Fund HoldingsWATER ISLAND CAPITAL LLC

Total Portfolio Value
$1.07B
Total Bought
$971.19M
Total Sold
$174.67M
Net Transaction
+$796.52M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ACTIVISION BLIZZARD INC985,6221,177,830+192,2088499,2919.24%+99,207
VMWARE INC515,303562,401+47,0986480,8117.52%+80,747
HORIZON THERAPEUTICS PUB L570,608709,118+138,5106272,9336.79%+72,871
AEROJET ROCKETDYNE HLDGS INC1,121,1931,145,604+24,4116362,8595.85%+62,796
PNM RES INC(TXNM)1,258,7871,300,338+41,5516158,6455.46%+58,584
TEGNA INC3,607,6003,585,668-21,9326158,2315.42%+58,170
NATIONAL INSTRS CORP21,750959,494+937,744155,0755.12%+55,074
UNIVAR SOLUTIONS INC1,273,2421,478,070+204,8284552,9744.93%+52,929
CIRCOR INTL INC0849,203+849,203047,9384.46%+47,938
HORIZON THERAPEUTICS PUB L(Put)46,000356,500+310,500036,666+36,666
FOCUS FINL PARTNERS INC690,426670,397-20,0293635,2033.28%+35,167
SYNEOS HEALTH INC0751,590+751,590031,6722.95%+31,672
SEAGEN INC108,429154,211+45,7822229,6792.76%+29,657
PDC ENERGY INC0407,645+407,645029,0002.70%+29,000
RADIUS GLOBAL INFRASTRCTRE I1,474,7641,756,943+282,1792226,1782.44%+26,157
TRITON INTL LTD(TRTN-PA)0309,687+309,687025,7852.40%+25,785
LIFE STORAGE INC0192,170+192,170025,5512.38%+25,551
SILICON MOTION TECHNOLOGY CO(SIMO)350,981348,848-2,1332325,0682.33%+25,045
FORGEROCK INC866,8051,154,346+287,5411823,7102.21%+23,692
IVERIC BIO INC(Call)0592,100+592,100023,293+23,293
DICE THERAPEUTICS INC0483,894+483,894022,4822.09%+22,482
IVERIC BIO INC0503,196+503,196019,7961.84%+19,796
ABSOLUTE SOFTWARE CORP01,697,977+1,697,977019,4591.81%+19,459
ALBERTSONS COS INC60,000861,832+801,832118,8051.75%+18,804
FIRST HORIZON CORPORATION(FHN)3,106,4301,570,681-1,535,7495517,7021.65%+17,646
ROGERS CORP(ROG)139,936105,128-34,8082317,0231.58%+17,001
VECTIVBIO HLDG AG0939,293+939,293015,9681.49%+15,968
MAGELLAN MIDSTREAM PRTNRS LP0210,360+210,360013,1101.22%+13,110
ARCONIC CORPORATION0380,939+380,939011,2681.05%+11,268
ISHARES TR(Put)0150,000+150,000011,261+11,261
URSTADT BIDDLE PPTYS INC0490,811+490,811010,4350.97%+10,435
HORIZON THERAPEUTICS PUB L(Call)077,000+77,00007,919+7,919
AMEDISYS INC085,300+85,30007,8000.73%+7,800
BAYTEX ENERGY CORP(BTE)02,111,669+2,111,66906,8840.64%+6,884
MAGNACHIP SEMICONDUCTOR CORP593,222587,198-6,02466,5650.61%+6,559
GLOBUS MED INC(GMED)110,300109,481-81966,5180.61%+6,512
PARATEK PHARMACEUTICALS INC00024,6860.44%+4,684
MAXLINEAR INC(MXL)(Call)0135,300+135,30004,270+4,270
BLACK KNIGHT INC65,00064,540-46043,8550.36%+3,851
IROBOT CORP(Call)079,000+79,00003,575+3,575
RB GLOBAL INC(RBA)053,374+53,37403,2020.30%+3,202
HOWMET AEROSPACE INC(HWM)(Call)42,50062,500+20,00003,098+3,097
SPOTIFY USA INC(SPOT)00032,9730.28%+2,970
KAMAN CORP00032,9050.27%+2,902
RINGCENTRAL INC(RNG)00032,8550.27%+2,852
CHINOOK THERAPEUTICS INC051,468+51,46801,9770.18%+1,977
BLOCK INC(XYZ)00021,8860.18%+1,884
BLACKLINE INC(BL)00021,6930.16%+1,691
DIVERSEY HLDGS LTD3,763,426183,798-3,579,628301,5420.14%+1,512
WISDOMTREE INC(WT)00011,4650.14%+1,463
FRANCHISE GROUP INC050,809+50,80901,4550.14%+1,455
VERINT SYSTEMS INC00011,3220.12%+1,321
SPIRIT AIRLS INC68,12672,805+4,67911,2490.12%+1,248
MONEYLION INC0103,640+103,64001,2450.12%+1,245
HARTFORD FINL SVCS GROUP INC(HIG)16,67216,672011,2010.11%+1,200
XEROX HOLDINGS CORP(Call)70,00065,000-5,0000968+968
GREENHILL & CO INC063,797+63,79709350.09%+935
CAESARS ENTERTAINMENT INC NE(Call)
CALL
55,00018,000-37,0000917+917
THE NECESSITY RETAIL REIT IN092,385+92,38506250.06%+625
BLUEROCK HOMES TRUST INC38,62838,628016230.06%+623
NEXTIER OILFIELD SOLUTIONS068,975+68,97506170.06%+617
GEN DIGITAL INC(GEN)(Call)73,50030,000-43,5000557+556
QUOTIENT TECHNOLOGY INC0110,417+110,41704240.04%+424
DAVE & BUSTERS ENTMT INC(Call)09,300+9,3000414+414
LAKELAND BANCORP INC27,26329,792+2,52903990.04%+398
U S XPRESS ENTERPRISES INC056,592+56,59203470.03%+347
AURA BIOSCIENCES INC23,66619,750-3,91602440.02%+244
PARATEK PHARMACEUTICALS INC13,05084,697+71,64701870.02%+187
DISH NETWORK CORPORATION16,75024,750+8,00001630.02%+163
CLEARSIDE BIOMEDICAL INC65,00072,500+7,5000810.01%+81
PHENOMEX INC66,00087,500+21,5000430.00%+43
AMARIN CORP PLC035,000+35,0000420.00%+42
CANO HEALTH INC019,250+19,2500270.00%+27
ALLBIRDS INC10,00010,00000130.00%+13
MONEYLION INC0313,400+313,4000120.00%+12
LIGHTNING EMOTORS INC053,913+53,913020.00%+2
QUALTRICS INTL INC(Put)45,0000-45,00000-0
ACTIVISION BLIZZARD INC(Put)14,4000-14,40000-0
NATIONAL INSTRS CORP(Put)20,5000-20,50000-0
MOMENTIVE GLOBAL INC(Put)1,728,0000-1,728,00000-0
FIRST HORIZON CORPORATION(Put)155,7000-155,70000-0
EQT CORP6,5500-6,55000-0
WEATHERFORD INTL PLC5,3500-5,35000-0
BROADMARK RLTY CAP INC101,5310-101,53100-0
APOLLO ENDOSURGERY INC67,1230-67,12310-1
CRANE COMPANY6,5140-6,51410-1
OAK STR HEALTH INC00010-1
RITCHIE BROS AUCTIONEERS53,7600-53,76030-3
IROBOT CORP131,8930-131,89360-6
AMRYT PHARMA PLC584,5660-584,56690-9
ATLAS TECHNICAL CONSULTANTS808,4900-808,490100-10
RANGER OIL CORPORATION277,6340-277,634110-11
EVOQUA WATER TECHNOLOGIES CO244,6750-244,675120-12
ARGO BLOCKCHAIN PLC511,9450-511,945150-15
KIMBALL INTL INC1,256,5480-1,256,548160-16
INDUS REALTY TRUST INC285,4070-285,407190-19
CVENT HOLDING CORP2,355,8470-2,355,847200-20
PROVENTION BIO INC953,4070-953,407230-23
OAK STR HEALTH INC604,4510-604,451230-23
CARDIOVASCULAR SYS INC DEL1,598,9310-1,598,931320-32
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