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Ownership

Who owns SIM Acquisition Corp. I, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Exited (13G) MAGNETAR FINANCIAL LLC, MAGNETAR CAPITAL PARTNERS LP, SUPERNOVA MANAGEMENT LLC September 04, 2026

MAGNETAR FINANCIAL LLC: 0.0% · 0 shares — MAGNETAR CAPITAL PARTNERS LP: 0.0% · 0 shares — SUPERNOVA MANAGEMENT LLC: 0.0% · 0 shares

Exited (13G) First Trust Merger Arbitrage Fund, First Trust Capital Management L.P., First Trust Capital Solutions L.P. August 14, 2026

First Trust Merger Arbitrage Fund: 0.0% · 0 shares — First Trust Capital Management L.P.: 0.0% · 0 shares — First Trust Capital Solutions L.P.: 0.0% · 0 shares

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Super investors holding SIMAU

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of SIM Acquisition Corp. I they hold. Together these 48 managers report 320.15% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
Magnetar Financial LLC $20.8M 1,945,196 0.21% 29.18% March 31, 2026
Karpus Management, Inc. $18.5M 1,725,032 0.58% 25.88% March 31, 2026

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Funds holding SIMAU

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 9 funds hold 24.43% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
First Trust Merger Arbitrage Fund $12.6M 0.80% 17.57% March 31, 2026
Special Opportunities Fund, Inc. $1.61M 0.96% 2.25% March 31, 2026

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