SEC 13F Intelligence

LIVE OAK CRESTVIEW CLIMATE A

CUSIP 538086208

Live Oak Crestview Climate A has 6 institutional holders in Filings Flow’s 13F database, together reporting 22.2K shares worth $232,521 as of Q3 2023. The largest reported holders are Apollo Management Holdings, L.P., Sandia Investment Management LP, and Westchester Capital Management, LLC.

Institutional Holders
6
Q3 2023
Reported Value
$232,521
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q3 ’21: 36Q3 ’21Q4 ’21: 20Q1 ’22: 18Q1 ’22Q2 ’22: 14Q3 ’22: 15Q3 ’22Q4 ’22: 13Q1 ’23: 13Q1 ’23Q2 ’23: 9Q3 ’23: 6Q3 ’23filingsflow.com
Total reported value
Q3 ’21: $180MQ3 ’21Q4 ’21: $71MQ1 ’22: $39MQ1 ’22Q2 ’22: $30MQ3 ’22: $29MQ3 ’22Q4 ’22: $27MQ1 ’23: $28MQ1 ’23Q2 ’23: $2MQ3 ’23: $232,521Q3 ’23filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Wealthspring Capital LLC$421M AUM0.27%$194,42718.9KQ2 2023OLDER
Westchester Capital Management, LLC$2.2B AUM0.16%$5M513.6KQ1 2023OLDER
Apollo Management Holdings, L.P.$7.6B AUM0.09%$10M990.0KQ1 2023OLDER
StoneX Group Inc.$1.9B AUM0.07%$641,25062.5KQ2 2023OLDER
Schechter Investment Advisors, LLC$1.2B AUM0.05%$537,99352.4KQ2 2023OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.04%$2M202.3KQ1 2023OLDER
METEORA CAPITAL, LLC$1.4B AUM0.04%$296,06529.0KQ1 2023OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.02%$134,40013.1KQ2 2023OLDER
Virtu Financial LLC$2.4B AUM0.02%$177,00016.9KQ3 2023
CLEAR STREET LLC$25.1B AUM0.00%$53,1215.1KQ3 2023
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1,886200Q3 2023
DUPONT CAPITAL MANAGEMENT CORP$879M AUM0.00%$424Q3 2023
UBS Group AG$666.3B AUM0.00%$47250Q3 2023

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.