MondegarAI
Kepos Capital LP

Q2 2024 · 13F-HR

Kepos Capital LPholdings as filed

Filed 2024-08-13 · accession 0001512020-24-000013

$257,501
Reported value
229
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
42809H107HESHess Corp$42,26716.4%286,517CommonSOLE
097023105BABoeing Co/The$14,5615.65%80,000CommonSOLE
219798105QDELQuidelOrtho Corp$9,9663.87%300,000CommonSOLE
513272104LWLamb Weston Holdings Inc$8,4083.27%100,000CommonSOLE
G83752108SVIIFSpring Valley Acquisition Corp II$8,3403.24%750,000CommonSOLE
09061G101BMRNBioMarin Pharmaceutical Inc$8,2333.20%100,000CommonSOLE
04956D107ATMUCummins Inc$6,4762.51%225,000CommonSOLE
G2283U100Colombier Acquisition Corp II$6,1652.39%600,000CommonSOLE
G4035N111GPATUGP-Act III Acquisition Corp$6,0182.34%600,000CommonSOLE
12572Q105CMECME Group Inc$5,8982.29%30,000CommonSOLE
958102105WDCWestern Digital Corp$5,6832.21%75,000CommonSOLE
G8192N103Auxo Capital Managers LLC$5,5612.16%500,000CommonSOLE
G8956E109TortoiseEcofin Acquisition Corp III$5,4652.12%500,000CommonSOLE
29103K100FLDFTAC Emerald Acquisition Corp$5,3782.09%500,000CommonSOLE
38287A101Gores Holdings IX Inc$5,2852.05%500,000CommonSOLE
12521H107CF Acquisition Corp VII$4,3861.70%400,000CommonSOLE
G5509L101LIVNLivaNova PLC$4,1121.60%75,000CommonSOLE
516544103LNTHLantheus Holdings Inc$4,0151.56%50,000CommonSOLE
G33033104KDKAres Acquisition Corp II$4,0011.55%375,000CommonSOLE
G1995D109CRTAFCartica Acquisition Corp$3,9591.54%350,000CommonSOLE
30161Q104EXELExelixis Inc$3,9321.53%175,000CommonSOLE
34965K107FTREFortrea Holdings Inc$3,8511.50%165,000CommonSOLE
912909108USX1United States Steel Corp$3,7801.47%100,000CommonSOLE
62886E108VYXNCR Voyix Corp$3,7051.44%300,000CommonSOLE
G5451A103LEGTLegato Merger Corp III$3,5401.37%350,000CommonSOLE
338307101FIVNFive9 Inc$3,5281.37%80,000CommonSOLE
G3218G109EVe Mobility Acquisition Corp$3,3331.29%300,000CommonSOLE
G5784H106MANUManchester United Plc$3,2281.25%200,000CommonSOLE
G5501C125CUBWULionheart Holdings$2,9961.16%300,000CommonSOLE
G7330C102Perception Capital Corp IV$2,8331.10%250,000CommonSOLE
G0888J108Battery Future Acquisition Corp$2,7651.07%250,000CommonSOLE
88605L107Thunder Bridge Capital Partners IV Inc$2,6261.02%250,000CommonSOLE
934423104WBDWarner Bros Discovery Inc$2,6041.01%350,000CommonSOLE
G75389125RFAIURF Acquisition Corp II$2,5160.98%250,000CommonSOLE
53635D202LQDALiquidia Corp$2,4000.93%200,000CommonSOLE
G1745A108CCTSFCactus Acquisition Corp 1 Ltd$2,2780.88%200,000CommonSOLE
464288588MBBiShares ETFs/USA$2,2490.87%24,500CommonSOLE
G20315126ALFUUCenturion Acquisition Corp$2,2480.87%225,000CommonSOLE
296424104ESHAESH Acquisition Corp$2,0840.81%200,000CommonSOLE
G70077105PCSCPerceptive Capital Solutions Corp$2,0120.78%200,000CommonSOLE
13100M509CALXCalix Inc$1,9490.76%55,000CommonSOLE
094235108BLMNBloomin' Brands Inc$1,9230.75%100,000CommonSOLE
29430C102VSTSVestis Corp$1,8960.74%155,000CommonSOLE
G4036C114Graf Global Corp$1,8870.73%188,700CommonSOLE
48133Q309AMJBJP Morgan ETNs/USA$1,6890.66%58,349CommonSOLE
929160109VMCVulcan Materials Co$1,1080.43%4,456CommonSOLE
G63290111PLMJFPlum Acquisition Corp III$1,0800.42%100,000CommonSOLE
33737A108GRIDFirst Trust ETFs/USA$1,0600.41%9,169CommonSOLE
G20873124Chenghe Acquisition II Co$1,0010.39%100,000CommonSOLE
917313108USIOUsio Inc$7650.30%500,000CommonSOLE
86260J102SWAGStran & Co Inc$6720.26%600,000CommonSOLE
030420103AWKAmerican Water Works Co Inc$6030.23%4,666CommonSOLE
776696106ROPRoper Technologies Inc$4570.18%811CommonSOLE
37954Y830COPXGlobal X ETFs/USA$4430.17%9,815CommonSOLE
464287242LQDiShares ETFs/USA$4390.17%4,100CommonSOLE
278865100ECLEcolab Inc$4310.17%1,812CommonSOLE
98419M100XYLXylem Inc/NY$4310.17%3,177CommonSOLE
G0085J117ADSEAds-Tec Energy PLC$4250.17%33,900CommonSOLE
46137V142PHOInvesco ETFs/USA$4080.16%6,279CommonSOLE
45167R104IEXIDEX Corp$3920.15%1,949CommonSOLE
N52586109LILMFLilium NV$3770.15%475,000CommonSOLE
00846U101AAgilent Technologies Inc$3340.13%2,579CommonSOLE
464288513HYGiShares ETFs/USA$3320.13%4,300CommonSOLE
26614N102DDDuPont de Nemours Inc$3060.12%3,804CommonSOLE
920253101VMIValmont Industries Inc$3030.12%1,104CommonSOLE
00887A204RNTXAileron Therapeutics Inc$2940.11%106,000CommonSOLE
88160R101TSLATesla Inc$2890.11%1,458CommonSOLE
37954Y871URAGlobal X ETFs/USA$2760.11%9,524CommonSOLE
65339F101NEENextEra Energy Inc$2720.11%3,842CommonSOLE
896239100TRMBTrimble Inc$2680.10%4,792CommonSOLE
723484101PNWPinnacle West Capital Corp$2600.10%3,402CommonSOLE
G60409110MTALEURMetals Acquisition Ltd$2400.09%17,500CommonSOLE
029899101AWRAmerican States Water Co$2320.09%3,200CommonSOLE
G51502105JCIJohnson Controls International plc$2300.09%3,465CommonSOLE
156431108CENXCentury Aluminum Co$2270.09%13,576CommonSOLE
130788102CWTCalifornia Water Service Group$2250.09%4,644CommonSOLE
013872106AAAlcoa Corp$2230.09%5,606CommonSOLE
784305104HTOSJW Group$2190.09%4,047CommonSOLE
25746U109DDominion Energy Inc$2160.08%4,403CommonSOLE
535555106LNNLindsay Corp$2090.08%1,700CommonSOLE
29364G103ETREntergy Corp$2080.08%1,947CommonSOLE
686688102ORAOrmat Technologies Inc$2070.08%2,889CommonSOLE
281020107EIXEdison International$2030.08%2,831CommonSOLE
G83752132SVIRFSpring Valley Acquisition Corp II$1820.07%1,350,000CommonSOLE
30161N101EXCExelon Corp$1770.07%5,123CommonSOLE
G0508H110ALTMEURArcadium Lithium PLC$1750.07%52,045CommonSOLE
923372106VGASVerde Clean Fuels Inc$1750.07%42,328CommonSOLE
18539C204CWENClearway Energy Group LLC$1750.07%7,095CommonSOLE
00162Q460ACESALPS ETFs/USA$1740.07%6,176CommonSOLE
015658107ASTLAlgoma Steel Group Inc$1740.07%25,000CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$1640.06%2,221CommonSOLE
G0751N103ABYEURAtlantica Sustainable Infrastructure PLC$1620.06%7,378CommonSOLE
26441C204DUKDuke Energy Corp$1600.06%1,594CommonSOLE
736508847PORPortland General Electric Co$1570.06%3,625CommonSOLE
92189H805REMXVanEck ETFs/USA$1510.06%3,556CommonSOLE
209115104EDConsolidated Edison Inc$1510.06%1,687CommonSOLE
012653101ALBAlbemarle Corp$1470.06%1,536CommonSOLE
067901108ABXBarrick Gold Corp$1400.05%8,466CommonSOLE
651639106NEMNewmont Corp$1390.05%3,324CommonSOLE
878742204TECKTeck Resources Ltd$1390.05%2,936CommonSOLE
35671D857FCXFreeport-McMoRan Inc$1370.05%2,810CommonSOLE
46138E784PCYInvesco ETFs/USA$1360.05%6,800CommonSOLE
816851109SRESempra$1330.05%1,754CommonSOLE
451107106IDAIDACORP Inc$1270.05%1,363CommonSOLE
50012A108KGSKodiak Gas Services Inc$1240.05%4,562CommonSOLE
20451N101CMPCompass Minerals International Inc$1230.05%11,919CommonSOLE
015857105AQNAlgonquin Power & Utilities Corp$1230.05%21,062CommonSOLE
642045108AESIAtlas Energy Solutions Inc$1220.05%6,131CommonSOLE
33733E500QCLNFirst Trust ETFs/USA$1220.05%3,583CommonSOLE
92852X103VTSVitesse Energy Inc$1220.05%5,137CommonSOLE
831865209AOSA O Smith Corp$1200.05%1,463CommonSOLE
46137V134PBWInvesco ETFs/USA$1200.05%5,971CommonSOLE
00766T100ACMAECOM$1190.05%1,355CommonSOLE
92338C103VLTOVeralto Corp$1160.05%1,217CommonSOLE
11284V105Brookfield Renewable Partners LP$1150.04%4,058CommonSOLE
G4236L120GFAIWGuardforce AI Co Ltd$1090.04%493,370CommonSOLE
353514102FELEFranklin Electric Co Inc$1060.04%1,101CommonSOLE
942749102WTSWatts Water Technologies Inc$1050.04%570CommonSOLE
88162G103TTEKTetra Tech Inc$1040.04%507CommonSOLE
987184108YORWYork Water Co/The$990.04%2,657CommonSOLE
68347P103OPALOPAL Fuels Inc$980.04%23,900CommonSOLE
89346D107TACTransAlta Corp$960.04%13,609CommonSOLE
98983L108ZWSZurn Elkay Water Solutions Corp$960.04%3,258CommonSOLE
25278X109FANGDiamondback Energy Inc$960.04%482CommonSOLE
056525108BMIBadger Meter Inc$940.04%506CommonSOLE
941848103WATWaters Corp$940.04%323CommonSOLE
03834B127APCXWAppTech Payments Corp$910.04%240,963CommonSOLE
624758108MWAMueller Water Products Inc$910.04%5,092CommonSOLE
46138G706TANInvesco ETFs/USA$910.04%2,264CommonSOLE
29275Y102ENSEnerSys$900.03%870CommonSOLE
387432107GRNTGranite Ridge Resources Inc$890.03%14,080CommonSOLE
746228303PCYOPure Cycle Corp$880.03%9,235CommonSOLE
29670G102WTRGEssential Utilities Inc$880.03%2,359CommonSOLE
913259107UTLUnitil Corp$880.03%1,694CommonSOLE
500767678KRBNKraneShares Trust$860.03%2,633CommonSOLE
235851102DHRDanaher Corp$840.03%337CommonSOLE
Y2065G121DHTDHT Holdings Inc$810.03%7,002CommonSOLE
465741106ITRIItron Inc$800.03%804CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$780.03%484CommonSOLE
18539C105NY4BClearway Energy Group LLC$770.03%3,397CommonSOLE
127537207CDZICadiz Inc$750.03%24,233CommonSOLE
29415B103EVAUSDEnviva Inc$750.03%173,625CommonSOLE
501242101KLICKulicke & Soffa Industries Inc$750.03%1,517CommonSOLE
058586108BLDPBallard Power Systems Inc$690.03%30,736CommonSOLE
G7500M104RNWReNew Energy Global PLC$680.03%10,866CommonSOLE
184499101CLNEClean Energy Fuels Corp$660.03%24,882CommonSOLE
69036R863OSG1EUROverseas Shipholding Group Inc$640.02%7,509CommonSOLE
69349H107TXNMPNM Resources Inc$640.02%1,721CommonSOLE
596680108MSEXMiddlesex Water Co$610.02%1,166CommonSOLE
624756102MLIMueller Industries Inc$600.02%1,046CommonSOLE
G2283U118Colombier Acquisition Corp II$600.02%200,000CommonSOLE
G7823S101SATLSatellogic Inc$570.02%55,000CommonSOLE
G65773106NATNordic American Tankers Ltd$570.02%14,317CommonSOLE
Y2106R110LPGDorian LPG Ltd$560.02%1,345CommonSOLE
018522300AEBAALLETE Inc$530.02%857CommonSOLE
689648103OTTROtter Tail Corp$510.02%584CommonSOLE
94106L109WMWaste Management Inc$500.02%233CommonSOLE
34354P105FLSFlowserve Corp$480.02%1,002CommonSOLE
05379B107AVAAvista Corp$480.02%1,391CommonSOLE
891092108TTCToro Co/The$470.02%504CommonSOLE
21874C102CNMClayton Dubilier & Rice LLC$470.02%967CommonSOLE
G2R05B126DP Cap Acquisition Corp I$460.02%1,050,000CommonSOLE
61218C103MNTKMontauk Renewables Inc$430.02%7,604CommonSOLE
17275R102CSCOCisco Systems Inc$420.02%889CommonSOLE
36116M106FFFutureFuel Corp$420.02%8,128CommonSOLE
882508104TXNTexas Instruments Inc$420.02%216CommonSOLE
565849106MRO*Marathon Oil Corp$410.02%1,428CommonSOLE
G0085J109ADSEWAds-Tec Energy PLC$410.02%16,900CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$410.02%101CommonSOLE
379463102GWRSGlobal Water Resources Inc$400.02%3,288CommonSOLE
760759100RSGRepublic Services Inc$400.02%206CommonSOLE
742718109PGProcter & Gamble Co/The$400.02%240CommonSOLE
194162103CLColgate-Palmolive Co$390.02%397CommonSOLE
371901109GNTXGentex Corp$390.02%1,161CommonSOLE
86745K104NOVAQSunnova Energy International Inc$380.01%6,764CommonSOLE
459200101IBMInternational Business Machines Corp$380.01%220CommonSOLE
64107A113NPWR/WSNet Power Inc$370.01%16,000CommonSOLE
02217A102AMPSUSDAltus Power Inc$370.01%9,372CommonSOLE
693718108PCARPACCAR Inc$360.01%347CommonSOLE
291011104EMREmerson Electric Co$360.01%329CommonSOLE
478160104JNJJohnson & Johnson$360.01%249CommonSOLE
231021106CMICummins Inc$350.01%127CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$350.01%167CommonSOLE
443510607HUBBHubbell Inc$340.01%93CommonSOLE
032654105ADIAnalog Devices Inc$340.01%151CommonSOLE
237266101DARDarling Ingredients Inc$340.01%927CommonSOLE
580135101MCDMcDonald's Corp$340.01%134CommonSOLE
015658115ASTLWAlgoma Steel Group Inc$340.01%37,800CommonSOLE
039653100ACAArcosa Inc$340.01%402CommonSOLE
165303108CPKChesapeake Utilities Corp$340.01%318CommonSOLE
713448108PEPPepsiCo Inc$340.01%205CommonSOLE
369604301GEGeneral Electric Co$340.01%216CommonSOLE
438516106HONHoneywell International Inc$330.01%155CommonSOLE
988498101YUMYum! Brands Inc$330.01%252CommonSOLE
171340102CHDChurch & Dwight Co Inc$330.01%316CommonSOLE
92826C839VVisa Inc$330.01%126CommonSOLE
609207105MDLZMondelez International Inc$320.01%495CommonSOLE
74762E102QUREQuanta Services Inc$320.01%127CommonSOLE
459867115IMAQWInternational Media Acquisition Corp$300.01%2,780,000CommonSOLE
553745126MSPRWMSP Recovery Inc$300.01%7,400,000CommonSOLE
185634110CLNNWClene Inc$280.01%886,592CommonSOLE
G5451A111LEGT/WSLegato Merger Corp III$230.01%175,000CommonSOLE
G54157113Learn CW Investment Corp$210.01%128,950CommonSOLE
G6755Q117Onyx Acquisition Co I$200.01%751,518CommonSOLE
G07041117COOTWAustralian Oilseeds Holdings Ltd$190.01%1,129,568CommonSOLE
G6S23K124Moringa Acquisition Corp$160.01%173,963CommonSOLE
30069X110ExcelFin Acquisition Corp$160.01%416,479CommonSOLE
97655B117WINVWWinVest Acquisition Corp$140.01%1,000,000CommonSOLE
40609P105HNRGHallador Energy Co$120.00%1,562CommonSOLE
M9607U107VLN/WSValens Semiconductor Ltd$120.00%333,309CommonSOLE
70261F111KTTAWPasithea Therapeutics Corp$70.00%334,600CommonSOLE
G86302125SWVLSwvl Holdings Corp$70.00%1,132CommonSOLE
87807D111TCBWFTC Biopharm Holdings PLC$60.00%470,588CommonSOLE
30034W106EVRGEvergy Inc$40.00%80CommonSOLE
G9889X115ZAPWFZapp Electric Vehicles Group Ltd$40.00%220,866CommonSOLE
G4828B118WELWFIntegrated Wellness Acquisition Corp$40.00%154,350CommonSOLE
83422N113SLDPWSolid Power Inc$30.00%17,300CommonSOLE
G2426E120Corner Growth Acquisition Corp 2$30.00%106,666CommonSOLE
23834J110DAVEWDave Inc$20.00%66,307CommonSOLE
15673X119Cepton Inc$20.00%175,246CommonSOLE
G8267K117SMXWWSMX Security Matters PLC$20.00%195,000CommonSOLE
G86302117SWVLWSwvl Holdings Corp$20.00%142,733CommonSOLE
N52586117LILWFLilium NV$10.00%8,600CommonSOLE
30052F118EVGOWEVgo Inc$10.00%7,500CommonSOLE
26916J114GWH/WSESS Tech Inc$10.00%10,300CommonSOLE
53838J113LVWR/WSHarley-Davidson Inc$02,000CommonSOLE
83542D110SONWQSonder Holdings Inc$026,780CommonSOLE
44951Y110Hyzon Motors Inc$09,100CommonSOLE
78397Q117SES/WSSES AI Corp$09,700CommonSOLE

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.