Meteora Capital’s Bayview Acquisition Corp BAYA Stock Holding History

Meteora Capital’s Portfolio BAYA Stock Details BAYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Sell	96,114 -10,537	-10%	-$127K	0.1%	152
2026 Q1	$1.27M	Sell	106,651 -89,980	-46%	-$1.07M	0.09%	135
2025 Q4	$2.34M	Sell	196,631 -138,169	-41%	-$1.58M	0.2%	101
2025 Q3	$3.84M	Sell	334,800 -200	-0.1%	-$2.23K	0.41%	65
2025 Q2	$3.74M	Sell	335,000 -109,796	-25%	-$1.21M	0.69%	36
2025 Q1	$4.84M	Buy	444,796 +321,709	+261%	+$3.48M	1.56%	26
2024 Q4	$1.31M	Buy	123,087 +5,798	+5%	+$61.5K	0.43%	56
2024 Q3	$1.23M	Buy	117,289 +67,289	+135%	+$696K	0.34%	78
2024 Q2	$512K	Hold	50,000	–	–	0.09%	129
2024 Q1	$504K	Buy	+50,000	New	+$504K	0.09%	131

Other funds holding BAYA

MSU

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

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

PAMP

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

HCI

Harraden Circle Investments New York $784M AUM 20.59% 1-Year Est. Return

RLH Capital Great Neck, New York $209M AUM

Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meteora Capital's BAYA Position: Q2 2026 in Review

Meteora Capital reduced its Bayview Acquisition Corp (BAYA) stake by 9.9% in Q2 2026, selling an estimated $127K and leaving 96,114 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #152.

Meteora Capital first reported a position in BAYA in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.84M in Q1 2025. 10 funds tracked by Wall St. Rank hold BAYA as of Q2 2026.

Meteora Capital held 96,114 shares of Bayview Acquisition Corp worth $1.17M as of Q2 2026.
Meteora Capital sold 10,537 Bayview Acquisition Corp shares in Q2 2026, an estimated $127K.
Bayview Acquisition Corp made up 0.1% of Meteora Capital's portfolio in Q2 2026, its #152 holding.
Meteora Capital first reported a position in Bayview Acquisition Corp in Q1 2024 and has held it in 10 quarters since.
Meteora Capital's Bayview Acquisition Corp position peaked at $4.84M in Q1 2025.
10 funds tracked by Wall St. Rank held Bayview Acquisition Corp as of Q2 2026.

Based on Meteora Capital's 13F filing for Q2 2026, filed 14 Aug 2026.