MondegarAI
Kepos Capital LP

Q3 2024 · 13F-HR

Kepos Capital LPholdings as filed

Filed 2024-11-12 · accession 0001512020-24-000016

$228,170
Reported value
229
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
42809H107HESHess Corp$36,04815.8%265,446CommonSOLE
G38648104GIGGigCapital7 Corp$18,3938.06%1,851,300CommonSOLE
G3106N125EQV Ventures Acquisition Corp$15,7896.92%1,590,000CommonSOLE
G26745110POLEUAndretti Acquisition Corp II$12,9705.68%1,297,006CommonSOLE
219798105QDELQuidelOrtho Corp$6,8403.00%150,000CommonSOLE
12572Q105CMECME Group Inc$6,6572.92%30,168CommonSOLE
516544103LNTHLantheus Holdings Inc$5,4882.41%50,000CommonSOLE
G5509L101LIVNLivaNova PLC$5,2542.30%100,000CommonSOLE
29103K100FLDFTAC Emerald Acquisition Corp$5,1982.28%479,100CommonSOLE
G83752108SVIIFSpring Valley Acquisition Corp II$5,0562.22%450,000CommonSOLE
12521H107CF Acquisition Corp VII$4,4401.95%400,000CommonSOLE
38287A101Gores Holdings IX Inc$4,3621.91%411,900CommonSOLE
G4035N103GPATGP-Act III Acquisition Corp$4,2841.88%425,000CommonSOLE
G2283U100Colombier Acquisition Corp II$4,1041.80%400,000CommonSOLE
G33033104KDKAres Acquisition Corp II$4,0611.78%375,000CommonSOLE
G8192N103Auxo Capital Managers LLC$3,4011.49%300,000CommonSOLE
G3218G109EVe Mobility Acquisition Corp$3,3211.46%300,000CommonSOLE
G5501C125CUBWULionheart Holdings$3,0331.33%300,000CommonSOLE
04956D107ATMUCummins Inc$3,0021.32%80,000CommonSOLE
G7330C102Perception Capital Corp IV$2,8681.26%250,000CommonSOLE
G0888J108Battery Future Acquisition Corp$2,7681.21%250,000CommonSOLE
G1153L125Black Spade Acquisition II Co$2,7431.20%275,000CommonSOLE
88605L107Thunder Bridge Capital Partners IV Inc$2,6321.15%250,000CommonSOLE
G93A7H120VACHUVoyager Acquisition Corp$2,5001.10%250,000CommonSOLE
34965K107FTREFortrea Holdings Inc$2,5001.10%125,000CommonSOLE
53635D202LQDALiquidia Corp$2,4001.05%240,000CommonSOLE
G1745A108CCTSFCactus Acquisition Corp 1 Ltd$2,3151.01%200,000CommonSOLE
338307101FIVNFive9 Inc$2,2981.01%80,000CommonSOLE
G1995D109CRTAFCartica Acquisition Corp$2,2971.01%200,000CommonSOLE
G20315126ALFUUCenturion Acquisition Corp$2,2640.99%225,000CommonSOLE
G8675N109TGAAFTarget Global Acquisition I Corp$2,2590.99%200,000CommonSOLE
296424104ESHAESH Acquisition Corp$2,1220.93%200,000CommonSOLE
G70077105PCSCPerceptive Capital Solutions Corp$2,0040.88%200,000CommonSOLE
G93Y09123VCICUVine Hill Capital Investment Corp$2,0000.88%200,000CommonSOLE
30161Q104EXELExelixis Inc$1,9460.85%75,000CommonSOLE
934423104WBDWarner Bros Discovery Inc$1,8560.81%225,000CommonSOLE
464288588MBBiShares ETFs/USA$1,7530.77%18,300CommonSOLE
094235108BLMNBloomin' Brands Inc$1,6530.72%100,000CommonSOLE
48133Q309AMJBJP Morgan ETNs/USA$1,2940.57%45,470CommonSOLE
G5784H106MANUManchester United Plc$1,2140.53%75,000CommonSOLE
33737A108GRIDFirst Trust ETFs/USA$1,1670.51%9,170CommonSOLE
G63290111PLMJFPlum Acquisition Corp III$1,0880.48%100,000CommonSOLE
G20873124Chenghe Acquisition II Co$1,0550.46%100,000CommonSOLE
G5451A103LEGTLegato Merger Corp III$1,0200.45%100,000CommonSOLE
G75389109RFAIRF Acquisition Corp II$1,0170.45%100,000CommonSOLE
G8431T127SIMAUSIM Acquisition Corp I$1,0040.44%100,000CommonSOLE
G4036C106GRAFGraf Global Corp$1,0010.44%100,000CommonSOLE
G43658114HCM II Acquisition Corp$1,0010.44%100,000CommonSOLE
29430C102VSTSVestis Corp$9690.42%65,000CommonSOLE
929160109VMCVulcan Materials Co$9520.42%3,800CommonSOLE
G37068122FVNNUFuture Vision II Acquisition Corp$8010.35%80,000CommonSOLE
86260J102SWAGStran & Co Inc$7320.32%600,000CommonSOLE
464287242LQDiShares ETFs/USA$6440.28%5,700CommonSOLE
030420103AWKAmerican Water Works Co Inc$5950.26%4,069CommonSOLE
46137V142PHOInvesco ETFs/USA$5620.25%7,963CommonSOLE
917313108USIOUsio Inc$4940.22%363,437CommonSOLE
G0085J117ADSEAds-Tec Energy PLC$4540.20%33,900CommonSOLE
776696106ROPRoper Technologies Inc$4250.19%764CommonSOLE
278865100ECLEcolab Inc$4230.19%1,658CommonSOLE
98419M100XYLXylem Inc/NY$4110.18%3,047CommonSOLE
45167R104IEXIDEX Corp$3830.17%1,787CommonSOLE
00846U101AAgilent Technologies Inc$3630.16%2,445CommonSOLE
26614N102DDDuPont de Nemours Inc$3200.14%3,594CommonSOLE
920253101VMIValmont Industries Inc$3020.13%1,042CommonSOLE
88160R101TSLATesla Inc$2990.13%1,143CommonSOLE
896239100TRMBTrimble Inc$2750.12%4,435CommonSOLE
015658107ASTLAlgoma Steel Group Inc$2560.11%25,000CommonSOLE
37954Y855LITGlobal X ETFs/USA$2550.11%5,855CommonSOLE
723484101PNWPinnacle West Capital Corp$2430.11%2,747CommonSOLE
G60409110MTALEURMetals Acquisition Ltd$2420.11%17,500CommonSOLE
G51502105JCIJohnson Controls International plc$2410.11%3,106CommonSOLE
013872106AAAlcoa Corp$2280.10%5,899CommonSOLE
156431108CENXCentury Aluminum Co$2270.10%13,986CommonSOLE
37954Y830COPXGlobal X ETFs/USA$2240.10%4,742CommonSOLE
65339F101NEENextEra Energy Inc$2230.10%2,643CommonSOLE
464288513HYGiShares ETFs/USA$2090.09%2,600CommonSOLE
029899101AWRAmerican States Water Co$2040.09%2,450CommonSOLE
25746U109DDominion Energy Inc$2020.09%3,493CommonSOLE
686688102ORAOrmat Technologies Inc$2010.09%2,613CommonSOLE
130788102CWTCalifornia Water Service Group$1950.09%3,605CommonSOLE
29364G103ETREntergy Corp$1950.09%1,484CommonSOLE
535555106LNNLindsay Corp$1870.08%1,499CommonSOLE
18539C204CWENClearway Energy Group LLC$1830.08%5,975CommonSOLE
784305104HTOSJW Group$1820.08%3,131CommonSOLE
281020107EIXEdison International$1810.08%2,081CommonSOLE
923372106VGASVerde Clean Fuels Inc$1770.08%44,409CommonSOLE
46138E784PCYInvesco ETFs/USA$1720.08%8,000CommonSOLE
G0751N103ABYEURAtlantica Sustainable Infrastructure PLC$1670.07%7,610CommonSOLE
30161N101EXCExelon Corp$1630.07%4,022CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$1620.07%1,819CommonSOLE
G0508H110ALTMEURArcadium Lithium PLC$1610.07%56,514CommonSOLE
35671D857FCXFreeport-McMoRan Inc$1590.07%3,194CommonSOLE
816851109SRESempra$1540.07%1,836CommonSOLE
20451N101CMPCompass Minerals International Inc$1510.07%12,546CommonSOLE
012653101ALBAlbemarle Corp$1500.07%1,586CommonSOLE
878742204TECKTeck Resources Ltd$1480.06%2,899CommonSOLE
651639106NEMNewmont Corp$1400.06%2,611CommonSOLE
G83752132SVIRFSpring Valley Acquisition Corp II$1360.06%1,350,000CommonSOLE
067901108ABXBarrick Gold Corp$1350.06%6,968CommonSOLE
G38648112GIGGUGigCapital7 Corp$1330.06%13,300CommonSOLE
92338C103VLTOVeralto Corp$1300.06%1,158CommonSOLE
736508847PORPortland General Electric Co$1280.06%2,670CommonSOLE
451107106IDAIDACORP Inc$1280.06%1,246CommonSOLE
11284V105Brookfield Renewable Partners LP$1240.05%3,807CommonSOLE
209115104EDConsolidated Edison Inc$1230.05%1,179CommonSOLE
00162Q460ACESALPS ETFs/USA$1230.05%4,186CommonSOLE
015857105AQNAlgonquin Power & Utilities Corp$1220.05%22,856CommonSOLE
831865209AOSA O Smith Corp$1150.05%1,275CommonSOLE
37954Y871URAGlobal X ETFs/USA$1140.05%3,976CommonSOLE
89346D107TACTransAlta Corp$1140.05%11,243CommonSOLE
00766T100ACMAECOM$1130.05%1,093CommonSOLE
G38648120GIGGWGigCapital7 Corp$1110.05%1,851,300CommonSOLE
26441C204DUKDuke Energy Corp$1050.05%908CommonSOLE
942749102WTSWatts Water Technologies Inc$1030.05%498CommonSOLE
500767678KRBNKraneShares Trust$1030.05%3,256CommonSOLE
46138G706TANInvesco ETFs/USA$1010.04%2,334CommonSOLE
353514102FELEFranklin Electric Co Inc$1010.04%959CommonSOLE
50012A108KGSFrontier TopCo Partnership LP$1010.04%3,494CommonSOLE
92852X103VTSVitesse Energy Inc$1000.04%4,157CommonSOLE
642045108AESIAtlas Energy Solutions Inc$990.04%4,561CommonSOLE
457651107INVXInnovex International Inc$960.04%6,521CommonSOLE
941848103WATWaters Corp$960.04%268CommonSOLE
88162G103TTEKTetra Tech Inc$950.04%2,021CommonSOLE
624758108MWAMueller Water Products Inc$940.04%4,331CommonSOLE
056525108BMIBadger Meter Inc$930.04%427CommonSOLE
25278X109FANGDiamondback Energy Inc$880.04%512CommonSOLE
68347P103OPALOPAL Fuels Inc$870.04%23,900CommonSOLE
29670G102WTRGEssential Utilities Inc$870.04%2,268CommonSOLE
29275Y102ENSEnerSys$870.04%857CommonSOLE
98983L108ZWSZurn Elkay Water Solutions Corp$870.04%2,431CommonSOLE
46137V134PBWInvesco ETFs/USA$870.04%4,362CommonSOLE
G4236L120GFAIWGuardforce AI Co Ltd$840.04%493,070CommonSOLE
Y2065G121DHTDHT Holdings Inc$820.04%7,427CommonSOLE
69349H107TXNMTXNM Energy Inc$810.04%1,855CommonSOLE
18539C105NY4BClearway Energy Group LLC$790.03%2,775CommonSOLE
465741106ITRIItron Inc$780.03%727CommonSOLE
00790R104WMSAdvanced Drainage Systems Inc$760.03%483CommonSOLE
29415B103EVAUSDEnviva Inc$740.03%182,518CommonSOLE
596680108MSEXMiddlesex Water Co$710.03%1,083CommonSOLE
184499101CLNEClean Energy Fuels Corp$710.03%22,776CommonSOLE
33733E500QCLNFirst Trust ETFs/USA$700.03%1,958CommonSOLE
501242101KLICKulicke & Soffa Industries Inc$700.03%1,554CommonSOLE
913259107UTLUnitil Corp$660.03%1,085CommonSOLE
015658115ASTLWAlgoma Steel Group Inc$650.03%37,800CommonSOLE
G2283U118Colombier Acquisition Corp II$640.03%200,000CommonSOLE
058586108BLDPBallard Power Systems Inc$630.03%36,104CommonSOLE
30069X110ExcelFin Acquisition Corp$620.03%416,479CommonSOLE
G65773106NATNordic American Tankers Ltd$610.03%16,510CommonSOLE
565849106MRO*Marathon Oil Corp$610.03%2,278CommonSOLE
387432107GRNTGranite Ridge Resources Inc$600.03%10,040CommonSOLE
06690B107PNSTQPinstripes Holdings Inc$580.03%75,000CommonSOLE
624756102MLIMueller Industries Inc$580.03%776CommonSOLE
G7500M104RNWReNew Energy Global PLC$580.03%9,218CommonSOLE
03834B127APCXWAppTech Payments Corp$580.03%240,963CommonSOLE
G7823S101SATLSatellogic Inc$570.02%55,000CommonSOLE
746228303PCYOPure Cycle Corp$550.02%5,106CommonSOLE
87807B107TRPTC Energy Corp$540.02%1,276CommonSOLE
891092108TTCToro Co/The$520.02%594CommonSOLE
34354P105FLSFlowserve Corp$470.02%916CommonSOLE
36116M106FFFutureFuel Corp$440.02%7,615CommonSOLE
987184108YORWYork Water Co/The$440.02%1,182CommonSOLE
86745K104NOVAQSunnova Energy International Inc$430.02%4,405CommonSOLE
21874C102CNMCore & Main Inc$420.02%950CommonSOLE
G0085J109ADSEWAds-Tec Energy PLC$420.02%16,900CommonSOLE
94106L109WMWaste Management Inc$400.02%194CommonSOLE
45866F104ICEIntercontinental Exchange Inc$370.02%232CommonSOLE
G4R52R103HPAIHelport AI Ltd$370.02%7,590CommonSOLE
61218C103MNTKMontauk Renewables Inc$370.02%7,032CommonSOLE
459200101IBMInternational Business Machines Corp$370.02%166CommonSOLE
17275R102CSCOCisco Systems Inc$360.02%678CommonSOLE
194162103CLColgate-Palmolive Co$360.02%342CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$350.02%76CommonSOLE
127537207CDZICadiz Inc$340.01%11,231CommonSOLE
371901109GNTXGentex Corp$340.01%1,146CommonSOLE
988498101YUMYum! Brands Inc$340.01%242CommonSOLE
571748102MRSHMarsh & McLennan Cos Inc$340.01%151CommonSOLE
478160104JNJJohnson & Johnson$330.01%202CommonSOLE
760759100RSGRepublic Services Inc$330.01%165CommonSOLE
G4035N129GPATWGP-Act III Acquisition Corp$330.01%300,000CommonSOLE
379463102GWRSGlobal Water Resources Inc$330.01%2,592CommonSOLE
713448108PEPPepsiCo Inc$320.01%188CommonSOLE
742718109PGProcter & Gamble Co/The$320.01%187CommonSOLE
49271V100KDPKeurig Dr Pepper Inc$320.01%856CommonSOLE
231021106CMICummins Inc$320.01%100CommonSOLE
291011104EMREmerson Electric Co$310.01%280CommonSOLE
580135101MCDMcDonald's Corp$310.01%102CommonSOLE
237266101DARDarling Ingredients Inc$310.01%832CommonSOLE
G5451A111LEGT/WSLegato Merger Corp III$300.01%175,000CommonSOLE
609207105MDLZMondelez International Inc$300.01%404CommonSOLE
171340102CHDChurch & Dwight Co Inc$300.01%286CommonSOLE
018522300AEBAALLETE Inc$300.01%464CommonSOLE
438516106HONHoneywell International Inc$300.01%146CommonSOLE
443510607HUBBHubbell Inc$300.01%71CommonSOLE
369604301GEGeneral Electric Co$300.01%160CommonSOLE
693718108PCARPACCAR Inc$290.01%297CommonSOLE
92826C839VVisa Inc$290.01%104CommonSOLE
185634110CLNNWClene Inc$280.01%886,592CommonSOLE
02217A102AMPSUSDAltus Power Inc$280.01%8,856CommonSOLE
64107A113NPWR/WSNet Power Inc$200.01%16,000CommonSOLE
92189H805REMXVanEck ETFs/USA$200.01%430CommonSOLE
G2R05B126DP Cap Acquisition Corp I$190.01%1,050,000CommonSOLE
G07041117COOTWAustralian Oilseeds Holdings Ltd$160.01%1,129,568CommonSOLE
G75389117RFAIRRF Acquisition Corp II$160.01%250,000CommonSOLE
553745126MSPRWMSP Recovery Inc$160.01%7,400,000CommonSOLE
97655B117WINVWWinVest Acquisition Corp$140.01%1,000,000CommonSOLE
40609P105HNRGHallador Energy Co$130.01%1,375CommonSOLE
70261F111KTTAWPasithea Therapeutics Corp$120.01%334,600CommonSOLE
M9607U107VLN/WSValens Semiconductor Ltd$120.01%333,309CommonSOLE
30040W108ESEversource Energy$120.01%183CommonSOLE
87807D111TCBWFTC Biopharm Holdings PLC$90.00%470,588CommonSOLE
30034W106EVRGEvergy Inc$80.00%137CommonSOLE
G6755Q117Onyx Acquisition Co I$80.00%751,518CommonSOLE
G4036C122GRAF/WSGraf Global Corp$70.00%50,000CommonSOLE
G1281K114SLXNWSilexion Therapeutics Corp$30.00%100,000CommonSOLE
G4828B118WELWFIntegrated Wellness Acquisition Corp$30.00%154,350CommonSOLE
G86302125SWVLSwvl Holdings Corp$30.00%1,132CommonSOLE
23834J110DAVEWDave Inc$30.00%66,307CommonSOLE
15673X119Cepton Inc$20.00%175,246CommonSOLE
G86302117SWVLWSwvl Holdings Corp$20.00%142,733CommonSOLE
83422N113SLDPWSolid Power Inc$20.00%17,300CommonSOLE
G8267K117SMXWWSMX Security Matters PLC$20.00%195,000CommonSOLE
30052F118EVGOWEVgo Inc$20.00%7,500CommonSOLE
G9889X115ZAPWFZapp Electric Vehicles Group Ltd$20.00%220,866CommonSOLE
N52586117LILWFLilium NV$10.00%8,600CommonSOLE
26916J114GWH/WSESS Tech Inc$010,300CommonSOLE
83542D110SONWQSonder Holdings Inc$026,780CommonSOLE
53838J113LVWR/WSHarley-Davidson Inc$02,000CommonSOLE
78397Q117SES/WSSES AI Corp$09,700CommonSOLE
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.