Fund HoldingsDLD Asset Management, LP

Total Portfolio Value
$1.35B
Total Bought
$306.57M
Total Sold
$438.42M
Net Transaction
-$131.84M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ECHOSTAR CORP(ECHO)00080,314134,3779.94%+54,064
STRIDE INC(LRN)000051,3383.80%+51,338
ORMAT TECHNOLOGIES INC(ORA)000050,6253.74%+50,625
CENTRUS ENERGY CORP(LEU)000033,4912.48%+33,491
ADVANCED ENERGY INDS(AEIS)000029,9852.22%+29,985
WOLFSPEED INC(WOLF)000029,8502.21%+29,850
CIDARA THERAPEUTICS INC(Call)0119,000+119,000026,286+26,286
JAZZ INVESTMENTS I LTD(JAZZ)000026,1561.93%+26,156
SUPER MICRO COMPUTER INC(SMCI)000019,2961.43%+19,296
PAGAYA U S HLDG CO LLC(PGY)000018,3251.35%+18,325
BITDEER TECHNOLOGIES GROUP(BTDR)(Put)316,0001,663,500+1,347,5005,39918,673+13,274
INHIBRX BIOSCIENCES INC(INBX)(Call)0143,500+143,500011,344+11,344
RIVIAN AUTOMOTIVE INC(RIVN)(Put)1,913,1001,950,000+36,90028,07538,464+10,389
MARA HOLDINGS INC(MARA)000010,2500.76%+10,250
ENERGY FUELS INC(UUUU)(Put)0675,000+675,00009,777+9,777
GRANITE CONSTR INC(GVA)00007,9940.59%+7,994
IONIS PHARMACEUTICALS INC(IONS)00034,62542,3083.13%+7,683
MACOM TECH SOLUTIONS HLDGS I(MTSI)042,600+42,60007,2970.54%+7,297
EOS ENERGY ENTERPRISES INC(EOSE)(Put)0600,000+600,00006,867+6,867
SUPER MICRO COMPUTER INC(SMCI)(Put)0225,000+225,00006,582+6,582
CIPHER MINING INC(CIFR)(Put)400,000750,000+350,0005,02611,059+6,033
UNITED THERAPEUTICS CORP DEL(UTHR)(Put)012,500+12,50006,088+6,088
SEALED AIR CORP NEW0132,900+132,90005,5060.41%+5,506
AST SPACEMOBILE INC(ASTS)28,00692,924+64,9181,3756,7490.50%+5,375
TEMPUS AI INC(TEM)090,270+90,27005,3300.39%+5,330
INHIBRX BIOSCIENCES INC(INBX)(Put)061,100+61,10004,830+4,830
MARTI TECHNOLOGIES INC06,586,184+6,586,184015,6091.15%+15,609
MAKEMYTRIP LIMITED MAURITIUS(Put)
SHS
050,000+50,00004,107+4,107
UNITED STATES ANTIMONY CORP(Call)0870,100+870,10004,372+4,372
SPHERE ENTERTAINMENT CO(SPHR)(Put)112,000112,00006,95610,655+3,698
PRAXIS PRECISION MEDICINES I(PRAX)(Put)010,400+10,40003,064+3,064
HERTZ GLOBAL HLDGS INC(Put)500,0001,209,600+709,6003,3986,223+2,826
CANTOR EQUITY PARTNERS II IN
CL A ORD SHS
0400,000+400,00004,5040.33%+4,504
GSR IV ACQUISITION CORP0266,667+266,66702,6640.20%+2,664
BAIN CAP GSS INVT CORP
ORD CL A
0256,045+256,04502,5810.19%+2,581
NORFOLK SOUTHN CORP(NSC)012,189+12,18903,5190.26%+3,519
TGE VALUE CREATIVE SOLUTIONS0250,000+250,00002,4850.18%+2,485
INFLECTION POINT ACQUISITION270,616493,926+223,3102,8145,2950.39%+2,480
ELME COMMUNITIES432,377555,000+122,6237,2909,6570.71%+2,367
OTG ACQUISITION CORP. I0234,933+234,93302,3490.17%+2,349
SABLE OFFSHORE CORP(Call)0251,500+251,50002,274+2,274
KARBON CAP PARTNERS CORP
UNIT 12/11/2030
0225,000+225,00002,2650.17%+2,265
PROGRESS SOFTWARE CORP(PRGS)000037,4532.77%+37,453
APARTMENT INVT & MGMT CO0376,869+376,86902,2390.17%+2,239
ARMADA ACQUISITION CORP II0199,130+199,13002,0390.15%+2,039
CLEARWATER ANALYTICS HLDGS I083,300+83,30002,0090.15%+2,009
DAEDALUS SPL ACQUISITION COR
UNIT 11/10/2030
0200,000+200,00002,0080.15%+2,008
HCM III ACQUISITION CORP0210,000+210,00002,1080.16%+2,108
VINE HILL CAP INVTS CORP II
UNIT 11/25/2030
0200,000+200,00002,0040.15%+2,004
HCI GROUP INC(Call)010,000+10,00001,916+1,916
IMPINJ INC(PI)00019,74021,6481.60%+1,908
PAGAYA TECHNOLOGIES LTD(PGY)(Put)331,000551,000+220,0009,82611,510+1,685
NEW AMER ACQUISITION I CORP0160,200+160,20001,6680.12%+1,668
APEX TREAS CORP
ORD SHS CL A
0165,668+165,66801,6380.12%+1,638
GORES HLDGS X INC
SHS CL A
0155,501+155,50101,5940.12%+1,594
GRAB HOLDINGS LIMITED(Put)
CLASS A ORD
750,0001,215,000+465,0004,5116,057+1,546
ZYMEWORKS INC(ZYME)(Put)058,600+58,60001,543+1,543
BOLD EAGLE ACQUISITION CORP0350,000+350,00003,7030.27%+3,703
LEAPFROG ACQUISITION CORP0150,000+150,00001,5010.11%+1,501
SOCIAL COMM PARTNERS CORP
UNIT 11/24/2030
0150,000+150,00001,5000.11%+1,500
JAZZ PHARMACEUTICALS PLC(JAZZ)(Put)08,600+8,60001,462+1,462
EDGEWISE THERAPEUTICS INC(EWTX)(Call)057,600+57,60001,429+1,429
LIONSGATE STUDIOS CORP(LION)0155,500+155,50001,4200.10%+1,420
VINE HILL CAP INVT CORP.
ORD SHS CL A
0128,836+128,83601,3880.10%+1,388
ABIVAX SA(ABVX)(Put)010,000+10,00001,349+1,349
AI INFRASTRUCTURE ACQUISI
ORD SHS CL A
0133,333+133,33301,3250.10%+1,325
VIKING ACQUISITION CORP I0133,333+133,33301,3200.10%+1,320
GIGCAPITAL8 CORP0133,333+133,33301,3190.10%+1,319
PIONEER ACQUISITION I CORP0127,737+127,73701,2840.09%+1,284
INVEST GREEN ACQUISITION COR
UNIT 11/04/2030
0125,000+125,00001,2540.09%+1,254
KINSALE CAP GROUP INC(KNSL)(Put)03,200+3,20001,251+1,251
RANGE CAP ACQUISITION CORP I
CL A ORD SHS
0125,000+125,00001,2480.09%+1,248
TALON CAP CORP
ORD SHS CL A
0117,535+117,53501,1880.09%+1,188
LEGATO MERGER CORP III0107,984+107,98401,1750.09%+1,175
INVESCO EXCHANGE TRADED FD T(Put)
S&P500 EQL WGT
06,000+6,00001,149+1,149
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
0100,012+100,01201,1190.08%+1,119
CRANE HBR ACQUISITION CORP0244,834+244,83402,6370.19%+2,637
1RT ACQUISITION CORP.0109,331+109,33101,1150.08%+1,115
DRUGS MADE IN AMER ACQ II CO
USD ORD SHS
0112,200+112,20001,1110.08%+1,111
BTC DEV CORP0108,100+108,10001,0820.08%+1,082
ZEVRA THERAPEUTICS INC(Call)0120,800+120,80001,082+1,082
LEGENCE CORP(LGN)025,000+25,00001,0760.08%+1,076
EMMIS ACQUISITION CORP.0105,621+105,62101,0510.08%+1,051
SPRING VY ACQUISITION CORP I
SHS CL A
0102,600+102,60001,0410.08%+1,041
JENA ACQUISITION CORP II0102,384+102,38401,0410.08%+1,041
DYNAMIX CORP III0105,235+105,23501,0410.08%+1,041
ARTIUS II ACQUISITION INC0140,894+140,89401,4510.11%+1,451
APPLE INC(AAPL)(Call)03,800+3,80001,033+1,033
WILLOW LANE ACQUISITION CORP
ORD SHS CL A
0146,788+146,78801,8550.14%+1,855
SKYWARD SPECIALTY INS GROUP(SKWD)(Put)020,000+20,00001,023+1,023
RENATUS TACTICAL ACQUIS
SHS CL A
0160,000+160,00001,7070.13%+1,707
ABIVAX SA(ABVX)07,500+7,50001,0110.07%+1,011
LIGHTWAVE ACQUISITION CORP0100,808+100,80801,0110.07%+1,011
ALUSSA ENERGY ACQUISITION CO
UNIT 99/99/9999
0100,000+100,00001,0100.07%+1,010
EVOLUTION GLOBAL ACQUISITION0150,000+150,00001,0090.07%+1,009
CRANE HBR ACQUISITION CORP I
UNIT 12/09/2030
0100,000+100,00001,0070.07%+1,007
HIGHVIEW MERGER CORP0100,307+100,30701,0030.07%+1,003
ACTIVATE ENERGY ACQUISITION
UNIT 11/10/2030
0100,000+100,00001,0000.07%+1,000
LAUNCHPAD CADENZA ACQUISITIO
UNIT 12/15/2030
0100,000+100,00009980.07%+998
AMERICAN DRIVE ACQUISITION C
UNIT 12/04/2030
0100,000+100,00009970.07%+997
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