts 2.0m≈ $22.7m 2026-02-02
Westchester Capital Management, LLC 13G · institution -1.2 pts · filed 2026-02-13 6.0% -1.2 pts 2.0m≈ $22.4m 2026-02-13

Fell to 5% or below in the last year: Fort Baker Capital Management LP (4.2%, 2026-08-14), GOLDMAN SACHS GROUP INC (4.3%, 2026-08-11), First Trust Capital Management L.P. (4.0%, 2026-05-15), GLAZER CAPITAL, LLC (3.6%, 2026-05-14)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MIZUHO SECURITIES USA LLC 0.60% of their portfolio NEW YORK, NY 5,588,3585.6m $63.0m $63.0m 0.60% Added +2.6m +2,637,169
2 BERKLEY W R CORP 1.82% of their portfolio Greenwich, CT 3,265,1813.3m $37.1m $37.1m 1.82% Added +638.6k +638,649
3 Westchester Capital Management, LLC 1.17% of their portfolio VALHALLA, NY 2,044,7682.0m $23.2m $23.2m 1.17% Unchanged
4 AQR Arbitrage LLC 0.32% of their portfolio Greenwich, CT 2,000,9792.0m $22.7m $22.7m 0.32% Reduced -38.0k -38,009
5 WOLVERINE ASSET MANAGEMENT LLC 0.30% of their portfolio CHICAGO, IL 1,985,3412.0m $22.7m $22.7m 0.30% Reduced -3.1k -3,118
6 Karpus Management, Inc. 0.53% of their portfolio Pittsford, NY 1,613,9681.6m $18.4m $18.4m 0.53% Reduced -48.5k -48,475
7 Crossingbridge Advisors, LLC 3.26% of their portfolio PLEASANTVILLE, NY 1,611,5501.6m $18.4m $18.4m 3.26% Unchanged
8 TORONTO DOMINION BANK 0.03% of their portfolio TORONTO, ONTARIO, A6 1,575,5341.6m $18.0m $18.0m 0.03% Added +397.2k +397,207
9 ARISTEIA CAPITAL, L.L.C. 0.27% of their portfolio GREENWICH, CT 1,500,6231.5m $17.1m $17.1m 0.27% Unchanged
10 Fort Baker Capital Management LP 1.25% of their portfolio Larkspur, CA 1,379,6301.4m $15.8m $15.8m 1.25% Reduced -500.0k -500,000
11 Alberta Investment Management Corp 0.08% of their portfolio EDMONTON, A0 1,200,0001.2m $13.6m $13.6m 0.08% Unchanged
12 GLAZER CAPITAL, LLC 0.28% of their portfolio New York, NY 999,384999.4k $11.4m $11.4m 0.28% Reduced -199.1k -199,074
13 J. Goldman & Co LP 0.28% of their portfolio NEW YORK, NY 700,000700.0k $8.0m $8.0m 0.28% Unchanged
14 First Trust Capital Management L.P. 0.46% of their portfolio CHICAGO, IL 696,721696.7k $8.0m $8.0m 0.46% Reduced -607.9k -607,905
15 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.24% of their portfolio NEW YORK, NY 609,416609.4k $7.0m $7.0m 0.24% Added +50.8k +50,816
16 Ghisallo Capital Management LLC 0.13% of their portfolio BOSTON, MA 600,000600.0k $6.8m $6.8m 0.13% Unchanged
17 RLH Capital LLC 2.98% of their portfolio Great Neck, NY 544,688544.7k $6.2m $6.2m 2.98% Added +250.0k +250,000
18 Logan Stone Capital, LLC 1.27% of their portfolio CHICAGO, IL 524,530524.5k $6.0m $6.0m 1.27% Added +23.6k +23,575
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 520,883520.9k $5.9m $5.9m 0.00% Unchanged
20 Radcliffe Capital Management, L.P. 0.44% of their portfolio BALA CYNWYD, PA 504,238504.2k $5.8m $5.8m 0.44% Added +100.0k +100,000
21 Polar Asset Management Partners Inc. 0.10% of their portfolio TORONTO, A6 500,000500.0k $5.7m $5.7m 0.10% Unchanged
22 Mercuria Capital Strategies, LLC 3.50% of their portfolio HOUSTON, TX 500,000500.0k $5.7m $5.7m 3.50% Unchanged
23 Lineage Point Capital LP 1.16% of their portfolio PALM BEACH, FL 494,048494.0k $5.6m $5.6m 1.16% Reduced -22 -22
24 RiverPark Advisors, LLC 2.26% of their portfolio NEW YORK, NY 436,550436.6k $5.0m $5.0m 2.26% Unchanged
25 O'Connor Alternative Investments LLC 0.32% of their portfolio NEW YORK, NY 384,160384.2k $4.4m $4.4m 0.32% Unchanged
26 Quarry LP 0.58% of their portfolio NEW YORK, NY 319,688319.7k $3.7m $3.7m 0.58% Added +125.0k +125,000
27 Periscope Capital Inc. 0.55% of their portfolio Toronto, A6 300,000300.0k $3.4m $3.4m 0.55% Unchanged
28 Meteora Capital, LLC 0.25% of their portfolio Boca Raton, FL 267,648267.6k $3.1m $3.1m 0.25% Reduced -23.3k -23,255
29 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 259,586259.6k $2.9m $2.9m 0.02% Added +110.6k +110,568
30 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 250,000250.0k $2.8m $2.8m 0.00% Unchanged
31 MOORE CAPITAL MANAGEMENT, LP 0.06% of their portfolio NEW YORK, NY 250,000250.0k $2.9m $2.9m 0.06% Unchanged
32 Verbena Value LP 0.47% of their portfolio WESTPORT, CT 250,000250.0k $2.9m $2.9m 0.47% New
33 Shaolin Capital Management LLC 0.15% of their portfolio Miami, FL 238,750238.8k $2.7m $2.7m 0.15% Added +38.8k +38,750
34 DLD Asset Management, LP 0.09% of their portfolio NEW YORK, NY 100,012100.0k $1.1m $1.1m 0.09% Unchanged
35 Centiva Capital, LP 0.04% of their portfolio New York, NY 100,000100.0k $1.1m $1.1m 0.04% Unchanged
36 SONA ASSET MANAGEMENT (US) LLC 0.04% of their portfolio NEW YORK, NY 100,000100.0k $1.1m $1.1m 0.04% Unchanged
37 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 75,00075.0k $851.2k $851.2k 0.00% Unchanged
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 68,49668.5k $777.4k $777.4k 0.00% Reduced -3.0k -2,998
39 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 50,10050.1k $572.1k $572.1k 0.00% Unchanged
40 GABELLI & Co INVESTMENT ADVISERS, INC. 0.08% of their portfolio Rye, NY 49,90049.9k $569.9k $569.9k 0.08% Unchanged
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,85349.9k $569.8k $569.8k 0.00% Reduced -30 -30
42 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 34,10034.1k $389.4k $389.4k 0.01% Unchanged
43 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 29,20229.2k $333.5k $333.5k 0.00% Reduced -430 -430
44 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 28,99029.0k $329.0k $329.0k 0.00% Unchanged
45 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 18,28918.3k $208.9k $208.9k 0.00% Added +10.5k +10,493
46 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 12,80012.8k $146.2k $146.2k 0.00% Unchanged
47 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 11,70711.7k $134.0k $134.0k 0.01% New
48 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 102102 $1.2k $1.2k 0.00% New
49 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2929 $331 $331 0.00% Reduced -30 -30