KIM
TAVI

Karpus Investment Management’s Tavia Acquisition Corp TAVI Stock Holding History

Karpus Investment Management’s Portfolio TAVI Stock Details TAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.2M Sell
1,893,627
-283,575
-13% -$3.01M 0.58% 40
2026
Q1 		$23M Sell
2,177,202
-16,500
-0.8% -$173K 0.72% 35
2025
Q4 		$22.9M Sell
2,193,702
-8,800
-0.4% -$91.6K 0.7% 40
2025
Q3 		$22.8M Sell
2,202,502
-112,325
-5% -$1.16M 0.72% 40
2025
Q2 		$23.7M Sell
2,314,827
-27,973
-1% -$284K 0.77% 35
2025
Q1 		$23.5M Buy
2,342,800
+1,427,800
+156% +$14.3M 0.76% 35
2024
Q4 		$9.07M Buy
+915,000
New +$9.07M 0.27% 90

Other funds holding TAVI

WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

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

Karpus Investment Management reduced its Tavia Acquisition Corp (TAVI) stake by 13% in Q2 2026, selling an estimated $3.01M and leaving 1,893,627 shares worth $20.2M. The position accounts for 0.58% of the portfolio, ranked #40.

Karpus Investment Management first reported a position in TAVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.7M in Q2 2025. 19 funds tracked by Wall St. Rank hold TAVI as of Q2 2026.

  • Karpus Investment Management held 1,893,627 shares of Tavia Acquisition Corp worth $20.2M as of Q2 2026.
  • Karpus Investment Management sold 283,575 Tavia Acquisition Corp shares in Q2 2026, an estimated $3.01M.
  • Tavia Acquisition Corp made up 0.58% of Karpus Investment Management's portfolio in Q2 2026, its #40 holding.
  • Karpus Investment Management first reported a position in Tavia Acquisition Corp in Q4 2024 and has held it in 7 quarters since.
  • Karpus Investment Management's Tavia Acquisition Corp position peaked at $23.7M in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Tavia Acquisition Corp as of Q2 2026.

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