Fund HoldingsWestchester Capital Management, LLC

Total Portfolio Value
$2.72B
Total Bought
$834.47M
Total Sold
$1.10B
Net Transaction
-$265.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)0450,000+450,0000235,382+235,382
AXONICS INC01,143,773+1,143,773078,8862.90%+78,886
JUNIPER NETWORKS INC01,993,016+1,993,016073,8612.71%+73,861
SPLUNK INC000068,0392.50%+68,039
MCGRATH RENTCORP(MGRC)0545,466+545,466067,2942.47%+67,294
PIONEER NAT RES CO1,150,0981,234,647+84,549258,634324,09511.90%+65,461
CATALENT INC0981,725+981,725055,4182.03%+55,418
UNITED STATES STL CORP NEW1,279,9682,853,695+1,573,72762,270116,3744.27%+54,103
EQUITRANS MIDSTREAM CORP03,276,826+3,276,826040,9281.50%+40,928
SOUTHWESTERN ENERGY CO03,503,949+3,503,949026,5600.98%+26,560
TECHTARGET INC000020,0180.74%+20,018
WESTROCK CO3,065,1292,965,356-99,773127,264146,6375.38%+19,373
DISCOVER FINL SVCS0124,127+124,127016,2720.60%+16,272
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
01,500,000+1,500,000015,2400.56%+15,240
AMERICAN EQTY INVT LIFE HLD439,206686,430+247,22424,50838,5911.42%+14,083
CHURCHILL CAPITAL CORP VII05,177,858+5,177,858055,4032.03%+55,403
NATIONAL WESTN LIFE GROUP IN15,80739,706+23,8997,63519,5340.72%+11,899
SP PLUS CORP297,096515,243+218,14715,22626,9060.99%+11,680
ENERPLUS CORP0572,351+572,351011,2520.41%+11,252
CROWN CASTLE INC(CCI)(Put)51,000147,900+96,9005,87515,652+9,778
SPDR SER TR(Put)
ST STR SP RETAIL
0120,500+120,50009,518+9,518
HAYNES INTL INC0152,060+152,06009,1420.34%+9,142
INHIBRX INC0257,368+257,36808,9980.33%+8,998
M D C HLDGS INC0123,900+123,90007,7950.29%+7,795
VALE S A(Put)0888,500+888,500010,831+10,831
VIZIO HLDG CORP0701,954+701,95407,6790.28%+7,679
AMEDISYS INC879,402981,057+101,65583,59690,4143.32%+6,818
ANSYS INC017,509+17,50906,0780.22%+6,078
SPARK I ACQUISITION CORP0485,410+485,41004,9800.18%+4,980
EURONAV NV(CMBT)483,797740,921+257,1248,51013,2330.49%+4,723
QUETTA ACQUISITION CORP0438,641+438,64104,4650.16%+4,465
LEGATO MERGER CORP III0383,161+383,16103,8830.14%+3,883
DT CLOUD ACQUISITION CORP0378,936+378,93603,8500.14%+3,850
VIVEON HEALTH ACQUISITION CO0329,000+329,00003,8070.14%+3,807
TRICON RESIDENTIAL INC0316,200+316,20003,5260.13%+3,526
CHESAPEAKE ENERGY CORP(EXE)039,024+39,02403,4670.13%+3,467
SCREAMING EAGLE ACQUISITN CO03,848,376+3,848,376041,1781.51%+41,178
BALL CORP0148,500+148,500010,0030.37%+10,003
ETSY INC(ETSY)044,600+44,60003,0650.11%+3,065
ETSY INC(ETSY)(Put)044,600+44,60003,065+3,065
HORIZON SPACE ACQUSTN I CORP0314,400+314,40003,4210.13%+3,421
NEWBURY STREET ACQUISITN COR272,406544,352+271,9462,8885,8740.22%+2,986
AIMEI HEALTH TECHNOLOGY CO L
SHS
0288,212+288,21202,9460.11%+2,946
INFLECTION PT ACQUISITN CRP0735,649+735,64907,7020.28%+7,702
CATALENT INC(Put)050,000+50,00002,823+2,823
BAYVIEW ACQUISITION CORP0250,000+250,00002,5480.09%+2,548
IRON HORSE ACQUISITIONS CORP0243,606+243,60602,4820.09%+2,482
NORTHERN REVIVAL ACQUISITION0200,000+200,00002,2020.08%+2,202
BITE ACQUISITION CORP0200,000+200,00002,1450.08%+2,145
BUKIT JALIL GBL ACQUISITION338,000537,000+199,0003,5125,6380.21%+2,127
CARTESIAN GROWTH CORP II(REEUF)01,251,371+1,251,371013,9030.51%+13,903
CEREVEL THERAPEUTICS HLDNG I(Put)200,000250,000+50,0008,48010,568+2,088
COLOMBIER ACQUISITION CORP I0194,412+194,41202,0220.07%+2,022
SPRING VALLEY ACQUISTN CORP0977,649+977,649010,7350.39%+10,735
INTEGRATED RAIL AND RES ACQ0179,693+179,69301,9680.07%+1,968
VALE S A0347,700+347,70004,2380.16%+4,238
RIGEL RESOURCE ACQ CORP1,899,9812,030,668+130,68720,82422,6830.83%+1,859
AI TRANSN ACQUISITION CORP0177,500+177,50001,8250.07%+1,825
BLUE OCEAN ACQUISITION CORP305,677462,277+156,6003,2955,1080.19%+1,813
MONTEREY CAP ACQUISITION COR358,230508,230+150,0003,8905,6360.21%+1,746
CLIMATEROCK0150,000+150,00001,6800.06%+1,680
GLOBAL LIGHTS ACQUISITION CO0153,860+153,86001,5660.06%+1,566
GLOBAL LIGHTS ACQUISITION CO0150,000+150,00001,5530.06%+1,553
SLAM CORP0545,599+545,59906,0730.22%+6,073
AP ACQUISITION CORP485,820610,820+125,0005,4076,8900.25%+1,483
NUVEEN MUNICIPAL CREDIT INC(NZF)257,147365,772+108,6253,0394,4770.16%+1,438
NUVEEN AMT FREE QLTY MUN INC334,336451,710+117,3743,6785,0000.18%+1,323
AIB ACQUISITION CORPORATION0100,000+100,00001,1550.04%+1,155
BURTECH ACQUISITION CORP0100,000+100,00001,1040.04%+1,104
ANDRETTI ACQUISITION CORP105,000205,000+100,0001,1412,2410.08%+1,099
BAXTER INTL INC(Put)0299,600+299,600012,805+12,805
OLINK HLDG AB2,022,5422,195,618+173,07650,86751,6191.90%+752
CEREVEL THERAPEUTICS HLDNG I729,310747,594+18,28430,92331,6011.16%+678
MORINGA ACQUISITION CORP055,614+55,61406240.02%+624
GENERATION ASIA I ACQUISITIO375,000425,000+50,0004,0694,6840.17%+615
BLACK HAWK ACQUISITION CORP050,000+50,00005080.02%+508
BAYVIEW ACQUISITION CORP050,028+50,02805040.02%+504
BLACKSTONE SENI FLTN RAT 202(BSL)83,090103,188+20,0981,1091,4790.05%+369
PERCEPTION CAPITAL CORP III0116,187+116,18701,2420.05%+1,242
BLACKSTONE STRATEGIC CRED 20(BGB)103,171126,522+23,3511,1681,5060.06%+338
CHENGHE ACQUISITION I CO0219,633+219,63302,4660.09%+2,466
TORTOISEECOFIN ACQUISITION C01,600,231+1,600,231017,2340.63%+17,234
INVESCO VALUE MUN INCOME TR68,76684,966+16,2008071,0200.04%+213
DENALI CAPITAL ACQUISITN COR0224,555+224,55502,4860.09%+2,486
AIRSHIP AI HLDGS INC0375,000+375,00001710.01%+171
INVESTCORP INDIA ACQUISTN CO783,538783,53808,6118,7760.32%+165
SCREAMING EAGLE ACQUISITN CO0299,597+299,59701420.01%+142
INVESTCORP EUROPE ACQUISITIO516,655516,65505,6945,8300.21%+137
IB ACQUISITION CORP013,130+13,13001310.00%+131
EVEREST CONSOLIDATOR ACQ COR0568,036+568,03606,3450.23%+6,345
EVE MOBILITY ACQUISITION COR0768,325+768,32508,4290.31%+8,429
AGRICULTURE & NAT SOL ACQ CO
*W EXP 10/01/202
0749,999+749,99901290.00%+129
SDCL EDGE ACQUISITION CORP656,154656,15407,0607,1780.26%+118
APX ACQUISITION CORP I(DJP)0489,675+489,67505,5920.21%+5,592
TLGY ACQUISITION CORPORATION0519,000+519,00005,8650.22%+5,865
VALUENCE MERGER CORP I0617,365+617,36507,0130.26%+7,013
NUVEEN FLOATING RATE INCOME(JFR)010,765+10,7650940.00%+94
TRISTAR ACQUISITION I CORP0525,044+525,04405,7540.21%+5,754
PYROPHYTE ACQUISITION CORP0698,850+698,85007,7780.29%+7,778
FINNOVATE ACQUISITION CORP0449,655+449,65505,0540.19%+5,054
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