SIA
CAPN

Schechter Investment Advisors’s Cayson Acquisition Corp CAPN Stock Holding History

Schechter Investment Advisors’s Portfolio CAPN Stock Details CAPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.27M Sell
124,300
-4,900
-4% -$49.5K 0.1% 193
2024
Q4 		$1.3M Buy
+129,200
New +$1.29M 0.1% 193

Other funds holding CAPN

WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
ASM
ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Schechter Investment Advisors's CAPN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Cayson Acquisition Corp (CAPN) stake by 3.8% in Q1 2025, selling an estimated $49.5K and leaving 124,300 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #193.

Schechter Investment Advisors first reported a position in CAPN in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.3M in Q4 2024. 28 funds tracked by Wall St. Rank hold CAPN as of Q1 2025.

  • Schechter Investment Advisors held 124,300 shares of Cayson Acquisition Corp worth $1.27M as of Q1 2025.
  • Schechter Investment Advisors sold 4,900 Cayson Acquisition Corp shares in Q1 2025, an estimated $49.5K.
  • Cayson Acquisition Corp made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #193 holding.
  • Schechter Investment Advisors first reported a position in Cayson Acquisition Corp in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's Cayson Acquisition Corp position peaked at $1.3M in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Cayson Acquisition Corp as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.