Hedge Fund - Skaana Management

Daniel C. Katzner Bio, Returns, AUM, Net Worth

Established in November 2020, Skaana Management is a New York-based hedge fund manager with a focus on a capital-restrained convertible investment strategy aimed at maximizing risk-adjusted returns. The firm manages Skaana Partners.

Daniel C. Katzner is the Managing Partner and Chief Investment Officer at Skaana Management LP. With over 30 years of investment experience and a continuous 19+ year track record in managing a convertible arbitrage portfolio, Katzner has extensive expertise in this area. Previously, he managed proprietary portfolios and institutional dealer desks for Tucker Anthony and Thomson McKinnon Securities. He holds a B.S.M. from Tulane University.

Skaana Management is a hedge fund with 1 client and discretionary assets under management (AUM) of $439,032,929 (Form ADV from 2024-03-28). Their last reported 13F filing for Q1 2024 included $5,026,225,070 in managed 13F securities and a top 10 holdings concentration of 68.03%. Skaana Management's largest holding is Chromcraft Revington Inc. with 156,000 shares.

Daniel C. Katzner
Fund Profile
Filing Period:
Fund Name: Skaana Management
Manager Daniel C. Katzner
Portfolio Value $295,733,068
Change This QTR +0.96%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1.
Core Scientific Inc.WARRANT EXP 01/23/202
CORZ 5,792,216 $50,623,968 +15% 17.12%
2. CNP 547,261 $21,801,903 -32% 7.37%
3. AAUC 10,550,000 $21,179,430 +164% 7.16%
4.
Occidental Petroleum CorpWARRANT EXP 08/03/202
OXY 458,231 $19,658,110 +6% 6.65%
5. ALB 157,615 $11,270,207 +719% 3.81%