Fund HoldingsWestchester Capital Management, LLC

Total Portfolio Value
$1.84B
Total Bought
$642.42M
Total Sold
$1.15B
Net Transaction
-$507.62M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BERRY GLOBAL GROUP INC40,200696,694+656,4942,73345,0552.45%+42,322
SUMMIT MATLS INC0815,477+815,477041,2632.24%+41,263
PACTIV EVERGREEN INC01,725,772+1,725,772030,1491.64%+30,149
FRONTIER COMMUNICATIONS PARE42,576870,823+828,2471,51330,2181.64%+28,705
HEARTLAND FINL USA INC582,8801,006,891+424,01133,04961,7273.36%+28,678
ARCH RESOURCES INC1,133200,136+199,00315728,2631.54%+28,107
SMARTSHEET INC447,469922,626+475,15724,77251,6952.81%+26,923
ALTAIR ENGR INC0210,020+210,020022,9151.25%+22,915
AA MISSION ACQUISITION CORP02,190,000+2,190,000022,1191.20%+22,119
KELLANOVA1,335,5811,600,893+265,312107,795129,6247.05%+21,830
TECHTARGET INC000020,8311.13%+20,831
INFINERA CORP000019,5771.06%+19,577
ARCADIUM LITHIUM PLC03,492,052+3,492,052017,9140.97%+17,914
ZUORA INC01,406,225+1,406,225013,9500.76%+13,950
COMCAST CORP NEW(CCZ)0361,600+361,600013,5710.74%+13,571
COMCAST CORP NEW(CCZ)(Put)0361,600+361,600013,571+13,571
INTERPUBLIC GROUP COS INC0445,866+445,866012,4930.68%+12,493
BLEICHROEDER ACQUISITION COR01,240,000+1,240,000012,2260.66%+12,226
SANDY SPRING BANCORP INC0337,666+337,666011,3830.62%+11,383
GSR III ACQUISITION CORP01,105,000+1,105,000010,9280.59%+10,928
VINE HILL CAP INVT CORP.
ORD SHS CL A
01,058,551+1,058,551010,6380.58%+10,638
REVELYST INC0538,847+538,847010,3620.56%+10,362
DISCOVER FINL SVCS112,511146,703+34,19215,78425,4131.38%+9,629
GIGCAPITAL7 CORP
ORD SHS CL A
0959,000+959,00009,5800.52%+9,580
GP-ACT III ACQUISITION CORP0910,000+910,00009,2270.50%+9,227
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
1,714,8042,464,804+750,00017,74825,8561.41%+8,108
MOUNTAIN LAKE ACQUISITION CO
UNIT 11/15/2028
0805,100+805,10008,0670.44%+8,067
ALDEL FINL II INC
UNIT 09/26/2031
0775,000+775,00007,7970.42%+7,797
MONEYLION INC088,322+88,32207,5970.41%+7,597
VOYAGER ACQUISITION CORP
CL A
0750,000+750,00007,5230.41%+7,523
EVERI HLDGS INC1,268,0281,789,246+521,21816,66224,1731.31%+7,511
ANDRETTI ACQUISITION CORP II0711,916+711,91607,1120.39%+7,112
HCM II ACQUISITION CORP0670,481+670,48106,7180.37%+6,718
SIM ACQUISITION CORP. I0650,000+650,00006,5260.35%+6,526
SOUTHSTATE CORPORATION058,200+58,20005,7900.31%+5,790
ARCADIUM LITHIUM PLC(Put)01,002,600+1,002,60005,143+5,143
JACKSON ACQUISITION CO II0500,000+500,00005,0300.27%+5,030
AMCOR PLC(AMCR)(Put)0529,400+529,40004,982+4,982
ALDEL FINL II INC
CL A
0500,000+500,00004,9700.27%+4,970
ANDRETTI ACQUISITION CORP II0450,000+450,00004,5180.25%+4,518
NEWBURY STR II ACQUISITION C
UNIT 10/23/2029
0450,000+450,00004,4910.24%+4,491
FACT II ACQUISITION CORP
UNIT 99/99/9999
0433,000+433,00004,3210.23%+4,321
VOYAGER ACQUISITION CORP
UNIT 99/99/9999
0426,894+426,89404,3070.23%+4,307
SK GROWTH OPPORTUNITIES CORP0366,348+366,34804,2530.23%+4,253
SILVERBOX CORP IV0418,365+418,36504,2420.23%+4,242
TAVIA ACQUISITION CORP
UNIT 99/99/9999
0400,000+400,00004,0160.22%+4,016
YHN ACQUISITION I LTD0398,000+398,00004,0040.22%+4,004
SHEPHERD AVE CAP ACQUISITION
UNIT 11/15/2029
0385,000+385,00003,8580.21%+3,858
SIM ACQUISITION CORP. I0375,000+375,00003,7800.21%+3,780
RISING DRAGON ACQUISITION CO0367,500+367,50003,6820.20%+3,682
COHEN CIRCLE ACQUISITION COR0350,000+350,00003,5000.19%+3,500
CENTURION ACQUISITION CORP0336,539+336,53903,4010.18%+3,401
UNITED STATES STL CORP NEW(Put)0100,000+100,00003,399+3,399
AVID BIOSERVICES INC0263,308+263,30803,2520.18%+3,252
WILLOW LANE ACQUISITION CORP
UNIT 99/99/9999
0300,000+300,00002,9940.16%+2,994
ROMAN DBDR ACQUISITION CORP
UNIT 99/99/9999
0300,000+300,00002,9910.16%+2,991
CHAMPIONX CORPORATION2,828,1393,243,134+414,99585,26888,1814.79%+2,912
TRANSLATIONAL DEV ACQUISITIO
UNIT 99/99/9999
0286,180+286,18002,8700.16%+2,870
TAVIA ACQUISITION CORP0280,000+280,00002,7780.15%+2,778
RF ACQUISITION CORP II0250,000+250,00002,5550.14%+2,555
GSR III ACQUISITION CORP0250,000+250,00002,5130.14%+2,513
LAUNCH TWO ACQUISITION CORP.0250,000+250,00002,5050.14%+2,505
LAUNCH TWO ACQUISITION CORP.0250,000+250,00002,4900.14%+2,490
FACT II ACQUISITION CORP0250,000+250,00002,4700.13%+2,470
EQV VENTURES ACQUISITION COR0235,300+235,30002,3720.13%+2,372
CHURCHILL CAPITAL CORP IX
CL A SHS
0216,969+216,96902,2460.12%+2,246
BLACK SPADE ACQUISITION II C0194,588+194,58801,9320.11%+1,932
HASHICORP INC3,200,3223,217,643+17,321108,363110,0765.98%+1,713
CAYSON ACQUISITION CORP0150,000+150,00001,5180.08%+1,518
JUNIPER NETWORKS INC01,283,645+1,283,645048,0732.61%+48,073
DT CLOUD STAR ACQUISITION CO0125,000+125,00001,2590.07%+1,259
NEWBURY STR II ACQUISITION C
ORD SHS CL A
0125,111+125,11101,2390.07%+1,239
FIRST BANCSHARES INC MISS256,751256,75108,2498,9860.49%+737
DUPONT DE NEMOURS INC(DD)(Put)071,800+71,80005,475+5,475
ARES ACQUISITION CORP II3,098,6873,098,687033,55934,0241.85%+465
PATTERSON COS INC012,600+12,60003890.02%+389
AIRSHIP AI HLDGS INC0175,000+175,00003590.02%+359
INVESCO VALUE MUN INCOME TR088,220+88,22001,0490.06%+1,049
NABORS ENERGY TRANSITION COR1,434,3651,434,365015,27615,4910.84%+215
HAYMAKER ACQUISITION CORP IV
CLASS A
1,119,0051,119,005011,92912,0520.66%+123
QUANTUM SI INC065,618+65,6180820.00%+82
QUETTA ACQUISITION CORP438,641438,64104,5664,6280.25%+61
SPARK I ACQUISITION CORP0427,716+427,71604,5510.25%+4,551
EVERGREEN CORPORATION250,000250,00002,9202,9700.16%+50
GCM GROSVENOR INC176,458176,45801732220.01%+49
DT CLOUD ACQUISITION CORP378,936378,93603,9073,9560.22%+49
IB ACQUISITION CORP349,019349,01903,4903,5360.19%+45
LEGATO MERGER CORP III383,161383,16103,9063,9430.21%+36
AIMFINITY INVESTMENT CORP I138,000138,00001,5931,6270.09%+34
IRON HORSE ACQUISITIONS CORP0243,606+243,6060710.00%+71
CHENGHE ACQUISITION I CO219,633219,63302,5462,5750.14%+30
CLIMATEROCK0150,000+150,00001,7630.10%+1,763
GOLDEN STAR ACQUISITION CORP100,000100,00001,0901,1160.06%+26
AIMEI HEALTH TECHNOLOGY CO L
SHS
288,212288,21203,0223,0460.17%+24
GRAF GLOBAL CORP213,957213,95702,1462,1700.12%+24
AGRICULTURE & NAT SOL ACQ CO
*W EXP 10/01/202
749,999749,99901802030.01%+23
GLOBAL LIGHTS ACQUISITION CO0150,000+150,0000210.00%+21
LEDDARTECH HLDGS INC0281,449+281,4490280.00%+28
PATRIA LATIN AMRCN OPPRNTY A442,691442,69105,1405,1570.28%+18
NABORS ENERGY TRANSITION COR0204,349+204,3490330.00%+33
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