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Situational Awareness LP: CORZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Situational Awareness LP on CORZ, newest first. How the timeline and the estimate are built.

Situational Awareness LP held 26,008,473 CORZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,008,473 shares
    Change vs previous 13F -26,008,473 shares

    3.3% of the 13F portfolio, value $665,556,824.

    13F-HR 0000935836-26-000418 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,016,946 shares
    Change vs previous 13F +23,260,468 shares

    10.09% of the 13F portfolio, value $778,173,512.

    13F-HR 0002038540-26-000004 filed by Situational Awareness Partners LP
    Filed (acceptance time not in the bulk data set), ingested

    • Situational Awareness Partners LP: 26,008,473 shares
    • Situational Awareness LP: 26,008,473 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,756,478 shares
    Change vs previous 13F +8,575,944 shares

    10.7% of the 13F portfolio, value $418,694,320.

    13F-HR 0002045724-26-000002 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,180,534 shares
    Change vs previous 13F +12,186,496 shares

    16.14% of the 13F portfolio, value $362,038,780.

    13F-HR 0002045724-25-000008 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,994,038 shares
    Change vs previous 13F +3,472,460 shares

    12.41% of the 13F portfolio, value $136,458,229.

    13F-HR 0002045724-25-000006 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,521,578 shares
    Change vs previous 13F not available

    6% of the 13F portfolio, value $32,736,225.

    13F-HR 0002045724-25-000002 filed by Situational Awareness LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).