Among active 13F managers last quarter, 1 added and 3 reduced; the largest holder to move was Berkley W R Corp (+418%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
11 tracked 13F filers disclose a position in MLAC as of the latest SEC 13F filings, a combined $44.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Berkley W R Corp | 1.9M | $19.8M | ▲+418% Added · +1.5M sh | Q1 2026 | |
| 2 | Linden Advisors LP | 875K | $9.2M | —Held | Q1 2026 | |
| 3 | Goldman Sachs Group Inc | 424K | $4.5M | —Held | Q1 2026 | |
| 4 | Toronto Dominion Bank | 350K | $3.7M | ▼−8.8% Reduced · −34K sh | Q1 2026 | |
| 5 | D. E. Shaw & Co., Inc. | 194K | $2.0M | —Held | Q1 2026 | |
| 6 | OCONNOR, A Distinct Business Unit of UBS Asset Management Americas (LLC) | 150K | $1.6M | ▼−40% Reduced · −100K sh | Q4 2025 | |
| 7 | Millennium Management LLC | 147K | $1.6M | ▼−12% Reduced · −20K sh | Q1 2026 | |
| 8 | UBS Group AG | 121K | $1.3M | ▼−42% Reduced · −89K sh | Q1 2026 | |
| 9 | JPMorgan Chase & Co | 50K | $526K | ▲+0.1% Added · +43 sh | Q1 2026 | |
| 10 | Crossingbridge Advisors, LLC | 25K | $266K | ▼−94% Reduced · −417K sh | Q2 2026 | |
| 11 | Morgan Stanley | 70 | $737 | ▼−26% Reduced · −24 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund added to an existing position in MLAC, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Silverbox Corp IV-ASBXD | 6 funds | $60.9M |
| Inflection Point Acquisiti-AIPCX | 6 funds | $51.6M |
| Wen Acquisition Corp-AWENN | 6 funds | $46.5M |
| Soulpower Acquisition Co-ASOUL | 6 funds | $45.0M |
| Thayer Ventures Acquis CL ATVAI | 6 funds | $41.5M |
| Sizzle Acquisition Corp-CL ASZZL | 6 funds | $38.9M |
| Egh Acquisition Co-AEGHA | 6 funds | $35.7M |
| Solarius Capital Acquis-CL ASOCA | 6 funds | $32.1M |
| Otg Acquisition Corp I-CL AOTGA | 6 funds | $31.2M |
| Axiom Intelligence-CL AAXIN | 6 funds | $30.3M |
| Blue Acquisition Corp-CL ABACC | 6 funds | $28.6M |
| CSLM Digital Asset Acqu - AKOYN | 6 funds | $21.3M |
Ranked by how many of MLAC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MLAC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 16, 2024 | Mountain Lake Acquisition Sponsor LLC | 10% Owner | Buy (P) | 495K | — |
| Dec 16, 2024 | Horlick Douglas | CFO, Director | Buy (P) | 13K | — |
| Dec 16, 2024 | Vieser Jaime | Director | Buy (P) | 25K | — |
| Dec 16, 2024 | Grinberg Paul | Chief Executive Officer, Director | Buy (P) | 13K | — |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 6 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| MLACthis pageSHSCL | 11 funds | $44.4M |
| MLACRSPACS | 5 funds | $862K |
| G6301B119UNIT 11/15/2028 | 1 funds | $533K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for MLAC
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MLAC/capital-change-brief"
Use Arkolith's capital_change_brief for MLAC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for MLAC. Filings are public domain, sourced to SEC EDGAR.