Fund HoldingsDLD Asset Management, LP

Total Portfolio Value
$826.69M
Total Bought
$42.46M
Total Sold
$96.63M
Net Transaction
-$54.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BLOOMIN BRANDS INC(BLMN)0000108,50113.12%+108,501
LIVENT CORP000045,6825.53%+45,682
NORTHERN OIL & GAS INC(NOG)000013,8651.68%+13,865
TANDEM DIABETES CARE INC000010,8951.32%+10,895
PROGRESS SOFTWARE CORP(PRGS)00019,37329,2173.53%+9,843
MICROCHIP TECHNOLOGY INC.(MCHP)(Put)130,00083,900-46,10012,64720,830+8,183
VERADIGM INC00016,68723,1692.80%+6,482
VERADIGM INC(Put)75,000690,000+615,0009857,242+6,256
HANNON ARMSTRONG SUST INFR C(HASI)(Put)115,000312,800+197,8002,4398,629+6,189
ANAVEX LIFE SCIENCES CORP(Put)509,6001,005,600+496,0003,3409,367+6,027
BIOMARIN PHARMACEUTICAL INC(BMRN)00004,9380.60%+4,938
LIQUIDIA CORPORATION(LQDA)(Call)0312,100+312,10003,753+3,753
GEO CORRECTIONS HOLDINGS INC00022,33925,7603.12%+3,421
EXPEDIA GROUP INC(EXPE)0006,4409,5481.15%+3,107
IMMUNOGEN INC(Put)096,000+96,00002,848+2,848
PATRICK INDS INC(PATK)000015,2081.84%+15,208
MARRIOTT VACATIONS WORLDWIDE(VAC)00010,65013,0981.58%+2,448
SAREPTA THERAPEUTICS INC(SRPT)00018,43320,7512.51%+2,318
ZIFF DAVIS INC(ZD)00011,10213,2551.60%+2,152
MICROCHIP TECHNOLOGY INC.(MCHP)53,90069,000+15,1004,2076,2220.75%+2,016
PIONEER NAT RES CO07,700+7,70001,7320.21%+1,732
IMMUNOGEN INC055,000+55,00001,6310.20%+1,631
STARWOOD PPTY TR INC(STWD)00018,28319,7652.39%+1,482
DISH NETWORK CORPORATION
NOTE
00001,3750.17%+1,375
IRONWOOD PHARMACEUTICALS INC0007,4728,6921.05%+1,220
SPIRIT AEROSYSTEMS HLDGS INC(Put)035,200+35,20001,119+1,119
NATIONAL WESTN LIFE GROUP IN02,200+2,20001,0630.13%+1,063
MICROCHIP TECHNOLOGY INC.(MCHP)(Call)10,00020,300+10,3007811,831+1,050
SAREPTA THERAPEUTICS INC(SRPT)(Put)010,000+10,0000964+964
ENVESTNET INC(Put)19,20036,000+16,8008461,781+936
ALTERYX INC016,500+16,50007780.09%+778
HOLLYSYS AUTOMATION TCHNGY L027,500+27,50007250.09%+725
KARUNA THERAPEUTICS INC02,200+2,20006960.08%+696
PGT INNOVATIONS INC016,500+16,50006720.08%+672
CAPSTAR FINL HLDGS INC033,000+33,00006180.07%+618
MARRIOTT VACATIONS WORLDWIDE(VAC)(Put)07,100+7,1000603+603
ENDEAVOR GROUP HLDGS INC022,000+22,00005220.06%+522
ENGAGESMART INC022,000+22,00005040.06%+504
FIRSTENERGY CORP(FE)(Put)012,500+12,5000458+458
HIRERIGHT HOLDINGS CORPORATI027,500+27,50003700.04%+370
NATERA INC(NTRA)(Put)102,50078,300-24,2004,5364,903+367
ALBERTSONS COS INC011,000+11,00002530.03%+253
PRAXIS PRECISION MEDICINES I(PRAX)010,000+10,00002230.03%+223
UNITED STATES STL CORP NEW16,50015,400-1,1005367490.09%+213
ALLURION TECHNOLOGIES INC(Call)0271,148+271,1480122+122
SPLUNK INC0004,8544,9700.60%+115
INVESTCORP EUROPE ACQUISITIO(Call)0493,081+493,0810113+113
EVE HLDG INC(EVEX)(Call)309,760359,203+49,443291352+61
SIRIUS XM HOLDINGS INC(SIRI)011,000+11,0000600.01%+60
AMPRIUS TECHNOLOGIES INC(AMPX)(Call)266,634288,434+21,80080112+32
LIVEWIRE GROUP INC(Call)375,958396,201+20,243132161+29
SOMALOGIC INC011,000+11,0000280.00%+28
FOCUS IMPACT BH3 ACQUISITION(Call)990,000990,00005059+10
GENWORTH FINL INC(GNW)10,00010,000059670.01%+8
NABORS ENERGY TRANSITION COR(Call)062,499+62,49908+8
OAK WOODS ACQUISITION CORP78,00078,00008158210.10%+7
FOUR LEAF ACQUISITION CORP116,000116,00001,2161,2200.15%+5
KEEN VISION ACQUISITION CORP(Call)048,928+48,92802+2
OAK WOODS ACQUISITION CORP(Call)78,00078,000042-2
FOUR LEAF ACQUISITION CORP(Call)65,00065,000052-3
PRESTO AUTOMATION INC(Call)60,8000-60,80030-3
OAK WOODS ACQUISITION CORP78,00078,000020120.00%-8
MARTI TECHNOLOGIES INC(Call)618,7500-618,750110-11
TRISALUS LIFE SCIENCES INC(Call)63,7860-63,786240-24
ARLINGTON ASSET INVST CORP28,5000-28,5001220-122
TYLER TECHNOLOGIES INC(TYL)11,2309,992-1,2384,3364,1780.51%-158
ALLURION TECHNOLOGIES INC(Call)214,9340-214,9341960-196
TARO PHARMACEUTICAL INDS LTD5,7080-5,7082150-215
ABCAM PLC(Call)10,5000-10,5002380-238
EBIX INC25,0000-25,0002470-247
SCIPLAY CORPORATION11,2810-11,2812570-257
AVID TECHNOLOGY INC11,0000-11,0002960-296
GREENHILL & CO INC22,7000-22,7003360-336
CIRCOR INTL INC7,5660-7,5664220-422
KEEN VISION ACQUISITION CORP50,0000-50,0005140-513
WAYFAIR INC(W)(Put)0384,600+384,600023,726+23,726
EBIX INC(Call)54,6000-54,6005390-539
CHASE CORP5,0000-5,0006360-636
ASPEN AEROGELS INC88,1475,000-83,147758790.01%-679
BELLEVUE LIFE SCNCS AQSTN CO70,4210-70,4217320-732
ABCAM PLC33,0000-33,0007470-747
ROYAL CARIBBEAN GROUP(RCL)00065,20964,4607.80%-749
ROYAL CARIBBEAN GROUP(Put)
COM
580,000406,900-173,10053,45652,681-774
NEW RELIC INC11,0000-11,0009420-942
TEMPLETON GLOBAL INCOME FD250,0000-250,0009650-965
FOREST ROAD ACQUISITION COR101,0000-101,0001,0450-1,045
VAIL RESORTS INC(MTN)4,8100-4,8101,0670-1,067
DENBURY INC11,3400-11,3401,1110-1,111
ACCRETION ACQUISITION CORP110,0000-110,0001,1530-1,153
EF HUTTON ACQUISITION CORP I110,0000-110,0001,1670-1,167
NEXTERA ENERGY PARTNERS LP(XIFR)(Put)40,0000-40,0001,1880-1,188
C5 ACQUISITION CORPORATION110,0000-110,0001,2070-1,207
NABORS ENERGY TRANSITION COR125,0000-125,0001,2730-1,272
SOUTHWEST AIRLS CO(LUV)157,871101,291-56,5804,2742,9250.35%-1,348
GUESS INC(Put)200,000124,000-76,0004,3292,860-1,469
ACTIVISION BLIZZARD INC17,0000-17,0001,5920-1,592
IROBOT CORP(Put)46,0000-46,0001,7420-1,742
EBIX INC(Put)203,3000-203,3002,0080-2,008
INTEGRA LIFESCIENCES HLDGS C(IART)(Put)60,0000-60,0002,2920-2,292
VAREX IMAGING CORP00021,09018,6532.26%-2,437
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