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 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

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Wealthspring Capital West Harrison, New York $448M AUM 8.38% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

LMR Partners's ALF Position: Q1 2026 in Review

LMR Partners reduced its Centurion Acquisition Corp (ALF) stake by 27% in Q1 2026, selling an estimated $5.37M and leaving 1,375,000 shares worth $14.8M. The position accounts for 0.03% of the portfolio, ranked #299.

LMR Partners first reported a position in ALF in Q4 2024 and has held it in 6 quarters since. The position peaked at $20M in Q4 2025. 49 funds tracked by Wall St. Rank hold ALF as of Q1 2026.

LMR Partners held 1,375,000 shares of Centurion Acquisition Corp worth $14.8M as of Q1 2026.
LMR Partners sold 500,000 Centurion Acquisition Corp shares in Q1 2026, an estimated $5.37M.
Centurion Acquisition Corp made up 0.03% of LMR Partners's portfolio in Q1 2026, its #299 holding.
LMR Partners first reported a position in Centurion Acquisition Corp in Q4 2024 and has held it in 6 quarters since.
LMR Partners's Centurion Acquisition Corp position peaked at $20M in Q4 2025.
49 funds tracked by Wall St. Rank held Centurion Acquisition Corp as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.