Vault-13

AGRICULTURE & NAT SOL ACQ CO

SHS CL A · CUSIP G0131Y100

47 institutional holders +3 vs Q1 2024
27,222,29727.2m shares reported held*
$278.8mreported value*
7 new 8 added 12 reduced 4 sold out net sold ≈ $37.1m (-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 ($3.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.24.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q1 24: 44Q2 24: 4747Q1 24Q2 24
Numbers
QuarterHolders
Q1 202444
Q2 202447

Biggest buyers

COWEN AND COMPANY, LLC Added +637,748+637.7k
First Trust Capital Management L.P. New +297,911+297.9k
GLAZER CAPITAL, LLC Added +282,230+282.2k
MANGROVE PARTNERS IM, LLC New +200,000+200.0k
D. E. Shaw & Co., Inc. Added +125,000+125.0k
Schechter Investment Advisors, LLC Added +110,397+110.4k
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS Added +100,000+100.0k
Wealthspring Capital LLC Added +96,326+96.3k
ROBINSON CAPITAL MANAGEMENT, LLC New +34,212+34.2k
Virtu Financial LLC Added +30,245+30.2k

Biggest sellers

HGC Investment Management Inc. Reduced -2,975,000-3.0m
Polar Asset Management Partners Inc. Reduced -500,000-500.0k
Dryden Capital, LLC Reduced -360,000-360.0k
Exos Asset Management LLC Sold out -325,000-325.0k
CAPSTONE INVESTMENT ADVISORS, LLC Sold out -300,226-300.2k
Shaolin Capital Management LLC Reduced -300,000-300.0k
Sculptor Capital LP Sold out -184,900-184.9k
Meteora Capital, LLC Reduced -147,300-147.3k
FIR TREE CAPITAL MANAGEMENT LP Reduced -100,000-100.0k
Flow State Investments, L.P. Reduced -100,000-100.0k

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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Schechter Investment Advisors, LLC 3.12% of their portfolio BIRMINGHAM, MI 4,045,6934.0m $41.4m $41.4m 3.12% Added +110.4k +110,397
2 HGC Investment Management Inc. 14.01% of their portfolio TORONTO, A6 2,975,0003.0m $30.5m $30.5m 14.01% Reduced -3.0m -2,975,000
3 COWEN AND COMPANY, LLC 0.56% of their portfolio NEW YORK, NY 1,973,6792.0m $20.2m $20.2m 0.56% Added +637.7k +637,748
4 KIM, LLC 1.85% of their portfolio WICHITA, KS 1,675,6001.7m $17.2m $17.2m 1.85% Unchanged
5 AQR Arbitrage LLC 0.40% of their portfolio Greenwich, CT 1,500,0001.5m $15.4m $15.4m 0.40% Unchanged
6 Westchester Capital Management, LLC 0.66% of their portfolio VALHALLA, NY 1,500,0001.5m $15.4m $15.4m 0.66% Unchanged
7 GLAZER CAPITAL, LLC 0.99% of their portfolio New York, NY 1,252,2391.3m $12.8m $12.8m 0.99% Added +282.2k +282,230
8 Polar Asset Management Partners Inc. 0.26% of their portfolio TORONTO, A6 1,000,0001.0m $10.2m $10.2m 0.26% Reduced -500.0k -500,000
9 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 929,500929.5k $9.5m $9.5m 0.01% Added +125.0k +125,000
10 ARISTEIA CAPITAL, L.L.C. 0.33% of their portfolio GREENWICH, CT 867,000867.0k $8.9m $8.9m 0.33% Unchanged
11 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 800,000800.0k $8.2m $8.2m 0.01% Unchanged
12 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 750,000750.0k $7.7m $7.7m 0.02% Unchanged
13 Periscope Capital Inc. 2.80% of their portfolio Toronto, A6 750,000750.0k $7.7m $7.7m 2.80% Reduced -50.0k -50,000
14 PICTON MAHONEY ASSET MANAGEMENT 0.31% of their portfolio Toronto, A6 700,000700.0k $7.2m $7.2m 0.31% Unchanged
15 Boussard & Gavaudan Investment Management LLP 1.15% of their portfolio London, X0 700,000700.0k $7.2m $7.2m 1.15% Unchanged
16 Ghisallo Capital Management LLC 0.53% of their portfolio BOSTON, MA 600,000600.0k $6.1m $6.1m 0.53% Unchanged
17 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 593,000593.0k $6.1m $6.1m 0.00% Unchanged
18 Meteora Capital, LLC 0.98% of their portfolio Boca Raton, FL 515,000515.0k $5.3m $5.3m 0.98% Reduced -147.3k -147,300
19 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio HARRISBURG, PA 500,000500.0k $5.1m $5.1m 0.03% Added +100.0k +100,000
20 MOORE CAPITAL MANAGEMENT, LP 0.11% of their portfolio NEW YORK, NY 500,000500.0k $5.1m $5.1m 0.11% Unchanged
21 Verition Fund Management LLC 0.04% of their portfolio GREENWICH, CT 499,900499.9k $5.1m $5.1m 0.04% Unchanged
22 Dryden Capital, LLC 6.52% of their portfolio MIAMI, FL 375,000375.0k $3.8m $3.8m 6.52% Reduced -360.0k -360,000
23 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.10% of their portfolio CHICAGO, IL 344,955345.0k $3.5m $3.5m 0.10% Unchanged
24 Wealthspring Capital LLC 4.03% of their portfolio WEST HARRISON, NY 338,710338.7k $3.5m $3.5m 4.03% Added +96.3k +96,326
25 First Trust Capital Management L.P. 0.28% of their portfolio CHICAGO, IL 297,911297.9k $3.1m $3.1m 0.28% New
26 Flow State Investments, L.P. 0.81% of their portfolio CHICAGO, IL 250,000250.0k $2.6m $2.6m 0.81% Reduced -100.0k -100,000
27 CVI Holdings, LLC 1.78% of their portfolio WILMINGTON, DE 201,955202.0k $2.1m $2.1m 1.78% Reduced -97.8k -97,818
28 MANGROVE PARTNERS IM, LLC 0.16% of their portfolio Greenwich, CT 200,000200.0k $2.0m $2.0m 0.16% New
29 Shaolin Capital Management LLC 0.06% of their portfolio Miami, FL 200,000200.0k $2.0m $2.0m 0.06% Reduced -300.0k -300,000
30 Crossingbridge Advisors, LLC 0.91% of their portfolio PLEASANTVILLE, NY 150,000150.0k $1.5m $1.5m 0.91% Reduced -100.0k -100,000
31 Virtu Financial LLC 0.09% of their portfolio New York, NY 127,373127.4k $1.3m $1.3m 0.09% Added +30.2k +30,245
32 FIR TREE CAPITAL MANAGEMENT LP 0.72% of their portfolio New York, NY 100,000100.0k $1.0m $1.0m 0.72% Reduced -100.0k -100,000
33 Centiva Capital, LP 0.04% of their portfolio New York, NY 75,00075.0k $768.0k $768.0k 0.04% Unchanged
34 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 50,10050.1k $513.0k $513.0k 0.00% Unchanged
35 GABELLI & Co INVESTMENT ADVISERS, INC. 0.09% of their portfolio Rye, NY 49,90049.9k $511.0k $511.0k 0.09% Unchanged
36 ROBINSON CAPITAL MANAGEMENT, LLC 0.13% of their portfolio GROSSE POINTE FARMS, MI 34,21234.2k $350.7k $350.7k 0.13% New
37 CONDOR CAPITAL MANAGEMENT 0.03% of their portfolio MARTINSVILLE, NJ 32,93332.9k $337.2k $337.2k 0.03% Reduced -3.4k -3,407
38 Bulldog Investors, LLP 0.10% of their portfolio SADDLE BROOK, NJ 25,00025.0k $256.0k $256.0k 0.10% Unchanged
39 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 22,21222.2k $227.4k $227.4k 0.00% New
40 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 17,78217.8k $182.1k $182.1k 0.00% Unchanged
41 Evercore Wealth Management, LLC 0.00% of their portfolio New York, NY 16,91916.9k $173.3k $173.3k 0.00% Added +369 +369
42 CLEAR STREET LLC 0.00% of their portfolio NEW YORK, NY 12,17612.2k $124.7k $124.7k 0.00% Reduced -2.8k -2,824
43 MIZUHO SECURITIES USA LLC 0.00% of their portfolio NEW YORK, NY 11,00011.0k $112.6k $112.6k 0.00% New
44 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 1,2451.2k $12.7k $12.7k 0.00% New
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1212 $122 $122 0.00% Unchanged
46 UBS Group AG 0.00% of their portfolio ZURICH, V8 11 $10 $10 0.00% New
47 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged