Fund Holdings — Westchester Capital Management, LLC

Total Portfolio Value
$2.36B
Total Bought
$691.09M
Total Sold
$893.93M
Net Transaction
-$202.84M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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AXONICS INC01,143,773+1,143,773078,8863.34%+78,886
JUNIPER NETWORKS INC01,993,016+1,993,016073,8613.13%+73,861
MCGRATH RENTCORP(MGRC)0545,466+545,466067,2942.85%+67,294
PIONEER NAT RES CO1,150,0981,234,647+84,549258,634324,09513.73%+65,461
CATALENT INC0981,725+981,725055,4182.35%+55,418
UNITED STATES STL CORP NEW1,279,9682,853,695+1,573,72762,270116,3744.93%+54,103
EQUITRANS MIDSTREAM CORP03,276,826+3,276,826040,9281.73%+40,928
SOUTHWESTERN ENERGY CO03,503,949+3,503,949026,5601.12%+26,560
TECHTARGET INC(TTGT)000020,0180.85%+20,018
WESTROCK CO3,065,1292,965,356-99,773127,264146,6376.21%+19,373
DISCOVER FINL SVCS0124,127+124,127016,2720.69%+16,272
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
01,500,000+1,500,000015,2400.65%+15,240
AMERICAN EQTY INVT LIFE HLD439,206686,430+247,22424,50838,5911.63%+14,083
CHURCHILL CAPITAL CORP VII4,133,1325,177,858+1,044,72643,39855,4032.35%+12,005
NATIONAL WESTN LIFE GROUP IN15,80739,706+23,8997,63519,5340.83%+11,899
SP PLUS CORP297,096515,243+218,14715,22626,9061.14%+11,680
ENERPLUS CORP0572,351+572,351011,2520.48%+11,252
HAYNES INTL INC0152,060+152,06009,1420.39%+9,142
INHIBRX INC0257,368+257,36808,9980.38%+8,998
M D C HLDGS INC0123,900+123,90007,7950.33%+7,795
VIZIO HLDG CORP0701,954+701,95407,6790.33%+7,679
SPLUNK INC62,356,0000-62,356,00060,70468,0392.88%+7,336
AMEDISYS INC879,402981,057+101,65583,59690,4143.83%+6,818
ANSYS INC017,509+17,50906,0780.26%+6,078
SPARK I ACQUISITION CORP(SPKL)0485,410+485,41004,9800.21%+4,980
EURONAV NV(CMBT)483,797740,921+257,1248,51013,2330.56%+4,723
QUETTA ACQUISITION CORP(QETA)0438,641+438,64104,4650.19%+4,465
LEGATO MERGER CORP III0383,161+383,16103,8830.16%+3,883
DT CLOUD ACQUISITION CORP0378,936+378,93603,8500.16%+3,850
TRICON RESIDENTIAL INC0316,200+316,20003,5260.15%+3,526
CHESAPEAKE ENERGY CORP(EXE)039,024+39,02403,4670.15%+3,467
SCREAMING EAGLE ACQUISITN CO3,558,3763,848,376+290,00037,71941,1781.74%+3,459
BALL CORP117,800148,500+30,7006,77610,0030.42%+3,227
ETSY INC(ETSY)044,600+44,60003,0650.13%+3,065
HORIZON SPACE ACQUSTN I CORP39,400314,400+275,0004223,4210.14%+2,999
NEWBURY STREET ACQUISITN COR272,406544,352+271,9462,8885,8740.25%+2,986
AIMEI HEALTH TECHNOLOGY CO L
SHS
0288,212+288,21202,9460.12%+2,946
INFLECTION PT ACQUISITN CRP465,611735,649+270,0384,8107,7020.33%+2,892
VIVEON HEALTH ACQUISITION CO87,000329,000+242,0009813,8070.16%+2,825
NORTHERN REVIVAL ACQUISITION0200,000+200,00002,2020.09%+2,202
BITE ACQUISITION CORP0200,000+200,00002,1450.09%+2,145
BUKIT JALIL GBL ACQUISITION338,000537,000+199,0003,5125,6380.24%+2,127
CARTESIAN GROWTH CORP II(REEUF)1,076,5601,251,371+174,81111,79913,9030.59%+2,104
SPRING VALLEY ACQUISTN CORP807,649977,649+170,0008,75510,7350.45%+1,980
VALE S A147,100347,700+200,6002,3334,2380.18%+1,905
RIGEL RESOURCE ACQ CORP1,899,9812,030,668+130,68720,82422,6830.96%+1,859
AI TRANSN ACQUISITION CORP0177,500+177,50001,8250.08%+1,825
BLUE OCEAN ACQUISITION CORP305,677462,277+156,6003,2955,1080.22%+1,813
MONTEREY CAP ACQUISITION COR358,230508,230+150,0003,8905,6360.24%+1,746
CLIMATEROCK0150,000+150,00001,6800.07%+1,680
SLAM CORP417,935545,599+127,6644,5306,0730.26%+1,542
AP ACQUISITION CORP485,820610,820+125,0005,4076,8900.29%+1,483
NUVEEN MUNICIPAL CREDIT INC(NZF)257,147365,772+108,6253,0394,4770.19%+1,438
NUVEEN AMT FREE QLTY MUN INC334,336451,710+117,3743,6785,0000.21%+1,323
AIB ACQUISITION CORPORATION0100,000+100,00001,1550.05%+1,155
BURTECH ACQUISITION CORP0100,000+100,00001,1040.05%+1,104
ANDRETTI ACQUISITION CORP105,000205,000+100,0001,1412,2410.09%+1,099
OLINK HLDG AB2,022,5422,195,618+173,07650,86751,6192.19%+752
CEREVEL THERAPEUTICS HLDNG I729,310747,594+18,28430,92331,6011.34%+678
MORINGA ACQUISITION CORP055,614+55,61406240.03%+624
GENERATION ASIA I ACQUISITIO375,000425,000+50,0004,0694,6840.20%+615
GLOBAL LIGHTS ACQUISITION CO100,000153,860+53,8601,0071,5660.07%+559
BLACK HAWK ACQUISITION CORP(BKHA)050,000+50,00005080.02%+508
BLACKSTONE SENI FLTN RAT 202(BSL)83,090103,188+20,0981,1091,4790.06%+369
PERCEPTION CAPITAL CORP III84,213116,187+31,9748881,2420.05%+354
BLACKSTONE STRATEGIC CRED 20(BGB)103,171126,522+23,3511,1681,5060.06%+338
CHENGHE ACQUISITION I CO194,633219,633+25,0002,1452,4660.10%+322
TORTOISEECOFIN ACQUISITION C1,600,2311,600,231016,99417,2340.73%+240
INVESCO VALUE MUN INCOME TR(IIM)68,76684,966+16,2008071,0200.04%+213
DENALI CAPITAL ACQUISITN COR224,555224,55502,2842,4860.11%+202
INVESTCORP INDIA ACQUISTN CO783,538783,53808,6118,7760.37%+165
AIRSHIP AI HLDGS INC425,000375,000-50,000251710.01%+146
INVESTCORP EUROPE ACQUISITIO516,655516,65505,6945,8300.25%+137
IB ACQUISITION CORP013,130+13,13001310.01%+131
EVEREST CONSOLIDATOR ACQ COR568,036568,03606,2146,3450.27%+131
EVE MOBILITY ACQUISITION COR768,325768,32508,2988,4290.36%+131
AGRICULTURE & NAT SOL ACQ CO
*W EXP 10/01/202
0749,999+749,99901290.01%+129
SDCL EDGE ACQUISITION CORP656,154656,15407,0607,1780.30%+118
APX ACQUISITION CORP I(DJP)489,675489,67505,4755,5920.24%+118
TLGY ACQUISITION CORPORATION519,000519,00005,7515,8650.25%+114
VALUENCE MERGER CORP I(VMCAF)617,365617,36506,9087,0130.30%+105
NUVEEN FLOATING RATE INCOME(JFR)010,765+10,7650940.00%+94
TRISTAR ACQUISITION I CORP525,044525,04405,6635,7540.24%+92
PYROPHYTE ACQUISITION CORP698,850698,85007,6877,7780.33%+91
FINNOVATE ACQUISITION CORP449,655449,65504,9645,0540.21%+90
KEEN VISION ACQUISITION CORP(KVACF)746,977746,97707,7167,8060.33%+90
PLUM ACQUISITION CORP I320,220320,22003,4743,5510.15%+77
CSLM ACQUISITION CORP471,296471,29605,1285,2030.22%+75
ALCHEMY INVTS ACQUISITN CORP
CL A ORD SHS
450,000450,00004,6944,7660.20%+72
TMT ACQUISITION CORP399,000399,00004,1974,2670.18%+70
ARROWROOT ACQUISITION CORP570,593570,5930461140.00%+68
EVERGREEN CORPORATION370,000370,00004,1224,1880.18%+67
NEOGAMES S A201,302201,30205,7635,8300.25%+66
RCF ACQUISITION CORP439,857439,85704,8304,8910.21%+62
TARGET GLOBAL ACQUISI I CORP462,150462,15005,0985,1580.22%+60
OAK WOODS ACQUISITION CORP300,000300,00003,1593,2160.14%+57
FINTECH ECOSYSTEM DEVE196,028196,02802,0992,1560.09%+57
CLEAN ENERGY SPL SITUATIONS98,00098,00001,0291,0810.05%+52
ESH ACQUISITION CORP345,591345,59103,5323,5840.15%+52
HAYMAKER ACQUISITION CORP IV
CLASS A
300,000300,00003,0783,1260.13%+48
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Westchester Capital Management, LLC — 13F Holdings — Q1 2024 | TickerTrail