KENSINGTON CAP ACQUIST CORP KCAC.U
UNIT 99/99/9999 · Unit · CUSIP G5235S123
15
institutional holders
-32 vs Q1 2026
5.0m
shares reported held*
$51.4mreported value*
2 new
4 added
5 reduced
33 sold out
net sold ≈ $165.7m (-16.1m 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 ≈ $10.33.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 47 |
| Q2 2026 | 15 |
Biggest buyers
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | New | +202.0k |
| TORONTO DOMINION BANK | Added | +138.7k |
| Lineage Point Capital LP | Added | +19.9k |
| HRT FINANCIAL LP | Added | +499 |
| UBS Group AG | New | +55 |
| ARISTEIA CAPITAL, L.L.C. | Added | +42 |
Biggest sellers
| Magnetar Financial LLC | Sold out | -1.5m |
| Wealthspring Capital LLC | Sold out | -1.5m |
| Polar Asset Management Partners Inc. | Sold out | -1.3m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.1m |
| Hudson Bay Capital Management LP | Sold out | -1.1m |
| BNP PARIBAS FINANCIAL MARKETS | Sold out | -848.2k |
| Linden Advisors LP | Sold out | -800.0k |
| Centiva Capital, LP | Sold out | -800.0k |
| AQR Arbitrage LLC | Sold out | -751.8k |
| SONA ASSET MANAGEMENT (US) LLC | Sold out | -700.0k |
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.
| Holder | Stake |
|---|---|
| Wealthspring Capital LLC 13G · institution new · filed 2026-04-09 | 6.6% |
| LMR Partners LLP 13G · institution new · filed 2026-05-15 | 5.7% |
| MILLENNIUM MANAGEMENT LLC 13G · passive investor new · filed 2026-03-11 | 5.7% |
| ARISTEIA CAPITAL, L.L.C. 13G · institution new · filed 2026-05-14 | 5.7% |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ARISTEIA CAPITAL, L.L.C. 0.21% of their portfolio | 1.3m $13.4m | Added +42 |
| LMR Partners LLP 0.10% of their portfolio | 1.3m $13.4m | Unchanged |
| Kryger Capital LLC 0.38% of their portfolio | 649.2k $6.6m | Reduced -819 |
| TORONTO DOMINION BANK 0.01% of their portfolio | 439.7k $4.5m | Added +138.7k |
| Lineage Point Capital LP 0.64% of their portfolio | 290.5k $3.1m | Added +19.9k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 202.0k $2.2m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 200.0k $2.1m | Reduced -1.1m |
| Bulldog Investors, LLP 0.42% of their portfolio | 184.3k $1.9m | Reduced -166.7k |
| PICTON MAHONEY ASSET MANAGEMENT 0.02% of their portfolio | 160.6k $1.7m | Unchanged |
| Mint Tower Capital Management B.V. 0.12% of their portfolio | 100.0k $1.0m | Unchanged |
| Quarry LP 0.08% of their portfolio | 48.9k $521.3k | Reduced -1.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 40.0k $412.0k | Unchanged |
| Clear Street Group Inc. 0.00% of their portfolio | 32.7k $337.1k | Reduced -217.3k |
| HRT FINANCIAL LP 0.00% of their portfolio | 25.0k $268.0k | Added +499 |
| UBS Group AG 0.00% of their portfolio | 55 $569 | New |