Fund HoldingsSandia Investment Management LP

Total Portfolio Value
$40.10M
Total Bought
$19.74M
Total Sold
$12.83M
Net Transaction
+$6.91M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
HAYMAKER ACQUISITION CORP IV
CLASS A
0349,987+349,98703,9839.93%+3,983
STURM RUGER & CO INC026,485+26,48508652.16%+865
MEDLINE INC(MDLN)020,000+20,00008402.09%+840
ALLIANCE LAUNDRY HLDGS INC(ALH)039,522+39,52208042.01%+804
SILICON VY ACQUISITION CORP
UNIT 12/08/2030
075,000+75,00007461.86%+746
LEGENCE CORP(LGN)10,00019,850+9,8503088542.13%+546
UL SOLUTIONS INC(ULS)06,535+6,53505151.29%+515
CANTOR EQUITY PARTNERS V INC050,000+50,00005131.28%+513
AI INFRASTRUCTURE ACQUISI
UNIT 99/99/9999
050,000+50,00005091.27%+509
VINE HILL CAP INVTS CORP II
UNIT 11/25/2030
050,000+50,00005011.25%+501
HALL CHADWICK ACQUISITION CO050,000+50,00005011.25%+501
BLUEROCK ACQUISITION CORP050,000+50,00005001.25%+500
ITHAX ACQUISITION CORP III050,000+50,00004991.24%+499
BITCOIN INFRASTRUCTURE ACQUI
UNIT 11/06/2030
050,000+50,00004981.24%+498
TGE VALUE CREATIVE SOLUTIONS050,000+50,00004971.24%+497
NETSKOPE INC(NTSK)10,00040,000+30,0002277021.75%+474
INVEST GREEN ACQUISITION COR
UNIT 11/04/2030
047,000+47,00004711.18%+471
AA MISSION ACQUISITION CORP
UNIT 07/23/2032
044,700+44,70004511.12%+451
SILVERBOX CORP V043,150+43,15004341.08%+434
ITT INC(ITT)02,500+2,50004341.08%+434
CARIS LIFE SCIENCES INC(CAI)8,60023,600+15,0002606371.59%+377
BRIGHTSPRING HEALTH SVCS INC(BTSG)010,000+10,00003750.93%+375
BULLISH(BLSH)20010,000+9,800133790.94%+366
VIKING ACQUISITION CORP I035,000+35,00003520.88%+352
MIAMI INTL HLDGS INC(MIAX)6,60013,000+6,4002665771.44%+311
NEPTUNE INS HLDGS INC(NP)010,500+10,50003060.76%+306
COHERENT CORP(COHR)01,500+1,50002770.69%+277
KARBON CAP PARTNERS CORP
UNIT 12/11/2030
025,000+25,00002520.63%+252
TAILWIND 2.0 ACQUISITION COR
UNIT 11/07/2030
025,000+25,00002520.63%+252
MESHFLOW ACQUISITION CORP025,000+25,00002500.62%+250
GRUPO AEROMEXICO SAB DE CV(AERO)010,000+10,00002200.55%+220
IMMUNOME INC(IMNM)010,000+10,00002150.54%+215
HEARTFLOW INC(HTFL)7,50015,917+8,4172524641.16%+212
FIGMA INC(FIG)1,0007,000+6,000522620.65%+210
CONTANGO ORE INC07,630+7,63002020.50%+202
CRANE HBR ACQUISITION CORP I
UNIT 12/09/2030
020,000+20,00002010.50%+201
CIRCLE INTERNET GROUP INC(CRCL)1,5005,000+3,5001993970.99%+198
DLH HLDGS CORP034,806+34,80601970.49%+197
LUMEXA IMAGING HOLDINGS INC(LMRI)010,000+10,00001850.46%+185
WATERBRIDGE INFRASTRUCTURE L(WBI)25,00040,000+15,0006318002.00%+170
REVOLUTION MEDICINES INC(RVMD)5,0005,00002343980.99%+165
PHOENIX ED PARTNERS INC(PXED)05,302+5,30201610.40%+161
ALUSSA ENERGY ACQUISITION CO
UNIT 99/99/9999
015,000+15,00001520.38%+152
INSIGHT DIGITAL PARTNERS II014,935+14,93501500.38%+150
DYNAMIX CORP III014,835+14,83501490.37%+149
GRAVITY CO LTD02,460+2,46001420.36%+142
COREBRIDGE FINL INC(CRBD)010,000+10,00003020.75%+302
VERA THERAPEUTICS INC(VERA)02,500+2,50001270.32%+127
GORES HLDGS X INC
SHS CL A
50,12661,632+11,5065126321.58%+120
PACS GROUP INC(PACS)12,5007,500-5,0001722880.72%+116
U S GLOBAL INVS INC043,793+43,79301060.26%+106
FIGURE TECHNOLOGY SOLUTIO(FGRS)8,50010,000+1,5003094081.02%+99
MDU RES GROUP INC(MDU)05,000+5,0000980.24%+98
CENTURI HOLDINGS INC(CTRI)015,000+15,00003790.94%+379
BLACK ROCK COFFEE BAR INC15,00020,000+5,0003584451.11%+87
NET LEASE OFFICE PROPERTIES03,339+3,3390860.21%+86
JAKKS PAC INC11,01116,236+5,2252062740.68%+68
SONIDA SENIOR LIVING INC(SNDA)12,61212,61203504111.03%+62
WEALTHFRONT CORP(WLTH)03,269+3,2690440.11%+44
OGE ENERGY CORP(OGE)01,000+1,0000430.11%+43
HAYMAKER ACQUISITION CORP IV
*W EXP 05/31/202
162,49966,002-96,497731020.26%+30
BETA TECHNOLOGIES INC0905+9050260.06%+26
OLD MKT CAP CORP35,84240,491+4,6491852100.52%+25
KESTRA MED TECHNOLOGIES LTD
SHS
0653+6530170.04%+17
CHIME FINL INC(CHYM)012,500+12,50003150.78%+315
SLIDE INS HLDGS INC(SLDE)011,748+11,74802290.57%+229
TITAN AMER SA
COMMON SHARES
5,0005,000075820.21%+8
CARETRUST REIT INC(CTRE)5,0005,00001731810.45%+7
BOLD EAGLE ACQUISITION CORP150,000148,300-1,70041470.12%+7
PYROPHYTE ACQUISITION CORP.
UNIT 99/99/9999
25,00025,00002532590.65%+6
BLUE ACQUISITION CORP.
UNIT 06/02/2030
20,00019,741-2592022080.52%+6
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
50,10050,038-625175221.30%+5
LIVE OAK ACQUISITION CORP V49,50029,294-20,20624290.07%+5
NEWHOLD INVT CORP III
ORD SHS CL A
25,00025,00002552590.65%+5
STONEBRIDGE ACQUISITION II C
UNIT 09/09/2030
60,00060,00005986021.50%+4
RAPPORT THERAPEUTICS INC(RAPP)6,0006,00001781820.45%+4
AXIOM INTELLIGENCE AC CORP 1
UNIT 06/10/2030
20,00020,00002022050.51%+3
SOLARIUS CAPITAL ACQU CORP
UNIT 07/10/2030
25,00025,00002522550.64%+3
RESERVOIR MEDIA INC08,695+8,695020.01%+2
BRIDGER AEROSPACE GRP HLDGS17,69017,6900140.01%+2
EQV VENTURES AC CORP. II
UNIT 06/30/2032
20,00020,00002002020.50%+2
FIGX CAP ACQUISITION CORP.
UNIT 06/17/2030
11,88811,88801201210.30%+1
NEWHOLD INVT CORP III
*W EXP 01/30/203
12,50012,5000550.01%+1
ANDRETTI ACQUISITION CORP II20,00014,970-5,030440.01%0
M3-BRIGADE ACQUISITION VI CO50,00050,00005065061.26%0
JENA ACQUISITION CORP II25,00025,00002602600.65%-0
MELAR ACQUISITION CORP. I
*W EXP 06/01/203
25,00025,0000440.01%-0
1RT ACQUISITION CORP.10,00010,00001061040.26%-1
BAIRD MED INVT HLDGS LTD
*W EXP 10/01/202
108,100108,1000860.01%-2
ENVOY MEDICAL INC589,886514,702-75,18422200.05%-2
ABPRO HLDGS INC358,427358,4270860.01%-3
EQV VENTURES ACQUISITION COR20,00013,779-6,2211070.02%-3
ALEANNA INC74,64774,647014110.03%-4
AA MISSION ACQUISITION CORP75,00038,725-36,2751270.02%-5
ALDEL FINL II INC
*W EXP 09/26/203
10,0000-10,00050-5
FACT II ACQUISITION CORP62,55025,000-37,5501890.02%-9
CANTOR EQUITY PARTNERS III I
SHS CL A
11,25010,311-9391161050.26%-11
VALARIS LTD(VAL)12,29612,296034220.05%-13
M3BRIGADE ACQUISITION V CORP
*W EXP 99/99/999
12,1910-12,191150-15
TALON CAP CORP
UNIT 08/27/2030
24,90020,000-4,9002502060.51%-44
Page 1 of 1