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5%+ stakes · Schedule 13D and 13G

Sim Acquisition Corp. I: 5%+ holders

Who has reported owning 5% or more of Sim Acquisition Corp. I, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more1
Filings16
Latest filing2026-09-04

Sim Acquisition Corp. I has 16 Schedule 13D or 13G filings on record since 2025-08-06. 1 holder's latest filing reports 5% or more of common stock, par value $0.0001. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
SIM Sponsor 1 LLC93.2%7,646,669SCHEDULE 13D, 2026-05-152026-05-11
Barclays PLC4.29%987,436SCHEDULE 13G/A, 2025-08-122025-06-30
MMCAP International Inc. SPC4.26%980,000SCHEDULE 13G/A, 2025-08-122025-06-30
The Goldman Sachs Group, Inc.4.2%969,533SCHEDULE 13G/A, 2025-11-102025-09-30
Westchester Capital Management, LLC3.34%767,556SCHEDULE 13G/A, 2026-05-152026-03-31
Picton Mahoney Asset Management0%0SCHEDULE 13G/A, 2026-08-112026-06-30
Karpus Management, Inc.0%0SCHEDULE 13G/A, 2026-06-052026-05-29
First Trust Merger Arbitrage Fund0%0SCHEDULE 13G/A, 2026-08-142026-06-30
AQR Capital Management, LLC0%0SCHEDULE 13G/A, 2026-08-122026-06-30
Magnetar Financial LLC0%0SCHEDULE 13G/A, 2026-09-042026-06-30

Purpose of Transaction (Item 4)

SIM Sponsor 1 LLC

The responses to Items 3 and 6 of this Schedule 13D are incorporated by reference herein. The Reporting Persons hold their securities of the Issuer for investment purposes. The Reporting Persons continuously assess the Issuer's business, financial condition, results of operations and prospects, general economic conditions, other developments and additional investment opportunities. Depending on such assessments, and subject to any restrictions described herein (such as the transfer restrictions in the Letter Agreement dated July 9, 2024, which was entered into between the Issuer, the Sponsor and certain other parties (the "Letter Agreement")), the Reporting Persons may: (i) acquire beneficial ownership of additional securities of the Issuer in the open market, in privately negotiated transactions or otherwise; (ii) dispose of all or part of their holdings of securities of the Issuer; or (iii) take other actions which could involve one or more of the types of transactions or have one or more of the results described in Item 4 of Schedule 13D. Such actions will depend upon a variety of factors, including, without limitation, current and anticipated future trading prices, the financial condition, results of operations and prospects of the Issuer, alternative investment opportunities, general economic, financial market and industry conditions and other factors that the Reporting Persons may deem material to their investment decision. Except as set forth herein, the Reporting …The first part of Item 4 of the SCHEDULE 13D filed 2026-05-15; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-08-06Picton Mahoney Asset Management7.83%SCHEDULE 13G/A
2025-08-12Barclays PLC4.29%SCHEDULE 13G/A
2025-08-12MMCAP International Inc. SPC4.26%SCHEDULE 13G/A
2025-08-14Karpus Management, Inc.6.25%SCHEDULE 13G/A
2025-08-14Westchester Capital Management, LLC5.33%SCHEDULE 13G
2025-11-10The Goldman Sachs Group, Inc.4.2%SCHEDULE 13G/A
2026-02-19SIM Sponsor 1 LLC24.7%SCHEDULE 13G/A
2026-04-27Picton Mahoney Asset Management5.65%SCHEDULE 13G/A
2026-05-15Westchester Capital Management, LLC3.34%SCHEDULE 13G/A
2026-05-15SIM Sponsor 1 LLC93.2%SCHEDULE 13D
2026-05-15First Trust Capital Management L.P.5.63%SCHEDULE 13G/A
2026-06-05Karpus Management, Inc.0%SCHEDULE 13G/A
2026-08-11Picton Mahoney Asset Management0%SCHEDULE 13G/A
2026-08-12AQR Capital Management, LLC0%SCHEDULE 13G/A
2026-08-14First Trust Merger Arbitrage Fund0%SCHEDULE 13G/A
2026-09-04Magnetar Financial LLC0%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/sim-acquisition-corp-i
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Sim Acquisition Corp. I 5%+ holders: 1 at 5% or more, largest SIM Sponsor 1 LLC 93.2%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/sim-acquisition-corp-i