MERCURIA CAPITAL STRATEGIES, LLC

PrivateCIK: 2048079
Location

HOUSTON, TX

31
Positions
$261.63M
Total AUM (reported)
12.80M
Total Shares

Allocation by class

TOTAL AUM$261.63M31 positions
CL A$130.43M49.9%
SHS - A -$32.80M12.5%
ORD CL A$23.10M8.8%
ORD SHS CL A$12.46M4.8%
UNIT 02/12/2031$9.98M3.8%
COM CL A$9.14M3.5%
CL A SHS$7.65M2.9%

Portfolio Concentration

Top 368.4%4–1020.2%11–2511.4%Rest0.1%TOP 1088.6%0%100%
Top 3$178.86M68.4%
4–10$52.84M20.2%
11–25$29.75M11.4%
Rest$180.8K0.1%

Top 3 weight

68.4%

Top 10 weight

88.6%

Voting Authority Distribution

Total shares with voting rights: 12.80M

Sole

Full voting authority

12.80M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:

TEEKAY TANKERS LTD

SOLE
CL A
Shares1.78M
TypeSH
Market value$130.43M
49.85%
Sole
1.78M
Shared
0.00
None
0.00

LYONDELLBASELL INDUSTRIES NV

SOLE
SHS - A -
Shares407.12K
TypeSH
Market value$32.80M
12.54%
Sole
407.12K
Shared
0.00
None
0.00

BAIN CAP GSS INVT CORP

SOLE
ORD CL A
Shares1.55M
TypeSH
Market value$15.63M
5.97%
Sole
1.55M
Shared
0.00
None
0.00

ALUSSA ENERGY ACQUISIT CORP

SOLE
ORD SHS CL A
Shares1M
TypeSH
Market value$9.98M
3.81%
Sole
1M
Shared
0.00
None
0.00

PALOMA ACQUISITION CORP I

SOLE
UNIT 02/12/2031
Shares1M
TypeSH
Market value$9.98M
3.81%
Sole
1M
Shared
0.00
None
0.00

VENTURE GLOBAL INC

SOLE
COM CL A
Shares580.05K
TypeSH
Market value$9.14M
3.49%
Sole
580.05K
Shared
0.00
None
0.00

DRUGS MADE IN AMER ACQ II CO

SOLE
USD ORD SHS
Shares750K
TypeSH
Market value$7.48M
2.86%
Sole
750K
Shared
0.00
None
0.00

AGRICULTURE & NAT SOL ACQ CO

SOLE
SHS CL A
Shares500K
TypeSH
Market value$5.64M
2.16%
Sole
500K
Shared
0.00
None
0.00

INFLECTION PT ACQUISITION CO

SOLE
CL A ORD SHS
Shares535K
TypeSH
Market value$5.47M
2.09%
Sole
535K
Shared
0.00
None
0.00

PROSHARES TR II

SOLE
VIX SHT TERM FUT
Shares150K
TypeSH
Market value$5.15M
1.97%
Sole
150K
Shared
0.00
None
0.00

GSR IV ACQUISITION CORP

SOLE
CL A SHS
Shares500K
TypeSH
Market value$5.01M
1.92%
Sole
500K
Shared
0.00
None
0.00

GIGCAPITAL8 CORP

SOLE
ORD CL A
Shares500K
TypeSH
Market value$4.99M
1.91%
Sole
500K
Shared
0.00
None
0.00

TEXAS VENTURES ACQUISITION I

SOLE
USD CL A ORD SHS
Shares347.50K
TypeSH
Market value$3.61M
1.38%
Sole
347.50K
Shared
0.00
None
0.00

GLOBAL PARTNERS LP

SOLE
COM UNITS
Shares82.36K
TypeSH
Market value$3.47M
1.33%
Sole
82.36K
Shared
0.00
None
0.00

BERTO ACQUISITION CORP

SOLE
ORD SHS
Shares270.91K
TypeSH
Market value$2.78M
1.06%
Sole
270.91K
Shared
0.00
None
0.00

PYROPHYTE ACQUISITION CORP.

SOLE
CL A SHS
Shares250K
TypeSH
Market value$2.54M
0.97%
Sole
250K
Shared
0.00
None
0.00

VIKING ACQUISITION CORP I

SOLE
ORD CL A
Shares250K
TypeSH
Market value$2.48M
0.95%
Sole
250K
Shared
0.00
None
0.00

SILVERBOX CORP V

SOLE
ORD SHS CL A
Shares250K
TypeSH
Market value$2.48M
0.95%
Sole
250K
Shared
0.00
None
0.00

GUARDIAN METAL RES PLC

SOLE
SPONSORED ADS
Shares65K
TypeSH
Market value$1.14M
0.43%
Sole
65K
Shared
0.00
None
0.00

DIANA SHIPPING INC

SOLE
COM
Shares261.58K
TypeSH
Market value$654.0K
0.25%
Sole
261.58K
Shared
0.00
None
0.00

BAIN CAP GSS INVT CORP

SOLE
*W EXP 01/01/202
Shares309.18K
TypeSH
Market value$191.7K
0.07%
Sole
309.18K
Shared
0.00
None
0.00

ALUSSA ENERGY ACQUISIT CORP

SOLE
*W EXP 04/10/202
Shares333.33K
TypeSH
Market value$120.0K
0.05%
Sole
333.33K
Shared
0.00
None
0.00

CANTOR EQUITY PARTNERS III I

SOLE
SHS CL A
Shares9.60K
TypeSH
Market value$98.9K
0.04%
Sole
9.60K
Shared
0.00
None
0.00

CANTOR EQUITY PARTNERS IV IN

SOLE
SHS CL A
Shares9.50K
TypeSH
Market value$96.8K
0.04%
Sole
9.50K
Shared
0.00
None
0.00

CHURCHILL CAPITAL CORP IX

SOLE
CL A SHS
Shares8.76K
TypeSH
Market value$93.6K
0.04%
Sole
8.76K
Shared
0.00
None
0.00
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