LF Capital Acquisition Corp. II (LFAC)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	176.96 k	176.96 k	176.96 k	176.96 k	176.96 k	176.96 k
Cash burn (monthly)	(no burn)	11.23 k	(no burn)	(no burn)	35.76 k	293.54 k
Cash used (since last report)	n/a	199.73 k	n/a	n/a	636.31 k	5.22 mm
Cash remaining	n/a	-22.77 k	n/a	n/a	-459.35 k	-5.05 mm
Runway (months of cash)	n/a	-2.0	n/a	n/a	-12.8	-17.2

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Financial data from company earnings reports.

Institutional ownership, Q2 2023

LFAC institutional ownership history Ownership history

81.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	59	59	–
Opened positions	2	59	-96.6%
Closed positions	2	0	NEW
Increased positions	5	0	NEW
Reduced positions	7	0	NEW

13F shares	Current	Prev Q	Change
Total value	1.63 bn	2.58 bn	-36.6%
Total shares	9.74 mm	11.02 mm	-11.7%
Total puts	714.86 k	0.00	NEW
Total calls	559.59 k	369.96 k	+51.3%
Total put/call ratio	1.3	–	–

Largest owners	Shares	Value	Change
JEF Jefferies Financial	1.29 mm	$71.16 mm	0.0%
Saba Capital Management	787.33 k	$44.21 mm	0.0%
EHP Funds	569.40 k	$31.32 mm	0.0%
BLK BlackRock	562.50 k	$30.94 mm	0.0%
Athos Capital	500.00 k	$5.34 mm	0.0%
Taconic Capital Advisors	420.00 k	$23.10 mm	0.0%
Periscope Capital	400.70 k	$22.04 mm	0.0%
Verition Fund Management	363.25 k	$19.98 mm	0.0%
Sculptor Capital	347.60 k	$19.52 mm	-0.1%
Davidson Kempner Capital Management	300.00 k	$16.50 mm	0.0%

Largest transactions	Shares	Bought/sold	Change
Shaolin Capital Management	0.00	-714.86 k	EXIT
Davidson Kempner Partners	0.00	-300.00 k	EXIT
Cowen And	75.59 k	-106.06 k	-58.4%
Hudson Bay Capital Management	125.46 k	-100.84 k	-44.6%
Balyasny Asset Management	0.00	-100.00 k	EXIT
Flow State Investments	55.00 k	+25.60 k	+87.1%
Crystalline Management	12.50 k	+12.50 k	NEW
Flow Traders U.s.	15.26 k	-4.28 k	-21.9%
Wolverine Asset Management	231.66 k	-1.00 k	-0.4%
CNH Partners	166.44 k	-946.00	-0.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

LFAC insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
29 Jun 23	Wolverine Asset Management	Class A Common Stock	Sell	Dispose S	Yes	No	10.68	100,000	1.07 mm	549,000

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.