Vault-13

EVERGREEN CORPORATION

CLASS A ORD SHS · CUSIP G3312W109

0 institutional holders -3 vs Q1 2025
—reported value*
0 new 0 added 0 reduced 2 sold out net sold ≈ $517.7k (-42.8k 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.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 28Q4 22: 29Q1 23: 33Q2 23: 41Q3 23: 27Q4 23: 29Q1 24: 25Q2 24: 17Q3 24: 22Q4 24: 21Q1 25: 3Q2 25: 00Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202228
Q4 202229
Q1 202333
Q2 202341
Q3 202327
Q4 202329
Q1 202425
Q2 202417
Q3 202422
Q4 202421
Q1 20253
Q2 20250

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 12 bought or addedQ3 23: 26 cut or sold outQ4 23: 11 bought or addedQ4 23: 11 cut or sold outQ4 23Q1 24: 6 bought or addedQ1 24: 12 cut or sold outQ2 24: 5 bought or addedQ2 24: 16 cut or sold outQ2 24Q3 24: 8 bought or addedQ3 24: 9 cut or sold outQ4 24: 5 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 19 cut or sold outQ2 25: 0 bought or addedQ2 25: 2 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20231226
Q4 20231111
Q1 2024612
Q2 2024516
Q3 202489
Q4 202458
Q1 2025119
Q2 202502

Biggest buyers

None

Biggest sellers

Karpus Management, Inc. Sold out -42,100-42.1k
Farther Finance Advisors, LLC Sold out -688-688

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
CALAMOS INVESTMENT TRUST/IL 13G · exempt (held before listing) +8.6 pts · filed 2025-04-04 18.2% +8.6 pts 500.0k 2025-04-04
METEORA CAPITAL, LLC 13G · institution -0.9 pts · filed 2025-08-14 14.6% -0.9 pts 400.5k 2025-08-14
Hudson Bay Capital Management LP 13G · institution new · filed 2025-05-14 7.3% new 201.2k 2025-05-14
GLAZER CAPITAL, LLC 13G · institution filed 2025-05-15 7.3% 200.0k 2025-05-15

Fell to 5% or below in the last year: First Trust Capital Management L.P. (0.0%, 2025-11-14), MIZUHO FINANCIAL GROUP INC (0.0%, 2025-11-13)

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change