Fund HoldingsBCK CAPITAL MANAGEMENT LP

Total Portfolio Value
$147.34M
Total Bought
$92.11M
Total Sold
$46.53M
Net Transaction
+$45.57M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EVERBRIDGE INC0413,381+413,381014,3989.77%+14,398
UNITED STATES STL CORP NEW0334,296+334,296013,6339.25%+13,633
LIBERTY MEDIA CORP DEL0417,758+417,758012,4078.42%+12,407
PIONEER NAT RES CO13,92646,420+32,4943,13212,1858.27%+9,054
AVANGRID INC0174,726+174,72606,3674.32%+6,367
TRIPADVISOR INC(TRIP)0204,236+204,23605,6763.85%+5,676
ENDEAVOR GROUP HLDGS INC390,586523,924+133,3389,26913,4819.15%+4,212
PNM RES INC(TXNM)0129,971+129,97104,8923.32%+4,892
R1 RCM INC0135,000+135,00001,7391.18%+1,739
ANSYS INC04,629+4,62901,6071.09%+1,607
APPLE INC(AAPL)09,061+9,06101,5541.05%+1,554
AXONICS INC021,000+21,00001,4480.98%+1,448
M D C HLDGS INC023,000+23,00001,4470.98%+1,447
MASONITE INTL CORP011,000+11,00001,4460.98%+1,446
HAYNES INTL INC024,000+24,00001,4430.98%+1,443
JUNIPER NETWORKS INC038,500+38,50001,4270.97%+1,427
CARROLS RESTAURANT GROUP INC0150,000+150,00001,4270.97%+1,427
VIZIO HLDG CORP0130,000+130,00001,4220.97%+1,422
MCGRATH RENTCORP(MGRC)011,140+11,14001,3740.93%+1,374
ALPHABET INC(GOOG)07,035+7,03501,0620.72%+1,062
BLUE OCEAN ACQUISITION CORP074,268+74,26808210.56%+821
BAYVIEW ACQUISITION CORP074,268+74,26807480.51%+748
KAMAN CORP016,000+16,00007340.50%+734
TRICON RESIDENTIAL INC065,000+65,00007250.49%+725
HIRERIGHT HOLDINGS CORPORATI050,000+50,00007140.48%+714
CATALENT INC012,000+12,00006770.46%+677
AI TRANSN ACQUISITION CORP055,701+55,70105730.39%+573
GLOBALINK INVT INC046,418+46,41805070.34%+507
WESTROCK CO40,10940,10901,6651,9831.35%+318
DISNEY WALT CO(DIS)3,9253,92503544800.33%+126
CAPSTAR FINL HLDGS INC91,00091,00001,7051,8291.24%+124
IONQ INC(IONQ)21,47838,228+16,7502663820.26%+116
HESS CORP8,5008,50001,2251,2970.88%+72
SP PLUS CORP37,13437,13401,9031,9391.32%+36
NATIONAL WESTN LIFE GROUP IN2,8502,85001,3771,4020.95%+25
DASEKE INC125,000125,00001,0131,0380.70%+25
CANNA GLOBAL ACQUISITION COR83,02883,02809039210.62%+17
CHENGHE ACQUISITION I CO84,73484,73409359520.65%+17
NEOGAMES S A50,00050,00001,4321,4480.98%+17
TRISTAR ACQUISITION I CORP92,83592,83501,0011,0170.69%+16
RIGEL RESOURCE ACQ CORP74,26874,26808148300.56%+16
PATRIA LATIN AMRCN OPPRNTY A74,26874,26808248380.57%+14
INVESTCORP EUROPE ACQUISITIO55,70155,70106146280.43%+14
TORTOISEECOFIN ACQUISITION C92,83592,83509861,0000.68%+14
NEXTDOOR HOLDINGS INC(NXDR)37,13337,133070840.06%+13
GENERATION ASIA I ACQUISITIO74,26874,26808078180.56%+11
ZALATORIS II ACQUISITION COR74,26874,26807948050.55%+11
MONTEREY CAP ACQUISITION COR46,41846,41805045150.35%+11
CONCORD ACQUISITION CORP II74,26874,26807717810.53%+10
ARES ACQUISITION CORP II74,26774,26707757850.53%+10
TARGET GLOBAL ACQUISI I CORP55,70155,70106156230.42%+8
FINTECH ECOSYSTEM DEVE37,13437,13404014080.28%+8
PYROPHYTE ACQUISITION CORP51,97651,97605725780.39%+7
PLANET LABS PBC(PL)37,13337,133092950.06%+3
GOGORO INC013,924+13,924010.00%+1
BLUERIVER ACQUISITION CORP36,97436,9740120.00%+1
KERNEL GROUP HOLDINGS INC023,261+23,261010.00%+1
ARES ACQUISITION CORP II27,85027,8500450.00%+1
ALBERTSONS COS INC(Call)0150,000+150,000000
ALBERTSONS COS INC(Put)39,00039,0000000
AXONICS INC(Put)040,000+40,000000
CAPRI HOLDINGS LIMITED(Put)
SHS
37,50037,5000000
CYTOKINETICS INC(CYTK)(Call)097,200+97,200000
ENDEAVOR GROUP HLDGS INC(Call)183,500682,900+499,400000
ENDEAVOR GROUP HLDGS INC(Put)229,400857,600+628,200000
ISHARES TR(Put)30,10031,900+1,800000
ISHARES TR(Put)23,70031,500+7,800000
NUVEI CORPORATION(Call)058,800+58,800000
SHIFT4 PMTS INC(FOUR)(Call)020,000+20,000000
SIRIUS XM HOLDINGS INC(SIRI)(Put)03,777,800+3,777,800000
SPDR S&P 500 ETF TR(SPY)(Put)18,50026,500+8,000000
SPIRIT AEROSYSTEMS HLDGS INC(Call)042,000+42,000000
SPIRIT AIRLS INC(Call)050,000+50,000000
SPIRIT AIRLS INC(Put)0380,000+380,000000
TRIPADVISOR INC(TRIP)(Call)0200,000+200,000000
TRIPADVISOR INC(TRIP)(Put)0241,400+241,400000
UNITED STATES STL CORP NEW(Call)1,600,100137,200-1,462,900000
UNITED STATES STL CORP NEW(Put)234,900325,800+90,900000
AMAZON COM INC(AMZN)(Put)25,0000-25,000000
ANSYS INC(Call)53,9000-53,900000
CAPRI HOLDINGS LIMITED(Call)
SHS
37,5000-37,500000
ISHARES TR(Put)55,6000-55,600000
PGT INNOVATIONS INC(Call)69,7000-69,700000
SERVICE CORP INTL(SCI)(Put)36,0000-36,000000
VORNADO RLTY TR(VNO)(Put)18,6000-18,600000
WILLSCOT MOBIL MINI HLDNG CO(WSC)(Call)18,6000-18,600000
CONSTELLATION ACQUISITN CORP18,5670-18,56700-0
KERNEL GROUP HOLDINGS INC23,2610-23,26100-0
GOGORO INC13,9240-13,92430-3
CEREVEL THERAPEUTICS HLDNG I22,00022,00009339300.63%-3
TRUECAR INC190,745190,74506606470.44%-13
POLESTAR AUTOMOTIVE HLDG UK(PSNY)399,191399,191096700.05%-26
HERTZ GLOBAL HLDGS INC30,77730,77701691370.09%-32
HAWAIIAN HOLDINGS INC75,00075,00001,0651,0000.68%-65
GENIUS SPORTS LIMITED
SHARES CL A
148,533148,53309188480.58%-70
CANO HEALTH INC20,4230-20,4231200-120
OLINK HLDG AB81,71381,71302,0551,9211.30%-134
MAGNACHIP SEMICONDUCTOR CORP074,268+74,26804140.28%+414
HERTZ GLOBAL HLDGS INC070,000+70,00005480.37%+548
GEN DIGITAL INC(GEN)8,9370-8,9372040-204
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