Fund Holdings — Westchester Capital Management, LLC

Total Portfolio Value
$2.07B
Total Bought
$760.43M
Total Sold
$823.26M
Net Transaction
-$62.82M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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WEBSTER FINL CORP(WBS)01,833,149+1,833,1490127,2576.16%+127,257
UNIFIRST CORP MASS(UNF)0258,466+258,466065,0273.15%+65,027
CLEARWATER ANALYTICS HLDGS I02,617,694+2,617,694061,9083.00%+61,908
COTERRA ENERGY INC01,588,341+1,588,341055,8142.70%+55,814
DIGITALBRIDGE GROUP INC(DBRG)02,938,348+2,938,348045,3092.19%+45,309
WARNER BROS DISCOVERY INC(WBD)3,649,6015,233,117+1,583,516105,182143,7016.95%+38,520
NORFOLK SOUTHN CORP(NSC)387,596501,638+114,042111,907143,9706.97%+32,063
ELECTRONIC ARTS INC594,161725,293+131,132121,405147,8657.15%+26,461
PENUMBRA INC(PEN)076,630+76,630025,1631.22%+25,163
MASIMO CORP0138,428+138,428024,6221.19%+24,622
QORVO INC(QRVO)0263,895+263,895020,4250.99%+20,425
ONESTREAM INC
CL A
0677,498+677,498016,2600.79%+16,260
JANUS HENDERSON GROUP PLC0230,719+230,719011,8520.57%+11,852
HOLOGIC INC319,734455,304+135,57023,81734,4161.67%+10,599
APELLIS PHARMACEUTICALS INC
COM
0227,489+227,48909,1520.44%+9,152
GSR IV ACQUISITION CORP(GSRF)0900,000+900,00009,0270.44%+9,027
PIONEER ACQUISITION I CORP(PACH)408,6121,258,612+850,0004,11112,7870.62%+8,677
REPUBLIC DIGITAL ACQUISITION(RDAG)0825,000+825,00008,4320.41%+8,432
CHURCHILL CAPITAL CORP IX
CL A SHS
74,769824,769+750,0007958,8250.43%+8,030
BARRICK MNG CORP(B)0155,500+155,50006,3430.31%+6,343
WEN ACQUISITION CORP(WENN)52,529671,583+619,0545316,8370.33%+6,306
MOUNTAIN LAKE ACQUISIT CORP
UNIT 01/21/2031
0614,526+614,52606,1020.30%+6,102
VALARIS LTD(VAL)061,546+61,54606,0340.29%+6,034
CAESARS ENTERTAINMENT INC NE(CZR)0217,800+217,80005,7560.28%+5,756
YORKVILLE ACQUISITION CORP.(MCGA)0550,000+550,00005,5610.27%+5,561
FEDEX CORP(FDX)015,600+15,60005,5560.27%+5,556
KENVUE INC(KVUE)33,200331,350+298,1505735,7120.28%+5,140
APEX TREAS CORP
ORD SHS CL A
500,0001,000,000+500,0004,9459,9900.48%+5,045
SPACSPHERE ACQUISITION CORP(SSAC)0500,000+500,00005,0350.24%+5,035
SC II ACQUISITION CORP(SCII)0500,000+500,00004,9900.24%+4,990
AA MISSION ACQUISITION CORP
ORD SHS CL A
78,000572,185+494,1857755,7390.28%+4,964
MCKINLEY ACQUISITION CORP(MKLY)250,000740,000+490,0002,4937,4440.36%+4,952
MILUNA ACQUISITION CORP(MMTX)0450,000+450,00004,5050.22%+4,505
SEALED AIR CORP NEW(SDA)853,621945,707+92,08635,36639,7671.92%+4,401
BLUE WTR ACQUISITION CORP. I
ORD SHS CL A
200,000565,552+365,5522,0645,8200.28%+3,756
CAL REDWOOD ACQUISITION CORP(CRAQ)650,0001,000,000+350,0006,61710,1500.49%+3,533
M EVO GBL ACQUISITION CORP I
UNIT 01/23/2031
0328,858+328,85803,2920.16%+3,292
BLACKROCK MUNIHOLDINGS FD IN(MHD)43,988326,160+282,1725163,6790.18%+3,163
GIGCAPITAL9 CORP(GIX)0300,000+300,00003,0120.15%+3,012
BERTO ACQUISITION CORP(TACO)433,460703,632+270,1724,3957,2120.35%+2,817
GIGCAPITAL8 CORP(GIW)1,080,0001,330,000+250,00010,68113,2600.64%+2,579
CSLM DIGITA ASSET ACQ CORP I
USD CL A ORD SHS
400,000650,000+250,0003,9806,5260.32%+2,546
ALDABRA 4 LQDTY OPP VEH INC
UNIT 12/23/2030
0250,000+250,00002,4930.12%+2,493
ACTIVATE ENERGY ACQUISIT COR
CL A ORD SHS
0250,000+250,00002,4730.12%+2,473
WHITE PEARL ACQUISITION CORP(WPAC)0250,000+250,00002,4650.12%+2,465
WESTIN ACQUISITION CORP(WSTN)0226,200+226,20002,2600.11%+2,260
OXLEY BRIDGE ACQ LTD
USD CL A ORD SHS
917,6571,117,657+200,0009,23211,3220.55%+2,090
WHITE PEARL ACQUISITION CORP(WPAC)0205,324+205,32402,0740.10%+2,074
CAMBRIDGE ACQUISITION CORP(CAQ)0200,000+200,00001,9920.10%+1,992
MOZAYYX ACQUISITION CORP(MZYX)0200,000+200,00001,9880.10%+1,988
SOREN ACQUISITION CORP(SORN)0200,000+200,00001,9860.10%+1,986
MUZERO ACQUISITION CORP(MUZE)0200,000+200,00001,9860.10%+1,986
GALATA ACQUISITION CORP II(LATA)0175,000+175,00001,7480.08%+1,748
PERIMETER ACQUISITION CORP I(PMTR)0150,000+150,00001,5380.07%+1,538
LEGATO MERGER CORP IV(LEGO)0150,000+150,00001,4970.07%+1,497
COLUMBUS CIRCLE CAP CORP II
UNIT 02/11/2031
0150,000+150,00001,4910.07%+1,491
ILLUMINATION ACQUISITIO CORP(ILLU)0150,000+150,00001,4880.07%+1,488
IDEA ACQUISITION CORP(IACO)0150,000+150,00001,4870.07%+1,487
PRAETORIAN ACQUISITION CORP(PTOR)0150,000+150,00001,4840.07%+1,484
KEURIG DR PEPPER INC(KDP)24,63474,934+50,3006901,9730.10%+1,283
ABONY ACQUISITION CORP I(AACO)0125,000+125,00001,2430.06%+1,243
PROEM ACQUISITION CORP I(PAAC)0122,188+122,18801,2190.06%+1,219
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
1,964,6772,044,768+80,09121,94523,0651.12%+1,120
BLUEPORT ACQUISITION LTD(BPAC)0100,000+100,00001,0010.05%+1,001
ARCHIMEDES TECH SPAC PTNRS I
UNIT 01/23/2031
0100,000+100,00009980.05%+998
LAFAYETTE DIGITAL ACQUISITIO
UNIT 12/23/2030
0100,000+100,00009930.05%+993
BLUE WTR ACQUISITION CORP IV
UNIT 99/99/9999
0100,000+100,00009920.05%+992
GIGCAPITAL9 CORP(GIX)0100,000+100,00009840.05%+984
RIBBON ACQUISITION CORP(RIBB)284,734375,734+91,0002,9583,9410.19%+983
L3HARRIS TECHNOLOGIES INC(LHX)02,666+2,66609200.04%+920
COLOMBIER ACQUISITION CORP I
UNIT 99/99/9999
087,212+87,21208880.04%+888
ATRIUM THERAPEUTICS INC(RNA)055,236+55,23607390.04%+739
BRIGHTHOUSE FINL INC(BHF)34,44049,090+14,6502,2312,9400.14%+708
SPACE ASSET ACQUISITION CORP(SAAQ)062,497+62,49706360.03%+636
BLACKROCK MUNIYIELD QUALITY51,189112,436+61,2475561,1820.06%+625
BLACKROCK MUNIYILD QULT FD I(MQY)130,274188,139+57,8651,4722,0660.10%+594
INFINITE EAGLE ACQUISITION C
UNIT 01/13/2031
050,000+50,00005080.02%+508
KRAKACQUISITION CORPORATION(KRAQ)050,000+50,00005000.02%+500
CROWN RESV ACQUISITION CORP
ORD SHS CL A
610,000635,872+25,8726,0636,3710.31%+308
CHART INDS INC496,058496,0580102,302102,5604.96%+258
AIR LEASE CORP
CL A
334,421334,421021,48021,7171.05%+237
DRUGS MADE IN AMER ACQUTN CO
ORD SHS
1,669,0001,669,000017,30817,5250.85%+217
GLOBA TERRA ACQUISITION COR
CL A ORD SHS
1,414,4291,414,429014,28614,4980.70%+212
JACKSON ACQUISITION CO II(JACS)1,186,2001,186,200012,36012,5620.61%+202
GSR IV ACQUISITION CORP(GSRF)092,854+92,85401780.01%+178
HAYMAKER ACQUISITION CORP IV
CLASS A
1,939,0281,939,028022,06622,2211.08%+155
OYSTER ENTERPRISES II ACQUIS
ORD SHS CL A
1,295,1121,295,112013,09413,2360.64%+142
KOCHAV DEFENSE ACQUI CO
SHS CL A
1,286,0001,286,000013,04013,1820.64%+141
SOULPOWER ACQUISITION CORP(SOUL)1,279,3001,279,300012,98513,1130.63%+128
ANDRETTI ACQUISITION CORP II(POLE)1,111,4161,111,416011,71411,8420.57%+128
SIZZLE ACQUISITION CORP. II(SZZL)1,564,7281,561,745-2,98315,89816,0240.78%+126
MOUNTAIN LAKE ACQUISITION CO887,700887,70009,2329,3470.45%+115
LAUNCH TWO ACQUISITION CORP.(LPBB)950,000950,00009,97510,0890.49%+114
TITAN ACQUISITION CORP(TACH)1,344,6931,344,693013,79713,8910.67%+94
DUNE ACQUISITION CORP II
SHS CL A
666,477666,47706,7916,8850.33%+93
BLUE WTR ACQUISITION CORP. I(BLUW)0198,958+198,9580900.00%+90
PIONEER ACQUISITION I CORP(PACH)0424,999+424,9990890.00%+89
TAVIA ACQUISITION CORP(TAVI)680,000680,00007,0997,1880.35%+88
COPLEY ACQUISITION CORP(COPL)860,600860,60008,7708,8560.43%+86
SOLARIUS CAPITAL ACQU CORP
SHS CL A
640,000640,00006,4326,5150.32%+83
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