Fund HoldingsWATER ISLAND CAPITAL LLC

Total Portfolio Value
$961.78M
Total Bought
$510.87M
Total Sold
$552.05M
Net Transaction
-$41.18M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EVERBRIDGE INC01,406,511+1,406,511048,9895.09%+48,989
AXONICS INC0710,124+710,124048,9775.09%+48,977
MASONITE INTL CORP0353,433+353,433046,4594.83%+46,459
ANSYS INC0117,277+117,277040,7144.23%+40,714
MCGRATH RENTCORP(MGRC)0295,429+295,429036,4473.79%+36,447
TRICON RESIDENTIAL INC03,259,880+3,259,880036,3483.78%+36,348
CAPRI HOLDINGS LIMITED(Put)
PUT
0802,200+802,200036,340+36,340
M D C HLDGS INC0561,965+561,965035,3533.68%+35,353
JUNIPER NETWORKS INC0918,041+918,041034,0233.54%+34,023
VIZIO HLDG CORP02,876,321+2,876,321031,4673.27%+31,467
CATALENT INC0544,860+544,860030,7573.20%+30,757
UNITED STATES STL CORP NEW330,1431,074,525+744,38216,06143,8194.56%+27,758
PIONEER NAT RES CO358,308358,698+39080,57694,1589.79%+13,582
FUSION PHARMACEUTICALS INC(Call)0500,000+500,000010,660+10,660
CEREVEL THERAPEUTICS HLDNG I588,100788,870+200,77024,93533,3463.47%+8,410
CATALENT INC(Call)0100,000+100,00005,645+5,645
TECHTARGET INC00002,9020.30%+2,902
EVERBRIDGE INC00002,4380.25%+2,438
PERFICIENT INC00002,3700.25%+2,370
ALBERTSONS COS INC1,686,6691,917,564+230,89538,79341,1134.27%+2,319
STERLING CHECK CORP0108,862+108,86201,7510.18%+1,751
KAMAN CORP035,021+35,02101,6060.17%+1,606
ENERPLUS CORP080,044+80,04401,5740.16%+1,574
SOUTHWESTERN ENERGY CO0183,240+183,24001,3890.14%+1,389
DISCOVER FINL SVCS010,448+10,44801,3700.14%+1,370
APA CORPORATION(APA)038,469+38,46901,3230.14%+1,323
HAYNES INTL INC019,345+19,34501,1630.12%+1,163
HIRERIGHT HOLDINGS CORPORATI073,697+73,69701,0520.11%+1,052
CARROLS RESTAURANT GROUP INC0110,206+110,20601,0480.11%+1,048
EQUITRANS MIDSTREAM CORP074,219+74,21909270.10%+927
DASEKE INC056,938+56,93804730.05%+473
TELEPHONE & DATA SYS INC(TDS)(Put)020,000+20,0000320+320
TRANSPHORM INC048,157+48,15702360.02%+236
VERINT SYSTEMS INC0002,6362,8160.29%+180
SPOTIFY USA INC(SPOT)0003,0803,2130.33%+133
WISDOMTREE INC(WT)0001,4561,5760.16%+120
KAMAN CORP0002,9263,0330.32%+107
DAVE & BUSTERS ENTMT INC(Call)14,30014,000-300770876+106
UNITED PARKS & RESORTS INC(PRKS)(Call)17,50017,5000925984+59
BLACKLINE INC(BL)0002,7262,7790.29%+53
RINGCENTRAL INC(RNG)0002,8882,9280.30%+41
PACIFIC BIOSCIENCES CALIF IN010,463+10,4630390.00%+39
ISHARES TR(Put)100,000100,00007,7397,773+34
XEROX HOLDINGS CORP(Call)44,50044,5000816797-19
CROWN CASTLE INC(CCI)6,1026,326+2247036690.07%-33
CONSOLIDATED COMM HLDGS INC112,84592,692-20,1534914000.04%-90
WESTROCK CO18,31613,290-5,0267606570.07%-103
GEN DIGITAL INC(GEN)(Call)20,00013,000-7,000456291-165
ALTERYX INC(Call)5,0000-5,0002360-236
CAPSTAR FINL HLDGS INC43,48027,716-15,7648155570.06%-258
AMERICAN NATL BANKSHARES INC5,3390-5,3392600-260
HAWAIIAN HOLDINGS INC(Put)482,600482,500-1006,8536,432-421
TELEPHONE & DATA SYS INC(TDS)(Call)50,0000-50,0009180-917
CAESARS ENTERTAINMENT INC NE(Call)
CALL
20,0000-20,0009380-938
NATIONAL WESTN LIFE GROUP IN3,3201,074-2,2461,6045280.05%-1,075
PNM RES INC(TXNM)0292,596+292,596011,0131.15%+11,013
ORCHARD THERAPEUTICS PLC91,0000-91,0001,4970-1,497
UNITED STATES STL CORP NEW(Put)214,000214,000010,4118,727-1,684
BLOCK INC(XYZ)0001,9550-1,955
DOCUSIGN INC(DOCU)0001,9900-1,990
OLINK HLDG AB1,644,5511,660,619+16,06841,36039,0414.06%-2,319
SP PLUS CORP(Call)50,0000-50,0002,5630-2,562
AMEDISYS INC710,697703,877-6,82067,55964,8696.74%-2,690
CHICOS FAS INC408,3590-408,3593,0950-3,095
CAPRI HOLDINGS LIMITED
SHS
841,071832,086-8,98542,25537,6933.92%-4,562
EAGLE BULK SHIPPING INC104,01518,366-85,6495,7621,1470.12%-4,615
SILICON MOTION TECHNOLOGY CO(SIMO)382,047242,792-139,25523,40818,6801.94%-4,728
EAGLE BULK SHIPPING INC(Put)92,3000-92,3005,1130-5,113
HAWAIIAN HOLDINGS INC560,08672,645-487,4417,9539680.10%-6,985
SPLUNK INC0008,6990-8,699
SP PLUS CORP208,84320,989-187,85410,7031,0960.11%-9,607
HESS CORP532,143430,059-102,08476,71465,6446.83%-11,070
ICOSAVAX INC876,0000-876,00013,8060-13,806
PGT INNOVATIONS INC343,0160-343,01613,9610-13,961
RAYZEBIO INC225,5650-225,56514,0230-14,023
BLUEGREEN VACATIONS HLDG COR231,8910-231,89117,4200-17,420
ENGAGESMART INC781,7520-781,75217,9020-17,902
MIRATI THERAPEUTICS INC343,7350-343,73520,1940-20,194
ROVER GROUP INC2,117,5880-2,117,58823,0390-23,039
IMMUNOGEN INC893,7580-893,75826,5000-26,500
EURONAV NV(CMBT)1,541,9580-1,541,95827,1230-27,123
RPT REALTY2,137,3450-2,137,34527,4220-27,422
KARUNA THERAPEUTICS INC87,3250-87,32527,6390-27,639
TEXTAINER GROUP HOLDINGS LTD589,1990-589,19928,9890-28,989
ALTERYX INC783,7200-783,72036,9600-36,960
SPIRIT RLTY CAP INC NEW1,297,4400-1,297,44056,6850-56,685
SOVOS BRANDS INC2,940,4230-2,940,42364,7780-64,778
SPLUNK INC479,4320-479,43273,0410-73,041
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