Comparable stake leader
CALAMOS INVESTMENT TRUST/IL
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001900402.
Comparable stake leader
CALAMOS INVESTMENT TRUST/IL
Disclosed value leader
Evergreen LLC
Comparable rows
7/9
Latest evidence
30 Jun 2025
Ownership snapshot
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.
Quick read
7 of 9 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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CALAMOS INVESTMENT TRUST/IL |
13D/G
Calamos Market Neutral Income Fund, a series of Calamos Investment Trust
|
18%
|
$6,050,000
500,000 shares
|
$0 | 31 Mar 2025 |
| METEORA CAPITAL, LLC |
13D/G
|
15%
|
$4,757,560
400,468 shares
|
-$282,102 | 30 Jun 2025 |
| Hudson Bay Capital Management LP |
13D/G
|
7.3%
|
$2,434,048
201,161 shares
|
$0 | 31 Mar 2025 |
| GLAZER CAPITAL, LLC |
13D/G
|
7.3%
|
$2,419,831
199,986 shares
|
$0 | 31 Mar 2025 |
| FIR TREE CAPITAL MANAGEMENT LP |
13D/G
|
2.7%
|
$1,727,408
142,761 shares
|
$0 | 31 Dec 2024 |
| WOLVERINE ASSET MANAGEMENT LLC |
13D/G
|
0.02%
|
$7,248
599 shares
|
$0 | 03 Feb 2025 |
| TD SECURITIES (USA) LLC |
13D/G
|
0%
|
$315
26 shares
|
-$4,210,485 | 31 Mar 2025 |
| Evergreen LLC |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$34,075,000
3,940,000 shares
mixed-class rows
|
— | 11 Feb 2022 |
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.
Forms 3/4/5 flow
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 27 Jun 2025.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-6 of 6 reporting-owner rows connected to Evergreen Corp. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Liew Choon Lian | 10%+ Owner | $34,075,000 | Filing P/S | 11 Feb 2022 | ||
| Evergreen LLC | 10%+ Owner | $34,075,000 | Filing P/S | 11 Feb 2022 | ||
| Alberto Coronado Santos | Director | Mixed | 08 Feb 2022 | |||
| Izmet Iskandar bin Mohd Ramli | Chief Financial Officer, Director | Mixed | 08 Feb 2022 | |||
| Mohamad Zabidi bin Ahmad | Director | Mixed | 08 Feb 2022 | |||
| Lim Wai Loong | Director | Mixed | 08 Feb 2022 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||