Vault-13

AGRICULTURE & NAT SOL ACQ CO

SHS CL A · CUSIP G0131Y100

47 institutional holders +3 vs Q4 2025
31,659,56231.7m shares reported held*
$357.1mreported value*
3 new 11 added 11 reduced 1 sold out net bought ≈ $2.4m (+214.1k 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 ($4.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.28.

Trends to Q1 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: 4747Q1 24Q3 24Q1 25Q3 25Q1 26
Numbers
QuarterHolders
Q1 202444
Q2 202447
Q3 202449
Q4 202454
Q1 202551
Q2 202551
Q3 202549
Q4 202544
Q1 202647

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 15 bought or addedQ2 24: 16 cut or sold outQ3 24: 19 bought or addedQ3 24: 23 cut or sold outQ3 24Q4 24: 20 bought or addedQ4 24: 16 cut or sold outQ1 25: 11 bought or addedQ1 25: 17 cut or sold outQ1 25Q2 25: 21 bought or addedQ2 25: 16 cut or sold outQ3 25: 9 bought or addedQ3 25: 19 cut or sold outQ3 25Q4 25: 16 bought or addedQ4 25: 28 cut or sold outQ1 26: 14 bought or addedQ1 26: 12 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241516
Q3 20241923
Q4 20242016
Q1 20251117
Q2 20252116
Q3 2025919
Q4 20251628
Q1 20261412

Biggest buyers

Crossingbridge Advisors, LLC Added +1,250,000+1.2m
HIGHBRIDGE CAPITAL MANAGEMENT LLC New +558,600+558.6k
BERKLEY W R CORP Added +100,954+101.0k
SONA ASSET MANAGEMENT (US) LLC New +100,000+100.0k
Shaolin Capital Management LLC Added +100,000+100.0k
Centiva Capital, LP New +100,000+100.0k
Westchester Capital Management, LLC Added +80,091+80.1k
RiverPark Advisors, LLC Added +75,000+75.0k
MIZUHO SECURITIES USA LLC Added +43,851+43.9k
AQR Arbitrage LLC Added +3,282+3.3k

Biggest sellers

First Trust Capital Management L.P. Reduced -1,463,402-1.5m
Quarry LP Reduced -300,000-300.0k
GLAZER CAPITAL, LLC Reduced -284,414-284.4k
TORONTO DOMINION BANK Reduced -94,265-94.3k
Karpus Management, Inc. Reduced -23,450-23.4k
Meteora Capital, LLC Reduced -19,097-19.1k
Periscope Capital Inc. Reduced -5,900-5.9k
Schonfeld Strategic Advisors LLC Reduced -4,903-4.9k
Dakota Wealth Management Reduced -4,200-4.2k
Verition Fund Management LLC Reduced -2,126-2.1k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MIZUHO SECURITIES USA LLC 0.78% of their portfolio NEW YORK, NY 2,951,1893.0m $33.1m $33.1m 0.78% Added +43.9k +43,851
2 BERKLEY W R CORP 1.59% of their portfolio Greenwich, CT 2,626,5322.6m $29.7m $29.7m 1.59% Added +101.0k +100,954
3 Westchester Capital Management, LLC 1.12% of their portfolio VALHALLA, NY 2,044,7682.0m $23.1m $23.1m 1.12% Added +80.1k +80,091
4 AQR Arbitrage LLC 0.38% of their portfolio Greenwich, CT 2,038,9882.0m $23.0m $23.0m 0.38% Added +3.3k +3,282
5 WOLVERINE ASSET MANAGEMENT LLC 0.35% of their portfolio CHICAGO, IL 1,988,4592.0m $22.4m $22.4m 0.35% Added +791 +791
6 Fort Baker Capital Management LP 1.88% of their portfolio Larkspur, CA 1,879,6301.9m $21.2m $21.2m 1.88% Unchanged
7 Karpus Management, Inc. 0.59% of their portfolio Pittsford, NY 1,662,4431.7m $18.8m $18.8m 0.59% Reduced -23.4k -23,450
8 Crossingbridge Advisors, LLC 3.29% of their portfolio PLEASANTVILLE, NY 1,611,5501.6m $18.2m $18.2m 3.29% Added +1.2m +1,250,000
9 ARISTEIA CAPITAL, L.L.C. 0.39% of their portfolio GREENWICH, CT 1,500,6231.5m $16.9m $16.9m 0.39% Unchanged
10 First Trust Capital Management L.P. 0.77% of their portfolio CHICAGO, IL 1,304,6261.3m $14.7m $14.7m 0.77% Reduced -1.5m -1,463,402
11 Alberta Investment Management Corp 0.08% of their portfolio EDMONTON, A0 1,200,0001.2m $13.5m $13.5m 0.08% Unchanged
12 GLAZER CAPITAL, LLC 0.29% of their portfolio New York, NY 1,198,4581.2m $13.5m $13.5m 0.29% Reduced -284.4k -284,414
13 TORONTO DOMINION BANK 0.03% of their portfolio TORONTO, ONTARIO, A6 1,178,3271.2m $13.3m $13.3m 0.03% Reduced -94.3k -94,265
14 J. Goldman & Co LP 0.37% of their portfolio NEW YORK, NY 700,000700.0k $7.9m $7.9m 0.37% Unchanged
15 Boussard & Gavaudan Investment Management LLP 0.73% of their portfolio London, X0 672,000672.0k $7.6m $7.6m 0.73% Unchanged
16 Ghisallo Capital Management LLC 0.19% of their portfolio BOSTON, MA 600,000600.0k $6.8m $6.8m 0.19% Unchanged
17 HIGHBRIDGE CAPITAL MANAGEMENT LLC 0.40% of their portfolio NEW YORK, NY 558,600558.6k $6.3m $6.3m 0.40% New
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 520,883520.9k $5.9m $5.9m 0.00% Unchanged
19 Logan Stone Capital, LLC 1.57% of their portfolio CHICAGO, IL 500,955501.0k $5.7m $5.7m 1.57% Unchanged
20 Polar Asset Management Partners Inc. 0.13% of their portfolio TORONTO, A6 500,000500.0k $5.6m $5.6m 0.13% Unchanged
21 Mercuria Capital Strategies, LLC 2.16% of their portfolio HOUSTON, TX 500,000500.0k $5.6m $5.6m 2.16% Unchanged
22 Lineage Point Capital LP 1.36% of their portfolio PALM BEACH, FL 494,070494.1k $5.6m $5.6m 1.36% Unchanged
23 RiverPark Advisors, LLC 1.78% of their portfolio NEW YORK, NY 436,550436.6k $4.9m $4.9m 1.78% Added +75.0k +75,000
24 Radcliffe Capital Management, L.P. 0.34% of their portfolio BALA CYNWYD, PA 404,238404.2k $4.6m $4.6m 0.34% Unchanged
25 O'Connor Alternative Investments LLC 0.23% of their portfolio NEW YORK, NY 384,160384.2k $4.3m $4.3m 0.23% First filing
26 Periscope Capital Inc. 0.59% of their portfolio Toronto, A6 300,000300.0k $3.4m $3.4m 0.59% Reduced -5.9k -5,900
27 RLH Capital LLC 1.69% of their portfolio Great Neck, NY 294,688294.7k $3.3m $3.3m 1.69% First filing
28 Meteora Capital, LLC 0.24% of their portfolio Boca Raton, FL 290,903290.9k $3.3m $3.3m 0.24% Reduced -19.1k -19,097
29 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 250,000250.0k $2.8m $2.8m 0.00% Unchanged
30 MOORE CAPITAL MANAGEMENT, LP 0.10% of their portfolio NEW YORK, NY 250,000250.0k $2.8m $2.8m 0.10% Unchanged
31 Shaolin Capital Management LLC 0.09% of their portfolio Miami, FL 200,000200.0k $2.3m $2.3m 0.09% Added +100.0k +100,000
32 Quarry LP 0.44% of their portfolio NEW YORK, NY 194,688194.7k $2.2m $2.2m 0.44% Reduced -300.0k -300,000
33 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 149,018149.0k $1.7m $1.7m 0.02% Reduced -2.1k -2,126
34 DLD Asset Management, LP 0.11% of their portfolio NEW YORK, NY 100,012100.0k $1.1m $1.1m 0.11% Unchanged
35 Centiva Capital, LP 0.05% of their portfolio New York, NY 100,000100.0k $1.1m $1.1m 0.05% New
36 SONA ASSET MANAGEMENT (US) LLC 0.04% of their portfolio NEW YORK, NY 100,000100.0k $1.1m $1.1m 0.04% New
37 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 75,00075.0k $846.0k $846.0k 0.00% Unchanged
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 71,49471.5k $806.5k $806.5k 0.00% Added +3.0k +3,032
39 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 50,10050.1k $565.6k $565.6k 0.00% Unchanged
40 GABELLI & Co INVESTMENT ADVISERS, INC. 0.08% of their portfolio Rye, NY 49,90049.9k $563.4k $563.4k 0.08% Unchanged
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,88349.9k $561.2k $561.2k 0.00% Added +59 +59
42 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 34,10034.1k $385.0k $385.0k 0.01% Reduced -4.2k -4,200
43 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 29,63229.6k $334.5k $334.5k 0.00% Reduced -4.9k -4,903
44 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 28,99029.0k $327.0k $327.0k 0.00% Unchanged
45 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 12,80012.8k $144.5k $144.5k 0.00% Unchanged
46 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 7,7967.8k $88.0k $88.0k 0.00% Added +287 +287
47 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5959 $666 $666 0.00% Reduced -55 -55