$GME
one more day of filings, we do have a little more visability into th bonds with the 13F rule change.
awaiting
LMR Partners — 20.4M puts in Q1 2026, implying ~$900M CB-2 position
Millennium Management — major arb desk, bond classified as debt, not in 13F
Magnetar Capital — dedicated convert arb fund, estimated $100M+ CB-2
Point72 — 5.97M puts + 900K warrants Q1 2026, bond not reported in 13F
Citadel — 5.38M puts + 14.2M calls Q1 2026, bond not in 13F
DE Shaw — 366K warrants Q1 2026, bond position not visible
Sculptor Capital — puts visible Q1 2026, bond excluded from 13F
Skaana Management — $1.5M CB-2 + 37,600 puts Q1 2026, Q2 filing late