Fund HoldingsWestchester Capital Management, LLC

Total Portfolio Value
$2.34B
Total Bought
$634.13M
Total Sold
$981.96M
Net Transaction
-$347.83M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
KELLANOVA01,335,581+1,335,5810107,7954.60%+107,795
ENVESTNET INC0730,537+730,537045,7461.95%+45,746
HASHICORP INC1,994,2493,200,322+1,206,07367,186108,3634.62%+41,177
SOUTHWESTERN ENERGY CO11,600,71116,195,752+4,595,04178,073115,1524.91%+37,079
VISTA OUTDOOR INC0889,288+889,288034,8421.49%+34,842
CHAMPIONX CORPORATION1,685,5112,828,139+1,142,62855,97685,2683.64%+29,293
HEARTLAND FINL USA INC161,880582,880+421,0007,19633,0491.41%+25,854
SMARTSHEET INC0447,469+447,469024,7721.06%+24,772
CATALENT INC1,130,1771,445,702+315,52563,55087,5663.74%+24,016
ATLANTICA SUSTAINABLE INFR P282,1811,143,722+861,5416,19425,1391.07%+18,945
STERICYCLE INC1,332,2891,564,603+232,31477,44695,4414.07%+17,995
ARES ACQUISITION CORP II1,557,3553,098,687+1,541,33216,61733,5591.43%+16,942
EVERI HLDGS INC01,268,028+1,268,028016,6620.71%+16,662
DISCOVER FINL SVCS0112,511+112,511015,7840.67%+15,784
INTERNATIONAL GAME TECHNOLOG(BRSL)(Put)0673,200+673,200014,339+14,339
AMEDISYS INC1,021,3261,118,802+97,47693,758107,9764.61%+14,218
INTERNATIONAL GAME TECHNOLOG(BRSL)0623,099+623,099013,2720.57%+13,272
NABORS ENERGY TRANSITION COR398,0311,434,365+1,036,3344,19115,2760.65%+11,085
AXONICS INC1,352,2101,450,381+98,17190,909100,9474.31%+10,037
HESS CORP1,531,4951,731,692+200,197225,926235,16410.03%+9,238
HAYMAKER ACQUISITION CORP IV
CLASS A
01,119,005+1,119,005011,9290.51%+11,929
FIRST BANCSHARES INC MISS0256,751+256,75108,2490.35%+8,249
PETIQ INC00008,1130.35%+8,113
ENDEAVOR GROUP HLDGS INC5,940,8585,875,848-65,010160,581167,8147.16%+7,233
HAYNES INTL INC616,514706,874+90,36036,18942,0871.80%+5,898
INDEPENDENT BANK GROUP INC263,500304,444+40,94411,99517,5540.75%+5,560
GP-ACT III ACQUISITION CORP0550,000+550,00005,5330.24%+5,533
ANDRETTI ACQUISITION CORP II0450,000+450,00004,5000.19%+4,500
CARTESIAN GROWTH CORP II(REEUF)1,251,3711,611,362+359,99114,11518,4660.79%+4,351
VOYAGER ACQUISITION CORP
UNIT 99/99/9999
0426,894+426,89404,2690.18%+4,269
SILVERBOX CORP IV0418,365+418,36504,1960.18%+4,196
DT CLOUD ACQUISITION CORP0378,936+378,93603,9070.17%+3,907
SIM ACQUISITION CORP. I0375,000+375,00003,7650.16%+3,765
IB ACQUISITION CORP0349,019+349,01903,4900.15%+3,490
EVERGREEN CORPORATION0250,000+250,00002,9200.12%+2,920
BERRY GLOBAL GROUP INC040,200+40,20002,7330.12%+2,733
BERRY GLOBAL GROUP INC(Put)040,200+40,20002,733+2,733
R1 RCM INC0191,500+191,50002,7140.12%+2,714
AA MISSION ACQUISITION CORP0250,000+250,00002,5050.11%+2,505
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
1,500,0001,714,804+214,80415,36017,7480.76%+2,388
EQV VENTURES ACQUISITION COR0235,300+235,30002,3370.10%+2,337
INFLECTION PT ACQUISITN CRP2,292,7932,467,793+175,00024,30426,5041.13%+2,200
GRAF GLOBAL CORP0213,957+213,95702,1460.09%+2,146
PERFICIENT INC0009,32111,4470.49%+2,126
SILVERBOX CORP III0295,672+295,67203,1640.13%+3,164
SIM ACQUISITION CORP. I0200,000+200,00001,9980.09%+1,998
AI TRANSN ACQUISITION CORP0177,500+177,50001,8600.08%+1,860
FRONTIER COMMUNICATIONS PARE042,576+42,57601,5130.06%+1,513
CAYSON ACQUISITION CORP0150,000+150,00001,5030.06%+1,503
PYROPHYTE ACQUISITION CORP0555,944+555,94406,3990.27%+6,399
BALL CORP(Put)0143,700+143,70009,759+9,759
DT CLOUD STAR ACQUISITION CO0125,000+125,00001,2490.05%+1,249
INSTRUCTURE HLDGS INC052,400+52,40001,2340.05%+1,234
BAXTER INTL INC(Put)0259,300+259,30009,846+9,846
ISRAEL ACQUISITIONS CORP(ISLUF)0100,000+100,00001,1170.05%+1,117
GOLDEN STAR ACQUISITION CORP0100,000+100,00001,0900.05%+1,090
CENTURION ACQUISITION CORP0100,000+100,00001,0060.04%+1,006
HORIZON SPACE ACQUSTN I CORP314,400389,400+75,0003,4744,3610.19%+887
BALL CORP0114,000+114,00007,7420.33%+7,742
NUVEI CORPORATION749,438749,438024,26724,9941.07%+727
FOX CORP(FOX)018,342+18,34207120.03%+712
TECHTARGET INC00020,17820,4640.87%+286
INVESTCORP EUROPE ACQUISITIO516,655516,65505,8646,0910.26%+227
AGRICULTURE & NAT SOL ACQ CO
*W EXP 10/01/202
0749,999+749,99901800.01%+180
ARCH RESOURCES INC01,133+1,13301570.01%+157
ILEARNINGENGINES INC0570,593+570,59301510.01%+151
SPRING VALLEY ACQUISTN CORP977,649977,649010,86210,9790.47%+117
TMT ACQUISITION CORP399,000399,00004,3774,4870.19%+110
CF ACQUISITION CORP VII0717,283+717,28307,9620.34%+7,962
MIDCAP FINANCIAL INVSTMNT CO07,702+7,70201030.00%+103
APX ACQUISITION CORP I(DJP)489,675489,67505,6855,7880.25%+103
INTEGRATED WELLNESS ACQ CORP423,090423,09004,8994,9880.21%+89
GCM GROSVENOR INC0176,458+176,45801730.01%+173
OAK WOODS ACQUISITION CORP300,000300,00003,2493,3330.14%+84
DT CLOUD ACQUISITION CORP0378,936+378,9360830.00%+83
PATRIA LATIN AMRCN OPPRNTY A0442,691+442,69105,1400.22%+5,140
MOUNTAIN & CO I ACQUISITN CO631,539631,53907,3577,4210.32%+63
ESH ACQUISITION CORP0345,591+345,59103,6630.16%+3,663
BLACKROCK MUNIYIELD QUALITY069,573+69,57308350.04%+835
BOWEN ACQUISITION CORP0245,400+245,40002,6380.11%+2,638
CHENGHE ACQUISITION I CO219,633219,63302,4992,5460.11%+46
FTAC EMERALD ACQUISITION COR0232,918+232,9180470.00%+47
AIMEI HEALTH TECHNOLOGY CO L
SHS
288,212288,21202,9863,0220.13%+36
IRON HORSE ACQUISITIONS CORP243,606243,60602,4512,4820.11%+32
LEGATO MERGER CORP III383,161383,16103,8753,9060.17%+31
IB ACQUISITION CORP0349,019+349,0190300.00%+30
TLGY ACQUISITION CORPORATION0259,214+259,21402,9910.13%+2,991
AIMFINITY INVESTMENT CORP I0138,000+138,00001,5930.07%+1,593
QUETTA ACQUISITION CORP438,641438,64104,5404,5660.19%+26
DISTOKEN ACQUISITION CORP0202,355+202,35502,2020.09%+2,202
FTAC EMERALD ACQUISITION COR235,000235,00002,5222,5470.11%+26
SABA CAPITAL INCOME & OPRNT044,689+44,68903390.01%+339
BAYVIEW ACQUISITION CORP300,028300,02803,0723,0960.13%+24
GLOBAL LIGHTS ACQUISITION CO0153,860+153,86001,6090.07%+1,609
GOLDEN STAR ACQUISITION CORP250,000250,000070880.00%+17
GLOBAL LIGHTS ACQUISITION CO0150,000+150,00001,5890.07%+1,589
BURTECH ACQUISITION CORP0100,000+100,00001,1280.05%+1,128
ARES ACQUISITION CORP II0399,998+399,9980640.00%+64
CARTICA ACQUISITION CORP0171,932+171,93201,9650.08%+1,965
AIMEI HEALTH TECHNOLOGY CO L
RIGHT 11/17/2028
288,212288,212055660.00%+11
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