Fund HoldingsALPINE ASSOCIATES MANAGEMENT INC.

Total Portfolio Value
$1.95B
Total Bought
$1.37B
Total Sold
$1.32B
Net Transaction
+$52.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
HESS CORP01,644,700+1,644,7000237,10012.16%+237,100
SPLUNK INC104,5001,284,050+1,179,55015,283195,62510.03%+180,342
MIRATI THERAPEUTICS INC01,881,400+1,881,4000110,5325.67%+110,532
PIONEER NAT RES CO0428,550+428,550096,3724.94%+96,372
KARUNA THERAPEUTICS INC0223,000+223,000070,5823.62%+70,582
CEREVEL THERAPEUTICS HLDNG I01,644,100+1,644,100069,7103.57%+69,710
IMMUNOGEN INC01,761,300+1,761,300052,2232.68%+52,223
SP PLUS CORP0999,100+999,100051,2042.63%+51,204
RAYZEBIO INC0762,900+762,900047,4292.43%+47,429
OLINK HLDG AB01,880,800+1,880,800047,3022.43%+47,302
TEXTAINER GROUP HOLDINGS LTD0940,100+940,100046,2532.37%+46,253
AMERICAN EQTY INVT LIFE HLD951,0001,698,700+747,70051,01294,7874.86%+43,776
HOLLYSYS AUTOMATION TCHNGY L01,489,107+1,489,107039,2382.01%+39,238
UNITED STATES STL CORP NEW0762,400+762,400037,0911.90%+37,091
EURONAV NV(CMBT)01,955,143+1,955,143034,3911.76%+34,391
BLUEGREEN VACATIONS HLDG COR0352,815+352,815026,5031.36%+26,503
AMEDISYS INC1,033,4971,271,097+237,60096,529120,8306.20%+24,302
ICOSAVAX INC01,456,700+1,456,700022,9581.18%+22,958
SOVOS BRANDS INC3,048,7003,994,900+946,20068,74888,0084.51%+19,259
HAWAIIAN HOLDINGS INC01,053,800+1,053,800014,9640.77%+14,964
ALTERYX INC0317,200+317,200014,9590.77%+14,959
PGT INNOVATIONS INC0351,400+351,400014,3020.73%+14,302
GRACELL BIOTECHNOLOGIES INC01,278,454+1,278,454012,8360.66%+12,836
SILICON MOTION TECHNOLOGY CO(SIMO)952,214955,514+3,30048,80158,5443.00%+9,743
NEOGAMES S A999,6281,245,528+245,90026,99035,6591.83%+8,670
ENGAGESMART INC0354,500+354,50008,1180.42%+8,118
RPT REALTY1,113,3001,461,600+348,30011,75618,7520.96%+6,996
CRESCENT PT ENERGY CORP0921,948+921,94806,3980.33%+6,398
HEALTHPEAK PROPERTIES INC(DOC)0232,975+232,97504,6130.24%+4,613
ROVER GROUP INC0411,200+411,20004,4740.23%+4,474
ALBERTSONS COS INC4,267,5184,401,418+133,90097,086101,2335.19%+4,147
SELECT SECTOR SPDR TR
ST STR ENERG ETF
018,100+18,10001,5180.08%+1,518
LAKELAND BANCORP INC505,024508,624+3,6006,3737,5230.39%+1,149
CENOVUS ENERGY INC(CVE)127,258127,25802,0361,4890.08%-547
HERITAGE CRYSTAL CLEAN INC42,1000-42,1001,9090-1,909
ECHOSTAR CORP(ECHO)179,3950-179,3953,0050-3,005
PACWEST BANCORP DEL595,2190-595,2194,7080-4,708
CAPRI HOLDINGS LIMITED
SHS
2,439,6002,447,800+8,200128,347122,9776.31%-5,370
THORNE HEALTHTECH INC611,3000-611,3006,2290-6,229
VERITIV CORP46,9000-46,9007,9210-7,921
NEXTGEN HEALTHCARE INC335,8000-335,8007,9690-7,969
IROBOT CORP962,339596,832-365,50736,47323,0971.18%-13,375
CHASE CORP109,6800-109,68013,9550-13,955
CIRCOR INTL INC270,7130-270,71315,0920-15,092
EARTHSTONE ENERGY INC867,4000-867,40017,5560-17,556
GLOBUS MED INC(GMED)369,8650-369,86518,3640-18,364
SPIRIT AIRLS INC1,904,500642,691-1,261,80931,42410,5340.54%-20,891
ARGO GROUP INTL HLDGS LTD864,6940-864,69425,8020-25,802
BROOKFIELD INFRASTRUCTURE CO(BIPC)759,4750-759,47526,8400-26,840
ABCAM PLC1,232,7000-1,232,70027,8960-27,896
INTERCEPT PHARMACEUTICALS IN2,203,2950-2,203,29540,8490-40,849
HOSTESS BRANDS INC1,342,6000-1,342,60044,7220-44,722
NEW RELIC INC805,1000-805,10068,9330-68,933
HORIZON THERAPEUTICS PUB L1,011,6000-1,011,600117,0320-117,032
NATIONAL INSTRS CORP2,109,2000-2,109,200125,7510-125,751
VMWARE INC815,5000-815,500135,7640-135,764
SEAGEN INC694,0000-694,000147,2320-147,232
DENBURY INC1,890,1510-1,890,151185,2540-185,254
ACTIVISION BLIZZARD INC2,622,4610-2,622,461245,5410-245,541
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