Fund HoldingsSandia Investment Management LP

Total Portfolio Value
$34.31M
Total Bought
$10.35M
Total Sold
$28.88M
Net Transaction
-$18.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
HAYMAKER ACQUISITION CORP IV
CLASS A
200,000325,000+125,0002,1543,57210.41%+1,418
LIVE OAK ACQUISITION CORP V0100,000+100,00001,0082.94%+1,008
ENTERGY CORP NEW(ETR)010,000+10,00008552.49%+855
SAILPOINT INC(SAIL)030,000+30,00005631.64%+563
AMERICAN ELEC PWR CO INC05,000+5,00005461.59%+546
WAYSTAR HLDG CORP(WAY)017,400+17,40006501.89%+650
ALLIANCEBERNSTEIN HLDG L P(AB)013,355+13,35505121.49%+512
FLOWCO HLDGS INC(FLOC)017,500+17,50004491.31%+449
HAMILTON LANE INC(HLNE)03,000+3,00004461.30%+446
SMITHFIELD FOODS INC(SFD)020,000+20,00004081.19%+408
VIPER ENERGY INC(VNOM)09,000+9,00004061.18%+406
BBB FOODS INC(TBBB)015,000+15,00004001.17%+400
AMENTUM HOLDINGS INC019,805+19,80503601.05%+360
STANDARDAERO INC(SARO)12,50025,000+12,5003106661.94%+357
KEURIG DR PEPPER INC(KDP)010,000+10,00003421.00%+342
TARSUS PHARMACEUTICALS INC(TARS)05,000+5,00002570.75%+257
NEWHOLD INVT CORP III
UNIT 99/99/9999
025,000+25,00002520.73%+252
ONEOK INC NEW(OKE)02,500+2,50002480.72%+248
TITAN AMER SA
COMMON SHARES
017,500+17,50002370.69%+237
KARMAN HLDGS INC(KRMN)06,500+6,50002170.63%+217
ATLAS ENERGY SOLUTIONS INC(AESI)010,000+10,00001780.52%+178
VENTURE GLOBAL INC(VG)010,000+10,00001030.30%+103
89BIO INC11,28625,000+13,714881820.53%+93
BETA BIONICS INC06,000+6,0000730.21%+73
BOLD EAGLE ACQUISITION CORP150,000150,00001,5121,5484.51%+36
ABACUS GLOBAL MGMT INC139,049109,665-29,3841461740.51%+28
WILLIAMS COS INC(WMB)5,0005,00002712990.87%+28
DYNAMIX CORP126,030126,973+9431,2501,2773.72%+27
SERITAGE GROWTH PPTYS54,18776,987+22,8002232490.72%+25
JAKKS PAC INC8,17510,345+2,1702302550.74%+25
CHURCHILL CAPITAL CORP IX
UNIT 99/99/9999
100,000100,00001,0651,0863.17%+21
ALDEL FINL II INC
UNIT 09/26/2031
100,000100,00001,0061,0252.99%+19
HAYMAKER ACQUISITION CORP IV
*W EXP 05/31/202
100,000162,499+62,49915340.10%+19
M3BRIGADE ACQUISITION V CORP
UNIT 99/99/9999
75,00075,00007617762.26%+16
SPRING VALLEY ACQUISTN CORP0579,498+579,4980560.16%+56
EQV VENTURES ACQUISITION COR87,86187,86108869012.63%+15
ROMAN DBDR ACQUISITION CORP
UNIT 99/99/9999
50,10050,10004995121.49%+13
FACT II ACQUISITION CORP
UNIT 99/99/9999
125,100125,10001,2481,2603.67%+11
WILLOW LANE ACQUISITION CORP
UNIT 99/99/9999
75,00075,00007497602.21%+11
MELAR ACQUISITION CORP. I
UNIT 06/10/2029
50,00050,00005065151.50%+9
BOLD EAGLE ACQUISITION CORP30,87030,87003053130.91%+9
VINE HILL CAP INVT CORP.
UNIT 09/06/2026
50,50050,50005105181.51%+9
ANDRETTI ACQUISITION CORP II40,00040,00004024091.19%+7
SUPERIOR INDS INTL INC75,04175,04101531600.47%+7
ARES ACQUISITION CORP II53,23853,23805905961.74%+6
CHARLTON ARIA ACQUISITION CO
UNIT 99/99/9999
50,00050,00005105151.50%+5
A SPAC III ACQUISITION CORP
UNIT 02/15/2029
30,00030,00003023060.89%+4
SPRING VALLEY ACQUISTN CORP46,17631,862-14,314240.01%+2
ZAPP ELEC VEHS GROUP LTD617,496617,4960550.02%+1
PAPAYA GRWT OPPORTUNITY CORP79,2000-79,20020-2
SIRIUSXM HOLDINGS INC(SIRI)12,69312,69302892860.83%-3
KASPI KZ JSC(KSPI)02,175+2,17502020.59%+202
VALLEY NATL BANCORP(VLY)25,00025,00002272220.65%-4
BRIDGER AEROSPACE GRP HLDGS182,44017,690-164,750810.00%-7
ENVOY MEDICAL INC589,886589,886028190.06%-8
INVIVYD INC26,7060-26,706120-12
ABPRO HLDGS INC358,427358,42702290.03%-13
OLD MKT CAP CORP35,84235,84202302160.63%-14
PLUM ACQUISITION CORP III80,5450-80,545140-14
PACS GROUP INC(PACS)012,500+12,50001410.41%+141
ALIGHT INC(ALIT)10,0007,500-2,50069440.13%-25
CAMP4 THERAPEUTICS CORP5,0000-5,000260-26
GCT SEMICONDUCTOR HLDG INC427,627427,627058310.09%-27
AUNA S A
CLASS A
15,00010,000-5,000103710.21%-32
ORION PROPERTIES INC25,09325,093093540.16%-39
BAIRD MED INVT HLDGS LTD
*W EXP 10/01/202
234,880108,100-126,7804880.02%-40
REVOLUTION MEDICINES INC(RVMD)5,0005,00002191770.52%-42
SONIDA SENIOR LIVING INC(SNDA)17,06715,000-2,0673943491.02%-45
ZETA GLOBAL HOLDINGS CORP(ZETA)000000
WEBTOON ENTMT INC(WBTN)3,7000-3,700500-50
ANNEXON INC(ANNX)10,0000-10,000510-51
CLARUS CORP NEW68,94368,94303112590.75%-52
ARCHROCK INC(AROC)000000
TRIP COM GROUP LTD(TCOM)1,0000-1,000690-69
AMERICAN HEALTHCARE REIT INC(AHR)000000
ALEANNA INC675,50574,647-600,85895190.05%-76
CHEWY INC(CHWY)000000
SKYWARD SPECIALTY INS GROUP(SKWD)000000
RAPPORT THERAPEUTICS INC(RAPP)5,0000-5,000890-89
ASPEN AEROGELS INC7,5000-7,500890-89
V2X INC(VVX)5,5003,500-2,0002631720.50%-91
MBX BIOSCIENCES INC(MBX)000000
EQT CORP(EQT)5,0002,500-2,5002311340.39%-97
IONIS PHARMACEUTICALS INC(IONS)02,500+2,5000750.22%+75
MACERICH CO(MAC)5,0000-5,0001000-100
PERMIAN RESOURCES CORP(PR)0500+500070.02%+7
KODIAK GAS SVCS INC(KGS)000000
SOTERA HEALTH CO(SHC)000000
CAMPING WORLD HLDGS INC5,0000-5,0001050-105
ACADIA RLTY TR5,0000-5,0001210-121
LUCID GROUP INC(LCID)40,0000-40,0001210-121
IBOTTA INC000000
BOWHEAD SPECIALTY HLDGS INC(BOW)10,0005,500-4,5003552240.65%-132
FRONTVIEW REIT INC7,5000-7,5001360-136
RXO INC(RXO)000000
GRID DYNAMICS HLDGS INC10,0005,000-5,000222780.23%-144
INVENTRUST PPTYS CORP(IVT)5,0000-5,0001510-151
PG&E CORP(PCG)7,5000-7,5001510-151
TWFG INC000000
UPSTREAM BIO INC10,0000-10,0001640-164
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