Fund HoldingsWATER ISLAND CAPITAL LLC

Total Portfolio Value
$764.12M
Total Bought
$361.17M
Total Sold
$502.87M
Net Transaction
-$141.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CHEVRON CORP NEW(CVX)(Call)0280,300+280,300046,891+46,891
H & E EQUIPMENT SERVICES INC0431,648+431,648040,9165.35%+40,916
BEACON ROOFING SUPPLY INC0270,509+270,509033,4624.38%+33,462
UNITED STATES STL CORP NEW(Call)0531,400+531,400022,457+22,457
H & E EQUIPMENT SERVICES INC(Put)0231,400+231,400021,934+21,934
PLAYA HOTELS & RESORTS NV01,584,486+1,584,486021,1212.76%+21,121
PAYCOR HCM INC0754,606+754,606016,9332.22%+16,933
TRIUMPH GROUP INC NEW0628,941+628,941015,9372.09%+15,937
DUN & BRADSTREET HLDGS INC01,436,923+1,436,923012,8461.68%+12,846
INTRA-CELLULAR THERAPIES INC(Put)087,900+87,900011,596+11,596
PROASSURANCE CORP0442,346+442,346010,3291.35%+10,329
WALGREENS BOOTS ALLIANCE INC(Put)0820,000+820,00009,159+9,159
WALGREENS BOOTS ALLIANCE INC(Call)0820,000+820,00009,159+9,159
CHIMERIX INC01,069,051+1,069,05109,0981.19%+9,098
ROCKET COS INC(Call)
CALL
0672,500+672,50008,117+8,117
REDFIN CORP0848,500+848,50007,8151.02%+7,815
INTRA-CELLULAR THERAPIES INC045,308+45,30805,9770.78%+5,977
BRIDGE INVT GROUP HLDGS INC0509,286+509,28604,8790.64%+4,879
ENSTAR GROUP LIMITED44,32757,615+13,28814,27619,1502.51%+4,875
ENFUSION INC0424,031+424,03104,7280.62%+4,728
PARAGON 28 INC0358,000+358,00004,6750.61%+4,675
ISHARES TR(Put)050,000+50,00003,945+3,945
SOLARWINDS CORP0191,572+191,57203,5310.46%+3,531
HERC HLDGS INC(HRI)(Call)025,800+25,80003,464+3,464
NORDSTROM INC379,000514,943+135,9439,15312,5901.65%+3,438
WALGREENS BOOTS ALLIANCE INC0302,120+302,12003,3750.44%+3,375
DEXCOM INC(DXCM)00003,1230.41%+3,123
REDFIN CORP
NOTE
00003,0660.40%+3,066
AIR TRANSPORT SERVICES GRP I0110,519+110,51902,4800.32%+2,480
PARAMOUNT GLOBAL(Put)0185,200+185,20002,215+2,215
PAYCOR HCM INC(Put)080,900+80,90001,815+1,815
FUBOTV INC00001,5460.20%+1,546
ACCOLADE INC00001,5200.20%+1,520
DESPEGAR COM CORP(Call)217,900299,300+81,4004,1955,624+1,429
ACCOLADE INC0195,155+195,15501,3620.18%+1,362
ALTUS POWER INC0275,084+275,08401,3620.18%+1,362
RADIUS RECYCLING INC046,751+46,75101,3500.18%+1,350
PACTIV EVERGREEN INC60,965126,790+65,8251,0652,2830.30%+1,218
CLEARWATER ANALYTICS HLDGS I(Put)031,800+31,8000852+852
SPIRIT AEROSYSTEMS HLDGS INC7,88731,957+24,0702691,1010.14%+832
LOGILITY SUPPLY CHAIN SOLUTI053,998+53,99807700.10%+770
NORDSTROM INC(Put)379,000405,600+26,6009,1539,917+764
NEVRO CORP0116,721+116,72106820.09%+682
GLOBAL BLUE GROUP HOLDING AG087,461+87,46106440.08%+644
ROCKET COS INC(RKT)046,367+46,36705600.07%+560
SURMODICS INC018,132+18,13205540.07%+554
ALLETE INC28,16236,155+7,9931,8252,3750.31%+550
2SEVENTY BIO INC0104,006+104,00605140.07%+514
SPOTIFY USA INC(SPOT)0003,7214,1730.55%+452
LIBERTY BROADBAND CORP(LBRDA)37,30937,634+3252,7893,2010.42%+412
HALOZYME THERAPEUTICS INC(HALO)0002,8643,1750.42%+311
AMCOR PLC(Call)942,500942,50008,8699,142+273
UBER TECHNOLOGIES INC(UBER)0005,0405,3000.69%+260
PLAYAGS INC90,24498,269+8,0251,0411,1900.16%+150
BLACKLINE INC(BL)0002,8802,9370.38%+57
VERINT SYSTEMS INC0002,8142,8410.37%+27
BENTLEY SYS INC(BSY)0004,5124,5350.59%+23
INSULET CORP(PODD)0004,4284,4330.58%+6
AIR TRANS SVCS GROUP INC0005,0195,0050.66%-14
RAPID7 INC0002,3082,2860.30%-22
XEROX HOLDINGS CORP(Call)20,00020,000016997-72
BOEING CO80,00080,00004,8714,7860.63%-85
WISDOMTREE INC(WT)0001,6571,5510.20%-106
BROOKLINE BANCORP INC DEL60,58753,655-6,9327155850.08%-130
SURGERY PARTNERS INC(SGRY)(Call)21,00010,000-11,000445238-207
OMNICOM GROUP INC(OMC)(Call)77,00076,700-3006,6256,359-266
SECUREWORKS CORP35,2900-35,2902990-299
BAUSCH PLUS LOMB CORP(Call)31,20016,600-14,600563241-323
PATTERSON COS INC235,572221,575-13,9977,2706,9220.91%-348
BRIGHTCOVE INC86,5000-86,5003760-376
CROSSFIRST BANKSHARES INC30,4380-30,4384610-461
FIRST BANCSHARES INC MISS34,34521,434-12,9111,2027250.09%-477
INNOVID CORP169,4060-169,4065230-523
BALLYS CORPORATION32,3720-32,3725790-579
UNITED STATES STL CORP NEW(Put)17,7000-17,7006020-602
SPDR S&P 500 ETF TR(Call)
CALL
25,00025,000014,65213,985-667
DEXCOM INC(DXCM)(Call)12,5000-12,5009720-972
DIGITALOCEAN HLDGS INC(DOCN)(Call)33,0000-33,0001,1240-1,124
UNIVERSAL STAINLESS & ALLOY26,0540-26,0541,1470-1,147
INDEPENDENT BANK GROUP INC19,4640-19,4641,1810-1,181
DISCOVER FINL SVCS8,5580-8,5581,4830-1,483
HEARTLAND FINL USA INC27,9400-27,9401,7130-1,713
BOEING CO(Put)10,0000-10,0001,7700-1,770
REVANCE THERAPEUTICS INC000000
ARCH RESOURCES INC18,1730-18,1732,5660-2,566
RINGCENTRAL INC(RNG)0003,0640-3,064
AMEDISYS INC603,565558,414-45,15154,79851,7266.77%-3,072
PARAMOUNT GLOBAL1,511,2671,050,499-460,76815,80812,5641.64%-3,244
CROSS CTRY HEALTHCARE INC368,095226,287-141,8086,6853,3690.44%-3,315
ENLINK MIDSTREAM LLC272,6590-272,6593,8580-3,858
JUNIPER NETWORKS INC957,573871,961-85,61235,86131,5564.13%-4,305
DIGITALOCEAN HLDGS INC(DOCN)0004,4380-4,438
EVERI HLDGS INC2,924,9212,499,273-425,64839,51634,1654.47%-5,351
COSTAR GROUP INC(CSGP)(Call)80,7000-80,7005,7770-5,777
INTERPUBLIC GROUP COS INC249,25731,775-217,4826,9848630.11%-6,121
ANSYS INC117,899103,480-14,41939,77132,7584.29%-7,013
REVANCE THERAPEUTICS INC(Call)2,334,2000-2,334,2007,0960-7,096
BERRY GLOBAL GROUP INC176,47461,220-115,25411,4134,2740.56%-7,139
DEXCOM INC(DXCM)0007,9460-7,946
MCGRATH RENTCORP(MGRC)099,180+99,180011,0491.45%+11,049
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