Fund HoldingsWATER ISLAND CAPITAL LLC

Total Portfolio Value
$992.72M
Total Bought
$326.80M
Total Sold
$326.63M
Net Transaction
+$172.6K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
KELLANOVA0619,784+619,784050,0235.04%+50,023
EVERI HLDGS INC02,554,217+2,554,217033,5623.38%+33,562
R1 RCM INC02,034,317+2,034,317028,8262.90%+28,826
INSTRUCTURE HLDGS INC0848,233+848,233019,9762.01%+19,976
PETIQ INC0616,601+616,601018,9731.91%+18,973
PARAMOUNT GLOBAL01,499,382+1,499,382015,9231.60%+15,923
SMARTSHEET INC0283,478+283,478015,6931.58%+15,693
FRONTIER COMMUNICATIONS PARE0412,278+412,278014,6481.48%+14,648
ENSTAR GROUP LIMITED038,849+38,849012,4931.26%+12,493
REVANCE THERAPEUTICS INC02,381,196+2,381,196012,3581.24%+12,358
VECTOR GROUP LTD0750,814+750,814011,2021.13%+11,202
CHUYS HLDGS INC0287,800+287,800010,7641.08%+10,764
MARATHON OIL CORP1,160,5411,628,880+468,33933,27343,3774.37%+10,104
THOUGHTWORKS HOLDING INC02,189,000+2,189,00009,6750.97%+9,675
ENDEAVOR GROUP HLDGS INC1,054,2681,326,661+272,39328,49737,8893.82%+9,393
SQUARESPACE INC850,495995,185+144,69037,10746,2064.65%+9,099
DEXCOM INC(DXCM)00007,8510.79%+7,851
ENVESTNET INC00007,6320.77%+7,632
CRESCENT ENERGY COMPANY(CRGY)0525,000+525,00005,7490.58%+5,749
HASHICORP INC1,120,8811,266,110+145,22937,76242,8704.32%+5,108
UNITED STATES STL CORP NEW(Put)0140,000+140,00004,946+4,946
INSULET CORP(PODD)00004,1780.42%+4,178
TECHTARGET INC0004,8668,9870.91%+4,121
CATALENT INC537,856567,174+29,31830,24434,3543.46%+4,110
AXONICS INC671,053691,839+20,78645,11548,1524.85%+3,037
VIZIO HLDG CORP3,192,0783,353,047+160,96934,47437,4543.77%+2,979
WILLSCOT HLDGS CORP(WSC)(Call)078,800+78,80002,963+2,963
ENVESTNET INC039,845+39,84502,4950.25%+2,495
BENTLEY SYS INC(BSY)0002,2334,6150.46%+2,382
FRONTIER COMMUNICATIONS PARE(Put)065,000+65,00002,309+2,309
RAPID7 INC00002,2800.23%+2,280
JUNIPER NETWORKS INC864,697863,361-1,33631,52733,6543.39%+2,127
SPIRIT AEROSYSTEMS HLDGS INC062,952+62,95202,0470.21%+2,047
DEXCOM INC(DXCM)(Call)012,500+12,5000838+838
ARCH RESOURCES INC05,342+5,34207380.07%+738
SURGERY PARTNERS INC(SGRY)(Call)021,000+21,0000677+677
HAYNES INTL INC6,66015,018+8,3583918940.09%+503
NUVEI CORPORATION36,66349,942+13,2791,1871,6660.17%+478
BALLYS CORPORATION025,364+25,36404380.04%+438
FIRST BANCSHARES INC MISS012,943+12,94304160.04%+416
ITERIS INC NEW056,047+56,04704000.04%+400
CROSSFIRST BANKSHARES INC023,519+23,51903930.04%+393
HEARTLAND FINL USA INC18,00220,879+2,8778001,1840.12%+384
ISHARES TR(Put)50,00050,00005,3565,649+293
VERINT SYS INC(Call)010,000+10,0000253+253
SOUTHWESTERN ENERGY CO193,851205,022+11,1711,3051,4580.15%+153
SPOTIFY USA INC(SPOT)0003,3303,4780.35%+148
MATTERPORT INC2,622,3112,630,281+7,97011,72211,8361.19%+115
RINGCENTRAL INC(RNG)0002,9283,0210.30%+93
INDEPENDENT BANK GROUP INC17,71015,422-2,2888068890.09%+83
REPAY HLDGS CORP(Call)010,000+10,000082+82
PERFICIENT INC0004,5914,6710.47%+81
CONSOLIDATED COMM HLDGS INC76,69687,950+11,2543374080.04%+71
BAYTEX ENERGY CORP(BTE)020,000+20,0000590.01%+59
DISCOVER FINL SVCS10,1829,890-2921,3321,3870.14%+56
COSTAR GROUP INC(CSGP)(Put)35,50035,50002,6322,678+46
WISDOMTREE INC(WT)0001,6041,6310.16%+27
VERINT SYSTEMS INC0002,7682,7920.28%+24
PACIFIC BIOSCIENCES CALIF IN20,00014,000-6,00027240.00%-4
STERLING CHECK CORP26,89522,385-4,5103983740.04%-24
SURMODICS INC27,59225,504-2,0881,1609890.10%-171
MARCUS CORP DEL(MCS)18,2000-18,2002070-207
XEROX HOLDINGS CORP(Call)46,00020,000-26,000535208-327
HAWAIIAN HOLDINGS INC42,8210-42,8215320-532
AVANGRID INC33,89017,391-16,4991,2046220.06%-582
CROWN CASTLE INC(CCI)6,3260-6,3266180-618
WESTROCK CO12,5810-12,5816320-632
GEN DIGITAL INC(GEN)(Call)30,0000-30,0007490-749
ASSETMARK FINL HLDGS INC21,8800-21,8807560-756
OVERSEAS SHIPHOLDING GROUP I92,3890-92,3897830-783
ATRION CORP1,7610-1,7617970-797
ANSYS INC115,843114,088-1,75537,24436,3523.66%-892
CHAMPIONX CORPORATION1,065,4721,138,481+73,00935,38434,3253.46%-1,059
CAPRI HOLDINGS LIMITED
SHS
35,9230-35,9231,1880-1,188
EVERBRIDGE INC36,0940-36,0941,2630-1,263
ALBERTSONS COS INC1,887,0551,946,902+59,84737,26935,9793.62%-1,291
EQUITRANS MIDSTREAM CORP137,3130-137,3131,7820-1,782
JAZZ INVESTMENTS I LTD(JAZZ)0002,9820-2,982
UNITED STATES STL CORP NEW906,092883,980-22,11234,25031,2313.15%-3,019
NATIONAL WESTN LIFE GROUP IN6,4780-6,4783,2190-3,219
MCGRATH RENTCORP(MGRC)285,128254,636-30,49230,38026,8082.70%-3,572
ISHARES TR(Put)100,00050,000-50,0007,7144,015-3,699
INTERNATIONAL PAPER CO(IP)(Put)111,7000-111,7004,8200-4,820
EVERBRIDGE INC0004,9130-4,912
HESS CORP423,271421,402-1,86962,44157,2265.76%-5,215
AMEDISYS INC702,040601,615-100,42564,44758,0625.85%-6,385
BIOMARIN PHARMACEUTICAL INC(BMRN)0007,3210-7,321
SILICON MOTION TECHNOLOGY CO(SIMO)92,0970-92,0977,4590-7,459
BLACKLINE INC(BL)00010,7402,8640.29%-7,876
THE AARONS COMPANY INC973,03974,030-899,0099,7117370.07%-8,974
INFINERA CORP1,510,0000-1,510,0009,1960-9,196
PLAYAGS INC907,15478,540-828,61410,4328950.09%-9,538
ATLANTICA SUSTAINABLE INFR P612,216172,225-439,99113,4383,7860.38%-9,653
POWERSCHOOL HOLDINGS INC500,87550,893-449,98211,2151,1610.12%-10,054
ALLETE INC185,77620,669-165,10711,5831,3270.13%-10,256
PNM RES INC(TXNM)292,5960-292,59610,8140-10,814
U S SILICA HLDGS INC703,3820-703,38210,8670-10,867
SILK RD MED INC406,3050-406,30510,9860-10,986
DIAMOND OFFSHORE DRILLING IN711,2640-711,26411,0170-11,017
SILVERBOW RES INC312,0000-312,00011,8030-11,803
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