MondegarAI
Skaana Management L.P.

Q4 2025 · 13F-HR

Skaana Management L.P.holdings as filed

Filed 2026-02-10 · accession 0001214659-26-001439

$309.0M
Reported value
183
Positions
2025-12-31
Period end
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The Brief · Skaana Management L.P. · Q4 2025

AI · grounded in 13F

Skaana Management L.P. established a new position in SPY valued at $15.0M. The fund also opened new positions in BEYOND MEAT INC [[stock:BYND 7 10/15/30]] for $4.66M and [[stock:CLSK 0 02/15/32]] for $4.55M. On the sell side, the fund trimmed its holdings in EPR PPTYS [[stock:EPR 5.75 PERP C]] by 66.34% and BIGBEAR AI HLDGS INC BBAI by 40.06%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
21874A114CORZWCORE SCIENTIFIC INC NEW$42.8M13.8%5,054,830CommonSOLE
15189T206CNPCENTERPOINT ENERGY INC CONV PFD TAXBL$28.7M9.28%797,072CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$22.8M7.37%313,700CALLSOLE
00217D100ASTSAST SPACEMOBILE INC$13.9M4.51%192,000PUTSOLE
549498202LCIDLUCID GROUP INC$11.0M3.57%1,042,500PUTSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$10.6M3.42%922,100PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$10.2M3.31%15,000PUTSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$8.4M2.71%435,290CommonSOLE
704551100BTUPEABODY ENERGY CORP$7.2M2.34%243,900CALLSOLE
26884U208EPR 5.75 PERP CEPR PPTYS$6.2M1.99%277,813CommonSOLE
01921DAA3AAUCAAUC 8 3/4 09/07/28$6.0M1.94%4,000,000CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$5.8M1.89%40,400PUTSOLE
85571BBA2STWD 6.75 07/15/27STARWOOD PPTY TR INC$4.8M1.57%4,665,000CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.8M1.54%7,000CommonSOLE
08862EAD1BYND 7 10/15/30BEYOND MEAT INC$4.7M1.51%5,979,000CommonSOLE
477143AR2JBLU 2.5 09/01/29JETBLUE AIRWAYS CORP$4.6M1.48%4,697,000CommonSOLE
18452BAD2CLSK 0 02/15/32CLSK 0 02/15/32$4.6M1.47%6,000,000CommonSOLE
20459V105GPGICOMPOSECURE INC$4.4M1.41%226,100CALLSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$4.0M1.31%278,100PUTSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$4.0M1.31%747,700PUTSOLE
G9572D111BULLWWEBULL CORP$3.8M1.21%1,308,903CommonSOLE
72919PAG8PLUGPLUG 6 3/4 12/01/33$3.5M1.13%3,500,000CommonSOLE
88339PAJ0REAL 4 02/15/31THE REALREAL INC$3.4M1.10%2,000,000CommonSOLE
03769M304APO 6.75 07/31/26APOLLO GLOBAL MGMT INC$3.1M1.01%41,124CommonSOLE
00217DAE0ASTSASTS 2 01/15/36$3.0M0.98%3,000,000CommonSOLE
92892BAA1VOYGVOYG 3/4 11/15/30$2.7M0.89%2,598,000CommonSOLE
G9572D103BULLWEBULL CORP$2.7M0.88%349,500CALLSOLE
36467W109GMEGAMESTOP CORP NEW$2.7M0.87%133,400PUTSOLE
293594107ENVXENOVIX CORPORATION$2.7M0.86%362,600CALLSOLE
G9572D103BULLWEBULL CORP$2.5M0.82%327,500PUTSOLE
428040DG1HTZ 5 1/2 10/01/30$2.5M0.82%3,250,000CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$2.5M0.80%170,600CALLSOLE
36467WAF6GMEGME 0 06/15/32$2.4M0.79%2,500,000CommonSOLE
29415CAC5EOSEEOSE 1 3/4 12/01/31$2.4M0.79%2,500,000CommonSOLE
34379VAB9FLNC 2.25 06/15/30FLUENCE ENERGY INC$2.4M0.78%2,000,000CommonSOLE
293594AF4ENVXENVX 4 3/4 09/15/30$2.2M0.71%2,250,000CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$2.1M0.68%389,500CALLSOLE
268158AE2DVAXDYNAVAX TECHNOLOGIES CORP$2.1M0.67%2,000,000CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC$2.1M0.67%381,922CommonSOLE
097023204BA 6 10/15/27BOEING CO$2.1M0.67%29,778CommonSOLE
46270CAG4IRENIREN 1/4 06/01/32$1.9M0.61%2,000,000CommonSOLE
46270CAE9IRENIREN 0 07/01/31$1.9M0.61%2,500,000CommonSOLE
549498AC7LCIDLCID 5 04/01/30$1.8M0.57%3,000,000CommonSOLE
46270CAJ8IRENIREN 1 06/01/33 33$1.6M0.53%1,750,000CommonSOLE
767292AB1RIOT 0.75 01/15/30RIOT PLATFORMS INC$1.6M0.52%1,408,000CommonSOLE
46125AAA8LUNRLUNR 2 1/2 10/01/30$1.5M0.49%1,000,000CommonSOLE
69349HAF4TXNM 5.75 06/01/54TXNM ENERGY INC$1.3M0.44%1,000,000CommonSOLE
565788AJ5MARAMARA 0 08/01/32$1.3M0.43%1,935,000CommonSOLE
17253JAB2CIFRCIFR 0 10/01/31$1.3M0.41%1,050,000CommonSOLE
08862E109BYNDBEYOND MEAT INC$1.2M0.40%1,520,200PUTSOLE
012653200ALB 7.25 03/01/27ALBEMARLE CORP$1.1M0.37%19,264CommonSOLE
62844JAA6AMCAMC 6 04/30/30 144A$1.1M0.37%1,560,912CommonSOLE
100015AA4BORRNO 5 02/08/28BORRNO 5 02/08/28$1.0M0.33%1,000,000CommonSOLE
012653101ALBALBEMARLE CORP$990,0800.32%7,000CALLSOLE
670002AE4NVAXNVAX 4 5/8 09/01/31$989,9640.32%1,000,000CommonSOLE
70509VAB6PEBPEB 1 5/8 01/15/30$974,3880.32%1,000,000CommonSOLE
21873SAD0CRWVCRWV 1 3/4 12/01/31$951,9450.31%1,000,000CommonSOLE
565788AH9MARA 0 06/01/31MARA HOLDINGS INC$838,5280.27%1,000,000CommonSOLE
704551100BTUPEABODY ENERGY CORP$813,7800.26%27,400PUTSOLE
670002401NVAXNOVAVAX INC$799,6800.26%119,000PUTSOLE
Q4982L109IRENIREN LIMITED$793,1700.26%21,000PUTSOLE
097023105BABOEING CO$781,6320.25%3,600CALLSOLE
143658300CCL1EURCARNIVAL CORP$763,5000.25%25,000PUTSOLE
143658300CCL1EURCARNIVAL CORP$763,3780.25%24,996CommonSOLE
00217DAC4ASTSASTS 2 3/8 10/15/32$647,7910.21%490,000CommonSOLE
48251W104KKRKKR & CO INC$637,4000.21%5,000PUTSOLE
35834FAB0TE 5.25 12/01/30T1 ENERGY INC$633,6800.21%500,000CommonSOLE
63954QAE6NBISNBIS 1 09/15/30$592,6270.19%600,000CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$579,0400.19%4,000CALLSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$575,1900.19%16,500CALLSOLE
48251W500KKR 6.25 03/01/28 DKKR & CO INC$570,3440.18%11,002CommonSOLE
29415C101EOSEEOS ENERGY ENTERPRISES INC$533,4170.17%46,546CommonSOLE
18452B209CLSKCLEANSPARK INC$500,9400.16%49,500CALLSOLE
94419L101WWAYFAIR INC$476,2450.15%4,743CommonSOLE
046433AE8ATROATRO 0 01/15/31$469,0010.15%400,000CommonSOLE
G65163118JOBY/WSJOBY AVIATION INC$466,9670.15%117,921CommonSOLE
670002401NVAXNOVAVAX INC$458,9760.15%68,300CommonSOLE
17253J106CIFRCIPHER MINING INC$442,8000.14%30,000PUTSOLE
345370860FFORD MTR CO$438,2080.14%33,400CALLSOLE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY$432,9480.14%32,700PUTSOLE
21873S108CRWVCOREWEAVE INC$429,6600.14%6,000PUTSOLE
36467W109GMEGAMESTOP CORP NEW$415,6560.13%20,700CommonSOLE
565788106MARAMARA HOLDINGS INC$367,2820.12%40,900PUTSOLE
72919P202PLUGPLUG POWER INC$328,5960.11%166,800CALLSOLE
477143101JBLUJETBLUE AWYS CORP$326,6900.11%71,800PUTSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$324,3340.10%63,100CALLSOLE
67000B203NOVT 6.5 11/01/28NOVANTA INC$322,8980.10%5,873CommonSOLE
477143101JBLUJETBLUE AWYS CORP$322,1400.10%70,800CALLSOLE
26884U307EPR 9 PERP EEPR PPTYS$303,6280.10%10,148CommonSOLE
65345N122NXNVWWTS/NEXTNAV INC EXP06/01/2027$294,0000.10%21,000CommonSOLE
86771W105RUNSUNRUN INC$276,0000.09%15,000PUTSOLE
Y58473128MAXNQMAXEON SOLAR TECHNOLOGIES$275,0000.09%100,000CALLSOLE
03823U102AAOIAPPLIED OPTOELECTRONICS INC$250,9920.08%7,200PUTSOLE
038169207APLDAPPLIED DIGITAL CORP$245,2000.08%10,000CALLSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$229,9000.07%11,000PUTSOLE
683712137OPENLOPENDOOR TECHNOLOGIES INC$228,4820.07%439,135CommonSOLE
733245104PRCHPORCH GROUP INC$228,2500.07%25,000CALLSOLE
85859N300STEMSTEM INC$225,7500.07%15,000CALLSOLE
927950113VWAVWVISIONWAVE HOLDINGS INC$202,5330.07%173,105CommonSOLE
18452B209CLSKCLEANSPARK INC$202,4000.07%20,000PUTSOLE
72703X114PLPLANET LABS PBC$201,8180.07%23,440CommonSOLE
94419L101WWAYFAIR INC$190,7790.06%1,900CALLSOLE
549498202LCIDLUCID GROUP INC$189,3620.06%17,915CommonSOLE
683712129OPENWOPENDOOR TECHNOLOGIES INC$170,4120.06%189,347CommonSOLE
G2662B111CRMLWCRITICAL METALS CORP$170,0410.06%62,286CommonSOLE
G4412G101HLFHERBALIFE LTD$161,1250.05%12,500PUTSOLE
G4412G101HLFHERBALIFE LTD$159,0630.05%12,340CommonSOLE
31188V100FSLYFASTLY INC$157,7900.05%15,500CommonSOLE
31188V100FSLYFASTLY INC$157,7900.05%15,500PUTSOLE
553368101MPMP MATERIALS CORP$151,5600.05%3,000CALLSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$149,7960.05%7,600CALLSOLE
92892B103VOYGVOYAGER TECHNOLOGIES INC$130,7000.04%5,000PUTSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$119,7620.04%23,300PUTSOLE
70451X104PAYOPAYONEER GLOBAL INC$119,7060.04%21,300PUTSOLE
70451X104PAYOPAYONEER GLOBAL INC$119,1440.04%21,200CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$117,0650.04%6,500CALLSOLE
88080T104WULFTERAWULF INC$114,9000.04%10,000PUTSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$110,7700.04%19,000CALLSOLE
21873S108CRWVCOREWEAVE INC$107,4150.03%1,500CALLSOLE
72919P202PLUGPLUG POWER INC$103,6220.03%52,600PUTSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$98,5500.03%5,000PUTSOLE
00486H105ADTNADTRAN HOLDINGS INC$92,1140.03%10,600CommonSOLE
565788106MARAMARA HOLDINGS INC$89,8000.03%10,000CALLSOLE
53838J113LVWR/WSLIVEWIRE GROUP INC$84,1940.03%1,344,955CommonSOLE
46125A100LUNRINTUITIVE MACHINES INC$81,1500.03%5,000CALLSOLE
G9572D103BULLWEBULL CORP$81,0100.03%10,426CommonSOLE
594972408MSTRSTRATEGY INC$75,9750.02%500PUTSOLE
09263B207BKSYBLACKSKY TECHNOLOGY INC$75,0000.02%4,000PUTSOLE
17253J106CIFRCIPHER MINING INC$73,8000.02%5,000CALLSOLE
H8817H100RIGTRANSOCEAN LTD$62,3630.02%15,100CALLSOLE
04271T100ARRYARRAY TECHNOLOGIES INC$55,3200.02%6,000CALLSOLE
94419L101WWAYFAIR INC$50,2050.02%500PUTSOLE
M7S64L123PGYPAGAYA TECHNOLOGIES LTD$48,0700.02%2,300CALLSOLE
693691115PSQH/WSPSQ HOLDINGS INC$46,1730.01%486,033CommonSOLE
90138L109XXITWENTY ONE CAP INC$43,8000.01%5,000PUTSOLE
36467W117GME/WSGAMESTOP CORP NEW$38,7510.01%12,874CommonSOLE
08862E109BYNDBEYOND MEAT INC$30,8320.01%37,600CALLSOLE
62914V106NIONIO INC$25,5000.01%5,000CALLSOLE
Y58473128MAXNQMAXEON SOLAR TECHNOLOGIES$23,9250.01%8,700PUTSOLE
09173B1071B2BITFARMS LTD$23,5000.01%10,000CALLSOLE
670002401NVAXNOVAVAX INC$18,8160.01%2,800CALLSOLE
G0R38G112XRPNWARMADA ACQUISITION CORP II$14,2620.00%16,025CommonSOLE
Y9390M111VFSWWVINFAST AUTO LTD$5,0340.00%33,558CommonSOLE
09173B1071B2BITFARMS LTD$4,7000.00%2,000PUTSOLE
21874A130CORZZCORE SCIENTIFIC INC NEW$4,3770.00%301CommonSOLE
693691107PSQHPSQ HOLDINGS INC$3,6050.00%3,500CALLSOLE
G0543H117ASCWFWTS/A SPAC II ACQUISITION CORP EXP10/15/2026$6600.00%22,000CommonSOLE
G7500M120RNWWWRENEW ENERGY GLOBAL PLC$4640.00%65,326CommonSOLE
60785L116WTS/MODULAR MEDICAL INC. 6.6000 EXP02/14/2027$2400.00%24,000CommonSOLE
693691107PSQHPSQ HOLDINGS INC$1030.00%100PUTSOLE
91532B119UPHLWUPHEALTH INC 11.5000EXP07/01/2024$620.00%61,593CommonSOLE
450958111WTS/ICORECONNECT INC. EXP08/21/2028$80.00%16,750CommonSOLE
186760112CLVRWWTS/CLEVER LEAVES HOLDINGS INC 11.5000EXP12/31/2025$40.00%35,519CommonSOLE
693486110PMVCWWTS/PMV CONSUMER ACQUISITION C EXP08/31/2027$40.00%9,826CommonSOLE
536221120WTS/LION ELECTRIC EXP12/13/2027$0240,426CommonSOLE
131990608WTS/CALLON PETROLEUM COMPANY 10.0000 EXP12/29/2010$025,000CommonSOLE
01749N111WTS/ALLEGRO MERGER CORP EXP01/06/25$045,000CommonSOLE
525ESC810LEHMAN BROTHERS HOLDINGS INC. CONV PFD 5.2500 03/06/2032$02,366CommonSOLE
395392111GNRWQWTS/GREENROSE ACQUISITION CORP EXP12/31/2024$013,100CommonSOLE
254993397WTS/DISCOVERY LABS INC. 2.8000 EXP02/22/2016$08,750CommonSOLE
16842Q134CSSLQWTS/CHICKEN SOUP FOR THE SOUL 11.5000EXP10/22/2026$0156,418CommonSOLE
88339P119WTS/REALREAL INC THE EXP02/28/2029$0144,435CommonSOLE
G0543H133ASCRFRTS/A SPAC II ACQUISITION CORP EXP12/31/2099$025,319CommonSOLE
315991380WTS/FIBROCELL SCIENCE INC. 0.3000 EXP05/24/2017$0250,000CommonSOLE
151993276CELSION CORP 2.3600 EXP12/06/2016$0166,217CommonSOLE
151992708WTS/CELSION CORP 5.2400 EXP03/30/2015$050,000CommonSOLE
81635BAE8SLNASELINA HOSPITALITY PLC 6 11/01/2029$03,468,891CommonSOLE
G8021C112WTS/SEMILUX INTERNATIONAL LTD EXP12/31/2024$026,250CommonSOLE
0PLUGW123WTS/PLUG 3.3008 EXP05/19/2034$0497,626CommonSOLE
55277J306MFMF GLOBAL HOLDINGS LTD CONV PFD PRIV PL/144A SERIES B$050CommonSOLE
53228T119LIGHTNING EMOTORS INC 11.5000EXP05/18/2025$0392,968CommonSOLE
G8059B119SLNWFSELINA HOSPITALITY PLC 11.5000EXP02/26/2023$0100CommonSOLE
983992991WTS/XOMA CORPORATION 1.7600 EXP03/09/2017$09,470CommonSOLE
747324119WTS/PYXIS ONCOLOGY INC EXP07/29/2027$073,130CommonSOLE
Y58473110MAXNQMAXEON SOLAR/C WRT 2.2575 20280115$0125,000CommonSOLE
00857F118AGLWQAGILETHOUGHT INC 11.5000EXP01/10/2025$046,807CommonSOLE
813992435WTS/SELINA HOSPITALITY PLC EXP01/01/2059$012,649,446CommonSOLE
31423J110FAZE HOLDINGS INC. 11.5000EXP03/01/2028$0242,802CommonSOLE
11247C202BKDBROOKDALE SR LIVING INC$036,720CommonSOLE
422992792WTS/HECLA MINING COMPANY 2.4500 EXP06/09/2014$050,000CommonSOLE
81947T110SHPSQSHAPEWAYS HOLDINGS INC 11.5000EXP10/31/2026$0155,696CommonSOLE
151993052WTS/CELSION CORPORATION 2.7700 EXP12/02/2017$0200,000CommonSOLE
39536G113WTS/ENVIRONMENTAL IMPACT ACQUI 11.5000EXP09/30/2027$05,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.