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K2 PRINCIPAL FUND, L.P.

Q3 2023 · 13F-HR

K2 PRINCIPAL FUND, L.P.holdings as filed

Filed 2023-11-13 · accession 0001461790-23-000022

$477.3M
Reported value
226
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
91232N207USOUNITED STS OIL FD LP$36.4M7.62%450,000PUTSOLE
78462F103SPYSPDR SP 500 ETF TR$21.4M4.48%50,000PUTSOLE
04916EAB0AY 4 07/15/25ATLANTICA SUSTAINABLE INFRA$17.7M3.70%19,300CommonSOLE
26210CAC8DBX 0 03/01/26DROPBOX INC$15.0M3.14%15,859CommonSOLE
67059NAH1NTNX 0.25 10/01/27NUTANIX INC$12.6M2.63%14,000CommonSOLE
29404KAE6ENV 0.75 08/15/25ENVESTNET INC$11.5M2.41%12,500CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY USA INC$11.1M2.32%13,000CommonSOLE
565788AB2MARA 1 12/01/26MARATHON DIGITAL HOLDINGS IN$11.0M2.30%15,250CommonSOLE
02156BAD5AYX 0.5 08/01/24ALTERYX INC$10.4M2.19%10,815CommonSOLE
00507V109AIYACTIVISION BLIZZARD INC$9.8M2.06%105,000CommonSOLE
896945AD4TRIP 0.25 04/01/26TRIPADVISOR INC$9.7M2.04%11,500CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$9.6M2.02%2,552,062CommonSOLE
98980GAB8ZS 0.125 07/01/25ZSCALER INC$9.6M2.02%8,000CommonSOLE
866082AA8INN 1.5 02/15/26SUMMIT HOTEL PPTYS$9.6M2.00%11,375CommonSOLE
70509VAA8PEB 1.75 12/15/26PEBBLEBROOK HOTEL TR$9.4M1.97%11,300CommonSOLE
10316TAB0BOX 0 01/15/26BOX INC$9.2M1.93%8,500CommonSOLE
848577AB8SAVE 1 05/15/26SPIRIT AIRLS INC$8.8M1.84%10,491CommonSOLE
753422AF1RPD 0.25 03/15/27RAPID7 INC$8.6M1.79%10,000CommonSOLE
464287739IYRISHARES TR$7.8M1.64%100,000PUTSOLE
62482R10707WAMR COOPER GROUP INC$7.6M1.59%141,363CommonSOLE
464285204IAUISHARES GOLD TR$7.4M1.56%212,500CALLSOLE
76680RAF4RNG 0 03/01/25RINGCENTRAL INC$7.2M1.51%7,799CommonSOLE
848637AF1SPLK 1.125 06/15/27SPLUNK INC$7.0M1.47%7,415CommonSOLE
464288661IEIISHARES TR$6.9M1.44%60,700PUTSOLE
758075AD7REDWOOD TRUST INC$6.4M1.35%6,572CommonSOLE
928563402VMWAVMWARE INC$6.2M1.30%37,305CommonSOLE
97717PAD6WT 3.25 06/15/26WISDOMTREE INC$6.2M1.29%6,306CommonSOLE
148929102CAVACAVA GROUP INC$6.1M1.28%200,000PUTSOLE
00768Y453MSOSADVISORSHARES TR$6.0M1.25%750,000CALLSOLE
013091103ACIALBERTSONS COS INC$5.7M1.19%249,231CommonSOLE
62957HAB1NABORS INDS INC$5.5M1.16%5,619CommonSOLE
594972AC5MSTR 0.75 12/15/25MICROSTRATEGY INC$5.4M1.13%5,000CommonSOLE
784730AB9SSRMCN 2.5 04/01/39SSR MINING IN$5.2M1.08%5,000CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$5.1M1.07%661,751CommonSOLE
94419LAD3W 1.125 11/01/24WAYFAIR INC$4.9M1.03%5,000CommonSOLE
78464A714XRTSPDR SER TR$4.6M0.96%75,000PUTSOLE
458140100INTCINTEL CORP$4.4M0.93%125,000CALLSOLE
15135U109CVECENOVUS ENERGY INC$4.2M0.87%200,000CommonSOLE
03748R747AIVAPARTMENT INVT MGMT CO$3.5M0.73%513,684CommonSOLE
379577208GMEDGLOBUS MED INC$3.5M0.73%70,103CommonSOLE
G4124C109GRABGRAB HOLDINGS LIMITED$3.4M0.70%947,878CommonSOLE
636518102NATIONAL INSTRS CORP$3.3M0.70%56,166CommonSOLE
56585A102MPCMARATHON PETE CORP$3.3M0.70%22,000CALLSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$2.9M0.61%117,867CommonSOLE
848577102SAVEEURSPIRIT AIRLS INC$2.8M0.60%172,700CALLSOLE
670704AJ4GMED 0.375 03/15/25NUVASIVE INC$2.8M0.58%3,000CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$2.6M0.55%688,900CALLSOLE
09239BAD1BL 0 03/15/26BLACKLINE INC$2.6M0.54%3,000CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$2.5M0.53%326,000CALLSOLE
89679M104TFPMTRIPLE FLAG PRECIOUS METAL$2.4M0.51%136,137CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$2.4M0.50%45,933CommonSOLE
42600H108HENNESSY CAPITAL INVST CORP$2.3M0.49%225,000CommonSOLE
923725105VETVERMILION ENERGY INC$2.3M0.48%158,000CommonSOLE
000380204ABCAM PLC$2.3M0.47%100,000CommonSOLE
G04058106AP ACQUISITION CORP$2.2M0.46%199,901CommonSOLE
379577208GMEDGLOBUS MED INC$2.2M0.46%44,000CALLSOLE
30050B101EVHEVOLENT HEALTH INC$2.1M0.44%77,857CommonSOLE
78464A672SPTISPDR SER TR$2.1M0.43%75,000PUTSOLE
38136Y102GDSTGOLDENSTONE ACQUISITION LTD$2.0M0.42%189,289CommonSOLE
72016P105PLLPIEDMONT LITHIUM INC$2.0M0.42%51,000PUTSOLE
205477102COMPUTER TASK GROUP INC$2.0M0.42%192,168CommonSOLE
136385101CNQCANADIAN NAT RES LTD$1.9M0.41%30,000CommonSOLE
G0751N103ABYEURATLANTICA SUSTAINABLE INFR P$1.9M0.40%100,000CALLSOLE
32076VAD5AGCN 0.375 01/15/27FIRST MAJESTIC SILVER CORP$1.9M0.39%2,500CommonSOLE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$1.8M0.39%36,000CommonSOLE
02156BAF0AYX 1 08/01/26ALTERYX INC$1.8M0.37%2,000CommonSOLE
57776J100MXLMAXLINEAR INC$1.8M0.37%80,000CALLSOLE
458140100INTCINTEL CORP$1.8M0.37%50,000CommonSOLE
848577102SAVEEURSPIRIT AIRLS INC$1.7M0.35%101,489CommonSOLE
G6256B106DENALI CAPITAL ACQUISITN COR$1.6M0.35%150,600CommonSOLE
70932M107PFSIPENNYMAC FINL SVCS INC NEW$1.6M0.34%24,644CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.6M0.34%50,000PUTSOLE
02156V109OKLOALTC ACQUISITION CORP$1.5M0.31%142,777CommonSOLE
876030107TPRTAPESTRY INC$1.4M0.30%50,000PUTSOLE
594972AE1MSTR 0 02/15/27MICROSTRATEGY INC$1.4M0.29%2,000CommonSOLE
56585A102MPCMARATHON PETE CORP$1.3M0.28%8,844CommonSOLE
G1890L107CPRICAPRI HOLDINGS LIMITED$1.3M0.27%24,900PUTSOLE
296006109EROERO COPPER CORP$1.3M0.27%75,000PUTSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$1.3M0.27%104,500CALLSOLE
462726100I8RIROBOT CORP$1.1M0.24%30,000PUTSOLE
87165B103SYFSYNCHRONY FINANCIAL$1.1M0.24%37,042CommonSOLE
27032D304EARTHSTONE ENERGY INC$1.1M0.24%55,883CommonSOLE
858119100STLDSTEEL DYNAMICS INC$1.1M0.24%10,525CommonSOLE
84612U107SOVOS BRANDS INC$1.1M0.24%50,000CommonSOLE
042644104AOGOAROGO CAPITAL ACQUISITION CO$1.1M0.23%105,000CommonSOLE
G4828B100WELNFINTEGRATED WELLNESS ACQ CORP$1.1M0.23%100,000CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$995,0000.21%50,000CommonSOLE
889478103TOLTOLL BROTHERS INC$961,4800.20%13,000CommonSOLE
16208T102CLDTCHATHAM LODGING TR$957,0000.20%100,000PUTSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$921,4000.19%10,000PUTSOLE
496902404KGCKINROSS GOLD CORP$912,0000.19%200,000CALLSOLE
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$902,8500.19%1,000CommonSOLE
89346D107TACTRANSALTA CORP$870,0000.18%100,000CALLSOLE
G0542S106A SPAC I ACQUISITION CORP$859,6690.18%79,599CommonSOLE
526057104LENLENNAR CORP$852,9480.18%7,600CommonSOLE
780287108RGLDROYAL GOLD INC$797,4750.17%7,500PUTSOLE
35671D857FCXFREEPORT-MCMORAN INC$745,8000.16%20,000PUTSOLE
889478103TOLTOLL BROTHERS INC$739,6000.15%10,000PUTSOLE
G8656T109TLGYFTLGY ACQUISITION CORPORATION$703,8840.15%64,106CommonSOLE
549498103CCIVGBPLUCID GROUP INC$698,7500.15%125,000CALLSOLE
143658300CCL1EURCARNIVAL CORP$686,0000.14%50,000PUTSOLE
351858105FNVFRANCO NEV CORP$667,4500.14%5,000PUTSOLE
912909108USX1UNITED STATES STL CORP NEW$649,6000.14%20,000CALLSOLE
29978AAC8EVERBRIDGE INC$649,2430.14%700CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$614,0000.13%25,000CALLSOLE
695263103PACWEST BANCORP DEL$581,7090.12%73,541CommonSOLE
866082100INNSUMMIT HOTEL PPTYS INC$580,0000.12%100,000PUTSOLE
526057104LENLENNAR CORP$561,1500.12%5,000PUTSOLE
09239B109BLBLACKLINE INC$554,7000.12%10,000CALLSOLE
71715X203PMCBPHARMACYTE BIOTECH INC$542,8100.11%258,481CommonSOLE
H42097107UBSUBS GROUP AG$542,3000.11%22,000CommonSOLE
29978K102EVCOEVEREST CONSOLIDATOR ACQ COR$526,3610.11%48,647CommonSOLE
023586100UHALU HAUL HOLDING COMPANY$468,2110.10%8,580CommonSOLE
8342EP107XPLSOLITARIO RESOURCES CORP$453,8150.10%850,000CommonSOLE
816850101SMTCSEMTECH CORP$422,3000.09%16,400CommonSOLE
24790A101DENBURY INC$411,7400.09%4,201CommonSOLE
M6000J119HUBCZHUB CYBER SECURITY LTD$409,2240.09%2,153,811CommonSOLE
G3034H109EMCGFEMBRACE CHANGE ACQUISITN COR$405,3070.08%37,633CommonSOLE
M6000J101HUB CYBER SECURITY LTD$378,8720.08%1,619,113CommonSOLE
34969G102FORTUNE RISE ACQUISITION COR$357,4910.07%32,707CommonSOLE
50202D102LF CAPITAL ACQUISITION CORP$354,2400.07%32,679CommonSOLE
42806J700HTZHERTZ GLOBAL HLDGS INC$350,1660.07%28,585CommonSOLE
G33032122ARES ACQUISITION CORPORATION$347,9230.07%526,359CommonSOLE
143658300CCL1EURCARNIVAL CORP$343,0000.07%25,000CALLSOLE
923372106VGASVERDE CLEAN FUELS INC$297,1140.06%78,810CommonSOLE
10482B101BHRBRAEMAR HOTELS RESORTS INC$277,0000.06%100,000PUTSOLE
23331A109DHID R HORTON INC$268,6750.06%2,500PUTSOLE
758075402RWTREDWOOD TRUST INC$267,3750.06%37,500PUTSOLE
49446R109KIMKIMCO RLTY CORP$266,0140.06%15,123CommonSOLE
358039105FRPTFRESHPET INC$263,5200.06%4,000CALLSOLE
39525U107GFRGREENFIRE RES LTD NEW$226,0470.05%45,666CommonSOLE
98262P101WW6WW INTL INC$221,4000.05%20,000CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$209,5600.04%4,000CALLSOLE
G6301J104MOUNTAIN CO I ACQUISITN CO$198,0360.04%17,777CommonSOLE
G5568L117LZM/WSLIFEZONE METALS LIMITED$196,6950.04%166,691CommonSOLE
29103K100FLDFTAC EMERALD ACQUISITION COR$194,8910.04%18,632CommonSOLE
293594107ENVXENOVIX CORPORATION$192,5550.04%15,343CommonSOLE
03748R747AIVAPARTMENT INVT MGMT CO$191,7600.04%28,200CALLSOLE
G7308P101PHYTFPYROPHYTE ACQUISITION CORP$163,2250.03%14,961CommonSOLE
107930109BCT1EURBRIACELL THERAPEUTICS CORP$156,0560.03%24,969CommonSOLE
54960E104LUCY SCIENTIFIC DISCOVERY IN$150,0000.03%250,000CommonSOLE
G4790U102USARINFLECTION PT ACQUISITN CRP$140,5310.03%13,760CommonSOLE
296424104ESHAESH ACQUISITION CORP$138,2090.03%13,657CommonSOLE
80880W106SCLXUSDSCILEX HOLDING CO$136,3600.03%97,400PUTSOLE
349915108FORTUNA SILVER MINES INC$136,0000.03%50,000CALLSOLE
33850F116FLAME ACQUISITION CORP$132,1260.03%165,158CommonSOLE
70931T103PMTPENNYMAC MTG INVT TR$131,4030.03%10,597CommonSOLE
G79407105SCREAMING EAGLE ACQUISITN CO$120,7080.03%11,540CommonSOLE
26205E107DTIDRILLING TOOLS INTL CORP$101,2050.02%25,950CommonSOLE
243733110DEEP MEDICINE ACQUISITION CO$97,8460.02%280,361CommonSOLE
349915108FORTUNA SILVER MINES INC$86,1230.02%31,663CommonSOLE
798241105SJTSAN JUAN BASIN RTY TR$72,1970.02%10,418CommonSOLE
758075402RWTREDWOOD TRUST INC$71,4000.01%10,014CommonSOLE
G8956E117TORTOISEECOFIN ACQUISITION C$58,1060.01%445,943CommonSOLE
17144M110CHURCHILL CAPITAL CORP VII$51,5260.01%167,292CommonSOLE
20460L104SPWRCOMPLETE SOLARIA INC$41,4040.01%20,099CommonSOLE
29978K110EVCOWEVEREST CONSOLIDATOR ACQ COR$40,3020.01%201,508CommonSOLE
G4923T113IVCWFINVESTCORP EUROPE ACQUISITIO$39,5220.01%217,155CommonSOLE
040450124ARISZ ACQUISITION CORP$35,9300.01%399,223CommonSOLE
12520C117CF ACQUISITION CORP VIII$34,4240.01%137,696CommonSOLE
629567116NABORS ENERGY TRANSITION COR$27,7380.01%184,796CommonSOLE
G83752116SPRING VALLEY ACQUISTN CORP$26,3450.01%260,841CommonSOLE
G30449121ENERGEM CORP$25,0680.01%527,749CommonSOLE
67190B112OAK WOODS ACQUISITION CORP$25,0600.01%501,190CommonSOLE
81221H113SEAPORT GLOBAL ACQUISITION I$22,0740.00%401,337CommonSOLE
00438Y123ACCRETION ACQUISITION CORP$19,7120.00%350,117CommonSOLE
296424112ESHARESH ACQUISITION CORP$19,4730.00%92,727CommonSOLE
G49667119ISLWFISRAEL ACQUISITIONS CORP$18,9290.00%137,664CommonSOLE
97655B125WINVRWINVEST ACQUISITION CORP$18,9060.00%370,704CommonSOLE
G0283A116ATMVRALPHAVEST ACQUISITION CORP$18,8950.00%118,094CommonSOLE
39854F119GRINDR INC$18,1840.00%23,015CommonSOLE
35088F115FORLWFOUR LEAF ACQUISITION CORP$17,1140.00%223,717CommonSOLE
77867R118ROTH CH ACQUISITION V CO$16,0690.00%214,257CommonSOLE
G6759A134NOVA VISION ACQUISITION CORP$15,8500.00%79,252CommonSOLE
G8656T125TLGWFTLGY ACQUISITION CORPORATION$15,5180.00%360,890CommonSOLE
G6301J112MOUNTAIN CO I ACQUISITN CO$15,3550.00%108,900CommonSOLE
37653T116GLOBAL SYSTEMS DYNAMICS INC$11,9110.00%595,571CommonSOLE
92853V114VIVEON HEALTH ACQUISITION CO$11,8320.00%516,666CommonSOLE
72942P120PLUTONIAN ACQUISITION CORP$11,7470.00%169,507CommonSOLE
G7243P117NCNWFNOCO NOCO INC$11,7220.00%234,433CommonSOLE
84757T113MDAIWSPECTRAL AI INC$11,6470.00%89,595CommonSOLE
237699111DATA KNIGHTS ACQUISITION COR$10,5620.00%234,708CommonSOLE
G71704111HOVRWPONO CAP THREE INC$10,4360.00%231,901CommonSOLE
00973W300AKERNA CORP$10,1840.00%46,377CommonSOLE
G52443127KVACWKEEN VISION ACQUISITION CORP$8,5900.00%156,183CommonSOLE
08178Q119BENFWBENEFICIENT$8,5780.00%222,812CommonSOLE
G9074V114TRISTAR ACQUISITION I CORP$8,1390.00%184,138CommonSOLE
00085X113ABRI SPAC I INC$8,0080.00%227,492CommonSOLE
34969G110FORTUNE RISE ACQUISITION COR$8,0000.00%100,000CommonSOLE
G4790U110INFLECTION PT ACQUISITN CRP$7,9400.00%46,165CommonSOLE
00438Y115ACCRETION ACQUISITION CORP$7,4770.00%330,838CommonSOLE
079174116BELLEVUE LIFE SCNCS AQSTN CO$7,0050.00%199,583CommonSOLE
07402Q119BEARD ENERGY TRANSITION ACQ$6,9150.00%230,500CommonSOLE
G8707611610X CAP VENTURE ACQSTN CORP$6,6360.00%95,069CommonSOLE
84921J116SPORTSMAP TECH ACQUISITIN CO$6,2960.00%220,900CommonSOLE
50535E116PROSOMNUS INC$5,9170.00%84,531CommonSOLE
G2058L111CHAVANT CAPITAL ACQUISITN CO$5,8660.00%247,510CommonSOLE
066644113BANNIX ACQUISITION CORP$5,7120.00%228,497CommonSOLE
97655B117WINVWWINVEST ACQUISITION CORP$5,6950.00%569,464CommonSOLE
318136116FINTECH ECOSYSTEM DEVE$5,5000.00%275,000CommonSOLE
04208V111ARMADA ACQUISITION CORP I$4,8260.00%84,670CommonSOLE
73919C118POWER DIGITAL INFRASTRUCTU$4,7410.00%47,411CommonSOLE
09216A116BLACK MOUNTAIN ACQ CORP$4,5830.00%104,170CommonSOLE
G12729128BOWEN ACQUISITION CORP$4,4390.00%29,596CommonSOLE
G6859L121BRLSWOXUS ACQUISITION CORP$4,3750.00%35,000CommonSOLE
M6000J127HUBCWHUB CYBER SECURITY LTD$4,2480.00%404,542CommonSOLE
G3R95N111ZEOWWESGEN ACQUISITION CORP$4,1650.00%115,685CommonSOLE
02369M110RMCOWAMERICAN ACQUISITION OPPT IN$4,0630.00%97,660CommonSOLE
G7637J123ROSE HILL ACQUISITION CORP$4,0000.00%80,000CommonSOLE
G5260A112KEYARCH ACQUISITION CORP$4,0000.00%100,000CommonSOLE
G3167L117ENPHYS ACQUISITION CORP$3,9440.00%56,345CommonSOLE
37892F125GLLIWGLOBALINK INVT INC$3,5200.00%320,000CommonSOLE
482082112JUPITER ACQUISITION CORP$3,4100.00%113,274CommonSOLE
61244M117MONTEREY CAP ACQUISITION COR$3,2870.00%149,396CommonSOLE
365506112GARDINER HEALTHCARE ACQTS CO$2,6190.00%86,729CommonSOLE
G6759A118NOVA VISION ACQUISITION CORP$2,5990.00%152,000CommonSOLE
G7308P127PHYWFPYROPHYTE ACQUISITION CORP$2,3200.00%35,695CommonSOLE
459867115IMAQWINTERNATIONAL MEDIA ACQUISIT$1,9690.00%98,456CommonSOLE
758083117REDWOODS ACQUISITION CORP$1,7700.00%35,335CommonSOLE
042644112AOGOWAROGO CAPITAL ACQUISITION CO$1,6990.00%32,052CommonSOLE
02156Y111ALTITUDE ACQUISITION CORP$1,5970.00%30,141CommonSOLE
92838J111VISION SENSING ACQUISITION C$1,2530.00%33,875CommonSOLE
G7134L118VEEAWPLUM ACQUISITION CORP I$1,0180.00%16,971CommonSOLE
68218C116OLITWOMNILIT ACQUISITION CORP$6020.00%12,873CommonSOLE
G0223V121ATMCWALPHATIME ACQUISITION CORP$5150.00%10,099CommonSOLE
G04058114AP ACQUISITION CORP$4570.00%10,142CommonSOLE

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.