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Kepos Capital LP

Q4 2023 · 13F-HR

Kepos Capital LPholdings as filed

Filed 2024-02-12 · accession 0001512020-24-000003

$308,477
Reported value
222
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
G79407105Screaming Eagle Acquisition Corp$19,6106.36%1,850,000CommonSOLE
971378104WSCWillScot Mobile Mini Holdings Corp$17,8005.77%400,000CommonSOLE
723787107PXDEURPioneer Natural Resources Co$17,0105.51%75,642CommonSOLE
03769M106APOApollo Global Management Inc$16,3085.29%175,000CommonSOLE
20607U108CNDAConcord Acquisition Corp II$14,7924.80%1,425,000CommonSOLE
912909108USX1United States Steel Corp$12,1633.94%250,000CommonSOLE
31620M106FISFidelity National Information Services Inc$10,5123.41%175,000CommonSOLE
531229789LM0CLiberty Media Corp$10,0733.27%350,000CommonSOLE
907818108UNPUnion Pacific Corp$9,2112.99%37,500CommonSOLE
G8192N103Auxo Capital Managers LLC$8,1152.63%750,000CommonSOLE
530307305LBRDKLiberty Broadband Corp$8,0592.61%100,000CommonSOLE
03852U106ARMKAramark$8,0092.60%285,000CommonSOLE
38287A101Gores Holdings IX Inc$7,6652.48%730,000CommonSOLE
29103K100FLDFTAC Emerald Acquisition Corp$6,8642.23%650,000CommonSOLE
12572Q105CMECME Group Inc$6,3182.05%30,000CommonSOLE
G51502105JCIJohnson Controls International plc$6,0821.97%105,518CommonSOLE
G2283U126Colombier Acquisition Corp II$6,0481.96%600,000CommonSOLE
33850F108Flame Acquisition Corp$5,6951.85%500,000CommonSOLE
655844108NSCNorfolk Southern Corp$4,7281.53%20,000CommonSOLE
148806102CTLTEURCatalent Inc$4,7181.53%105,000CommonSOLE
12521H107CF Acquisition Corp VII$4,3481.41%400,000CommonSOLE
G3218G109EVe Mobility Acquisition Corp$4,3261.40%400,000CommonSOLE
G83752108SVIIFSpring Valley Acquisition Corp II$4,3241.40%400,000CommonSOLE
G8956E109TortoiseEcofin Acquisition Corp III$4,2481.38%400,000CommonSOLE
68389X105ORCLOracle Corp$4,2171.37%40,000CommonSOLE
934423104WBDWarner Bros Discovery Inc$3,9831.29%350,000CommonSOLE
G33033104KDKAres Acquisition Corp II$3,9151.27%375,000CommonSOLE
88605L107Thunder Bridge Capital Partners IV Inc$3,8331.24%375,000CommonSOLE
G1995D109CRTAFCartica Acquisition Corp$3,8201.24%350,000CommonSOLE
G2R18K105CSTAFConstellation Acquisition Corp I$3,0390.99%275,000CommonSOLE
878742204TECKTeck Resources Ltd$2,8840.93%68,234CommonSOLE
717081103PFEPfizer Inc$2,8790.93%100,000CommonSOLE
094235108BLMNBloomin' Brands Inc$2,8150.91%100,000CommonSOLE
G7330C102RCF Acquisition Corp$2,7450.89%250,000CommonSOLE
G0888J108Battery Future Acquisition Corp$2,7240.88%250,000CommonSOLE
72942P104Plutonian Acquisition Corp$2,6730.87%250,000CommonSOLE
36118W102Future Health ESG Corp$2,6680.86%250,000CommonSOLE
00206R102TAT&T Inc$2,5170.82%150,000CommonSOLE
29430C102VSTSVestis Corp$2,4780.80%117,195CommonSOLE
G1745A108CCTSFCactus Acquisition Corp 1 Ltd$2,2960.74%200,000CommonSOLE
G5346G125L Catterton Asia Acquisition Corp$2,0480.66%190,000CommonSOLE
296424104ESHAESH Acquisition Corp$2,0470.66%200,000CommonSOLE
G1962Y102Catcha Investment Corp$1,9520.63%175,000CommonSOLE
46625H365JP Morgan ETNs/USA$1,9240.62%75,885CommonSOLE
37954Y871URAGlobal X ETFs/USA$1,7000.55%61,396CommonSOLE
464288588MBBiShares ETFs/USA$1,6460.53%17,500CommonSOLE
49177J102KVUEKenvue Inc$1,6150.52%75,000CommonSOLE
G0232F109ALCYFAlchemy Investments Acquisition Corp 1$1,5910.52%150,000CommonSOLE
929160109VMCVulcan Materials Co$1,2320.40%5,425CommonSOLE
86260J102SWAGStran & Co Inc$8880.29%600,000CommonSOLE
37954Y830COPXGlobal X ETFs/USA$8830.29%23,550CommonSOLE
917313108USIOUsio Inc$8600.28%500,000CommonSOLE
74319B502PROFProfound Medical Corp$8490.28%100,000CommonSOLE
168615102CHS1USDChico's FAS Inc$7580.25%100,000CommonSOLE
030420103AWKAmerican Water Works Co Inc$7200.23%5,457CommonSOLE
33737A108GRIDFirst Trust ETFs/USA$7200.23%6,874CommonSOLE
464287242LQDiShares ETFs/USA$5860.19%5,300CommonSOLE
46138G706TANInvesco ETFs/USA$5530.18%10,373CommonSOLE
17144M102Churchill Capital Corp VII$5250.17%50,000CommonSOLE
G0085J117ADSEAds-Tec Energy PLC$5240.17%73,300CommonSOLE
98419M100XYLXylem Inc/NY$5050.16%4,412CommonSOLE
776696106ROPRoper Technologies Inc$5010.16%919CommonSOLE
278865100ECLEcolab Inc$4860.16%2,450CommonSOLE
500767678KRBNKraneShares ETFs/USA$4840.16%13,273CommonSOLE
92189H805REMXVanEck ETFs/USA$4830.16%7,847CommonSOLE
45167R104IEXIDEX Corp$4530.15%2,086CommonSOLE
916931108Urgent.ly Inc$4510.15%142,364CommonSOLE
464287341IXCiShares ETFs/USA$4250.14%10,876CommonSOLE
65339F101NEENextEra Energy Inc$4080.13%6,720CommonSOLE
015658107ASTLAlgoma Steel Group Inc$3790.12%37,800CommonSOLE
26614N102DDDuPont de Nemours Inc$3710.12%4,819CommonSOLE
00846U101AAgilent Technologies Inc$3710.12%2,667CommonSOLE
920253101VMIValmont Industries Inc$3320.11%1,423CommonSOLE
464288513HYGiShares ETFs/USA$3170.10%4,100CommonSOLE
88160R101TSLATesla Inc$3060.10%1,230CommonSOLE
46137V134PBWInvesco ETFs/USA$3030.10%10,207CommonSOLE
53814L108LTHM1EURLivent Corp$2910.09%16,202CommonSOLE
281020107EIXEdison International$2900.09%4,050CommonSOLE
896239100TRMBTrimble Inc$2810.09%5,287CommonSOLE
29364G103ETREntergy Corp$2800.09%2,766CommonSOLE
33733E500QCLNFirst Trust ETFs/USA$2780.09%6,581CommonSOLE
25746U109DDominion Energy Inc$2780.09%5,915CommonSOLE
26441C204DUKDuke Energy Corp$2750.09%2,836CommonSOLE
029899101AWRAmerican States Water Co$2630.09%3,275CommonSOLE
686688102ORAOrmat Technologies Inc$2630.09%3,471CommonSOLE
130788102CWTCalifornia Water Service Group$2570.08%4,957CommonSOLE
784305104HTOSJW Group$2520.08%3,853CommonSOLE
012653101ALBAlbemarle Corp$2490.08%1,726CommonSOLE
30161N101EXCExelon Corp$2360.08%6,583CommonSOLE
18539C204CWENClearway Energy Group LLC$2300.07%8,368CommonSOLE
37954Y855LITGlobal X ETFs/USA$2270.07%4,447CommonSOLE
41068X100HASIHannon Armstrong Sustainable Infrastructure Capital Inc$2260.07%8,180CommonSOLE
535555106LNNLindsay Corp$2240.07%1,731CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$2200.07%3,601CommonSOLE
G60409110MTALEURMetals Acquisition Ltd$2160.07%17,500CommonSOLE
565849106MRO*Marathon Oil Corp$2130.07%8,811CommonSOLE
G0751N103ABYEURAtlantica Sustainable Infrastructure PLC$2030.07%9,432CommonSOLE
00162Q460ACESALPS ETFs/USA$2010.07%5,605CommonSOLE
25278X109FANGDiamondback Energy Inc$1910.06%1,229CommonSOLE
816851109SRESempra$1800.06%2,410CommonSOLE
11284V105Brookfield Renewable Partners LP$1630.05%5,669CommonSOLE
89346D107TACTransAlta Corp$1520.05%18,704CommonSOLE
015857105AQNAlgonquin Power & Utilities Corp$1440.05%23,373CommonSOLE
68347P103OPALOPAL Fuels Inc$1320.04%23,900CommonSOLE
831865209AOSA O Smith Corp$1210.04%1,467CommonSOLE
00766T100ACMAECOM$1210.04%1,311CommonSOLE
18539C105NY4BClearway Energy Group LLC$1120.04%4,391CommonSOLE
209115104EDConsolidated Edison Inc$1090.04%1,194CommonSOLE
941848103WATWaters Corp$1080.04%328CommonSOLE
88162G103TTEKTetra Tech Inc$1060.03%636CommonSOLE
353514102FELEFranklin Electric Co Inc$1060.03%1,095CommonSOLE
G7500M104RNWReNew Energy Global PLC$1050.03%13,649CommonSOLE
056525108BMIBadger Meter Inc$1040.03%673CommonSOLE
G83752132SVIRFSpring Valley Acquisition Corp II$1030.03%1,350,000CommonSOLE
235851102DHRDanaher Corp$1030.03%445CommonSOLE
86745K104NOVAQSunnova Energy International Inc$990.03%6,489CommonSOLE
624758108MWAMueller Water Products Inc$980.03%6,800CommonSOLE
29275Y102ENSEnerSys$980.03%969CommonSOLE
942749102WTSWatts Water Technologies Inc$980.03%468CommonSOLE
465741106ITRIItron Inc$980.03%1,299CommonSOLE
058586108BLDPBallard Power Systems Inc$970.03%26,878CommonSOLE
G7823S101SATLSatellogic Inc$960.03%55,000CommonSOLE
596680108MSEXMiddlesex Water Co$940.03%1,434CommonSOLE
29670G102WTRGEssential Utilities Inc$920.03%2,451CommonSOLE
69349H107TXNMPNM Resources Inc$920.03%2,203CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$910.03%650CommonSOLE
746228303PCYOPure Cycle Corp$880.03%8,412CommonSOLE
03834B127APCXWAppTech Payments Corp$840.03%240,963CommonSOLE
G4236L120GFAIWGuardforce AI Co Ltd$840.03%493,370CommonSOLE
501242101KLICKulicke & Soffa Industries Inc$830.03%1,525CommonSOLE
N0796A100ALLGFAllego NV$790.03%58,200CommonSOLE
02217A102AMPSUSDAltus Power Inc$700.02%10,321CommonSOLE
61218C103MNTKMontauk Renewables Inc$700.02%7,873CommonSOLE
015658115ASTLWAlgoma Steel Group Inc$700.02%37,800CommonSOLE
987184108YORWYork Water Co/The$670.02%1,730CommonSOLE
913259107UTLUnitil Corp$630.02%1,194CommonSOLE
127537207CDZICadiz Inc$610.02%21,620CommonSOLE
20825C104COPConocoPhillips$600.02%517CommonSOLE
94106L109WMWaste Management Inc$590.02%328CommonSOLE
624756102MLIMueller Industries Inc$580.02%1,229CommonSOLE
21874C102CNMClayton Dubilier & Rice LLC$570.02%1,412CommonSOLE
46138E784PCYInvesco ETFs/USA$540.02%2,600CommonSOLE
98983L108ZWSZurn Elkay Water Solutions Corp$520.02%1,776CommonSOLE
459200101IBMInternational Business Machines Corp$510.02%313CommonSOLE
891092108TTCToro Co/The$510.02%534CommonSOLE
369604301GEGeneral Electric Co$510.02%400CommonSOLE
882508104TXNTexas Instruments Inc$500.02%294CommonSOLE
36116M106FFFutureFuel Corp$490.02%8,031CommonSOLE
336433107FSLRFirst Solar Inc$470.02%273CommonSOLE
191216100KOCoca-Cola Co/The$450.01%770CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$450.01%126CommonSOLE
G8060N102STSensata Technologies Holding PLC$450.01%1,208CommonSOLE
231021106CMICummins Inc$440.01%184CommonSOLE
032654105ADIAnalog Devices Inc$440.01%224CommonSOLE
371901109GNTXGentex Corp$440.01%1,343CommonSOLE
742718109PGProcter & Gamble Co/The$440.01%297CommonSOLE
194162103CLColgate-Palmolive Co$440.01%557CommonSOLE
760759100RSGRepublic Services Inc$430.01%263CommonSOLE
478160104JNJJohnson & Johnson$430.01%273CommonSOLE
291011104EMREmerson Electric Co$430.01%444CommonSOLE
693718108PCARPACCAR Inc$430.01%442CommonSOLE
65290E101NXTNEXTracker Inc$430.01%918CommonSOLE
713448108PEPPepsiCo Inc$430.01%255CommonSOLE
459867115IMAQWInternational Media Acquisition Corp$420.01%2,780,000CommonSOLE
17275R102CSCOCisco Systems Inc$410.01%812CommonSOLE
G11765115Blockchain Coinvestors Acquisition Corp I$410.01%665,400CommonSOLE
74762E102QUREQuanta Services Inc$410.01%189CommonSOLE
379463102GWRSGlobal Water Resources Inc$400.01%3,042CommonSOLE
609207105MDLZMondelez International Inc$390.01%543CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$390.01%204CommonSOLE
018522300AEBAALLETE Inc$390.01%638CommonSOLE
427866108HSYHershey Co/The$390.01%208CommonSOLE
34354P105FLSFlowserve Corp$390.01%936CommonSOLE
00508Y102AYIAcuity Brands Inc$380.01%187CommonSOLE
03073E105CORCencora Inc$380.01%187CommonSOLE
185634110CLNNWClene Inc$370.01%886,592CommonSOLE
370334104GISGeneral Mills Inc$370.01%571CommonSOLE
393222104GPREGreen Plains Inc$360.01%1,416CommonSOLE
64107A113NPWR/WSNet Power Inc$350.01%16,000CommonSOLE
553745126MSPRWMSP Recovery Inc$350.01%7,400,000CommonSOLE
05379B107AVAAvista Corp$320.01%901CommonSOLE
69331C108PCGPG&E Corp$300.01%1,691CommonSOLE
98389B100XELXcel Energy Inc$270.01%431CommonSOLE
G71704111HOVRWPono Capital Three Inc$260.01%365,000CommonSOLE
723484101PNWPinnacle West Capital Corp$260.01%360CommonSOLE
G2R05B126DP Cap Acquisition Corp I$210.01%1,050,000CommonSOLE
716817119PETVWPetVivo Holdings Inc$210.01%150,000CommonSOLE
G4000A110Edoc Acquisition Corp$190.01%1,452,885CommonSOLE
87251T117TG Venture Acquisition Corp$190.01%1,001,767CommonSOLE
30069X110ExcelFin Acquisition Corp$150.00%416,479CommonSOLE
G6755Q117Onyx Acquisition Co I$150.00%751,518CommonSOLE
87807D111TCBWFTC Biopharm Holdings PLC$150.00%470,588CommonSOLE
G0085J109ADSEWAds-Tec Energy PLC$140.00%16,900CommonSOLE
M9607U107VLN/WSValens Semiconductor Ltd$130.00%333,309CommonSOLE
00444X119Achari Ventures Holdings Corp I$110.00%500,000CommonSOLE
97655B117WINVWWinVest Acquisition Corp$80.00%1,000,000CommonSOLE
G88935120SHAZWRoth CH Acquisition Co$80.00%323,150CommonSOLE
70261F111KTTAWPasithea Therapeutics Corp$60.00%334,600CommonSOLE
84465L113PORTWSouthport Acquisition Corp$60.00%250,000CommonSOLE
G4828B118WELWFIntegrated Wellness Acquisition Corp$50.00%154,350CommonSOLE
G6S23K124Moringa Acquisition Corp$50.00%173,963CommonSOLE
83422N113SLDPWSolid Power Inc$30.00%17,300CommonSOLE
G54157113Learn CW Investment Corp$30.00%128,950CommonSOLE
G76088122RMGWFRMG Acquisition Corp III$30.00%34,900CommonSOLE
G2426E120Corner Growth Acquisition Corp 2$30.00%106,666CommonSOLE
G9889X115ZAPWFZapp Electric Vehicles Group Ltd$20.00%220,866CommonSOLE
G8267K117SMXWWSMX Security Matters PLC$20.00%195,000CommonSOLE
78397Q117SES/WSSES AI Corp$20.00%9,700CommonSOLE
30052F118EVGOWEVgo Inc$20.00%7,500CommonSOLE
38021H115PUCKWGoal Acquisitions Corp$20.00%300,000CommonSOLE
G86302125SWVLSwvl Holdings Corp$20.00%1,132CommonSOLE
15673X119Cepton Inc$10.00%175,246CommonSOLE
048453112Atlantic Coastal Acquisition Corp$10.00%24,800CommonSOLE
26916J114GWH/WSESS Tech Inc$10.00%10,300CommonSOLE
N52586117LILWFLilium NV$10.00%8,600CommonSOLE
G86302117SWVLWSwvl Holdings Corp$10.00%142,733CommonSOLE
G2R18K113CSTWFConstellation Acquisition Corp I$10.00%46,633CommonSOLE
83542D110SONWQSonder Holdings Inc$10.00%26,780CommonSOLE
Q9225T116DCFWQTritium DCFC Ltd$10.00%9,900CommonSOLE
53838J113LVWR/WSHarley-Davidson Inc$10.00%2,000CommonSOLE
23834J110DAVEWDave Inc$10.00%66,307CommonSOLE
44951Y110Hyzon Motors Inc$09,100CommonSOLE

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.