Fund HoldingsALPINE ASSOCIATES MANAGEMENT INC.

Total Portfolio Value
$1.65B
Total Bought
$466.36M
Total Sold
$1.05B
Net Transaction
-$582.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BERRY GLOBAL GROUP INC0592,600+592,600038,3232.33%+38,323
AIR TRANSPORT SERVICES GRP I01,427,510+1,427,510031,3771.90%+31,377
SILVERCREST METALS INC03,393,753+3,393,753030,8831.87%+30,883
ARCADIUM LITHIUM PLC05,942,930+5,942,930030,4871.85%+30,487
SPIRIT AEROSYSTEMS HLDGS INC2,377,6003,092,584+714,98477,296105,3956.39%+28,099
DISCOVER FINL SVCS878,164864,164-14,000123,198149,6999.08%+26,502
FRONTIER COMMUNICATIONS PARE277,3801,042,630+765,2509,85536,1792.20%+26,324
KELLANOVA316,700612,850+296,15025,56149,6223.01%+24,062
AVID BIOSERVICES INC01,946,082+1,946,082024,0341.46%+24,034
SUMMIT MATLS INC0468,500+468,500023,7061.44%+23,706
RETAIL OPPORTUNITY INVTS COR01,350,000+1,350,000023,4361.42%+23,436
BARNES GROUP INC0412,414+412,414019,4911.18%+19,491
POSEIDA THERAPEUTICS INC02,016,700+2,016,700019,3601.17%+19,360
ANSYS INC409,983443,583+33,600130,633149,6349.08%+19,001
ASPEN TECHNOLOGY INC059,700+59,700014,9030.90%+14,903
PACTIV EVERGREEN INC0820,000+820,000014,3250.87%+14,325
GATOS SILVER INC1,327,4722,279,155+951,68320,01831,8631.93%+11,844
PATTERSON COS INC0342,874+342,874010,5810.64%+10,581
CROSS CTRY HEALTHCARE INC0581,032+581,032010,5520.64%+10,552
CHAMPIONX CORPORATION723,5161,182,716+459,20021,81432,1581.95%+10,344
INTERPUBLIC GROUP COS INC0351,800+351,80009,8570.60%+9,857
HASHICORP INC2,142,1542,394,854+252,70072,53381,9284.97%+9,395
ARCH RESOURCES INC60,830112,569+51,7398,40415,8970.96%+7,493
DESPEGAR COM CORP0307,000+307,00005,9100.36%+5,910
ENSTAR GROUP LIMITED76,07693,476+17,40024,46530,1041.83%+5,639
SECUREWORKS CORP0623,254+623,25405,2730.32%+5,273
SMARTSHEET INC506,300591,400+85,10028,02933,1362.01%+5,107
ARCADIUM LITHIUM PLC(Put)0527,800+527,80002,708+2,708
MATTERPORT INC2,045,6822,239,182+193,5009,20610,6140.64%+1,408
INFINERA CORP2,038,7001,984,500-54,20013,76113,9550.85%+194
BALLYS CORPORATION1,545,7831,490,683-55,10026,66526,6681.62%+4
CENOVUS ENERGY INC(CVE)127,258127,25801,5151,3480.08%-167
EVERI HLDGS INC1,888,5001,821,300-67,20024,81524,6061.49%-209
PARAMOUNT GLOBAL488,300471,000-17,3005,1864,9270.30%-259
PLAYAGS INC1,702,1171,641,317-60,80019,38718,9241.15%-463
ALLETE INC398,047383,847-14,20025,55124,8731.51%-677
AMEDISYS INC860,717888,120+27,40383,06880,6324.89%-2,435
SILICON MOTION TECHNOLOGY CO(SIMO)340,797330,705-10,09220,70017,8751.08%-2,825
VECTOR GROUP LTD244,1000-244,1003,6420-3,642
TELLURIAN INC NEW5,199,1320-5,199,1325,0330-5,033
THOUGHTWORKS HOLDING INC1,945,2650-1,945,2658,5980-8,598
BOEING CO(BA)60,9000-60,9009,2590-9,259
HESS CORP1,720,1961,659,696-60,500233,603220,75613.39%-12,846
THE AARONS COMPANY INC1,339,3070-1,339,30713,3260-13,326
REVANCE THERAPEUTICS INC4,162,8612,349,966-1,812,89521,6057,1440.43%-14,461
MARATHON OIL CORP546,5720-546,57214,5550-14,555
PETIQ INC655,0670-655,06720,1560-20,156
JUNIPER NETWORKS INC2,676,0642,234,564-441,500104,31383,6845.08%-20,629
POWERSCHOOL HOLDINGS INC947,1500-947,15021,6040-21,604
SQUARESPACE INC528,8960-528,89624,5570-24,557
INSTRUCTURE HLDGS INC1,057,1450-1,057,14524,8960-24,896
ENVESTNET INC402,5000-402,50025,2050-25,205
R1 RCM INC1,812,3000-1,812,30025,6800-25,680
NUVEI CORPORATION823,4330-823,43327,4610-27,461
SOUTHWESTERN ENERGY CO4,198,8090-4,198,80929,8540-29,854
HAYNES INTL INC501,8580-501,85829,8810-29,881
PERFICIENT INC445,5980-445,59833,6340-33,634
ATLANTICA SUSTAINABLE INFR P1,662,5090-1,662,50936,5420-36,542
VIZIO HLDG CORP3,398,0630-3,398,06337,9560-37,956
UNITED STATES STL CORP NEW2,527,5341,471,454-1,056,08089,29850,0153.03%-39,283
CAPRI HOLDINGS LIMITED
SHS
992,1690-992,16942,1080-42,108
STERLING CHECK CORP2,577,8690-2,577,86943,1020-43,102
ALBERTSONS COS INC4,551,1171,593,175-2,957,94284,10531,2901.90%-52,815
STERICYCLE INC1,965,9970-1,965,997119,9260-119,926
CATALENT INC2,131,1260-2,131,126129,0820-129,082
AXONICS INC2,178,1570-2,178,157151,6000-151,600
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