Fund HoldingsWATER ISLAND CAPITAL LLC

Total Portfolio Value
$1.12B
Total Bought
$544.73M
Total Sold
$625.26M
Net Transaction
-$80.53M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
DENBURY INC0526,336+526,336051,5864.61%+51,586
CAPRI HOLDINGS LIMITED
SHS
0719,843+719,843037,8713.38%+37,871
NEW RELIC INC0424,267+424,267036,3263.25%+36,326
SOVOS BRANDS INC01,475,225+1,475,225033,2662.97%+33,266
AVID TECHNOLOGY INC01,199,094+1,199,094032,2202.88%+32,220
ABCAM PLC01,419,326+1,419,326032,1192.87%+32,119
HOSTESS BRANDS INC0853,795+853,795028,4402.54%+28,440
SPLUNK INC0188,118+188,118027,5122.46%+27,512
HERITAGE CRYSTAL CLEAN INC0547,480+547,480024,8282.22%+24,828
RPT REALTY01,930,180+1,930,180020,3831.82%+20,383
AVANTAX INC0787,549+787,549020,1461.80%+20,146
NEXTGEN HEALTHCARE INC0846,680+846,680020,0921.80%+20,092
SEAGEN INC154,211233,580+79,36929,67949,5544.43%+19,875
PACWEST BANCORP DEL02,332,351+2,332,351018,4491.65%+18,449
EARTHSTONE ENERGY INC0885,597+885,597017,9241.60%+17,924
AMEDISYS INC85,300249,329+164,0297,80023,2872.08%+15,487
AMERICAN EQTY INVT LIFE HLD0286,671+286,671015,3771.37%+15,377
CHICOS FAS INC01,390,000+1,390,000010,3970.93%+10,397
HOLLY ENERGY PARTNERS L P0468,002+468,002010,2770.92%+10,277
ALBERTSONS COS INC861,8321,247,398+385,56618,80528,3782.54%+9,573
CHASE CORP062,997+62,99708,0150.72%+8,015
VERITIV CORP047,137+47,13707,9610.71%+7,961
SCULPTOR CAP MGMT0629,300+629,30007,3000.65%+7,300
HORIZON THERAPEUTICS PUB L709,118688,794-20,32472,93379,6877.12%+6,754
FIESTA RESTAURANT GROUP INC0725,584+725,58406,1380.55%+6,138
VMWARE INC562,401522,177-40,22480,81186,9327.77%+6,121
HERSHA HOSPITALITY TR(Call)0537,400+537,40005,299+5,299
WESTROCK CO0146,000+146,00005,2270.47%+5,227
ACTIVISION BLIZZARD INC1,177,8301,107,205-70,62599,291103,6689.26%+4,377
GLOBUS MED INC(Put)077,800+77,80003,863+3,863
SCIPLAY CORPORATION0151,925+151,92503,4590.31%+3,459
HERSHA HOSPITALITY TR0313,062+313,06203,0870.28%+3,087
TABULA RASA HEALTHCARE INC0269,001+269,00102,7730.25%+2,773
SPLUNK INC00002,7100.24%+2,710
ONEOK INC NEW(OKE)031,268+31,26801,9830.18%+1,983
EXXON MOBIL CORP011,718+11,71801,3780.12%+1,378
AMERICAN NATL BANKSHARES INC028,346+28,34601,0750.10%+1,075
THORNE HEALTHTECH INC099,697+99,69701,0160.09%+1,016
MONEYLION INC103,640103,64001,2452,2430.20%+998
TELEPHONE & DATA SYS INC(TDS)(Call)050,000+50,0000916+916
FORD MTR CO DEL(Put)050,000+50,0000621+621
BOEING CO(BA)02,450+2,45004700.04%+470
CAESARS ENTERTAINMENT INC NE(CZR)07,700+7,70003570.03%+357
CAMBRIDGE BANCORP03,914+3,91402440.02%+244
INTEL CORP(INTC)06,000+6,00002130.02%+213
BLOOM ENERGY CORP013,500+13,50001790.02%+179
PACIFIC BIOSCIENCES CALIF IN016,000+16,00001340.01%+134
XEROX HOLDINGS CORP(Call)65,00070,000+5,0009681,098+130
LAKELAND BANCORP INC29,79239,714+9,9223995010.04%+102
KAMAN CORP0002,9052,9520.26%+47
BLACKLINE INC(BL)0001,6931,7230.15%+30
RINGCENTRAL INC(RNG)0002,8552,8630.26%+7
WISDOMTREE INC(WT)0001,4651,4710.13%+6
SPOTIFY USA INC(SPOT)0002,9732,9770.27%+4
MONEYLION INC313,400313,400012140.00%+3
ALLBIRDS INC10,00010,000013110.00%-1
LIGHTNING EMOTORS INC53,9130-53,91320-2
CLEARSIDE BIOMEDICAL INC72,50082,500+10,00081720.01%-9
AMARIN CORP PLC35,00029,200-5,80042270.00%-15
HARTFORD FINL SVCS GROUP INC(HIG)16,67216,67201,2011,1820.11%-19
CANO HEALTH INC19,2500-19,250270-27
DISH NETWORK CORPORATION24,75022,950-1,8001631340.01%-29
BLOCK INC(XYZ)0001,8861,8560.17%-30
PHENOMEX INC87,50010,000-77,50043100.00%-33
VERINT SYSTEMS INC0001,3221,2820.11%-40
AURA BIOSCIENCES INC19,75022,650+2,9002442030.02%-41
BLUEROCK HOMES TRUST INC38,62838,62806234990.04%-124
MAXLINEAR INC(MXL)(Call)135,300185,700+50,4004,2704,132-138
RB GLOBAL INC(RBA)53,37448,871-4,5033,2023,0540.27%-148
PARATEK PHARMACEUTICALS INC84,6970-84,6971870-187
GEN DIGITAL INC(GEN)(Call)30,00020,000-10,000557354-203
CAESARS ENTERTAINMENT INC NE(Call)
CALL
18,00015,000-3,000917695-222
U S XPRESS ENTERPRISES INC56,5920-56,5923470-347
DAVE & BUSTERS ENTMT INC(Call)9,3000-9,3004140-414
QUOTIENT TECHNOLOGY INC110,4170-110,4174240-424
SILICON MOTION TECHNOLOGY CO(SIMO)348,848480,248+131,40025,06824,6132.20%-456
GREENHILL & CO INC63,79731,837-31,9609354710.04%-463
NEXTIER OILFIELD SOLUTIONS68,9750-68,9756170-617
THE NECESSITY RETAIL REIT IN92,3850-92,3856250-625
HOWMET AEROSPACE INC(HWM)(Call)62,50045,500-17,0003,0982,104-993
SPIRIT AIRLS INC72,8050-72,8051,2490-1,249
FRANCHISE GROUP INC50,8090-50,8091,4550-1,455
DIVERSEY HLDGS LTD183,7980-183,7981,5420-1,542
CHINOOK THERAPEUTICS INC51,4680-51,4681,9770-1,977
MAGNACHIP SEMICONDUCTOR CORP587,198548,784-38,4146,5654,5600.41%-2,004
FIRST HORIZON CORPORATION(FHN)1,570,6811,386,349-184,33217,70215,2781.36%-2,424
GLOBUS MED INC(GMED)109,48177,756-31,7256,5183,8610.34%-2,658
PNM RES INC(TXNM)1,300,3381,250,261-50,07758,64555,7744.98%-2,871
IROBOT CORP(Call)79,0000-79,0003,5750-3,575
BLACK KNIGHT INC64,5400-64,5403,8550-3,855
PARATEK PHARMACEUTICALS INC0004,6860-4,686
BAYTEX ENERGY CORP(BTE)2,111,669146,085-1,965,5846,8846440.06%-6,240
ROGERS CORP(ROG)105,12876,597-28,53117,02310,0700.90%-6,953
HORIZON THERAPEUTICS PUB L(Call)77,0000-77,0007,9190-7,919
TEGNA INC3,585,6683,330,534-255,13458,23148,5264.34%-9,705
URSTADT BIDDLE PPTYS INC490,8110-490,81110,4350-10,435
NATIONAL INSTRS CORP959,494737,438-222,05655,07543,9663.93%-11,109
ISHARES TR(Put)150,0000-150,00011,2610-11,260
ARCONIC CORPORATION380,9390-380,93911,2680-11,268
MAGELLAN MIDSTREAM PRTNRS LP210,3600-210,36013,1100-13,110
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