ACGCU · ACP Holdings Acquisition Corp. · Holdings
Substantial doubt about the company's ability to continue as a going concern.
“Management has determined that the Company currently lacks the liquidity it needs to sustain operations for a reasonable period of time, which is considered to be at least one year from the date that the accompanying unaudited condensed financial statements are issued as it expects to continue to incur significant costs in pursuit of its acquisition plans. In addition, Management has determined that if the Company is unable to complete an initial Business Combination within the Completion Window, then the Company will cease all operations except for the purpose of liquidating. These conditions raise substantial doubt about the Company's ability to continue as a going concern. Management plans to consummate an initial Business Combination prior to the end of the Completion Window. No adjustments have been made to the carrying amounts of assets or liabilities should the Company be required to liquidate after October 8, 2027 (18 months from the closing of the Initial Public Offering), the end of the combination period. There can be no assurance that the Company's plans to raise capital or to consummate an initial Business Combination will be successful.”View the 10-Q filed Aug 12, 2026
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holder Concentration
Across 10 13F filersWho Holds ACGCU
Last 1 quarters through Jun 30, 2026Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026: 10 filers, like-for-like change —.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 30.7% | 5 | new |
| Exempt adviser | 19.0% | 1 | new |
| Adviser | 34.1% | 1 | new |
| Non-US | 9.5% | 1 | new |
| Unknown | 6.7% | 2 | new |
| Style | Share | Filers | Change |
|---|---|---|---|
| Systematic-like | 3.2% | 2 | new |
| Concentrated | 2.9% | 1 | new |
| Diversified active | 93.9% | 7 | new |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Medium turnover | 37.0% | 4 | new |
| High turnover | 26.1% | 4 | new |
| Unknown | 36.9% | 2 | new |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 40.7% | 3 | new |
| Medium horizon | 32.3% | 2 | new |
| Long horizon | 4.2% | 2 | new |
| Unknown | 22.8% | 3 | new |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 48.3% | 3 | new |
| $1B to $10B | 19.9% | 3 | new |
| $10B to $100B | 31.4% | 3 | new |
| $100B or more | 0.4% | 1 | new |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Pooled investment vehicles | 26.9% | 4 | new |
| Charitable organizations | 3.8% | 1 | new |
| Unknown | 69.3% | 5 | new |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 30.7% | 5 | new |
| Private funds, type not stated | 19.0% | 1 | new |
| Unknown | 50.2% | 4 | new |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 71.5% | 8 | new |
| Outside the US | 28.5% | 2 | new |
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
10 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Estimated Holder Cost Basis
Quarter ended Jun 30, 2026, on that quarter's share basisEstimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated cost covers 100.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Shared Holders
Companies ACGCU's active holders also own, quarter ended Jun 30, 2026| # | Company | Shared holders |
|---|---|---|
| 1 | QLEP Quantum Leap Acquisition Corp | 21 |
| 2 | SOUL Soulpower Acquisition Corp. | 21 |
| 3 | EVAC EQV Ventures Acquisition Corp. II | 23 |
| 4 | QRED QuasarEdge Acquisition Corp | 15 |
| 5 | OTGA OTG Acquisition Corp. I | 21 |
| 6 | YCY AA Mission Acquisition Corp. II | 17 |
| 7 | COPL Copley Acquisition Corp | 16 |
| 8 | IDAC Iron Dome Acquisition I Corp. | 13 |
| 9 | ALPX Alpex Acquisition Corp | 15 |
| 10 | CLBR Colombier Acquisition Corp. III | 18 |
Shareholder Targets
13F filers that own its peers but not ACGCU, quarter ended Jun 30, 2026Found through its holder-overlap peers: QLEP, SOUL, EVAC, QRED, OTGA, YCY, COPL, IDAC, ALPX, CLBR, VECA, WPAC, JENA, CAES, NTWO, RNGT, DNMX, BEBE, JACS, IGAC. 77 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | MILLENNIUM MANAGEMENT LLC Registered adviser, Systematic-like | $70,347,820 14 held | QLEP, BEBE, EVAC |
| 2 | MIZUHO SECURITIES USA LLC Unknown, Index-like | $58,681,585 17 held | COPL, JACS, YCY |
| 3 | MOORE CAPITAL MANAGEMENT, LP Registered adviser, Systematic-like | $47,855,740 12 held | EVAC, JENA, RNGT |
| 4 | Shaolin Capital Management LLC Registered adviser, Diversified active | $46,400,754 20 held | IDAC, WPAC, JENA |
| 5 | Verition Fund Management LLC Registered adviser, Diversified active | $44,427,294 12 held | JENA, DNMX, RNGT |
| 6 | Context Capital Management, LLC Registered adviser, Diversified active | $37,184,168 12 held | SOUL, CAES, QRED |
| 7 | SONA ASSET MANAGEMENT (US) LLC Registered adviser, Diversified active | $36,066,509 14 held | CLBR, OTGA, CAES |
| 8 | HGC Investment Management Inc. Non-US, Diversified active | $31,032,711 7 held | SOUL, CAES, IDAC |
| 9 | Wealthspring Capital LLC Registered adviser, Diversified active | $26,150,360 8 held | NTWO, JACS, RNGT |
| 10 | MANGROVE PARTNERS IM, LLC Registered adviser, Diversified active | $25,644,828 6 held | QLEP, COPL, IGAC |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Lineage Point Capital LP Adviser ACGCU | $9,010,636 | 34.06% | 894,800 | Shares | 2026-08-14 | |
| Large LMR Partners LLP Exempt adviser ACGCU | $5,035,000 | 19.03% | 500,000 | Shares | 2026-08-14 | |
| Mid ARISTEIA CAPITAL, L.L.C. Registered adviser ACGCU | $3,497,391 | 13.22% | 347,308 | Shares | 2026-08-14 | |
| Small GABELLI & Co INVESTMENT ADVISERS, INC. Registered adviser ACGCU | $2,769,250 | 10.47% | 275,000 | Shares | 2026-08-12 | |
| Large PICTON MAHONEY ASSET MANAGEMENT Non-US ACGCU | $2,517,500 | 9.52% | 250,000 | Shares | 2026-08-13 | |
| Mid StoneX Group Inc. ACGCU | $1,007,000 | 3.81% | 100,000 | Shares | 2026-08-12 | |
| Micro GRITSTONE ASSET MANAGEMENT LLC Registered adviser ACGCU | $1,007,000 | 3.81% | 100,000 | Shares | 2026-08-06 | |
| Mid BOOTHBAY FUND MANAGEMENT, LLC Registered adviser ACGCU | $755,250 | 2.85% | 75,000 | Shares | 2026-08-14 | |
| Large Clear Street Group Inc. ACGCU | $754,444 | 2.85% | 74,920 | Shares | 2026-08-12 | |
| Mega CITADEL ADVISORS LLC Registered adviser ACGCU | $101,233 | 0.38% | 10,053 | Shares | 2026-09-02 |