| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| CDAQF, CDAUF | Compass Digital Acquisition Corp. | Chief Financial Officer | Aug 31, 2023 | |||
| GTAC | Global Technology Acquisition Corp. I | Chief Financial Officer | Apr 19, 2024 | |||
| HCVI, HCVIU | Hennessy Capital Investment Corp. VI | Officer | Aug 2, 2024 | |||
| HVII, HVIIR | Hennessy Capital Investment Corp. VII | Chief Financial Officer | Jan 16, 2025 | |||
| TWOA | two | Chief Financial Officer | Apr 27, 2023 |