Fund Holdings — First Trust Capital Management L.P.

Total Portfolio Value
$1.90B
Total Bought
$1.13B
Total Sold
$876.93M
Net Transaction
+$254.36M
Filing Period:
Securities
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SharesValue ($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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CHART INDS INC0631,813+631,8130130,6276.86%+130,627
MASIMO CORP0479,403+479,403085,2714.48%+85,271
HOLOGIC INC309,5571,327,989+1,018,43223,059100,3835.27%+77,324
TRI POINTE HOMES INC
COM
01,599,172+1,599,172074,7293.93%+74,729
SEALED AIR CORP NEW(SDA)632,8182,336,019+1,703,20126,21898,2305.16%+72,012
NATIONAL STORAGE AFFILIATES01,814,200+1,814,200068,4683.60%+68,468
ELECTRONIC ARTS INC97,562405,994+308,43219,93582,7704.35%+62,835
AIR LEASE CORP
CL A
17,040975,799+958,7591,09463,3683.33%+62,274
TERNS PHARMACEUTICALS INC0904,161+904,161047,6672.50%+47,667
VERIS RESIDENTIAL INC02,480,213+2,480,213046,8022.46%+46,802
ONESTREAM INC
CL A
01,842,189+1,842,189044,2132.32%+44,213
WEBSTER FINL CORP(WBS)0498,343+498,343034,5951.82%+34,595
DAY ONE BIOPHARMACEUTICALS I
COM
01,496,007+1,496,007032,0741.69%+32,074
ARCELLX INC
COMMON STOCK
0238,235+238,235027,3541.44%+27,354
KENNEDY-WILSON HOLDINGS INC02,334,369+2,334,369025,2581.33%+25,258
CLEARWATER ANALYTICS HLDGS I1,479,6502,154,188+674,53835,68950,9472.68%+15,257
APELLIS PHARMACEUTICALS INC
COM
0350,800+350,800014,1130.74%+14,113
TWO HARBORS INVENTMENT CORPO(TWO)105,6381,082,650+977,0121,10912,3640.65%+11,255
COTERRA ENERGY INC0272,561+272,56109,5780.50%+9,578
MESHFLOW ACQUISITION CORP(MESH)0750,000+750,00007,4180.39%+7,418
GREAT LAKES DREDGE & DOCK CO0434,061+434,06107,3790.39%+7,379
SC II ACQUISITION CORP(SCII)0675,000+675,00006,7300.35%+6,730
FUTURE MONEY ACQUISITION COR
UNIT 03/16/2031
0600,000+600,00005,9920.31%+5,992
MOUNTAIN LAKE ACQUISIT CORP
UNIT 01/21/2031
0600,000+600,00005,9580.31%+5,958
CRANE HBR ACQUISITION CORP I
ORD SHS CL A
0600,000+600,00005,9460.31%+5,946
IRON HORSE ACQUISIT II CORP(IRHO)0600,000+600,00005,9160.31%+5,916
M EVO GBL ACQUISITION CORP I
ORD SHS CL A
0598,900+598,90005,8990.31%+5,899
COLUMBUS CIRCLE CAP CORP II
USD CL A ORD SHS
0600,000+600,00005,8980.31%+5,898
BLUE FOUNDRY BANCORP
COM
602,2681,004,006+401,7387,48613,2930.70%+5,807
HCM IV ACQUISITION CORP(HACQ)0500,000+500,00005,0150.26%+5,015
HALL CHADWICK ACQUISITION CO(HCAC)0500,000+500,00004,9650.26%+4,965
IDEA ACQUISITION CORP(IACO)0500,000+500,00004,9550.26%+4,955
SPRING VY ACQUISITION CORP I
ORD SHS CL A
0499,996+499,99604,9350.26%+4,935
LAFAYETTE DIGITAL ACQUISITIO
ORD CLASS A
0500,000+500,00004,9300.26%+4,930
D. BORAL ARC ACQ I CORP.
SHS CL A
0473,863+473,86304,7950.25%+4,795
AMICUS THERAPEUTIC
COM
1,088,7211,399,192+310,47115,50320,2321.06%+4,729
COLOMBIER ACQUISITION CORP I
ORD SHS CL A
0400,000+400,00004,0240.21%+4,024
TGE VALUE CREATIVE SOLUTIONS(BEBE)0400,000+400,00003,9520.21%+3,952
IRIS ACQUISITION CORP II(IRAB)0399,998+399,99803,9280.21%+3,928
ENHABIT INC
COM
0259,508+259,50803,6560.19%+3,656
METALS ACQUISITION CORP II(MTAL)0351,271+351,27103,5440.19%+3,544
K2 CAP ACQUISITION CORP
ORD SHS CL A
0353,000+353,00003,4840.18%+3,484
VINE HILL CAP INVTS CORP II
CL A
0350,000+350,00003,4650.18%+3,465
SILICON VY ACQUISITION CORP
CL A
0350,000+350,00003,4620.18%+3,462
BLACK SPADE ACQUISITION III(BIII)0350,000+350,00003,4440.18%+3,444
BLUEROCK ACQUISITION CORP(BLRK)0333,039+333,03903,2970.17%+3,297
SAFEGUARD ACQUISITION CORP(SAC)0300,000+300,00002,9880.16%+2,988
ITHAX ACQUISITION CORP III(ITHA)0300,000+300,00002,9700.16%+2,970
CAMBRIDGE ACQUISITION CORP(CAQ)0300,000+300,00002,9610.16%+2,961
INTERNATIONAL MONEY EXPRESS(IMXI)0170,204+170,20402,6890.14%+2,689
PEAKSTONE REALTY TRUST
COMMON SHARES
0121,390+121,39002,5360.13%+2,536
KRAKACQUISITION CORPORATION(KRAQ)0250,000+250,00002,4650.13%+2,465
MUZERO ACQUISITION CORP(MUZE)0250,000+250,00002,4650.13%+2,465
CANTOR EQUITY PARTNERS VI IN
CL A ORD SHS
0200,000+200,00002,0200.11%+2,020
PONO CAP FOUR INC
UNIT 03/11/2031
0200,000+200,00001,9960.10%+1,996
ALUSSA ENERGY ACQUISIT CORP
ORD SHS CL A
0199,998+199,99801,9960.10%+1,996
SPACE ASSET ACQUISITION CORP(SAAQ)0199,998+199,99801,9920.10%+1,992
SILVERBOX CORP V(SBXE)0199,998+199,99801,9840.10%+1,984
ACTIVATE ENERGY ACQUISIT COR
CL A ORD SHS
0200,000+200,00001,9780.10%+1,978
ARCHIMEDES TECH SPAC PTNRS I
ORD SHS
0200,000+200,00001,9700.10%+1,970
DAEDALUS SPL ACQUISITION COR
USD CL A ORD SHS
0175,000+175,00001,7340.09%+1,734
LEGATO MERGER CORP IV(LEGO)0174,999+174,99901,7340.09%+1,734
SELECT MED HLDGS CORP0105,446+105,44601,7180.09%+1,718
TALKSPACE INC(TALK)0313,243+313,24301,6210.09%+1,621
HERITAGE COMM CORP1,550,0001,621,114+71,11418,61620,2321.06%+1,616
BAIN CAP GSS INVT CORP
ORD CL A
0149,995+149,99501,5170.08%+1,517
SPARTACUS ACQUISITION CORP I
UNIT 01/30/2031
0150,000+150,00001,5050.08%+1,505
CLEAR CHANNEL OUTDOOR HLDGS(CCO)0591,846+591,84601,4030.07%+1,403
DIGITALBRIDGE GROUP INC(DBRG)088,964+88,96401,3720.07%+1,372
HELIX ACQUISITION CORP III(HLXC)0118,000+118,00001,1990.06%+1,199
WILLOW LANE ACQUISITION CRP
UNIT 01/27/2031
0110,000+110,00001,1110.06%+1,111
INFLECTION PT ACQUISIT CORP
UNIT 03/03/2031
0100,000+100,00001,0120.05%+1,012
BLUEPORT ACQUISITION LTD(BPAC)0100,000+100,00001,0010.05%+1,001
LEAPFROG ACQUISITION CORP(LFAC)0100,000+100,00009930.05%+993
KENSINGTON CAP ACQUIST CORP
UNIT 99/99/9999
076,902+76,90207720.04%+772
ART TECHNOLOGY ACQUISITION C
USD CL A ORD SHS
065,940+65,94006470.03%+647
GIGCAPITAL9 CORP(GIX)060,000+60,00006030.03%+603
YORKVILLE ACQUISITION CORP.(MCGA)262,030312,330+50,3002,6543,1580.17%+503
GP-ACT III ACQUISITION CORP(GPAT)2,091,0772,091,077022,35422,6671.19%+314
NEW AMER ACQUISITION I CORP030,900+30,90003090.02%+309
CENTURION ACQUISITION CORP(ALF)2,745,0002,745,000029,23429,5361.55%+302
LIONHEART HOLDINGS(CUB)2,145,0002,145,000022,80223,0801.21%+279
LAUNCH ONE ACQUISITION CORP(LPAA)2,070,0002,070,000021,92122,1701.16%+248
DRUGS MADE IN AMER ACQUTN CO
ORD SHS
2,242,5002,242,500023,26423,5011.23%+237
CSG SYS INTL INC17,56919,577+2,0081,3471,5650.08%+218
MELAR ACQUISITION CORP. I
SHS CL A
1,400,0001,400,000014,88215,0780.79%+196
HESS MIDSTREAM LP(HESM)04,564+4,56401770.01%+177
MOUNTAIN LAKE ACQUISITION CO980,393980,393010,19610,3240.54%+128
LEGATO MERGER CORP III1,325,3121,323,462-1,85014,41914,5450.76%+125
LIVE OAK ACQUISITION CORP V(TMS)1,100,0001,100,000011,33011,4400.60%+110
CHARLTON ARIA ACQUISITION CO(CHAR)828,750828,75008,6608,7680.46%+108
SOULPOWER ACQUISITION CORP(SOUL)1,039,5701,039,570010,55210,6560.56%+104
IRON HORSE ACQUISIT II CORP(IRHO)0586,507+586,5070830.00%+83
CANTOR EQUITY PARTNERS III I
SHS CL A
1,213,6491,208,752-4,89712,37912,4620.65%+83
ANDRETTI ACQUISITION CORP II(POLE)590,809590,80906,2096,2890.33%+80
RF ACQUISITION CORP II(RFAI)514,506514,50605,5315,6080.29%+77
DUNE ACQUISITION CORP II
SHS CL A
699,992699,99207,1547,2310.38%+77
PROASSURANCE CORP22,57725,157+2,5805456220.03%+76
RANGE CAP ACQUISITION CORP
ORD SHS
750,000750,00007,8157,8900.41%+75
K2 CAP ACQUISITION CORP
RIGHT 07/30/2027
0353,000+353,0000740.00%+74
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First Trust Capital Management L.P. — 13F Holdings — Q1 2026 | TickerTrail