Fund HoldingsWATER ISLAND CAPITAL LLC

Total Portfolio Value
$1.01B
Total Bought
$771.42M
Total Sold
$887.92M
Net Transaction
-$116.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PIONEER NAT RES CO0358,308+358,308080,5767.95%+80,576
HESS CORP0532,143+532,143076,7147.57%+76,714
SPIRIT RLTY CAP INC NEW01,297,440+1,297,440056,6855.59%+56,685
SPLUNK INC188,118479,432+291,31427,51273,0417.21%+45,529
AMEDISYS INC249,329710,697+461,36823,28767,5596.67%+44,272
OLINK HLDG AB01,644,551+1,644,551041,3604.08%+41,360
ALTERYX INC0783,720+783,720036,9603.65%+36,960
SOVOS BRANDS INC1,475,2252,940,423+1,465,19833,26664,7786.39%+31,511
TEXTAINER GROUP HOLDINGS LTD0589,199+589,199028,9892.86%+28,989
KARUNA THERAPEUTICS INC087,325+87,325027,6392.73%+27,639
EURONAV NV(CMBT)01,541,958+1,541,958027,1232.68%+27,123
IMMUNOGEN INC0893,758+893,758026,5002.62%+26,500
CEREVEL THERAPEUTICS HLDNG I0588,100+588,100024,9352.46%+24,935
ROVER GROUP INC02,117,588+2,117,588023,0392.27%+23,039
MIRATI THERAPEUTICS INC0343,735+343,735020,1941.99%+20,194
ENGAGESMART INC0781,752+781,752017,9021.77%+17,902
BLUEGREEN VACATIONS HLDG COR0231,891+231,891017,4201.72%+17,420
UNITED STATES STL CORP NEW0330,143+330,143016,0611.58%+16,061
RAYZEBIO INC0225,565+225,565014,0231.38%+14,023
PGT INNOVATIONS INC0343,016+343,016013,9611.38%+13,961
ICOSAVAX INC0876,000+876,000013,8061.36%+13,806
SP PLUS CORP0208,843+208,843010,7031.06%+10,703
ALBERTSONS COS INC1,247,3981,686,669+439,27128,37838,7933.83%+10,415
UNITED STATES STL CORP NEW(Put)0214,000+214,000010,411+10,411
SPLUNK INC00008,6990.86%+8,699
HAWAIIAN HOLDINGS INC0560,086+560,08607,9530.78%+7,953
ISHARES TR(Put)0100,000+100,00007,739+7,739
RPT REALTY1,930,1802,137,345+207,16520,38327,4222.71%+7,039
HAWAIIAN HOLDINGS INC(Put)0482,600+482,60006,853+6,853
EAGLE BULK SHIPPING INC0104,015+104,01505,7620.57%+5,762
EAGLE BULK SHIPPING INC(Put)092,300+92,30005,113+5,113
CAPRI HOLDINGS LIMITED
SHS
719,843841,071+121,22837,87142,2554.17%+4,384
BLACKLINE INC(BL)00002,7260.27%+2,726
SP PLUS CORP(Call)050,000+50,00002,563+2,563
DOCUSIGN INC(DOCU)00001,9900.20%+1,990
NATIONAL WESTN LIFE GROUP IN03,320+3,32001,6040.16%+1,604
ORCHARD THERAPEUTICS PLC091,000+91,00001,4970.15%+1,497
VERINT SYSTEMS INC0001,2822,6360.26%+1,354
SEAWORLD ENTMT INC(PRKS)(Call)017,500+17,5000925+925
CAPSTAR FINL HLDGS INC043,480+43,48008150.08%+815
DAVE & BUSTERS ENTMT INC(Call)014,300+14,3000770+770
CROWN CASTLE INC(CCI)06,102+6,10207030.07%+703
CONSOLIDATED COMM HLDGS INC0112,845+112,84504910.05%+491
CAESARS ENTERTAINMENT INC NE(Call)
CALL
15,00020,000+5,000695938+242
ALTERYX INC(Call)05,000+5,0000236+236
SPOTIFY USA INC(SPOT)0002,9773,0800.30%+103
GEN DIGITAL INC(GEN)(Call)20,00020,0000354456+103
BLOCK INC(XYZ)0001,8561,9550.19%+98
RINGCENTRAL INC(RNG)0002,8632,8880.28%+25
TELEPHONE & DATA SYS INC(TDS)(Call)50,00050,0000916918+2
PHENOMEX INC10,0000-10,000100-10
ALLBIRDS INC10,0000-10,000110-11
MONEYLION INC313,4000-313,400140-14
WISDOMTREE INC(WT)0001,4711,4560.14%-15
KAMAN CORP0002,9522,9260.29%-26
AMARIN CORP PLC29,2000-29,200270-27
CLEARSIDE BIOMEDICAL INC82,5000-82,500720-72
PACIFIC BIOSCIENCES CALIF IN16,0000-16,0001340-134
DISH NETWORK CORPORATION22,9500-22,9501340-134
BLOOM ENERGY CORP13,5000-13,5001790-179
AURA BIOSCIENCES INC22,6500-22,6502030-203
INTEL CORP(INTC)6,0000-6,0002130-213
CAMBRIDGE BANCORP3,9140-3,9142440-244
XEROX HOLDINGS CORP(Call)70,00044,500-25,5001,098816-283
CAESARS ENTERTAINMENT INC NE(CZR)7,7000-7,7003570-357
BOEING CO(BA)2,4500-2,4504700-470
GREENHILL & CO INC31,8370-31,8374710-471
BLUEROCK HOMES TRUST INC38,6280-38,6284990-499
LAKELAND BANCORP INC39,7140-39,7145010-501
FORD MTR CO DEL(Put)50,0000-50,0006210-621
BAYTEX ENERGY CORP(BTE)146,0850-146,0856440-644
AMERICAN NATL BANKSHARES INC28,3465,339-23,0071,0752600.03%-815
THORNE HEALTHTECH INC99,6970-99,6971,0160-1,016
HARTFORD FINL SVCS GROUP INC(HIG)16,6720-16,6721,1820-1,182
SILICON MOTION TECHNOLOGY CO(SIMO)480,248382,047-98,20124,61323,4082.31%-1,205
EXXON MOBIL CORP11,7180-11,7181,3780-1,378
BLACKLINE INC(BL)0001,7230-1,722
ONEOK INC NEW(OKE)31,2680-31,2681,9830-1,983
HOWMET AEROSPACE INC(HWM)(Call)45,5000-45,5002,1040-2,104
MONEYLION INC103,6400-103,6402,2430-2,243
SPLUNK INC0002,7100-2,710
TABULA RASA HEALTHCARE INC269,0010-269,0012,7730-2,773
RB GLOBAL INC(RBA)48,8710-48,8713,0540-3,054
HERSHA HOSPITALITY TR313,0620-313,0623,0870-3,087
SCIPLAY CORPORATION151,9250-151,9253,4590-3,459
GLOBUS MED INC(GMED)77,7560-77,7563,8610-3,861
GLOBUS MED INC(Put)77,8000-77,8003,8630-3,863
MAXLINEAR INC(MXL)(Call)185,7000-185,7004,1320-4,132
WESTROCK CO146,00018,316-127,6845,2277600.08%-4,466
MAGNACHIP SEMICONDUCTOR CORP548,7840-548,7844,5600-4,560
HERSHA HOSPITALITY TR(Call)537,4000-537,4005,2990-5,299
FIESTA RESTAURANT GROUP INC725,5840-725,5846,1380-6,138
CIRCOR INTL INC000000
SCULPTOR CAP MGMT629,3000-629,3007,3000-7,300
CHICOS FAS INC1,390,000408,359-981,64110,3973,0950.31%-7,302
VERITIV CORP47,1370-47,1377,9610-7,961
CHASE CORP62,9970-62,9978,0150-8,015
ROGERS CORP(ROG)76,5970-76,59710,0700-10,070
HOLLY ENERGY PARTNERS L P468,0020-468,00210,2770-10,277
FIRST HORIZON CORPORATION(FHN)1,386,3490-1,386,34915,2780-15,278
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