Fund HoldingsBCK CAPITAL MANAGEMENT LP

Total Portfolio Value
$128.69M
Total Bought
$61.37M
Total Sold
$68.90M
Net Transaction
-$7.53M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
COHEN CIRCLE ACQUISITION COR0742,745+742,74508,3266.47%+8,326
COLOMBIER ACQUISITION CORP I0603,354+603,35406,4264.99%+6,426
NABORS ENERGY TRANSITION COR0464,175+464,17505,0833.95%+5,083
JUNIPER NETWORKS INC158,130290,484+132,3545,92210,5138.17%+4,591
UNITED STATES STL CORP NEW417,001426,538+9,53714,17418,02514.01%+3,852
RENEW ENERGY GLOBAL PLC(RNW)0559,160+559,16003,2932.56%+3,293
KELLANOVA168,610203,720+35,11013,65216,80513.06%+3,153
LOGILITY SUPPLY CHAIN SOLUTI0171,784+171,78402,4501.90%+2,450
INTERNATIONAL PAPER CO(IP)032,457+32,45701,7321.35%+1,732
ENFUSION INC0132,000+132,00001,4721.14%+1,472
H & E EQUIPMENT SERVICES INC015,500+15,50001,4691.14%+1,469
INTRA-CELLULAR THERAPIES INC011,000+11,00001,4511.13%+1,451
NEVRO CORP0248,000+248,00001,4481.13%+1,448
RADIUS RECYCLING INC050,000+50,00001,4441.12%+1,444
PLAYA HOTELS & RESORTS NV0107,000+107,00001,4261.11%+1,426
PROASSURANCE CORP061,000+61,00001,4241.11%+1,424
PARAGON 28 INC0109,000+109,00001,4241.11%+1,424
BEACON ROOFING SUPPLY INC011,140+11,14001,3781.07%+1,378
ALBERTSONS COS INC205,851242,976+37,1254,0435,3434.15%+1,300
ALLETE INC11,00027,837+16,8377131,8291.42%+1,116
CHIMERIX INC0113,000+113,00009620.75%+962
2SEVENTY BIO INC0191,000+191,00009440.73%+944
PAYCOR HCM INC040,434+40,43409070.71%+907
ALTUS POWER INC0145,000+145,00007180.56%+718
DUN & BRADSTREET HLDGS INC129,157259,937+130,7801,6092,3241.81%+715
TRIUMPH GROUP INC NEW028,000+28,00007100.55%+710
WALGREENS BOOTS ALLIANCE INC063,000+63,00007040.55%+704
CHAMPIONX CORPORATION25,00034,909+9,9096801,0400.81%+361
SAILPOINT INC(SAIL)015,000+15,00002810.22%+281
HESS CORP8,5008,50001,1311,3581.06%+227
IONQ INC(IONQ)019,929+19,92902210.17%+221
GENIUS SPORTS LIMITED
SHARES CL A
148,533148,53301,2851,4871.16%+202
DESPEGAR COM CORP55,41264,980+9,5681,0671,2210.95%+154
FRONTIER COMMUNICATIONS PARE41,00041,00001,4231,4701.14%+48
PLAYAGS INC65,00065,00007497870.61%+38
SPIRIT AEROSYSTEMS HLDGS INC74,15974,15902,5272,5561.99%+28
HERTZ GLOBAL HLDGS INC70,00070,00002562760.21%+20
POLESTAR AUTOMOTIVE HLDG UK(PSNY)399,191399,191055720.06%+17
AIR TRANSPORT SERVICES GRP I31,50031,50006927070.55%+14
ARES ACQUISITION CORP II74,26774,26708158280.64%+13
AI TRANSN ACQUISITION CORP55,70155,70105996110.47%+12
BAYVIEW ACQUISITION CORP50,00050,00005345450.42%+11
EVERI HLDGS INC56,00056,00007577660.59%+9
NORDSTROM INC29,50029,50007127210.56%+9
PATTERSON COS INC23,00023,00007107190.56%+9
OAK WOODS ACQUISITION CORP37,13437,13404214290.33%+8
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
37,13437,13403903960.31%+7
ARES ACQUISITION CORP II27,85027,8500480.01%+4
HERTZ GLOBAL HLDGS INC30,77730,777066700.05%+3
GOGORO INC13,92413,9240000.00%0
ALBERTSONS COS INC(Call)1,003,000770,800-232,200000
AMEDISYS INC(Call)0200,000+200,000000
ISHARES TR(Call)148,50074,300-74,200000
JUNIPER NETWORKS INC(Call)0128,700+128,700000
JUNIPER NETWORKS INC(Put)124,400266,900+142,500000
UNITED STATES STL CORP NEW(Call)586,1001,082,800+496,700000
UNITED STATES STL CORP NEW(Put)509,900421,200-88,700000
VESTIS CORPORATION(VSTS)(Call)374,50045,900-328,600000
WILLSCOT HLDGS CORP(WSC)(Call)073,600+73,600000
ALBERTSONS COS INC(Put)39,0000-39,000000
AMEDISYS INC(Put)456,2000-456,200000
ARCADIUM LITHIUM PLC(Call)714,8000-714,800000
ENDEAVOR GROUP HLDGS INC(Call)394,5000-394,500000
ENDEAVOR GROUP HLDGS INC(Put)1,501,0000-1,501,000000
GXO LOGISTICS INCORPORATED(GXO)(Call)180,3000-180,300000
SIRIUSXM HOLDINGS INC(SIRI)(Put)699,6000-699,600000
PLANET LABS PBC(PL)37,13337,13301501260.10%-25
NEXTDOOR HOLDINGS INC(NXDR)37,13337,133088570.04%-31
MAGNACHIP SEMICONDUCTOR CORP74,26874,26802992550.20%-44
DISNEY WALT CO(DIS)3,9253,92504373870.30%-50
ANSYS INC4,6294,62901,5621,4651.14%-96
SURMODICS INC17,00017,00006735190.40%-154
GRANITE RIDGE RESOURCES INC29,5540-29,5541910-191
CROSS CTRY HEALTHCARE INC59,25059,25001,0768820.69%-194
APPLE INC(AAPL)6,7586,500-2581,6921,4441.12%-248
VESTIS CORPORATION(VSTS)137,251167,107+29,8562,0921,6541.29%-437
WILLSCOT HLDGS CORP(WSC)81,13981,13902,7142,2561.75%-458
EVERGREEN CORPORATION46,4180-46,4185510-551
SK GROWTH OPPORTUNITIES CORP55,7010-55,7016480-648
AVID BIOSERVICES INC56,0000-56,0006920-692
RETAIL OPPORTUNITY INVTS COR40,0000-40,0006940-694
SMARTSHEET INC13,0000-13,0007280-728
BARNES GROUP INC15,5000-15,5007330-733
IONQ INC(IONQ)38,22838,22801,5978440.66%-753
BALLYS CORPORATION43,0000-43,0007690-769
ALPHABET INC(GOOG)13,31810,000-3,3182,5211,5461.20%-975
UNIVERSAL STAINLESS & ALLOY32,0000-32,0001,4090-1,409
ALTAIR ENGR INC13,8000-13,8001,5060-1,506
KENVUE INC(KVUE)110,00027,500-82,5002,3496590.51%-1,689
ARCADIUM LITHIUM PLC510,5210-510,5212,6190-2,619
MATTERPORT INC668,4110-668,4113,1680-3,168
ZUORA INC349,2590-349,2593,4650-3,465
SIRIUSXM HOLDINGS INC(SIRI)000000
SUMMIT MATLS INC92,7960-92,7964,6950-4,695
HASHICORP INC142,1120-142,1124,8620-4,862
ENDEAVOR GROUP HLDGS INC000000
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