BURTECH ACQUISITION CORP - UNIT 12/10/2026 (BRKHU)

CUSIP: 123013203

Q4 2023 13F Holders as of 31 Dec 2023

Share change
+1,983
SEC-reported price per share
$9.56
Number of holders
5
Value change
+$20,216
Number of buys
3
Number of sells
1

Security key

123013203

Report period

Q4 2023

Institutions

5

Top holders

5

Ownership snapshot

Top reported holders of BRKHU - BURTECH ACQUISITION CORP - UNIT 12/10/2026 (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
Burtech LP LLC
Disclosed value leader
Karpus Management, Inc.
Comparable rows
0/15
Latest evidence
30 Sep 2023
3/4/5 13F Highest disclosed value: $9,519,448 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Karpus Management, Inc. has the largest disclosed position value at $9.52M.

0 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.
Disclosed position value Top 5
Karpus Management, Inc. $9.52M
FIR TREE CAPITAL MANAGEMENT LP $6.29M
First Trust Capital Management L.P. $5.82M
AQR Arbitrage LLC $5.17M
MIZUHO SECURITIES USA LLC $4.77M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Burtech LP LLC
3/4/5
10%+ Owner
—
denominator unverified
—
804,500 shares
— 10 Dec 2021
Patrick Francis Orlando
3/4/5
10%+ Owner
—
denominator unverified
—
804,500 shares
— 10 Dec 2021
Shahal M. Khan
3/4/5
Chief Executive Officer, Director, 10%+ Owner
—
denominator unverified
—
804,500 shares
— 10 Dec 2021
Karpus Management, Inc.
13F
Company
13F
—
denominator unverified
$9,519,448
900,610 shares
— 30 Sep 2023
FIR TREE CAPITAL MANAGEMENT LP
13F
Company
13F
—
denominator unverified
$6,292,194
595,288 shares
— 30 Sep 2023
First Trust Capital Management L.P.
13F
Company
13F
—
denominator unverified
$5,822,784
551,400 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
5
Shares
16,437
Rows available
5
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
4
Q4 2023 holders
5
Holder diff
1
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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