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Kepos Capital LP

Q1 2024 · 13F-HR

Kepos Capital LPholdings as filed

Filed 2024-05-10 · accession 0001512020-24-000009

$387,874
Reported value
257
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
723787107PXDEURPioneer Natural Resources Co$39,49410.2%150,452CommonSOLE
02079K107GOOGAlphabet Inc$18,9934.90%125,000CommonSOLE
46137V357RSPInvesco ETFs/USA$16,8784.35%100,000CommonSOLE
G79407105Screaming Eagle Acquisition Corp$14,7133.79%1,375,000CommonSOLE
958102105WDCWestern Digital Corp$11,9423.08%175,000CommonSOLE
097023105BABoeing Co/The$11,5792.99%60,000CommonSOLE
513272104LWLamb Weston Holdings Inc$10,6532.75%100,000CommonSOLE
531229789LM0CLiberty Media Corp$10,3992.68%350,000CommonSOLE
907818108UNPUnion Pacific Corp$9,2222.38%37,500CommonSOLE
20607U108CNDAConcord Acquisition Corp II$8,9382.30%850,000CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$8,7342.25%100,000CommonSOLE
29260Y1090C3Silver Lake Group LLC$8,3622.16%325,000CommonSOLE
G8192N103Auxo Capital Managers LLC$8,3102.14%750,000CommonSOLE
G83752108SVIIFSpring Valley Acquisition Corp II$8,2432.13%750,000CommonSOLE
550021109LULULululemon Athletica Inc$7,8132.01%20,000CommonSOLE
654106103NKENIKE Inc$7,0491.82%75,000CommonSOLE
12572Q105CMECME Group Inc$6,4591.67%30,000CommonSOLE
04956D107ATMUCummins Inc$6,4501.66%200,000CommonSOLE
G2283U100Colombier Acquisition Corp II$6,1621.59%600,000CommonSOLE
912909108USX1United States Steel Corp$6,1171.58%150,000CommonSOLE
516544103LNTHLantheus Holdings Inc$6,0461.56%100,000CommonSOLE
29430C102VSTSVestis Corp$5,7811.49%300,000CommonSOLE
38287A101Gores Holdings IX Inc$5,2801.36%500,000CommonSOLE
29103K100FLDFTAC Emerald Acquisition Corp$5,2551.35%500,000CommonSOLE
655844108NSCNorfolk Southern Corp$5,0971.31%20,000CommonSOLE
219798105QDELQuidelOrtho Corp$4,7941.24%100,000CommonSOLE
69349H107TXNMPNM Resources Inc$4,7631.23%126,547CommonSOLE
12521H107CF Acquisition Corp VII$4,3961.13%400,000CommonSOLE
G3218G109EVe Mobility Acquisition Corp$4,3761.13%400,000CommonSOLE
717081103PFEPfizer Inc$4,1631.07%150,000CommonSOLE
G5451A129LEGT/ULegato Merger Corp III$4,0481.04%400,000CommonSOLE
G33033104KDKAres Acquisition Corp II$3,9641.02%375,000CommonSOLE
G1995D109CRTAFCartica Acquisition Corp$3,8821.00%350,000CommonSOLE
90353T100UBERUber Technologies Inc$3,8500.99%50,000CommonSOLE
918204108VFCVF Corp$3,8350.99%250,000CommonSOLE
09227Q100BLKBBlackbaud Inc$3,6460.94%50,000CommonSOLE
62886E108VYXNCR Voyix Corp$3,3470.86%265,000CommonSOLE
82452J109FOURShift4 Payments Inc$3,2800.85%50,000CommonSOLE
379577208GMEDGlobus Medical Inc$3,1840.82%60,000CommonSOLE
934423104WBDWarner Bros Discovery Inc$3,0560.79%350,000CommonSOLE
094235108BLMNBloomin' Brands Inc$2,8640.74%100,000CommonSOLE
530307305LBRDKLiberty Broadband Corp$2,8620.74%50,000CommonSOLE
G5784H106MANUManchester United Plc$2,7920.72%200,000CommonSOLE
G7330C102RCF Acquisition Corp$2,7780.72%250,000CommonSOLE
G0888J108Battery Future Acquisition Corp$2,7500.71%250,000CommonSOLE
382550101GTGoodyear Tire & Rubber Co/The$2,7460.71%200,000CommonSOLE
72942P104Plutonian Acquisition Corp$2,6880.69%250,000CommonSOLE
00206R102TAT&T Inc$2,6400.68%150,000CommonSOLE
78574H104SOCSable Offshore Corp$2,3570.61%215,079CommonSOLE
13100M509CALXCalix Inc$2,3210.60%70,000CommonSOLE
G1745A108CCTSFCactus Acquisition Corp 1 Ltd$2,2200.57%200,000CommonSOLE
87256C101TKOEndeavor Group Holdings Inc$2,1600.56%25,000CommonSOLE
G8956E109TortoiseEcofin Acquisition Corp III$2,1540.56%200,000CommonSOLE
296424104ESHAESH Acquisition Corp$2,0700.53%200,000CommonSOLE
464288588MBBiShares ETFs/USA$2,0390.53%22,000CommonSOLE
G3934P102Global Partner Acquisition Corp II$1,9740.51%175,000CommonSOLE
46625H365JP Morgan ETNs/USA$1,8880.49%66,282CommonSOLE
49177J102KVUEKenvue Inc$1,6090.41%75,000CommonSOLE
G0232F109ALCYFAlchemy Investments Acquisition Corp 1$1,5870.41%150,000CommonSOLE
30161Q104EXELExelixis Inc$1,5510.40%65,000CommonSOLE
G63290111PLMJFPlum Acquisition Corp III$1,4970.39%140,000CommonSOLE
464287341IXCiShares ETFs/USA$1,1710.30%27,256CommonSOLE
929160109VMCVulcan Materials Co$1,1070.29%4,057CommonSOLE
53635D202LQDALiquidia Corp$8850.23%60,000CommonSOLE
86260J102SWAGStran & Co Inc$8760.23%600,000CommonSOLE
917313108USIOUsio Inc$8750.23%500,000CommonSOLE
37954Y871URAGlobal X ETFs/USA$7120.18%24,708CommonSOLE
09228F103BBBlackBerry Ltd$6900.18%250,000CommonSOLE
030420103AWKAmerican Water Works Co Inc$6610.17%5,410CommonSOLE
33737A108GRIDFirst Trust ETFs/USA$5480.14%4,771CommonSOLE
17144M102Churchill Capital Corp VII$5350.14%50,000CommonSOLE
464287242LQDiShares ETFs/USA$5230.13%4,800CommonSOLE
776696106ROPRoper Technologies Inc$4730.12%843CommonSOLE
98419M100XYLXylem Inc/NY$4510.12%3,487CommonSOLE
278865100ECLEcolab Inc$4470.12%1,938CommonSOLE
45167R104IEXIDEX Corp$4370.11%1,789CommonSOLE
37954Y855LITGlobal X ETFs/USA$3970.10%8,764CommonSOLE
65339F101NEENextEra Energy Inc$3690.10%5,769CommonSOLE
00846U101AAgilent Technologies Inc$3560.09%2,448CommonSOLE
G0085J117ADSEAds-Tec Energy PLC$3550.09%33,900CommonSOLE
26614N102DDDuPont de Nemours Inc$3190.08%4,161CommonSOLE
920253101VMIValmont Industries Inc$3110.08%1,379CommonSOLE
723484101PNWPinnacle West Capital Corp$3020.08%4,043CommonSOLE
896239100TRMBTrimble Inc$2930.08%4,556CommonSOLE
464288513HYGiShares ETFs/USA$2880.07%3,700CommonSOLE
25746U109DDominion Energy Inc$2780.07%5,654CommonSOLE
281020107EIXEdison International$2720.07%3,848CommonSOLE
29364G103ETREntergy Corp$2690.07%2,546CommonSOLE
88160R101TSLATesla Inc$2680.07%1,524CommonSOLE
916931108Urgent.ly Inc$2630.07%139,984CommonSOLE
G51502105JCIJohnson Controls International plc$2560.07%3,917CommonSOLE
013872106AAAlcoa Corp$2470.06%7,425CommonSOLE
37954Y830COPXGlobal X ETFs/USA$2410.06%5,678CommonSOLE
30161N101EXCExelon Corp$2390.06%6,394CommonSOLE
029899101AWRAmerican States Water Co$2370.06%3,286CommonSOLE
G0508H110ALTMEURArcadium Lithium PLC$2360.06%54,814CommonSOLE
G60409110MTALEURMetals Acquisition Ltd$2250.06%17,500CommonSOLE
130788102CWTCalifornia Water Service Group$2240.06%4,822CommonSOLE
686688102ORAOrmat Technologies Inc$2230.06%3,366CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$2120.05%3,174CommonSOLE
015658107ASTLAlgoma Steel Group Inc$2120.05%25,000CommonSOLE
784305104HTOSJW Group$2110.05%3,723CommonSOLE
18539C204CWENClearway Energy Group LLC$2100.05%9,104CommonSOLE
923372106VGASVerde Clean Fuels Inc$2080.05%52,103CommonSOLE
535555106LNNLindsay Corp$2020.05%1,714CommonSOLE
651639106NEMNewmont Corp$1970.05%5,496CommonSOLE
067901108ABXBarrick Gold Corp$1970.05%11,940CommonSOLE
35671D857FCXFreeport-McMoRan Inc$1940.05%4,116CommonSOLE
878742204TECKTeck Resources Ltd$1930.05%4,249CommonSOLE
816851109SRESempra$1850.05%2,580CommonSOLE
G0751N103ABYEURAtlantica Sustainable Infrastructure PLC$1810.05%9,790CommonSOLE
451107106IDAIDACORP Inc$1730.04%1,869CommonSOLE
26441C204DUKDuke Energy Corp$1730.04%1,788CommonSOLE
012653101ALBAlbemarle Corp$1720.04%1,308CommonSOLE
G83752132SVIRFSpring Valley Acquisition Corp II$1620.04%1,350,000CommonSOLE
G4236L120GFAIWGuardforce AI Co Ltd$1550.04%493,370CommonSOLE
736508847PORPortland General Electric Co$1430.04%3,412CommonSOLE
015857105AQNAlgonquin Power & Utilities Corp$1420.04%22,696CommonSOLE
11284V105Brookfield Renewable Partners LP$1330.03%5,402CommonSOLE
831865209AOSA O Smith Corp$1260.03%1,403CommonSOLE
00766T100ACMAECOM$1250.03%1,273CommonSOLE
46138E784PCYInvesco ETFs/USA$1230.03%6,000CommonSOLE
74319N100ACDCProFrac Holding Corp$1210.03%14,521CommonSOLE
68347P103OPALOPAL Fuels Inc$1200.03%23,900CommonSOLE
50012A108KGSKodiak Gas Services Inc$1200.03%4,394CommonSOLE
642045108AESIAtlas Energy Solutions Inc$1190.03%5,290CommonSOLE
92852X103VTSVitesse Energy Inc$1180.03%4,974CommonSOLE
25278X109FANGDiamondback Energy Inc$1170.03%588CommonSOLE
88162G103TTEKTetra Tech Inc$1150.03%625CommonSOLE
353514102FELEFranklin Electric Co Inc$1120.03%1,051CommonSOLE
G7500M104RNWReNew Energy Global PLC$1110.03%18,493CommonSOLE
056525108BMIBadger Meter Inc$1100.03%686CommonSOLE
92338C103VLTOVeralto Corp$1070.03%1,197CommonSOLE
46138G706TANInvesco ETFs/USA$1060.03%2,332CommonSOLE
942749102WTSWatts Water Technologies Inc$1030.03%485CommonSOLE
21874C102CNMClayton Dubilier & Rice LLC$1020.03%1,778CommonSOLE
235851102DHRDanaher Corp$1010.03%404CommonSOLE
98983L108ZWSZurn Elkay Water Solutions Corp$1000.03%2,993CommonSOLE
941848103WATWaters Corp$1000.03%290CommonSOLE
29275Y102ENSEnerSys$1000.03%1,062CommonSOLE
33733E500QCLNFirst Trust ETFs/USA$950.02%2,752CommonSOLE
G7823S101SATLSatellogic Inc$940.02%55,000CommonSOLE
29670G102WTRGEssential Utilities Inc$940.02%2,543CommonSOLE
G2283U118Colombier Acquisition Corp II$920.02%200,000CommonSOLE
624758108MWAMueller Water Products Inc$920.02%5,710CommonSOLE
18539C105NY4BClearway Energy Group LLC$910.02%4,252CommonSOLE
761624105REXREX American Resources Corp$890.02%1,522CommonSOLE
46137V134PBWInvesco ETFs/USA$860.02%3,772CommonSOLE
G7997W102SDRLSeadrill Ltd$850.02%1,696CommonSOLE
387432107GRNTGranite Ridge Resources Inc$840.02%12,913CommonSOLE
596680108MSEXMiddlesex Water Co$840.02%1,592CommonSOLE
00162Q460ACESALPS ETFs/USA$830.02%2,794CommonSOLE
89346D107TACTransAlta Corp$830.02%12,993CommonSOLE
Y2065G121DHTDHT Holdings Inc$830.02%7,246CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$810.02%472CommonSOLE
03834B127APCXWAppTech Payments Corp$800.02%240,963CommonSOLE
746228303PCYOPure Cycle Corp$800.02%8,442CommonSOLE
565849106MRO*Marathon Oil Corp$790.02%2,798CommonSOLE
184499101CLNEClean Energy Fuels Corp$780.02%29,644CommonSOLE
058586108BLDPBallard Power Systems Inc$760.02%27,533CommonSOLE
G07041117COOTWAustralian Oilseeds Holdings Ltd$730.02%1,452,885CommonSOLE
913259107UTLUnitil Corp$710.02%1,372CommonSOLE
501242101KLICKulicke & Soffa Industries Inc$700.02%1,416CommonSOLE
459867115IMAQWInternational Media Acquisition Corp$670.02%2,780,000CommonSOLE
209115104EDConsolidated Edison Inc$670.02%733CommonSOLE
987184108YORWYork Water Co/The$640.02%1,772CommonSOLE
92534K107VTNRUSDVertex Energy Inc$620.02%47,263CommonSOLE
624756102MLIMueller Industries Inc$620.02%1,144CommonSOLE
185634110CLNNWClene Inc$610.02%886,592CommonSOLE
92189H805REMXVanEck ETFs/USA$590.02%1,154CommonSOLE
127537207CDZICadiz Inc$570.01%22,023CommonSOLE
891092108TTCToro Co/The$570.01%624CommonSOLE
94106L109WMWaste Management Inc$540.01%251CommonSOLE
248356107DNNDenison Mines Corp$540.01%27,695CommonSOLE
G65773106NATNordic American Tankers Ltd$530.01%13,442CommonSOLE
G2R05B126DP Cap Acquisition Corp I$530.01%1,050,000CommonSOLE
015658115ASTLWAlgoma Steel Group Inc$520.01%37,800CommonSOLE
Y2106R110LPGDorian LPG Ltd$510.01%1,353CommonSOLE
018522300AEBAALLETE Inc$510.01%853CommonSOLE
165303108CPKChesapeake Utilities Corp$510.01%476CommonSOLE
36116M106FFFutureFuel Corp$500.01%6,247CommonSOLE
689648103OTTROtter Tail Corp$490.01%571CommonSOLE
336433107FSLRFirst Solar Inc$490.01%291CommonSOLE
369604301GEGeneral Electric Co$490.01%281CommonSOLE
64107A113NPWR/WSNet Power Inc$490.01%16,000CommonSOLE
86745K104NOVAQSunnova Energy International Inc$480.01%7,872CommonSOLE
75282U104RNGRRanger Energy Holdings LLC$480.01%4,231CommonSOLE
02217A102AMPSUSDAltus Power Inc$470.01%9,863CommonSOLE
05379B107AVAAvista Corp$460.01%1,313CommonSOLE
34354P105FLSFlowserve Corp$460.01%999CommonSOLE
465741106ITRIItron Inc$450.01%496CommonSOLE
882508104TXNTexas Instruments Inc$450.01%259CommonSOLE
17275R102CSCOCisco Systems Inc$430.01%863CommonSOLE
478160104JNJJohnson & Johnson$430.01%271CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$430.01%103CommonSOLE
760759100RSGRepublic Services Inc$420.01%219CommonSOLE
032654105ADIAnalog Devices Inc$420.01%210CommonSOLE
693718108PCARPACCAR Inc$420.01%340CommonSOLE
443510607HUBBHubbell Inc$410.01%99CommonSOLE
194162103CLColgate-Palmolive Co$410.01%457CommonSOLE
61218C103MNTKMontauk Renewables Inc$410.01%10,149CommonSOLE
379463102GWRSGlobal Water Resources Inc$410.01%3,211CommonSOLE
742718109PGProcter & Gamble Co/The$410.01%253CommonSOLE
459200101IBMInternational Business Machines Corp$410.01%213CommonSOLE
371901109GNTXGentex Corp$390.01%1,075CommonSOLE
713448108PEPPepsiCo Inc$380.01%217CommonSOLE
580135101MCDMcDonald's Corp$380.01%136CommonSOLE
039653100ACAArcosa Inc$370.01%427CommonSOLE
231021106CMICummins Inc$370.01%126CommonSOLE
G0085J109ADSEWAds-Tec Energy PLC$370.01%16,900CommonSOLE
988498101YUMYum! Brands Inc$370.01%269CommonSOLE
58933Y105MRKMerck & Co Inc$370.01%283CommonSOLE
74762E102QUREQuanta Services Inc$360.01%137CommonSOLE
291011104EMREmerson Electric Co$360.01%320CommonSOLE
931142103WMTWalmart Inc$360.01%590CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$360.01%177CommonSOLE
03073E105CORCencora Inc$350.01%144CommonSOLE
609207105MDLZMondelez International Inc$350.01%503CommonSOLE
031100100AMEAMETEK Inc$350.01%189CommonSOLE
92826C839VVisa Inc$340.01%122CommonSOLE
500767678KRBNKraneShares ETFs/USA$340.01%1,110CommonSOLE
81369Y506XLEState Street ETF/USA$300.01%319CommonSOLE
553745126MSPRWMSP Recovery Inc$270.01%7,400,000CommonSOLE
G11765115Blockchain Coinvestors Acquisition Corp I$250.01%665,400CommonSOLE
G6755Q117Onyx Acquisition Co I$230.01%751,518CommonSOLE
30069X110ExcelFin Acquisition Corp$220.01%416,479CommonSOLE
30034W106EVRGEvergy Inc$220.01%408CommonSOLE
M9607U107VLN/WSValens Semiconductor Ltd$210.01%333,309CommonSOLE
69331C108PCGPG&E Corp$190.00%1,123CommonSOLE
716817119PETVWPetVivo Holdings Inc$150.00%150,000CommonSOLE
G6S23K124Moringa Acquisition Corp$140.00%173,963CommonSOLE
G86302125SWVLSwvl Holdings Corp$130.00%1,132CommonSOLE
00444X119Achari Ventures Holdings Corp I$120.00%500,000CommonSOLE
97655B117WINVWWinVest Acquisition Corp$100.00%1,000,000CommonSOLE
87807D111TCBWFTC Biopharm Holdings PLC$90.00%470,588CommonSOLE
30040W108ESEversource Energy$80.00%128CommonSOLE
G54157113Learn CW Investment Corp$60.00%128,950CommonSOLE
G88935120SHAZWRoth CH Acquisition Co$50.00%323,150CommonSOLE
G4828B118WELWFIntegrated Wellness Acquisition Corp$50.00%154,350CommonSOLE
G2426E120Corner Growth Acquisition Corp 2$50.00%106,666CommonSOLE
70261F111KTTAWPasithea Therapeutics Corp$40.00%334,600CommonSOLE
23834J110DAVEWDave Inc$30.00%66,307CommonSOLE
83422N113SLDPWSolid Power Inc$30.00%17,300CommonSOLE
G86302117SWVLWSwvl Holdings Corp$20.00%142,733CommonSOLE
38021H115PUCKWGoal Acquisitions Corp$20.00%300,000CommonSOLE
G76088122RMGWFRMG Acquisition Corp III$20.00%34,900CommonSOLE
G9889X115ZAPWFZapp Electric Vehicles Group Ltd$20.00%220,866CommonSOLE
G8267K117SMXWWSMX Security Matters PLC$20.00%195,000CommonSOLE
N52586117LILWFLilium NV$10.00%8,600CommonSOLE
30052F118EVGOWEVgo Inc$10.00%7,500CommonSOLE
26916J114GWH/WSESS Tech Inc$10.00%10,300CommonSOLE
15673X119Cepton Inc$10.00%175,246CommonSOLE
78397Q117SES/WSSES AI Corp$10.00%9,700CommonSOLE
44951Y110Hyzon Motors Inc$10.00%9,100CommonSOLE
53838J113LVWR/WSHarley-Davidson Inc$02,000CommonSOLE
Q9225T116DCFWQTritium DCFC Ltd$09,900CommonSOLE
83542D110SONWQSonder Holdings Inc$026,780CommonSOLE

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.