SIA
MBAV

Schechter Investment Advisors’s M3-Brigade Acquisition V Corp MBAV Stock Holding History

Schechter Investment Advisors’s Portfolio MBAV Stock Details MBAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.57M Sell
251,800
-10,370
-4% -$105K 0.21% 96
2024
Q4 		$2.64M Buy
+262,170
New +$2.63M 0.2% 100

Other funds holding MBAV

FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

Schechter Investment Advisors reduced its M3-Brigade Acquisition V Corp (MBAV) stake by 4% in Q1 2025, selling an estimated $105K and leaving 251,800 shares worth $2.57M. The position accounts for 0.21% of the portfolio, ranked #96.

Schechter Investment Advisors first reported a position in MBAV in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.64M in Q4 2024. 40 funds tracked by Wall St. Rank hold MBAV as of Q1 2025.

  • Schechter Investment Advisors held 251,800 shares of M3-Brigade Acquisition V Corp worth $2.57M as of Q1 2025.
  • Schechter Investment Advisors sold 10,370 M3-Brigade Acquisition V Corp shares in Q1 2025, an estimated $105K.
  • M3-Brigade Acquisition V Corp made up 0.21% of Schechter Investment Advisors's portfolio in Q1 2025, its #96 holding.
  • Schechter Investment Advisors first reported a position in M3-Brigade Acquisition V Corp in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's M3-Brigade Acquisition V Corp position peaked at $2.64M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held M3-Brigade Acquisition V Corp as of Q1 2025.

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