Weiss Asset Management LP

Q2 2021 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 WEISS ANDREW M
2 BIP GP LLC