Weiss Asset Management LP

Q2 2021 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2021
Date filed
8/13/2021
Form type
13F-HR
Num holdings
495
Total value ($000)
$4,017,297
Net value change ($000)
+310,197 (8.4%)
New positions
281
Sold out positions
317
Turnover %
102.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XYZ 54,176 640.5%
Churchill Capital Corp VII 45,094 NEW
NEE 45,043 606.2%
DNA 45,039 NEW
Revolution Healthcare Acquisition Corp. 41,735 NEW
AUR 38,532 NEW
Legacy EJY, Inc. 36,575 NEW
ATI Physical Therapy, Inc. 35,298 NEW
Proterra Inc 34,220 NEW
Austerlitz Acquisition Corp I 30,794 NEW
Top Reduces (Value $000, Stocks/ETFs)
CAI International, Inc. -54,548 -100.0%
SOUTH JERSEY INDUSTRIES INC -45,045 -100.0%
AUR -39,156 -100.0%
NEE -32,479 -77.1%
DNA -31,987 -100.0%
Revolution Healthcare Acquisition Corp. -30,150 -100.0%
Austerlitz Acquisition Corp II -28,421 -100.0%
TALK -27,594 -100.0%
IPHI -26,876 -100.0%
FTAC Hera Acquisition Corp. -25,486 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 424,258 (10.6% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type