KIM
SIMA

Karpus Investment Management’s SIM Acquisition Corp I SIMA Stock Holding History

Karpus Investment Management’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
Q2 		– Sell
-1,725,032
Closed -$18.5M – 245
2026
Q1 		$18.5M Sell
1,725,032
-10,465
-0.6% -$112K 0.58% 44
2025
Q4 		$18.4M Sell
1,735,497
-33,270
-2% -$351K 0.56% 49
2025
Q3 		$18.6M Sell
1,768,767
-149,122
-8% -$1.56M 0.59% 45
2025
Q2 		$20M Sell
1,917,889
-185,536
-9% -$1.92M 0.64% 43
2025
Q1 		$21.5M Buy
2,103,425
+167,624
+9% +$1.7M 0.7% 39
2024
Q4 		$19.4M Buy
1,935,801
+593,851
+44% +$5.94M 0.57% 45
2024
Q3 		$13.4M Buy
+1,341,950
New +$13.4M 0.37% 65

Other funds holding SIMA

MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.74% 1-Year Est. Return
DAM
DLD Asset Management New York $1.51B AUM 5.32% 1-Year Est. Return
KC
Kepos Capital New York $73.4M AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Karpus Investment Management's SIMA Position: Q2 2026 in Review

Karpus Investment Management sold out of SIM Acquisition Corp I (SIMA) in Q2 2026, closing a stake of 1,725,032 shares — an estimated $18.5M sold.

Karpus Investment Management first reported a position in SIMA in Q3 2024 and held it in 7 quarters. The position peaked at $21.5M in Q1 2025. 6 funds tracked by Wall St. Rank hold SIMA as of Q2 2026.

  • Karpus Investment Management reported no remaining SIM Acquisition Corp I position as of Q2 2026 after selling out during the quarter.
  • Karpus Investment Management sold 1,725,032 SIM Acquisition Corp I shares in Q2 2026, an estimated $18.5M.
  • Karpus Investment Management first reported a position in SIM Acquisition Corp I in Q3 2024 and held it in 7 quarters.
  • Karpus Investment Management's SIM Acquisition Corp I position peaked at $21.5M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held SIM Acquisition Corp I as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.