BURTECH ACQUISITION CORP. - Class A Common Stock, par value $0.0001 per share (BRKH)

CUSIP: 123013104

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 6 signals
Share change
-357,916
SEC-reported price per share
$10.73
Number of holders
27
Value change
-$3,785,071
Number of buys
10
Number of sells
13
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
14,919,858

Security key

123013104

Report period

Q4 2023

Institutions

27

Top holders

10

Ownership snapshot

Top reported holders of BRKH - BURTECH ACQUISITION CORP. - Class A Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Karpus Management, Inc.
Disclosed value leader
Karpus Management, Inc.
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F Lead comparable stake: 6% Showing 1-6 of 15 holder rows.

Quick read

Karpus Management, Inc. leads the comparable SEC ownership view at 6%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Karpus Management, Inc.'s linked filing trail.
Comparable ownership Top 5
Karpus Management, Inc. 6%
FIR TREE CAPITAL MANAGEMENT LP 4%
First Trust Capital Management L.P. 3.7%
AQR Arbitrage LLC 3.3%
MIZUHO SECURITIES USA LLC 3.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Karpus Management, Inc.
13F
Company
13F
6%
$9,519,448
900,610 shares
30 Sep 2023
FIR TREE CAPITAL MANAGEMENT LP
13F
Company
13F
4%
$6,292,194
595,288 shares
30 Sep 2023
First Trust Capital Management L.P.
13F
Company
13F
3.7%
$5,822,784
551,400 shares
30 Sep 2023
AQR Arbitrage LLC
13F
Company
13F
3.3%
$5,172,239
489,332 shares
30 Sep 2023
MIZUHO SECURITIES USA LLC
13F
Company
13F
3.1%
$4,769,034
458,561 shares
30 Sep 2023
ATW SPAC MANAGEMENT LLC
13F
Company
13F
2.7%
$4,189,680
396,000 shares
30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
27
Shares
6,552,510
Rows available
27
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
27
Q4 2023 holders
27
Holder diff
0
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %
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