LMR Partners’s Centurion Acquisition Corp ALF Stock Holding History

LMR Partners’s Portfolio ALF Stock Details ALF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.44M	Sell	500,000 -875,000	-64%	-$9.47M	0.02%	611
2026 Q1	$14.8M	Sell	1,375,000 -500,000	-27%	-$5.37M	0.03%	299
2025 Q4	$20M	Hold	1,875,000	–	–	0.04%	206
2025 Q3	$19.8M	Hold	1,875,000	–	–	0.09%	184
2025 Q2	$19.7M	Hold	1,875,000	–	–	0.14%	154
2025 Q1	$19.3M	Hold	1,875,000	–	–	0.18%	132
2024 Q4	$18.9M	Buy	+1,875,000	New	+$18.9M	0.16%	126

Other funds holding ALF

Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

CCM

Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Kepos Capital New York $73.4M AUM 4.78% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

LMR Partners's ALF Position: Q2 2026 in Review

LMR Partners reduced its Centurion Acquisition Corp (ALF) stake by 64% in Q2 2026, selling an estimated $9.47M and leaving 500,000 shares worth $5.44M. The position accounts for 0.02% of the portfolio, ranked #611.

LMR Partners first reported a position in ALF in Q4 2024 and has held it in 7 quarters since. The position peaked at $20M in Q4 2025. 15 funds tracked by Wall St. Rank hold ALF as of Q2 2026.

LMR Partners held 500,000 shares of Centurion Acquisition Corp worth $5.44M as of Q2 2026.
LMR Partners sold 875,000 Centurion Acquisition Corp shares in Q2 2026, an estimated $9.47M.
Centurion Acquisition Corp made up 0.02% of LMR Partners's portfolio in Q2 2026, its #611 holding.
LMR Partners first reported a position in Centurion Acquisition Corp in Q4 2024 and has held it in 7 quarters since.
LMR Partners's Centurion Acquisition Corp position peaked at $20M in Q4 2025.
15 funds tracked by Wall St. Rank held Centurion Acquisition Corp as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.