JS
BRD

Jeffrey Smith’s Beard Energy Transition Acquisition Corp. BRD Stock Holding History

Jeffrey Smith’s Portfolio BRD Stock Details BRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-105,125
Closed -$1.09M – 84
2023
Q1 		$1.09M Hold
105,125
– – 0.02% 101
2022
Q4 		$1.07M Hold
105,125
– – 0.02% 143
2022
Q3 		$1.05M Hold
105,125
– – 0.02% 169
2022
Q2 		$1.04M Hold
105,125
– – 0.02% 175
2022
Q1 		$1.04M Buy
+105,125
New +$1.04M 0.01% 164

Other funds holding BRD

SFM
Spartan Fund Management Toronto, Ontario, Canada $30M AUM 11.98% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.1B AUM 64.05% 1-Year Est. Return

Jeffrey Smith's BRD Position: Q2 2023 in Review

Jeffrey Smith sold out of Beard Energy Transition Acquisition Corp. (BRD) in Q2 2023, closing a stake of 105,125 shares — an estimated $1.09M sold.

Jeffrey Smith first reported a position in BRD in Q1 2022 and held it in 5 quarters. The position peaked at $1.09M in Q1 2023. 26 funds tracked by Wall St. Rank hold BRD as of Q2 2023.

  • Jeffrey Smith reported no remaining Beard Energy Transition Acquisition Corp. position as of Q2 2023 after selling out during the quarter.
  • Jeffrey Smith sold 105,125 Beard Energy Transition Acquisition Corp. shares in Q2 2023, an estimated $1.09M.
  • Jeffrey Smith first reported a position in Beard Energy Transition Acquisition Corp. in Q1 2022 and held it in 5 quarters.
  • Jeffrey Smith's Beard Energy Transition Acquisition Corp. position peaked at $1.09M in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Beard Energy Transition Acquisition Corp. as of Q2 2023.

Based on Starboard Value's 13F filing for Q2 2023, filed 11 Aug 2023.