Fund HoldingsWATER ISLAND CAPITAL LLC

Total Portfolio Value
$986.65M
Total Bought
$429.55M
Total Sold
$427.88M
Net Transaction
+$1.67M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
HASHICORP INC01,120,881+1,120,881037,7623.83%+37,762
SQUARESPACE INC0850,495+850,495037,1073.76%+37,107
CHAMPIONX CORPORATION01,065,472+1,065,472035,3843.59%+35,384
MARATHON OIL CORP01,160,541+1,160,541033,2733.37%+33,273
ENDEAVOR GROUP HLDGS INC01,054,268+1,054,268028,4972.89%+28,497
PERFICIENT INC0305,021+305,021022,8132.31%+22,813
HIBBETT INC0235,072+235,072020,5012.08%+20,501
NUVEI CORPORATION(Call)0542,700+542,700017,573+17,573
STERICYCLE INC0301,901+301,901017,5501.78%+17,550
ENCORE WIRE CORP059,814+59,814017,3361.76%+17,336
ATLANTICA SUSTAINABLE INFR P0612,216+612,216013,4381.36%+13,438
WALKME LTD0852,000+852,000011,9021.21%+11,902
SILVERBOW RES INC0312,000+312,000011,8031.20%+11,803
MATTERPORT INC02,622,311+2,622,311011,7221.19%+11,722
ALLETE INC0185,776+185,776011,5831.17%+11,583
POWERSCHOOL HOLDINGS INC0500,875+500,875011,2151.14%+11,215
DIAMOND OFFSHORE DRILLING IN0711,264+711,264011,0171.12%+11,017
SILK RD MED INC0406,305+406,305010,9861.11%+10,986
U S SILICA HLDGS INC0703,382+703,382010,8671.10%+10,867
PLAYAGS INC0907,154+907,154010,4321.06%+10,432
THE AARONS COMPANY INC0973,039+973,03909,7110.98%+9,711
INFINERA CORP01,510,000+1,510,00009,1960.93%+9,196
BLACKLINE INC(BL)0002,77910,7401.09%+7,961
BIOMARIN PHARMACEUTICAL INC(BMRN)00007,3210.74%+7,321
ISHARES TR(Put)050,000+50,00005,356+5,356
INTERNATIONAL PAPER CO(IP)(Put)0111,700+111,70004,820+4,820
VIZIO HLDG CORP2,876,3213,192,078+315,75731,46734,4743.49%+3,007
JAZZ INVESTMENTS I LTD(JAZZ)00002,9820.30%+2,982
NATIONAL WESTN LIFE GROUP IN1,0746,478+5,4045283,2190.33%+2,691
COSTAR GROUP INC(CSGP)(Put)035,500+35,50002,632+2,632
EVERBRIDGE INC0002,4384,9130.50%+2,475
BENTLEY SYS INC(BSY)00002,2330.23%+2,233
PERFICIENT INC0002,3704,5910.47%+2,221
TECHTARGET INC0002,9024,8660.49%+1,964
AVANGRID INC033,890+33,89001,2040.12%+1,204
NUVEI CORPORATION036,663+36,66301,1870.12%+1,187
SURMODICS INC027,592+27,59201,1600.12%+1,160
EQUITRANS MIDSTREAM CORP74,219137,313+63,0949271,7820.18%+855
INDEPENDENT BANK GROUP INC017,710+17,71008060.08%+806
HEARTLAND FINL USA INC018,002+18,00208000.08%+800
ATRION CORP01,761+1,76107970.08%+797
OVERSEAS SHIPHOLDING GROUP I092,389+92,38907830.08%+783
ASSETMARK FINL HLDGS INC021,880+21,88007560.08%+756
GEN DIGITAL INC(GEN)(Call)13,00030,000+17,000291749+458
MARCUS CORP DEL(MCS)018,200+18,20002070.02%+207
SPOTIFY USA INC(SPOT)0003,2133,3300.34%+117
WISDOMTREE INC(WT)0001,5761,6040.16%+28
RINGCENTRAL INC(RNG)0002,9282,9280.30%-0
PACIFIC BIOSCIENCES CALIF IN10,46320,000+9,53739270.00%-12
WESTROCK CO13,29012,581-7096576320.06%-25
DISCOVER FINL SVCS10,44810,182-2661,3701,3320.13%-38
VERINT SYSTEMS INC0002,8162,7680.28%-48
CROWN CASTLE INC(CCI)6,3266,32606696180.06%-51
ISHARES TR(Put)100,000100,00007,7737,714-59
CONSOLIDATED COMM HLDGS INC92,69276,696-15,9964003370.03%-63
SOUTHWESTERN ENERGY CO183,240193,851+10,6111,3891,3050.13%-84
PNM RES INC(TXNM)292,596292,596011,01310,8141.10%-199
TRANSPHORM INC48,1570-48,1572360-236
XEROX HOLDINGS CORP(Call)44,50046,000+1,500797535-262
TELEPHONE & DATA SYS INC(TDS)(Put)20,0000-20,0003200-320
AMEDISYS INC703,877702,040-1,83764,86964,4476.53%-422
HAWAIIAN HOLDINGS INC72,64542,821-29,8249685320.05%-436
DASEKE INC56,9380-56,9384730-473
CATALENT INC544,860537,856-7,00430,75730,2443.07%-514
CAPSTAR FINL HLDGS INC27,7160-27,7165570-557
HAYNES INTL INC19,3456,660-12,6851,1633910.04%-772
DAVE & BUSTERS ENTMT INC(Call)14,0000-14,0008760-876
UNITED PARKS & RESORTS INC(PRKS)(Call)17,5000-17,5009840-984
CARROLS RESTAURANT GROUP INC110,2060-110,2061,0480-1,048
HIRERIGHT HOLDINGS CORPORATI73,6970-73,6971,0520-1,052
SP PLUS CORP20,9890-20,9891,0960-1,096
EAGLE BULK SHIPPING INC18,3660-18,3661,1470-1,147
APA CORPORATION(APA)38,4690-38,4691,3230-1,323
STERLING CHECK CORP108,86226,895-81,9671,7513980.04%-1,352
ENERPLUS CORP80,0440-80,0441,5740-1,574
KAMAN CORP35,0210-35,0211,6060-1,606
OLINK HLDG AB1,660,6191,458,010-202,60939,04137,1503.77%-1,891
CEREVEL THERAPEUTICS HLDNG I788,870766,933-21,93733,34631,3603.18%-1,986
JUNIPER NETWORKS INC918,041864,697-53,34434,02331,5273.20%-2,496
KAMAN CORP0003,0330-3,033
HESS CORP430,059423,271-6,78865,64462,4416.33%-3,203
ANSYS INC117,277115,843-1,43440,71437,2443.77%-3,470
ALBERTSONS COS INC1,917,5641,887,055-30,50941,11337,2693.78%-3,843
AXONICS INC710,124671,053-39,07148,97745,1154.57%-3,862
CATALENT INC(Call)100,0000-100,0005,6450-5,645
MCGRATH RENTCORP(MGRC)295,429285,128-10,30136,44730,3803.08%-6,067
HAWAIIAN HOLDINGS INC(Put)482,5000-482,5006,4320-6,432
UNITED STATES STL CORP NEW(Put)214,0000-214,0008,7270-8,727
UNITED STATES STL CORP NEW1,074,525906,092-168,43343,81934,2503.47%-9,569
FUSION PHARMACEUTICALS INC(Call)500,0000-500,00010,6600-10,660
SILICON MOTION TECHNOLOGY CO(SIMO)242,79292,097-150,69518,6807,4590.76%-11,221
M D C HLDGS INC561,9650-561,96535,3530-35,353
CAPRI HOLDINGS LIMITED(Put)
PUT
802,2000-802,20036,3400-36,340
TRICON RESIDENTIAL INC3,259,8800-3,259,88036,3480-36,348
CAPRI HOLDINGS LIMITED
SHS
832,08635,923-796,16337,6931,1880.12%-36,505
MASONITE INTL CORP353,4330-353,43346,4590-46,459
EVERBRIDGE INC1,406,51136,094-1,370,41748,9891,2630.13%-47,726
PIONEER NAT RES CO358,6980-358,69894,1580-94,158
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