K2 PRINCIPAL FUND, L.P. Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$1.2B

Holdings

297

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (297 positions)

StockValue
CI FINL CORP
$108.3M
PFSIPENNYMAC FINL SVCS INC NEW
$68.1M
BUNGE LIMITED
$60.3M
PTONPELOTON INTERACTIVE INC
$46.5M
EDVVANGUARD WORLD FD
$27.1M
GQ9SPDR GOLD TR
$25.5M
PMTPENNYMAC MTG INVT TR
$23.6M
SKINTHE BEAUTY HEALTH COMPANY
$23.5M
PANW 0.75 07/01/23PALO ALTO NETWORKS INC
$18.9M
HHC*HOWARD HUGHES CORP
$18.3M
VOOVANGUARD INDEX FDS
$17.7M
INMDINMODE LTD
$17.0M
SNAPSNAP INC
$15.9M
PORTAGE FINTECH ACQUISITN CO
$15.9M
WFGWEST FRASER TIMBER CO LTD
$15.5M
GOPRO INC
$12.5M
BHCBAUSCH HEALTH COS INC
$12.4M
MERCMERCER INTL INC
$12.3M
LUV 1.25 05/01/25SOUTHWEST AIRLS CO
$11.7M
THE BEAUTY HEALTH COMPANY
$11.4M
SLXVANECK ETF TRUST
$11.0M
TWITTER INC
$10.5M
GORES METROPOULOS II INC
$10.1M
CHW ACQUISITION CORPORATION
$10.1M
CREE INC
$10.0M
AVYA 2.25 06/15/23AVAYA HLDGS CORP
$9.9M
IRONWOOD PHARMACEUTICALS INC
$9.8M
RMBS 1.375 02/01/23RAMBUS INC DEL
$9.5M
KNOWLES CORP
$9.2M
GMED 1 06/01/23NUVASIVE INC
$9.2M
KSUEURKANSAS CITY SOUTHERN
$9.1M
$9.0M
MARRIOTT VACATIONS WORLDWIDE
$8.6M
FWONK 1 01/30/23LIBERTY MEDIA CORP DEL
$8.5M
WISDOMTREE INVTS INC
$8.5M
ATLAS AIR WORLDWIDE HLDGS IN
$8.4M
MRKMERCK CO INC
$8.3M
IHS MARKIT LTD
$8.3M
AAWW 1.875 06/01/24ATLAS AIR WORLDWIDE HLDGS IN
$8.1M
CVECENOVUS ENERGY INC
$8.0M
$8.0M
JUPITER ACQUISITION CORP
$7.9M
WGO 1.5 04/01/25WINNEBAGO INDS INC
$7.9M
$7.9M
PD 1.25 07/01/25PAGERDUTY INC
$7.5M
MAGELLAN HEALTH INC
$7.1M
WTWWILLIS TOWERS WATSON PLC LTD
$7.0M
MNRUSDMONMOUTH REAL ESTATE INVT CO
$6.7M
HYGISHARES TR
$6.6M
TLTISHARES TR
$6.5M
PPD INC
$6.5M
REDBALL ACQUISITION CORP
$6.3M
B RILEY PRINCIPAL 150 MERGER
$6.1M
SPWHSPORTSMANS WHSE HLDGS INC
$6.1M
AVISTA PUB ACQUISITION CORP
$6.1M
XLNXEURXILINX INC
$6.0M
2XYSCIPLAY CORPORATION
$5.9M
MDBMONGODB INC
$5.9M
PSTG 0.125 04/15/23PURE STORAGE INC
$5.8M
NATURAL ORDER ACQUISITION CO
$5.7M
PATK 1 02/01/23PATRICK INDS INC
$5.7M
10X CAP VENTURE ACQSTN CORP
$5.5M
NUANEURNUANCE COMMUNICATIONS INC
$5.5M
IWMISHARES TR
$5.5M
RNGRINGCENTRAL INC
$5.4M
EXTRACTION OIL GAS INC
$5.3M
COLUMBIA PPTY TR INC
$5.3M
CLDRCLOUDERA INC
$5.2M
AEROJET ROCKETDYNE HLDGS INC
$5.2M
HEALTHCARE SERVICES ACQU COR
$5.0M
MXMAGNACHIP SEMICONDUCTOR CORP
$5.0M
BASECOUCHBASE INC
$4.8M
II-VI INC
$4.7M
ANYSPHERE 3D CORP NEW
$4.5M
CHP MERGER CORP
$4.4M
GCMGWGCM GROSVENOR INC
$4.3M
SCSANTANDER CONSUMER USA HLDGS
$4.3M
7GC CO HOLDINGS INC
$4.2M
LIFESCI ACQUISITION II CORP
$4.2M
D AND Z MEDIA ACQUISITION CO
$4.2M
HEALTH SCIENCES ACQ CORP 2
$4.2M
XECEURCIMAREX ENERGY CO
$4.1M
IGNYTE ACQUISITION CORP
$4.0M
TYGOROTH CH ACQUISITION IV CO
$3.9M
RKTROCKET COS INC
$3.9M
B RILEY PRIN 250 MERGER CORP
$3.9M
WINVUWINVEST ACQUISITION CORP
$3.8M
HORIZON ACQUISITION CORP
$3.8M
TXNMPNM RES INC
$3.8M
PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR
$3.7M
VERVEREIT INC
$3.7M
ADVMCHFADVERUM BIOTECHNOLOGIES INC
$3.6M
DSEURDRIVE SHACK INC
$3.6M
BKNGBOOKING HOLDINGS INC
$3.6M
CIIG CAPITAL PARTNERS II INC
$3.5M
MFS1EURWELBILT INC
$3.5M
ASPAABRI SPAC I INC
$3.4M
07WAMR COOPER GROUP INC
$3.4M
CHARDAN NEXTECH ACQUISITION
$3.2M
HRCHILL-ROM HLDGS INC
$3.2M
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