Fund HoldingsWestchester Capital Management, LLC

Total Portfolio Value
$2.04B
Total Bought
$534.48M
Total Sold
$701.03M
Net Transaction
-$166.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ROKU INC(ROKU)0314,488+314,488043,4432.13%+43,443
CAESARS ENTERTAINMENT INC NE(CZR)217,8001,377,630+1,159,8305,75641,5772.04%+35,820
QORVO INC(QRVO)263,895532,551+268,65620,42549,6712.43%+29,246
CHART INDS INC496,058613,584+117,526102,560128,2026.28%+25,642
PENUMBRA INC(PEN)76,630157,472+80,84225,16349,7222.43%+24,559
ELECTRONIC ARTS INC(EA)725,293826,173+100,880147,865169,3998.29%+21,533
ORGANON & CO(OGN)01,426,578+1,426,578019,3160.95%+19,316
NORFOLK SOUTHN CORP(NSC)501,638515,734+14,096143,970162,2457.94%+18,275
SELECT MED HLDGS CORP0983,315+983,315016,2350.79%+16,235
TOPBUILD COR037,399+37,399015,9380.78%+15,938
AES CORP(AES)01,013,872+1,013,872014,8630.73%+14,863
KENVUE INC(KVUE)331,3501,022,789+691,4395,71219,5450.96%+13,833
DIGITALBRIDGE GROUP INC(DBRG)2,938,3483,697,020+758,67245,30958,3392.86%+13,030
TOPBUILD COR(Put)029,600+29,600012,614+12,614
UNIFIRST CORP MASS(UNF)258,466287,253+28,78765,02775,9673.72%+10,939
APOGEE THERAPEUTICS INC(APGE)072,962+72,96209,6840.47%+9,684
QUANTUM LEAP ACQUISITION COR0950,000+950,00009,4340.46%+9,434
WARNER BROS DISCOVERY INC(WBD)5,233,1175,715,678+482,561143,701152,3807.46%+8,679
MOUNTAIN LAKE ACQUISIT CORP
USD CL A ORD SHS
0853,517+853,51708,4750.41%+8,475
APEX TECH ACQUISITION INC0700,000+700,00006,9650.34%+6,965
QXO INC(QXO)(Put)0356,700+356,70006,164+6,164
HARVARD AVE ACQUISITION CORP0796,944+796,94408,0730.40%+8,073
EQV VENTURES AC CORP. II
ORD SHS CL A
0550,000+550,00005,5990.27%+5,599
COLLECTIVE ACQUISITION CORP0550,000+550,00005,5280.27%+5,528
QUASAREDGE ACQUISITION CORP0507,797+507,79705,0420.25%+5,042
HONEYWELL INTL INC(Put)022,300+22,30004,993+4,993
SPACSPHERE ACQUISITION CORP0500,000+500,00004,9900.24%+4,990
APERTURE AC0500,000+500,00004,9500.24%+4,950
HONEYWELL AEROSPACE INC(Put)022,300+22,30004,930+4,930
WHITE PEARL ACQUISITION CORP250,000705,324+455,3242,4657,0670.35%+4,602
BHAV ACQUISITION CORP0450,000+450,00004,4780.22%+4,478
MAYWOOD ACQUISITION CORP 20450,000+450,00004,4460.22%+4,446
HUNTSMAN CORP(HUN)0364,321+364,32103,8690.19%+3,869
ACTIVATE ENERGY ACQUISIT COR
CL A ORD SHS
250,000600,000+350,0002,4736,0000.29%+3,528
GSR V ACQUISITION CORP0350,000+350,00003,5110.17%+3,511
PONO CAP FOUR INC0350,000+350,00003,4860.17%+3,486
LAUNCHPAD CADENZA ACQU CORP
USD CL A ORD SHS
0334,463+334,46303,3380.16%+3,338
TXNM ENERGY INC(TXNM)058,597+58,59703,3270.16%+3,327
OTG ACQUISITION CORP. I0312,800+312,80003,1780.16%+3,178
COMCAST CORP NEW(CCZ)0128,800+128,80003,1620.15%+3,162
COMCAST CORP NEW(CCZ)(Put)0128,800+128,80003,162+3,162
XFLH CAP CORP
ORD SHS
0315,547+315,54703,1460.15%+3,146
CHENGHE ACQUISITION III CO0277,000+277,00002,8140.14%+2,814
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
0438,091+438,09104,6170.23%+4,617
GIGCAPITAL9 CORP100,000368,544+268,5449843,6600.18%+2,676
QUARTZSEA ACQUISITION CORP0611,605+611,60506,4340.31%+6,434
LAKE SUPERIOR ACQUISITION CO0455,000+455,00004,6140.23%+4,614
WEST ENCLAVE MERGER CORP0253,203+253,20302,5520.12%+2,552
STARLINK AI ACQUISITION CORP0250,000+250,00002,5280.12%+2,528
ITHAX ACQUISITION CORP III0250,000+250,00002,4950.12%+2,495
FUTURE MONEY ACQUISITION COR0250,000+250,00002,4930.12%+2,493
WILCO 63 CORP0250,000+250,00002,4880.12%+2,488
APOGEE ACQUISITION CORP0250,000+250,00002,4880.12%+2,488
K2 CAP ACQUISITION CORP
ORD SHS CL A
0250,000+250,00002,4880.12%+2,488
TRIBECA STRATEGIC ACQUISITIO0250,000+250,00002,4880.12%+2,488
GALAXYEDGE ACQUISITION CORP0250,000+250,00002,4850.12%+2,485
INTERPRIVATE INVTS PARTNERS0250,000+250,00002,4800.12%+2,480
BREEZE ACQUISITION CORP II0230,000+230,00002,2790.11%+2,279
L3HARRIS TECHNOLOGIES INC(LHX)2,66610,966+8,3009203,1870.16%+2,266
CARTESIAN GROWTH CORP IV0225,000+225,00002,2500.11%+2,250
LAFAYETTE ACQUISITION CORP0200,000+200,00002,0220.10%+2,022
IRON DOME ACQUISITION I CORP0200,000+200,00002,0190.10%+2,019
ACP HOLDINGS ACQUISITION COR0200,000+200,00001,9880.10%+1,988
L3HARRIS TECHNOLOGIES INC(LHX)(Put)7,90016,200+8,3002,7274,708+1,981
BIO-TECHNE CORP(TECH)026,328+26,32801,8600.09%+1,860
DISCIPLINED GROWTH0150,000+150,00001,5060.07%+1,506
JAB ACQUISITION CORP I0150,000+150,00001,5050.07%+1,505
LAFAYETTE DIGITAL ACQUISITIO
ORD CLASS A
0150,000+150,00001,4970.07%+1,497
CANTOR EQUITY PARTNERS VII I0148,146+148,14601,4950.07%+1,495
VERNAL CAP ACQUISITION CORP0150,000+150,00001,4910.07%+1,491
HONEYWELL INTL INC06,087+6,08701,3630.07%+1,363
HONEYWELL AEROSPACE INC06,087+6,08701,3460.07%+1,346
AMPERCAP ACQUISITION CO0130,000+130,00001,3040.06%+1,304
PEACE ACQUISITION CORP0125,000+125,00001,3040.06%+1,304
DRUGS MADE IN AMER ACQ II CO
USD ORD SHS
0621,797+621,79706,2550.31%+6,255
FIFTH ERA ACQUISITION CORP I0186,300+186,30001,9410.10%+1,941
QUANTUMSPHERE ACQUISITION CO0350,000+350,00003,5770.18%+3,577
SILVER PEGASUS ACQUISITION C
SHS CL A
0445,000+445,00004,5750.22%+4,575
FOREFRONT TECHNOLOGY HOLDING0100,000+100,00001,0050.05%+1,005
FEDEX FGHT HLDG CO INC05,600+5,60008460.04%+846
FEDEX FGHT HLDG CO INC(Put)05,600+5,6000846+846
PROCAP ACQUISITION CORP0329,924+329,92403,3980.17%+3,398
CHAMPIONSGATE ACQUISITION CO060,000+60,00006250.03%+625
NEWHOLD INVTS CORP IV050,000+50,00005110.02%+511
TEXAS VENTURES ACQUISITION I047,750+47,75004780.02%+478
BARRICK MNG CORP(B)155,500180,600+25,1006,3436,6330.32%+291
CHARLTON ARIA ACQUISITION CO0222,500+222,50002,3960.12%+2,396
NEWHOLD INVT CORP III
ORD SHS CL A
0450,000+450,00004,9010.24%+4,901
BLACKROCK MUNIHOLDINGS FD IN(MHD)326,160326,16003,6793,8810.19%+202
K&F GROWTH ACQUISITION CORP
SHS CL A
01,476,268+1,476,268015,5890.76%+15,589
BERTO ACQUISITION CORP703,632703,63207,2127,3810.36%+169
BRIGHTHOUSE FINL INC(BHF)49,09049,09002,9403,1070.15%+168
KOCHAV DEFENSE ACQUI CO
SHS CL A
1,286,0001,286,000013,18213,3360.65%+154
CAL REDWOOD ACQUISITION CORP1,000,0001,000,000010,15010,3000.50%+150
ARTIUS II ACQUISITION INC0995,939+995,939010,4370.51%+10,437
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
2,044,7682,044,768023,06523,2081.14%+143
NEW PROVIDENCE ACQUISITION C
USD CL A ORD SHS
01,128,999+1,128,999011,7190.57%+11,719
JANUS HENDERSON GROUP PLC230,719230,719011,85211,9860.59%+134
ALDEL FINL II INC
CL A
01,159,448+1,159,448012,3890.61%+12,389
SOULPOWER ACQUISITION CORP1,279,3001,279,300013,11313,2410.65%+128
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