MACIU · Melar Acquisition Corp. I · Holdings
Substantial doubt about the company's ability to continue as a going concern.
“The working capital deficit and the expectation of significant future costs raises substantial doubt about the Company's ability to continue as a going concern within one year after the date that the accompanying unaudited condensed consolidated financial statements are issued. Additionally, Management has determined that the mandatory liquidation and subsequent dissolution, should the Company be unable to complete a Business Combination by the end of the Combination Period, raises substantial doubt about the Company's ability to continue as a going concern. No adjustments have been made to the carrying amounts of assets or liabilities should the Company be required to liquidate after December 20, 2026. Management plans to address this uncertainty through the closing of its proposed Business Combination. There is no assurance that the Company's plans to consummate a Business Combination will be successful within the Combination Period. The accompanying unaudited condensed consolidated financial statements do not include any adjustments that might result from the outcome of this uncertainty.”View the 10-Q filed Aug 13, 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.
Institutional Ownership Trend
Who Holds MACIU
Last 8 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: 1 filers, like-for-like change +141.8%; actively managed books +141.8%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Bank | 0.0% | 0 | -100.0% |
| Registered adviser | 0.0% | 0 | — |
| Non-US | 0.0% | 0 | — |
| Broker-dealer | 0.0% | 0 | — |
| Exempt adviser | 0.0% | 0 | — |
| Adviser | 0.0% | 0 | — |
| Insurer | 0.0% | 0 | — |
| Unknown | 100.0% | 1 | +395.3% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Concentrated | 100.0% | 1 | +395.3% |
| Diversified active | 0.0% | 0 | -100.0% |
| Systematic-like | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 0.0% | 0 | -100.0% |
| Medium turnover | 0.0% | 0 | — |
| High turnover | 0.0% | 0 | — |
| Unknown | 100.0% | 1 | +395.3% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 100.0% | 1 | +395.3% |
| Long horizon | 0.0% | 0 | -100.0% |
| Medium horizon | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| $10B to $100B | 100.0% | 1 | +395.3% |
| $100B or more | 0.0% | 0 | -100.0% |
| Under $1B | 0.0% | 0 | — |
| $1B to $10B | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Pooled investment vehicles | 0.0% | 0 | — |
| Registered funds and BDCs | 0.0% | 0 | — |
| Other investment advisers | 0.0% | 0 | — |
| Diversified | 0.0% | 0 | — |
| Unknown | 100.0% | 1 | +141.8% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| No private funds | 0.0% | 0 | — |
| Hedge funds | 0.0% | 0 | — |
| Private funds, type not stated | 0.0% | 0 | — |
| Private equity funds | 0.0% | 0 | — |
| Unknown | 100.0% | 1 | +141.8% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 100.0% | 1 | +141.8% |
| Outside the US | 0.0% | 0 | — |
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
1 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).
Shared Holders
Companies MACIU's active holders also own, quarter ended Mar 31, 2026| # | Company | Shared holders |
|---|---|---|
| 1 | CUB Lionheart Holdings | 10 |
| 2 | POLE Andretti Acquisition Corp. II | 10 |
| 3 | LPAA Launch One Acquisition Corp. | 9 |
| 4 | SIMA SIM Acquisition Corp. I | 10 |
| 5 | CHAR Charlton Aria Acquisition Corp | 7 |
| 6 | TDAC Translational Development Acquisition Corp. | 8 |
| 7 | PLMK Plum Acquisition Corp. IV | 8 |
| 8 | IPEX Inflection Point Acquisition Corp. V | 7 |
| 9 | GTERA Globa Terra Acquisition Corp | 7 |
| 10 | NMP NMP Acquisition Corp. | 5 |
Shareholder Targets
13F filers that own its peers but not MACIU, quarter ended Mar 31, 2026Found through its holder-overlap peers: CUB, POLE, LPAA, SIMA, CHAR, TDAC, PLMK, IPEX, GTERA, NMP, SOUL, LPBB, PGAC, QSEA, IPCX, DRDB, ALF, ANSC, BXBL, GPAT. 64 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | Linden Advisors LP Registered adviser, Diversified active | $105,664,275 12 held | IPCX, LPBB, ALF |
| 2 | TENOR CAPITAL MANAGEMENT Co., L.P. Registered adviser, Diversified active | $97,851,958 12 held | SOUL, IPCX, DRDB |
| 3 | MMCAP International Inc. SPC Unknown, Diversified active | $92,640,900 9 held | LPAA, IPCX, GPAT |
| 4 | ARISTEIA CAPITAL, L.L.C. Registered adviser, Diversified active | $66,825,623 10 held | ANSC, DRDB, SOUL |
| 5 | TWO SIGMA INVESTMENTS, LP Registered adviser, Systematic-like | $61,289,851 16 held | DRDB, GPAT, ALF |
| 6 | WHITEBOX ADVISORS LLC Registered adviser, Diversified active | $40,210,320 13 held | SOUL, SIMA, CHAR |
| 7 | Fort Baker Capital Management LP Registered adviser, Concentrated | $37,174,642 2 held | ANSC, DRDB |
| 8 | Context Capital Management, LLC Registered adviser, Diversified active | $22,633,689 6 held | PLMK, SOUL, GTERA |
| 9 | SONA ASSET MANAGEMENT (US) LLC Registered adviser, Diversified active | $19,934,171 11 held | TDAC, PLMK, GPAT |
| 10 | Mint Tower Capital Management B.V. Unknown, Diversified active | $16,075,350 3 held | LPBB, IPCX, LPAA |
Quarterly Activity
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Clear Street Group Inc. | +6,408 | 8,029 |
Top Sellers
vs Mar 31, 2026Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega JPMORGAN CHASE & CO | 1,700 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Clear Street Group Inc. MACIU | — | — | 8,029 | Shares | 2026-08-12 |