TERRAPIN ASSET MANAGEMENT, LLC

PrivateCIK: 1965645
Location

MIAMI, FL

44
Positions
$87.81M
Total AUM (reported)
7.68M
Total Shares

Allocation by class

TOTAL AUM$87.81M44 positions
COM$24.70M28.1%
CL A$8.66M9.9%
COM CL A$8.31M9.5%
20 YR TR BD ETF$7.98M9.1%
CAP STK CL A$6.45M7.3%
CLASS A ORD SHS$6.27M7.1%
ENERGY$4.52M5.1%

Portfolio Concentration

Top 330.3%4–1037.7%11–2524.5%Rest7.5%TOP 1068.0%0%100%
Top 3$26.62M30.3%
4–10$33.07M37.7%
11–25$21.53M24.5%
Rest$6.59M7.5%

Top 3 weight

30.3%

Top 10 weight

68.0%

Voting Authority Distribution

Total shares with voting rights: 7.68M

Sole

Full voting authority

7.68M

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)

Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:

SEAGEN INC

SOLE
COM
Shares54.90K
TypeSH
Market value$11.65M
13.26%
Sole
54.90K
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares90K
TypeSH
Market value$7.98M
9.09%
Sole
90K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares40.20K
TypeSH
Market value$6.99M
7.96%
Sole
40.20K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares49.30K
TypeSH
Market value$6.45M
7.35%
Sole
49.30K
Shared
0.00
None
0.00

SCREAMING EAGLE ACQUISITN CO

SOLE
CLASS A ORD SHS
Shares599.62K
TypeSH
Market value$6.27M
7.14%
Sole
599.62K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ENERGY
Shares50K
TypeSH
Market value$4.52M
5.15%
Sole
50K
Shared
0.00
None
0.00

CARLYLE CREDIT INCOME FUND

SOLE
SHS BEN INT
Shares530.87K
TypeSH
Market value$4.34M
4.95%
Sole
530.87K
Shared
0.00
None
0.00

LIONS GATE ENTMNT CORP

SOLE
CL B NON VTG
Shares520.18K
TypeSH
Market value$4.09M
4.66%
Sole
520.18K
Shared
0.00
None
0.00

SCULPTOR CAP MGMT

SOLE
COM CL A
Shares321.18K
TypeSH
Market value$3.73M
4.24%
Sole
321.18K
Shared
0.00
None
0.00

BRIDGETOWN HOLDINGS LTD

SOLE
COM CL A
Shares353.46K
TypeSH
Market value$3.66M
4.17%
Sole
353.46K
Shared
0.00
None
0.00

FIRST HORIZON CORPORATION

SOLE
COM
Shares211.80K
TypeSH
Market value$2.33M
2.66%
Sole
211.80K
Shared
0.00
None
0.00

PHENOMEX INC

SOLE
COM
Shares2.11M
TypeSH
Market value$2.11M
2.40%
Sole
2.11M
Shared
0.00
None
0.00

HOMESTREET INC

SOLE
COM
Shares247.22K
TypeSH
Market value$1.93M
2.19%
Sole
247.22K
Shared
0.00
None
0.00

CITIZENS FINL SVCS INC

SOLE
COM
Shares37.46K
TypeSH
Market value$1.80M
2.04%
Sole
37.46K
Shared
0.00
None
0.00

INFLECTION PT ACQUISITN CRP

SOLE
CL A ORD SHS
Shares166.57K
TypeSH
Market value$1.70M
1.94%
Sole
166.57K
Shared
0.00
None
0.00

GLOBUS MED INC

SOLE
CL A
Shares33.49K
TypeSH
Market value$1.66M
1.89%
Sole
33.49K
Shared
0.00
None
0.00

SILICON MOTION TECHNOLOGY CO

SOLE
SPONSORED ADR
Shares28.61K
TypeSH
Market value$1.47M
1.67%
Sole
28.61K
Shared
0.00
None
0.00

SPECTRUM BRANDS HLDGS INC NE

SOLE
COM
Shares17.37K
TypeSH
Market value$1.36M
1.55%
Sole
17.37K
Shared
0.00
None
0.00

TORTOISEECOFIN ACQUISITION C

SOLE
SHS CL A
Shares123.79K
TypeSH
Market value$1.30M
1.48%
Sole
123.79K
Shared
0.00
None
0.00

ALTRIA GROUP INC

SOLE
COM
Shares28K
TypeSH
Market value$1.18M
1.34%
Sole
28K
Shared
0.00
None
0.00

FEUTUNE LIGHT ACQUISITION CO

SOLE
UNIT 06/01/2029
Shares100K
TypeSH
Market value$1.09M
1.24%
Sole
100K
Shared
0.00
None
0.00

ANDRETTI ACQUISITION CORP

SOLE
CL A ORD SHS
Shares100K
TypeSH
Market value$1.07M
1.22%
Sole
100K
Shared
0.00
None
0.00

ALTITUDE ACQUISITION CORP

SOLE
COM CL A
Shares86.27K
TypeSH
Market value$875.6K
1.00%
Sole
86.27K
Shared
0.00
None
0.00

AVROBIO INC

SOLE
COM
Shares558.79K
TypeSH
Market value$860.5K
0.98%
Sole
558.79K
Shared
0.00
None
0.00

TENX KEANE ACQUISITION

SOLE
ORD SHS
Shares75K
TypeSH
Market value$807.8K
0.92%
Sole
75K
Shared
0.00
None
0.00
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