Fund HoldingsWestchester Capital Management, LLC

Total Portfolio Value
$1.94B
Total Bought
$752.19M
Total Sold
$694.68M
Net Transaction
+$57.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
DISCOVER FINL SVCS146,703640,000+493,29725,413109,2485.63%+83,835
SPDR S&P 500 ETF TR(SPY)(Put)0250,000+250,0000139,848+139,848
INTRA-CELLULAR THERAPIES INC0460,267+460,267060,7183.13%+60,718
BEACON ROOFING SUPPLY INC0486,916+486,916060,2323.10%+60,232
AZEK CO INC0837,227+837,227040,9322.11%+40,932
H & E EQUIPMENT SERVICES INC0368,279+368,279034,9091.80%+34,909
CHAMPIONX CORPORATION3,243,1343,857,598+614,46488,181114,9565.92%+26,776
HESS CORP01,511,033+1,511,0330241,35712.44%+241,357
BERRY GLOBAL GROUP INC696,6941,010,164+313,47045,05570,5203.63%+25,464
INTERPUBLIC GROUP COS INC445,8661,314,144+868,27812,49335,6921.84%+23,199
LIBERTY BROADBAND CORP(LBRDA)0230,845+230,845019,6221.01%+19,622
FRONTIER COMMUNICATIONS PARE870,8231,246,804+375,98130,21844,7102.30%+14,493
K&F GROWTH ACQUISITION CORP
SHS CL A
01,435,000+1,435,000014,2930.74%+14,293
MONEYLION INC88,322245,816+157,4947,59721,2661.10%+13,669
KELLANOVA1,600,8931,701,179+100,286129,624140,3307.23%+10,706
FIRST BANCSHARES INC MISS256,751581,572+324,8218,98619,6631.01%+10,677
INFINERA CORP00019,57730,1911.56%+10,614
IAC INC(PPLI)(Put)0229,200+229,200010,529+10,529
ARES ACQUISITION CORP II3,098,6873,951,420+852,73334,02444,0582.27%+10,035
DRUGS MADE IN AMER ACQUTN CO
ORD SHS
0979,000+979,00009,8100.51%+9,810
PHILLIPS 66(PSX)(Put)066,000+66,00008,150+8,150
BECTON DICKINSON & CO(BDX)(Put)035,200+35,20008,063+8,063
PLUM ACQUISITION CORP IV0800,000+800,00008,0320.41%+8,032
GSR III ACQUISITION CORP1,105,0001,855,000+750,00010,92818,6240.96%+7,696
ALDEL FINL II INC
CL A
500,0001,184,448+684,4484,97011,9630.62%+6,993
HONEYWELL INTL INC(HON)(Put)032,100+32,10006,797+6,797
FACT II ACQUISITION CORP250,000883,000+633,0002,4708,8650.46%+6,395
PROASSURANCE CORP0238,740+238,74005,5750.29%+5,575
MELAR ACQUISITION CORP. I
SHS CL A
0524,707+524,70705,3680.28%+5,368
VOYAGER ACQUISITION CORP
CL A
750,0001,261,894+511,8947,52312,8460.66%+5,324
LAUNCH TWO ACQUISITION CORP.250,000750,000+500,0002,4907,5900.39%+5,100
DRUGS MADE IN AMER ACQUTN CO
UNIT 10/15/2029
0500,000+500,00005,0600.26%+5,060
SIM ACQUISITION CORP. I650,0001,125,000+475,0006,52611,5310.59%+5,005
ANDRETTI ACQUISITION CORP II711,9161,161,916+450,0007,11211,7930.61%+4,681
NEWBURY STR II ACQUISITION C
ORD SHS CL A
125,111575,111+450,0001,2395,7910.30%+4,553
SILVERBOX CORP IV0418,365+418,36504,2580.22%+4,258
MAYWOOD ACQUISITION CORP
ORD SHS CL A
0426,500+426,50004,2310.22%+4,231
WILLOW LANE ACQUISITION CORP
ORD SHS CL A
0414,349+414,34904,1600.21%+4,160
HORIZON SPACE ACQUISITION II0404,900+404,90004,0890.21%+4,089
ENFUSION INC0366,100+366,10004,0820.21%+4,082
BECTON DICKINSON & CO(BDX)017,801+17,80104,0770.21%+4,077
ARCHIMEDES TECH SPAC PARTNER
UNIT 10/15/2029
0400,000+400,00004,0320.21%+4,032
IAC INC(PPLI)083,516+83,51603,8370.20%+3,837
JACKSON ACQUISITION CO II500,000850,000+350,0005,0308,7470.45%+3,717
INTERNATIONAL GAME TECHNOLOG(BRSL)(Put)0411,100+411,10006,684+6,684
PHILLIPS 66(PSX)027,500+27,50003,3960.17%+3,396
CAYSON ACQUISITION CORP0325,000+325,00003,3150.17%+3,315
COMCAST CORP NEW(CCZ)(Put)361,600457,000+95,40013,57116,863+3,292
BLACK HAWK ACQUISITION CORP0300,000+300,00003,1620.16%+3,162
INTERNATIONAL GAME TECHNOLOG(BRSL)0240,000+240,00003,9020.20%+3,902
MOUNTAIN LAKE ACQUISITION CO0300,000+300,00003,0150.16%+3,015
BLEICHROEDER ACQUISITION COR1,240,0001,515,000+275,00012,22615,1950.78%+2,969
FG MERGER II CORP(BXBL)0300,000+300,00002,8740.15%+2,874
GP-ACT III ACQUISITION CORP910,0001,160,852+250,8529,22711,9920.62%+2,764
K&F GROWTH ACQUISITION CORP
UNIT 99/99/9999
0250,000+250,00002,5130.13%+2,513
DUPONT DE NEMOURS INC(DD)(Put)71,800106,900+35,1005,4757,983+2,509
GESHER ACQUISITION CORP. II0240,000+240,00002,4070.12%+2,407
EQV VENTURES ACQUISITION COR0235,300+235,30002,3810.12%+2,381
DT CLOUD STAR ACQUISITION CO125,000352,500+227,5001,2593,6130.19%+2,354
HONEYWELL INTL INC(HON)010,900+10,90002,3080.12%+2,308
GRAF GLOBAL CORP0214,057+214,05702,1900.11%+2,190
CANTOR EQUITY PARTNERS I INC0200,000+200,00002,0490.11%+2,049
STELLAR V CAP CORP
UNIT 99/99/9999
0200,000+200,00002,0240.10%+2,024
CHARLTON ARIA ACQUISITION CO0200,000+200,00002,0180.10%+2,018
NEWHOLD INVT CORP III
UNIT 99/99/9999
0200,000+200,00002,0180.10%+2,018
LIVE OAK ACQUISITION CORP V0200,000+200,00002,0160.10%+2,016
A SPAC III ACQUISITION CORP
ORD SHS CL A
0200,000+200,00002,0120.10%+2,012
AI TRANSN ACQUISITION CORP0284,327+284,32703,1190.16%+3,119
FUTURE VISION II ACQUISITION0195,562+195,56201,9910.10%+1,991
CLEARWATER ANALYTICS HLDGS I(Put)070,400+70,40001,887+1,887
DYNAMIX CORP0182,000+182,00001,8110.09%+1,811
BROOKLINE BANCORP INC DEL0148,244+148,24401,6160.08%+1,616
NUVEEN AMT FREE MUN CR INC F(NVG)0123,412+123,41201,5280.08%+1,528
BLACKROCK MUNIYILD QULT FD I(MQY)0130,274+130,27401,5260.08%+1,526
NOKIA CORP(NOK)0265,118+265,11801,3970.07%+1,397
GLOBAL LIGHTS ACQUISITION CO0125,000+125,00001,3560.07%+1,356
CARTESIAN GROWTH CORP II(REEUF)0110,613+110,61301,3130.07%+1,313
CO2 ENERGY TRANSITION CORP0125,000+125,00001,2400.06%+1,240
BUKIT JALIL GBL ACQUISITION0213,000+213,00002,4090.12%+2,409
CENTURION ACQUISITION CORP336,539436,539+100,0003,4014,4960.23%+1,096
DT CLOUD ACQUISITION CORP378,936469,000+90,0643,9565,0180.26%+1,062
BLACKROCK MUN INCOME QUALITY097,292+97,29201,0490.05%+1,049
CHENGHE ACQUISITION II CO0100,000+100,00001,0240.05%+1,024
HAYMAKER ACQUISITION CORP IV
CLASS A
1,119,0051,189,028+70,02312,05213,0670.67%+1,016
UY SCUTI ACQUISITION CORP.0100,000+100,00001,0060.05%+1,006
INVESCO VALUE MUN INCOME TR88,220164,527+76,3071,0491,9690.10%+920
KEEN VISION ACQUISITION CORP070,000+70,00007870.04%+787
AA MISSION ACQUISITION CORP2,190,0002,190,000022,11922,8421.18%+723
AIFEEX NEXUS ACQUISITION COR058,000+58,00005820.03%+582
GIGCAPITAL7 CORP
ORD SHS CL A
959,000999,000+40,0009,58010,1100.52%+529
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
2,464,8042,464,804025,85626,2991.36%+444
HCM II ACQUISITION CORP670,481670,48106,7187,0900.37%+372
EVERI HLDGS INC1,789,2461,789,246024,17324,4591.26%+286
MOUNTAIN LAKE ACQUISITION CO
UNIT 11/15/2028
805,100805,10008,0678,3170.43%+250
UNITED STATES STL CORP NEW01,632,555+1,632,555068,9923.55%+68,992
ROMAN DBDR ACQUISITION CORP
UNIT 99/99/9999
300,000300,00002,9913,1500.16%+159
HORIZON SPACE ACQUSTN I CORP0297,000+297,00003,5430.18%+3,543
AMCOR PLC(AMCR)(Put)529,400529,40004,9825,135+154
VINE HILL CAP INVT CORP.
ORD SHS CL A
1,058,5511,058,551010,63810,7760.56%+138
CHURCHILL CAPITAL CORP IX
CL A SHS
216,969216,96902,2462,3350.12%+89
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