Bulldog Investors’s SIM Acquisition Corp I SIMA Stock Holding History

Bulldog Investors’s Portfolio SIMA Stock Details SIMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.14M	Sell	200,000 -214,660	-52%	-$2.29M	0.48%	59
2025 Q4	$4.39M	Sell	414,660 -984	-0.2%	-$10.4K	0.98%	27
2025 Q3	$4.38M	Sell	415,644 -5,154	-1%	-$53.8K	1.01%	28
2025 Q2	$4.39M	Sell	420,798 -16,008	-4%	-$165K	1.11%	25
2025 Q1	$4.46M	Buy	436,806 +286,806	+191%	+$2.9M	1.21%	27
2024 Q4	$1.51M	Buy	+150,000	New	+$1.5M	0.39%	69

Other funds holding SIMA

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.39% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 76.63% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bulldog Investors's SIMA Position: Q1 2026 in Review

Bulldog Investors reduced its SIM Acquisition Corp I (SIMA) stake by 52% in Q1 2026, selling an estimated $2.29M and leaving 200,000 shares worth $2.14M. The position accounts for 0.48% of the portfolio, ranked #59.

Bulldog Investors first reported a position in SIMA in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.46M in Q1 2025. 45 funds tracked by Wall St. Rank hold SIMA as of Q1 2026.

Bulldog Investors held 200,000 shares of SIM Acquisition Corp I worth $2.14M as of Q1 2026.
Bulldog Investors sold 214,660 SIM Acquisition Corp I shares in Q1 2026, an estimated $2.29M.
SIM Acquisition Corp I made up 0.48% of Bulldog Investors's portfolio in Q1 2026, its #59 holding.
Bulldog Investors first reported a position in SIM Acquisition Corp I in Q4 2024 and has held it in 6 quarters since.
Bulldog Investors's SIM Acquisition Corp I position peaked at $4.46M in Q1 2025.
45 funds tracked by Wall St. Rank held SIM Acquisition Corp I as of Q1 2026.

Based on Bulldog Investors's 13F filing for Q1 2026, filed 8 May 2026.