MKLYR · McKinley Acquisition Corp · Holdings

$0.21 0.00 (-0.05%) At close · Oct 26

Market Cap

$250.26M

24.34M

Volume · Oct 26 6278 Avg daily vol (3M) 162.59K

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.

Use institutional holdings through the 13F API or MCP → See every holder of MKLYR: 13F, 13D and 13G, insiders and funds →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 41

Total Value: $0

Total Shares: 12,636,758

Institutional Ownership Trend

3 quarters

Who Holds MKLYR

Last 3 quarters through Jun 30, 2026

Each 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: 41 filers, like-for-like change -7.4%; actively managed books -7.4%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	71.5%	27	-9.7%	3	1
Exempt adviser	2.7%	1	0.0%	0	0
Adviser	4.0%	3	-4.6%	1	1
Bank	4.2%	1	+31.3%	0	1
Benefit plan	2.4%	1	0.0%	0	0
Non-US	4.3%	2	-2.6%	0	1
Unknown	10.9%	6	-8.0%	1	1

Style	Share	Filers	Change	New	Exited
Systematic-like	7.0%	4	+3.5%	0	0
Concentrated	10.1%	5	-5.3%	1	0
Diversified active	82.9%	32	-8.4%	4	5
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	3.3%	2	0.0%	0	0
Medium turnover	52.6%	19	+2.2%	2	2
High turnover	38.8%	17	-16.6%	2	3
Unknown	5.4%	3	-20.1%	1	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	62.9%	20	-9.0%	3	2
Medium horizon	7.4%	4	+33.0%	1	0
Long horizon	17.0%	8	-16.2%	1	1
Unknown	12.7%	9	-2.3%	0	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	29.5%	15	+5.2%	3	3
$1B to $10B	44.3%	15	-8.1%	1	1
$10B to $100B	22.6%	9	-19.6%	1	0
$100B or more	3.6%	2	0.0%	0	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	0.5%	2	+428.6%	1	0
Pooled investment vehicles	63.9%	22	-11.5%	2	1
Registered funds and BDCs	4.0%	2	+3.4%	0	0
Other investment advisers	3.0%	1	0.0%	0	0
Unknown	28.5%	14	-0.9%	2	4

Private funds	Share	Filers	Change	New	Exited
Hedge funds	69.0%	24	-10.7%	2	1
Private equity funds	3.1%	2	0.0%	0	0
Real estate funds	0.4%	1	new	1	0
No private funds	1.7%	1	+8.5%	0	0
Unknown	25.8%	13	-1.0%	2	4

Location	Share	Filers	Change	New	Exited
United States	84.4%	34	-9.7%	5	3
Outside the US	15.6%	7	+7.7%	0	2

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

41 13F filers, quarter ended Jun 30, 2026

Measured 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.

Conviction holders

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight —

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

51.0%

of 13F shares, Herfindahl 0.042

Active holders

-7.4%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Shared Holders

Companies MKLYR's active holders also own, quarter ended Jun 30, 2026

#	Company	Shared holders	Similarity
1	LKSP Lake Superior Acquisition Corp	6	0.707
2	HAVA Harvard Ave Acquisition Corp	4	0.667
3	VNME Vendome Acquisition Corp I	6	0.603
4	CRAC Crown Reserve Acquisition Corp. I	4	0.596
5	CRAQ Cal Redwood Acquisition Corp.	4	0.544
6	NBRG Newbridge Acquisition Ltd	4	0.544
7	CHPG ChampionsGate Acquisition Corp	4	0.544
8	KOYN CSLM Digital Asset Acquisition Corp III, Ltd	5	0.527
9	ORIQ Origin Investment Corp I	5	0.527
10	APXT Apex Treasury Corp	6	0.516

Shareholder Targets

13F filers that own its peers but not MKLYR, quarter ended Jun 30, 2026

Found through its holder-overlap peers: LKSP, HAVA, VNME, CRAC, CRAQ, NBRG, CHPG, KOYN, ORIQ, APXT, NOEM, CRAN, TVAI, SZZL, MMTX, PTOR, QUMS, LCCC, AIIA, POLE. 54 filers in all.

#	Filer	In peers	Of book	Largest peers
1	D. E. Shaw & Co., Inc. Unknown, Systematic-like	$103,478,005 15 held	0.070%	POLE, APXT, SZZL
2	Alberta Investment Management Corp Non-US, Concentrated	$78,847,700 9 held	0.510%	POLE, PTOR, APXT
3	BERKLEY W R CORP Insurer, Diversified active	$73,276,066 14 held	4.02%	CRAC, QUMS, SZZL
4	ADAGE CAPITAL PARTNERS GP, L.L.C. Registered adviser, Diversified active	$49,963,500 2 held	0.070%	CRAN, APXT
5	First Trust Capital Management L.P. Registered adviser, Diversified active	$47,704,244 8 held	4.45%	VNME, APXT, POLE
6	MANGROVE PARTNERS IM, LLC Registered adviser, Diversified active	$34,993,334 9 held	2.37%	HAVA, SZZL, TVAI
7	Governors Lane LP Registered adviser, Diversified active	$25,294,013 5 held	2.58%	CRAN, PTOR, SZZL
8	Centiva Capital, LP Registered adviser, Diversified active	$24,421,101 8 held	0.850%	VNME, CRAN, APXT
9	MMCAP International Inc. SPC Unknown, Diversified active	$18,979,100 3 held	1.84%	CRAN, POLE, NOEM
10	GOLDMAN SACHS GROUP INC Holding company, Index-like	$18,815,983 6 held	0.000%	POLE, SZZL, CRAQ

Fund Ownership of MKLYR by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	0	0
Active funds	200,000	2
Unclassified	0	0
All registered funds	200,000	2

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

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.

Holder count: 0

Institutional value: —

Shares held: -7.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large TORONTO DOMINION BANK	+125,300	525,300
Mid Polar Asset Management Partners Inc.	+30,000	480,000
Small Bulldog Investors, LLP	+16,921	216,921
Mid AQR Arbitrage LLC	+10,165	961,435

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Verition Fund Management LLC	−594,700	405,100
Mid HIGHBRIDGE CAPITAL MANAGEMENT LLC	−453,328	551,280
Large Clear Street Group Inc.	−271,203	480,329
Mid GLAZER CAPITAL, LLC	−251,172	400,000
Mid Shaolin Capital Management LLC	−46,999	478,001

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Lineage Point Capital LP	100,000	$0
Large Arax Advisory Partners	55,330	$0
Mid Shay Capital LLC	231,192	$0
Small DLD Asset Management, LP	100,000	$0
Mid Cable Car Capital, LP	200,000	$0

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Parallax Volatility Advisers, L.P.	27,801	$0
Small PenderFund Capital Management Ltd.	14,900	$0
Mega UBS Group AG	40	$0
Small HEIGHTS CAPITAL MANAGEMENT, INC	79,820	$0
Small Crossingbridge Advisors, LLC	123,355	$0

Filter: New 5 Increased 4 Reduced 7 Sold out 5 Unchanged 25

Holder type: Registered adviser 27 Exempt adviser 1 Adviser 3 Bank 1 Benefit plan 1 Non-US 2 Unknown 6

Showing 41 of 41

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

ABC ARBITRAGE SA MKLYR

—

20,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ABC ARBITRAGE ASSET MANAGEMENT joint	20,000	$0	—	Other

Cable Car Capital, LP MKLYR

—

200,000

Clear Street Group Inc. MKLYR

—

480,329

Harraden Circle Investments, LLC MKLYR

—

615,891

Evercore Wealth Management, LLC MKLYR

—

12,910

Radcliffe Capital Management, L.P. MKLYR

—

350,000

Linden Advisors LP MKLYR

—

1,445,000

BOOTHBAY FUND MANAGEMENT, LLC MKLYR

—

150,000

Wealthspring Capital LLC MKLYR

—

379,340

Shay Capital LLC MKLYR

—

231,192

AQR Arbitrage LLC MKLYR

—

961,435

BNP PARIBAS ARBITRAGE, SA MKLYR

—

299,429

Periscope Capital Inc. MKLYR

—

343,700

HIGHBRIDGE CAPITAL MANAGEMENT LLC MKLYR

—

551,280

MILLENNIUM MANAGEMENT LLC MKLYR

—

150,000

RIVERNORTH CAPITAL MANAGEMENT, LLC MKLYR

—

294,000

TORONTO DOMINION BANK MKLYR

—

525,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TD SECURITIES (USA) LLC	525,300	$0	—	Defined

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS MKLYR

—

400,000

OMERS ADMINISTRATION Corp MKLYR

—

300,000

Mint Tower Capital Management B.V. MKLYR

—

50,000

Shaolin Capital Management LLC MKLYR

—

478,001

Hudson Bay Capital Management LP MKLYR

—

300,000

TENOR CAPITAL MANAGEMENT Co., L.P. MKLYR

—

100,000

Verition Fund Management LLC MKLYR

—

405,100

METEORA CAPITAL, LLC MKLYR

—

299,500

PICTON MAHONEY ASSET MANAGEMENT MKLYR

—

250,000

Arax Advisory Partners MKLYR

—

55,330

ARISTEIA CAPITAL, L.L.C. MKLYR

—

200,000

Magnetar Financial LLC MKLYR

—

300,000

WHITEBOX ADVISORS LLC MKLYR

—

100,000

GLAZER CAPITAL, LLC MKLYR

—

400,000

O'Connor Alternative Investments LLC MKLYR

—

100,000

Polar Asset Management Partners Inc. MKLYR

—

480,000

Lineage Point Capital LP MKLYR

—

100,000

MOORE CAPITAL MANAGEMENT, LP MKLYR

—

100,000

Bulldog Investors, LLP MKLYR

—

216,921

Context Capital Management, LLC MKLYR

—

500,000

Schonfeld Strategic Advisors LLC MKLYR

—

145,000

Alpine Global Management, LLC MKLYR

—

200,000

Kepos Capital LP MKLYR

—

47,100

DLD Asset Management, LP MKLYR

—

100,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CVI Investments, Inc.	79,820	$0	—	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	40	$0	—	Defined

Key facts CIK 2067592 CUSIP G6005T101 Visit website Investor relations