Fund Holdings — DLD Asset Management, LP

Total Portfolio Value
$986.40M
Total Bought
$175.51M
Total Sold
$117.58M
Net Transaction
+$57.92M
Filing Period:
Securities
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SharesValue ($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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ADVANCED ENERGY INDS(AEIS)00029,98584,3068.55%+54,322
SPIRIT AEROSYSTEMS INC
NOTE
000040,9064.15%+40,906
IONIS PHARMACEUTICALS INC(IONS)00042,30883,1198.43%+40,811
MARA HOLDINGS INC(MARA)000017,7501.80%+17,750
MARA HOLDINGS INC(MARA)00010,25025,5752.59%+15,325
BOFA FIN LLC(BAC)00032,73845,1884.58%+12,450
PPL CAP FDG INC(PPL)000011,7381.19%+11,738
MEDLINE INC(MDLN)0220,000+220,00009,7900.99%+9,790
ECHOSTAR CORP(ECHO)000134,377143,48514.55%+9,108
STANDARDAERO INC(SARO)0300,000+300,00007,7490.79%+7,749
CENTRUS ENERGY CORP(LEU)00033,49141,0504.16%+7,560
D BORAL ACQUISITION I CORP(DBCA)0750,000+750,00007,3950.75%+7,395
SIM ACQUISITION CORP. I(SIMA)0501,421+501,42105,3750.54%+5,375
COLOMBIER ACQUISITION CORP I
UNIT 99/99/9999
0400,000+400,00004,0720.41%+4,072
STRIDE INC(LRN)00051,33854,6135.54%+3,275
FUTURECREST ACQUISITION CORP(FCRS)33,333351,473+318,1403373,5360.36%+3,199
CLEARTHINK 1 ACQUISITION COR
UNIT 01/26/2031
0305,000+305,00003,0500.31%+3,050
INFLECTION PT ACQUISIT CORP
UNIT 03/03/2031
0300,000+300,00003,0360.31%+3,036
FORGENT POWER SOLUTIONS INC(FPS)0100,000+100,00002,9270.30%+2,927
AEROVIRONMENT INC015,880+15,88002,9070.29%+2,907
D. BORAL ARC ACQ I CORP.
SHS CL A
133,333400,000+266,6671,3374,0480.41%+2,711
CANTOR EQUITY PARTNERS II IN
CL A ORD SHS
400,000660,000+260,0004,5047,1870.73%+2,683
RICE ACQUISITION CORP 3(KRSP)52,408309,891+257,4835373,1950.32%+2,658
ALLIED GOLD CORP(AAUC)061,100+61,10002,6350.27%+2,635
SUMA ACQUISITION CORP(SUMA)0250,000+250,00002,5050.25%+2,505
PONO CAP FOUR INC
UNIT 03/11/2031
0240,000+240,00002,3950.24%+2,395
PENUMBRA INC(PEN)07,230+7,23002,3740.24%+2,374
BLEICHROEDER ACQUISITI CORP
USD CL A ORD SHS
0233,211+233,21102,3370.24%+2,337
TERNS PHARMACEUTICALS INC5,00047,025+42,0252022,4790.25%+2,277
KARBON CAP PARTNERS CORP
ORD SHS CL A
0225,000+225,00002,2640.23%+2,264
INFINITE EAGLE ACQUISITION C
CL A
0220,000+220,00002,2000.22%+2,200
APARTMENT INVT & MGMT CO(AIV)376,8691,070,978+694,1092,2394,3590.44%+2,120
HCM IV ACQUISITION CORP(HACQ)0200,000+200,00002,0060.20%+2,006
AES CORP(AES)0142,000+142,00002,0010.20%+2,001
BHAV ACQUISITION CORP(BHAV)0200,000+200,00001,9960.20%+1,996
DAEDALUS SPL ACQUISITION COR
USD CL A ORD SHS
0200,000+200,00001,9820.20%+1,982
QDRO ACQUISITION CORP(QADR)0200,000+200,00001,9820.20%+1,982
FG IMPERII ACQUISITION CORP(FGII)0200,000+200,00001,9800.20%+1,980
VINE HILL CAP INVTS CORP II
CL A
0200,000+200,00001,9800.20%+1,980
HELIX ACQUISITION CORP III(HLXC)0194,846+194,84601,9800.20%+1,980
TALON CAP CORP
ORD SHS CL A
117,535292,841+175,3061,1882,9870.30%+1,799
SPARTACUS ACQUISITION CORP I
UNIT 01/30/2031
0175,000+175,00001,7560.18%+1,756
SPACE ASSET ACQUISITION CORP(SAAQ)0175,000+175,00001,7430.18%+1,743
ARCHIMEDES TECH SPAC PTNRS I
ORD SHS
0170,000+170,00001,6750.17%+1,675
WILLOW LANE ACQUISITION CORP
ORD SHS CL A
146,788329,001+182,2131,8553,5040.36%+1,648
NEW AMER ACQUISITION I CORP0160,200+160,20001,6040.16%+1,604
CANTOR EQUITY PARTNERS V INC(CEPV)14,635173,430+158,7951501,7520.18%+1,602
AVERIN CAP ACQUISITION CORP
UNIT 01/30/2031
0160,000+160,00001,6000.16%+1,600
ARMADA ACQUISITION CORP III(AACI)0150,000+150,00001,4940.15%+1,494
ONEIM ACQUISITION CORP(OIM)0150,000+150,00001,4940.15%+1,494
ABONY ACQUISITION CORP I(AACO)0150,000+150,00001,4910.15%+1,491
IDEA ACQUISITION CORP(IACO)0150,000+150,00001,4870.15%+1,487
SPRING VY ACQUISITION CORP I
ORD SHS CL A
0150,000+150,00001,4810.15%+1,481
GIGCAPITAL9 CORP(GIX)0150,000+150,00001,4750.15%+1,475
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
0126,083+126,08301,3830.14%+1,383
TRG LATIN AMER ACQUIS CORP
UNIT 02/20/2031
0125,000+125,00001,2440.13%+1,244
INVEST GREEN ACQUISITION COR
CL A ORD SHS
0125,000+125,00001,2380.13%+1,238
XSOLLA SPAC 1(XSLL)0125,000+125,00001,2290.12%+1,229
PRAETORIAN ACQUISITION CORP(PTOR)0109,500+109,50001,0730.11%+1,073
SPRING VY ACQUISITION CORP I
SHS CL A
102,600205,701+103,1011,0412,0900.21%+1,049
BOLD EAGLE ACQUISITION CORP(BEAG)350,000448,952+98,9523,7034,7390.48%+1,036
TEXAS VENTURES ACQUISITION I
USD CL A ORD SHS
95,267197,072+101,8051,0152,0480.21%+1,033
WILLOW LANE ACQUISITION CRP
UNIT 01/27/2031
0100,000+100,00001,0100.10%+1,010
TRAILBLAZER ACQUISITION CORP(BLZR)66,667166,667+100,0006671,6750.17%+1,008
FORTRESS VALUE ACQU CORP V
ORD SHS CL A
0100,000+100,00001,0030.10%+1,003
HENNESSY CAP INVTS CORP VIII
UNIT 02/02/2031
0100,000+100,00001,0000.10%+1,000
ALUSSA ENERGY ACQUISIT CORP
ORD SHS CL A
0100,000+100,00009980.10%+998
PALOMA ACQUISITION CORP I(PALO)0100,000+100,00009980.10%+998
CAMBRIDGE ACQUISITION CORP(CAQ)0100,000+100,00009960.10%+996
EVOLUTION GLOBAL ACQUISITION(EVOX)0100,000+100,00009960.10%+996
MOZAYYX ACQUISITION CORP(MZYX)0100,000+100,00009950.10%+995
BITCOIN INFRASTRUCTURE ACQUI
USD CL A ORD SHS
0100,000+100,00009920.10%+992
ILLUMINATION ACQUISITIO CORP(ILLU)0100,000+100,00009920.10%+992
AMERICAN DRIVE ACQUISITION C
USD CL A ORD SHS
0100,000+100,00009900.10%+990
LAUNCHPAD CADENZA ACQU CORP
USD CL A ORD SHS
0100,000+100,00009900.10%+990
SOCIAL COMM PARTNERS CORP
ORD SHS CL A
0100,000+100,00009900.10%+990
ACTIVATE ENERGY ACQUISIT COR
CL A ORD SHS
0100,000+100,00009890.10%+989
SILICON VY ACQUISITION CORP
CL A
0100,000+100,00009890.10%+989
SOREN ACQUISITION CORP(SORN)0100,000+100,00009880.10%+988
TGE VALUE CREATIVE SOLUTIONS(BEBE)0100,000+100,00009880.10%+988
A PARADISE ACQUISITION CORP
COM CL A
097,130+97,13009880.10%+988
K2 CAP ACQUISITION CORP
ORD SHS CL A
0100,000+100,00009870.10%+987
KRAKACQUISITION CORPORATION(KRAQ)0100,000+100,00009860.10%+986
LAFAYETTE DIGITAL ACQUISITIO
ORD CLASS A
0100,000+100,00009860.10%+986
MUZERO ACQUISITION CORP(MUZE)0100,000+100,00009860.10%+986
M EVO GBL ACQUISITION CORP I
ORD SHS CL A
0100,000+100,00009850.10%+985
MOUNTAIN LAKE ACQUISIT CORP
USD CL A ORD SHS
0100,000+100,00009850.10%+985
UNITED ACQUISITION CORP I(UAC)0100,000+100,00009800.10%+980
CHURCHILL CAP CORP XI
CL A ORD SHS
078,804+78,80408010.08%+801
SILICON LABORATORIES INC(SLAB)03,650+3,65007600.08%+760
PROEM ACQUISITION CORP I(PAAC)075,000+75,00007510.08%+751
SAFEGUARD ACQUISITION CORP(SAC)075,300+75,30007500.08%+750
MESHFLOW ACQUISITION CORP(MESH)075,000+75,00007420.08%+742
COLUMBUS CIRCLE CAP CORP II
USD CL A ORD SHS
075,000+75,00007370.07%+737
GREENLAND ENERGY CO(GLND)080,000+80,00007000.07%+700
M3BRIGADE ACQUISITION V CORP
CL A
060,000+60,00006440.07%+644
CANTOR EQUITY PARTNERS VI IN
CL A ORD SHS
063,111+63,11106370.06%+637
TITAN ACQUISITION CORP(TACH)059,403+59,40306110.06%+611
GIGCAPITAL7 CORP
ORD SHS CL A
050,840+50,84005410.05%+541
COMSTOCK INC(LODE)0175,000+175,00005340.05%+534
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DLD Asset Management, LP — 13F Holdings — Q1 2026 | TickerTrail