McKinley Acquisition Corp (MKLY) shareholders
Close on Nov 12, 2026Market cap $250.75MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Karpus Management, Inc. | 1,903,371 | 7.82% | 13G (passive) amendment | Mar 31, 2026 |
| Linden GP LLC Joint filing with Linden Capital L.P. (9.30%), Linden Advisors LP (9.30%) and 1 more | 1,445,000 | 9.30% | 13G (passive) | Aug 15, 2025 |
| Highbridge Capital Management LLC | 1,000,000 | 5.80% | 13G (passive) | Sep 30, 2025 |
| LMR Partners (Ireland) Limited Joint filing with LMR Partners LLP (5.80%), LMR PARTNERS Ltd (5.80%) and 5 more | 1,000,000 | 5.80% | 13G (passive) | Sep 30, 2025 |
| AQR Capital Management, LLC Joint filing with AQR Capital Management Holdings, LLC (5.51%), AQR Arbitrage, LLC (5.51%) | 950,571 | 5.51% | 13G (passive) | Sep 30, 2025 |
| Mizuho Financial Group, Inc. | 940,027 | 5.30% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MKLY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 1,825,871 | – | $18.53M | −77,500 | 0.53% |
| Mizuho Securities USA LLC | 1,639,177 | – | $16.49M | +940,027 | 0.16% |
| Linden Advisors LP | 1,445,000 | – | $14.69M | – | 0.08% |
| AQR Arbitrage LLC | 921,170 | – | $9.34M | +10,165 | 0.13% |
| Westchester Capital Management, LLC | 740,000 | – | $7.50M | – | 0.37% |
| Verition Fund Management LLC | 647,950 | – | $6.58M | −37,362 | 0.03% |
| Glazer Capital, LLC | 640,100 | – | $6.50M | −11,800 | 0.16% |
| Wolverine Asset Management LLC | 557,714 | – | $5.66M | −65,495 | 0.05% |
| Two Sigma Investments, LP | 543,750 | – | $5.52M | – | 0.00% |
| Context Capital Management, LLC | 500,000 | – | $5.08M | – | 0.10% |
| Polar Asset Management Partners Inc. | 450,000 | – | $4.57M | – | 0.08% |
| Wealthspring Capital LLC | 409,096 | – | $4.15M | +29,356 | 0.93% |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 350,000 | – | $3.55M | – | 0.02% |
| Radcliffe Capital Management, L.P. | 350,000 | – | $3.55M | – | 0.27% |
| Clear Street Group Inc. | 344,972 | – | $782.09K | +11,743 | 0.00% |
| Bnp Paribas Arbitrage, Snc | 339,694 | – | $3.45M | – | 0.00% |
| Hudson Bay Capital Management LP | 300,000 | – | $3.05M | – | 0.01% |
| Magnetar Financial LLC | 300,000 | – | $3.05M | – | 0.03% |
| OMERS ADMINISTRATION Corp | 300,000 | – | $3.05M | – | 0.02% |
| Periscope Capital Inc. | 300,000 | – | $3.05M | – | 0.27% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 55 | 17M | 5 / 8 | 9 / 0 | 2M | 1M |
| Q1 2026 | 50 | 16M | 11 / 7 | 9 / 1 | 3M | 1M |
| Q4 2025 | 41 | 14M | 41 / 0 | 0 / 0 | 14M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
3 funds held MKLY in Q2 2026, 0% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of MKLY | Value | % of fund | As of |
|---|---|---|---|---|---|
| CrossingBridge Low Duration High Income Fund | 123,355 | – | $1.25M | 0.07% | Jun 30, 2026 |
| Global Multi-Strategy Fund | 16,117 | – | $164.23K | 0.03% | May 31, 2026 |
| Robinson Opportunistic Income Fund | 12,000 | – | $121.98K | 1.14% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Daphne Huang | CFO and Treasurer | – | Aug 11, 2025 |
| Peter Wright | Chief Executive Officer | – | Aug 11, 2025 |
| Saurabh Shah | Chief Operating Officer | – | Aug 11, 2025 |
| Adam Dooley | Director | – | Aug 11, 2025 |
| Tommaso Breschi | Director | – | Aug 11, 2025 |
| Jonathan Rosenzweig | Director | – | Aug 11, 2025 |
| Kevin Beard | Director | – | Aug 11, 2025 |
| Partners LLC - Delaware McKinley | 10% owner | 6,763,103 | Sep 17, 2025 |
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of McKinley Acquisition's stock actually held short. Settlement fails (shares not delivered on time) peaked at 69 shares on Sep 2, 2026 over the last 90 days.
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