Fund HoldingsWestchester Capital Management, LLC

Total Portfolio Value
$2.86B
Total Bought
$1.50B
Total Sold
$2.08B
Net Transaction
-$587.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PIONEER NAT RES CO01,150,098+1,150,0980258,6349.05%+258,634
HESS CORP01,479,855+1,479,8550213,3367.47%+213,336
SPLUNK INC412,5001,199,038+786,53860,328182,6736.39%+122,345
SPIRIT RLTY CAP INC NEW02,626,477+2,626,4770114,7514.02%+114,751
WESTROCK CO770,7583,065,129+2,294,37127,593127,2644.45%+99,671
SPLUNK INC062,356,000+62,356,000060,7042.12%+60,704
OLINK HLDG AB02,022,542+2,022,542050,8671.78%+50,867
ENDEAVOR GROUP HLDGS INC602,5002,277,400+1,674,90011,99054,0431.89%+42,053
IMMUNOGEN INC01,364,927+1,364,927040,4701.42%+40,470
ENDEAVOR GROUP HLDGS INC(Put)750,0002,068,000+1,318,00014,92549,074+34,149
KARUNA THERAPEUTICS INC0101,166+101,166032,0201.12%+32,020
CEREVEL THERAPEUTICS HLDNG I0729,310+729,310030,9231.08%+30,923
SOVOS BRANDS INC2,016,6183,216,864+1,200,24645,47570,8682.48%+25,393
CAPRI HOLDINGS LIMITED
SHS
1,660,3742,184,170+523,79687,352109,7333.84%+22,380
HENNESSY CAPITAL INVST CORP02,027,150+2,027,150021,1430.74%+21,143
SP PLUS CORP0297,096+297,096015,2260.53%+15,226
AGRICULTURE & NAT SOL ACQ CO
UNIT 99/99/9999
01,500,000+1,500,000015,2100.53%+15,210
CONCORD ACQUISITION CORP II01,334,815+1,334,815013,8550.48%+13,855
MOUNTAIN & CO I ACQUISITN CO01,039,755+1,039,755011,7490.41%+11,749
BIOMARIN PHARMACEUTICAL INC(BMRN)0118,400+118,400011,4160.40%+11,416
BIOMARIN PHARMACEUTICAL INC(BMRN)(Put)0118,400+118,400011,416+11,416
CARRIER GLOBAL CORPORATION(CARR)91,200249,700+158,5005,03414,3450.50%+9,311
CARRIER GLOBAL CORPORATION(CARR)(Put)91,200249,700+158,5005,03414,345+9,311
EURONAV NV(CMBT)0483,797+483,79708,5100.30%+8,510
CEREVEL THERAPEUTICS HLDNG I(Put)0200,000+200,00008,480+8,480
INVESTCORP INDIA ACQUISTN CO0783,538+783,53808,6110.30%+8,611
NATIONAL WESTN LIFE GROUP IN015,807+15,80707,6350.27%+7,635
TECK RESOURCES LTD(TECK)(Put)0780,800+780,800033,004+33,004
PHILLIPS 66(PSX)053,400+53,40007,1100.25%+7,110
PHILLIPS 66(PSX)(Put)053,400+53,40007,110+7,110
KEEN VISION ACQUISITION CORP0746,977+746,97707,7160.27%+7,716
CROWN CASTLE INC(CCI)051,000+51,00005,8750.21%+5,875
CROWN CASTLE INC(CCI)(Put)051,000+51,00005,875+5,875
KENVUE INC(KVUE)0272,500+272,50005,8670.21%+5,867
KENVUE INC(KVUE)(Put)0272,500+272,50005,867+5,867
NEOGAMES S A0201,302+201,30205,7630.20%+5,763
MIRATI THERAPEUTICS INC090,638+90,63805,3250.19%+5,325
SPARK I ACQUISITION CORP0498,090+498,09005,0710.18%+5,071
ISRAEL ACQUISITIONS CORP(ISLUF)0461,600+461,60004,9350.17%+4,935
CSLM ACQUISITION CORP0471,296+471,29605,1280.18%+5,128
NABORS ENERGY TRANSITION COR0450,000+450,00004,6710.16%+4,671
UNITED STATES STL CORP NEW1,773,4501,279,968-493,48257,60262,2702.18%+4,669
INVESTCORP EUROPE ACQUISITIO0516,655+516,65505,6940.20%+5,694
PROJECT ENERGY REIMAGINED AC0648,126+648,12606,8570.24%+6,857
CONSTELLATION ACQUISITN CORP0381,194+381,19404,2120.15%+4,212
AMEDISYS INC850,386879,402+29,01679,42683,5962.93%+4,170
QUETTA ACQUISITION CORP0400,000+400,00004,0840.14%+4,084
NEWMONT CORP(NEM)094,959+94,95903,9300.14%+3,930
LIBERTY MEDIA CORP DEL0126,000+126,00003,6210.13%+3,621
LIBERTY MEDIA CORP DEL(Put)0126,000+126,00003,621+3,621
PATRIA LATIN AMRCN OPPRNTY A1,343,1371,643,137+300,00014,76118,2390.64%+3,478
MONTEREY CAP ACQUISITION COR0358,230+358,23003,8900.14%+3,890
RPT REALTY1,486,2461,486,246015,69519,0690.67%+3,374
GLOBALINK INVT INC0290,400+290,40003,1510.11%+3,151
HAYMAKER ACQUISITION CORP IV
CLASS A
0300,000+300,00003,0780.11%+3,078
AIMEI HEALTH TECHNOLOGY CO L
UNIT 11/17/2028
0288,212+288,21202,9400.10%+2,940
KERNEL GROUP HOLDINGS INC0312,278+312,27803,3540.12%+3,354
BLUE OCEAN ACQUISITION CORP0305,677+305,67703,2950.12%+3,295
FTAC EMERALD ACQUISITION COR0998,659+998,659010,5560.37%+10,556
GOLDEN STAR ACQUISITION CORP0375,000+375,00003,9070.14%+3,907
NUVEEN AMT FREE QLTY MUN INC0334,336+334,33603,6780.13%+3,678
BAYVIEW ACQUISITION CORP0250,000+250,00002,5300.09%+2,530
IRON HORSE ACQUISITIONS CORP0249,300+249,30002,5030.09%+2,503
INTEGRATED RAIL AND RES ACQ0256,500+256,50002,7700.10%+2,770
BALL CORP(Put)288,200289,400+1,20014,34716,646+2,300
CHAIN BRIDGE I0199,490+199,49002,1640.08%+2,164
GLOBAL STAR ACQUISITION INC0200,000+200,00002,1140.07%+2,114
COLOMBIER ACQUISITION CORP I0200,000+200,00002,0160.07%+2,016
CONCORD ACQUISITION CORP III0190,000+190,00002,0060.07%+2,006
BUKIT JALIL GBL ACQUISITION0338,000+338,00003,5120.12%+3,512
NUVEEN MUN VALUE FD INC(NUV)0215,398+215,39801,8520.06%+1,852
OXUS ACQUISITION CORP0155,000+155,00001,7530.06%+1,753
BLUE WORLD ACQUISITION CORP0171,750+171,75001,8930.07%+1,893
NUVEEN MUNICIPAL CREDIT INC(NZF)0257,147+257,14703,0390.11%+3,039
GLOBAL LIGHTS ACQUISITION CO0150,000+150,00001,5330.05%+1,533
CETUS CAP ACQUISITION CORP0342,504+342,50403,5960.13%+3,596
KEYARCH ACQUISITION CORP0144,018+144,01801,5650.05%+1,565
RIGEL RESOURCE ACQ CORP01,899,981+1,899,981020,8240.73%+20,824
EVERGREEN CORPORATION250,000370,000+120,0002,7404,1220.14%+1,382
BLACKSTONE STRATEGIC CRED 20(BGB)0103,171+103,17101,1680.04%+1,168
ANDRETTI ACQUISITION CORP0105,000+105,00001,1410.04%+1,141
BLACKSTONE SENI FLTN RAT 202(BSL)083,090+83,09001,1090.04%+1,109
LAKESHORE ACQUISITION II COR0100,000+100,00001,1000.04%+1,100
INVESCO MUN OPPORTUNITY TR(VMO)0226,076+226,07602,1730.08%+2,173
GLOBAL LIGHTS ACQUISITION CO0100,000+100,00001,0070.04%+1,007
SDCL EDGE ACQUISITION CORP0656,154+656,15407,0600.25%+7,060
AMERICAN EQTY INVT LIFE HLD439,206439,206023,55924,5080.86%+949
L CATTERTON ASIA ACQUISITION1,007,0141,078,289+71,27510,70511,6240.41%+919
NUVEEN AMT FREE MUN CR INC F(NVG)172,951223,590+50,6391,7832,6430.09%+860
NEWBURY STREET ACQUISITN COR0272,406+272,40602,8880.10%+2,888
BLACKROCK MUNIYIELD QUALITY069,573+69,57308100.03%+810
INVESCO VALUE MUN INCOME TR068,766+68,76608070.03%+807
NUVEEN PFD & INCOME TERM FD035,640+35,64006510.02%+651
DIRECT SELLING ACQUISITIN CO0276,000+276,00003,0060.11%+3,006
KKR INCOME OPPORTUNITIES FD0105,206+105,20601,3220.05%+1,322
AP ACQUISITION CORP0485,820+485,82005,4070.19%+5,407
HH&L ACQUISITION CO058,003+58,00306210.02%+621
BLACKROCK DEBT STRATEGIES FD0160,166+160,16601,7280.06%+1,728
GENERATION ASIA I ACQUISITIO0375,000+375,00004,0690.14%+4,069
BAYVIEW ACQUISITION CORP050,028+50,02805010.02%+501
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