KIM
MBAV

Karpus Investment Management’s M3-Brigade Acquisition V Corp MBAV Stock Holding History

Karpus Investment Management’s Portfolio MBAV Stock Details MBAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-607,597
Closed -$6.2M – 218
2025
Q1 		$6.2M Sell
607,597
-19,150
-3% -$194K 0.2% 111
2024
Q4 		$6.31M Hold
626,747
– – 0.19% 107
2024
Q3 		$6.27M Buy
+626,747
New +$6.26M 0.17% 112

Other funds holding MBAV

HCI
Harraden Circle Investments New York $499M AUM 24.03% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3.01% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Karpus Investment Management's MBAV Position: Q2 2025 in Review

Karpus Investment Management sold out of M3-Brigade Acquisition V Corp (MBAV) in Q2 2025, closing a stake of 607,597 shares — an estimated $6.2M sold.

Karpus Investment Management first reported a position in MBAV in Q3 2024 and held it in 3 quarters. The position peaked at $6.31M in Q4 2024. 59 funds tracked by Wall St. Rank hold MBAV as of Q2 2025.

  • Karpus Investment Management reported no remaining M3-Brigade Acquisition V Corp position as of Q2 2025 after selling out during the quarter.
  • Karpus Investment Management sold 607,597 M3-Brigade Acquisition V Corp shares in Q2 2025, an estimated $6.2M.
  • Karpus Investment Management first reported a position in M3-Brigade Acquisition V Corp in Q3 2024 and held it in 3 quarters.
  • Karpus Investment Management's M3-Brigade Acquisition V Corp position peaked at $6.31M in Q4 2024.
  • 59 funds tracked by Wall St. Rank held M3-Brigade Acquisition V Corp as of Q2 2025.

Based on Karpus Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.