Fund HoldingsBCK CAPITAL MANAGEMENT LP

Total Portfolio Value
$115.87M
Total Bought
$49.89M
Total Sold
$63.79M
Net Transaction
-$13.90M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
GMS INC064,988+64,98807,0676.10%+7,067
SKECHERS U S A INC055,703+55,70303,5153.03%+3,515
SAGE THERAPEUTICS INC0297,040+297,04002,7092.34%+2,709
SPIRIT AEROSYSTEMS HLDGS INC74,159129,860+55,7012,5564,9544.28%+2,399
TXNM ENERGY INC(TXNM)037,109+37,10902,0901.80%+2,090
MAG SILVER CORP078,000+78,00001,6481.42%+1,648
SPARTANNASH CO055,000+55,00001,4571.26%+1,457
FARO TECHNOLOGIES INC033,000+33,00001,4491.25%+1,449
HARBORONE BANCORP INC NEW0123,000+123,00001,4371.24%+1,437
COLUMBUS CIRCLE CAP CORP. I0130,000+130,00001,3811.19%+1,381
CHURCHILL CAPITAL CORP IX
CL A SHS
0129,964+129,96401,3671.18%+1,367
FOOT LOCKER INC055,701+55,70101,3651.18%+1,365
SITIO ROYALTIES CORP073,000+73,00001,3421.16%+1,342
RADIUS RECYCLING INC50,00092,917+42,9171,4442,7592.38%+1,315
MAC COPPER LIMITED093,935+93,93501,1360.98%+1,136
CHURCHILL CAP CORP X0110,000+110,00001,1330.98%+1,133
GSR III ACQUISITION CORP097,535+97,53501,0520.91%+1,052
CENTURION ACQUISITION CORP0100,000+100,00001,0520.91%+1,052
BLEICHROEDER ACQUISITION COR0100,000+100,00001,0310.89%+1,031
JACKSON ACQUISITION CO II0100,000+100,00001,0300.89%+1,030
PLUM ACQUISITION CORP IV0100,000+100,00001,0280.89%+1,028
BLUEPRINT MEDICINES CORP07,600+7,60009740.84%+974
ALPHABET INC(GOOG)10,00014,139+4,1391,5462,4922.15%+945
SPRINGWORKS THERAPEUTICS INC020,000+20,00009400.81%+940
CANTALOUPE INC067,000+67,00007360.64%+736
AVIDXCHANGE HOLDINGS INC072,000+72,00007050.61%+705
CANTOR EQUITY PARTNERS II IN
CL A ORD SHS
062,500+62,50006890.59%+689
COUCHBASE INC025,994+25,99406340.55%+634
APPLE INC(AAPL)6,5009,996+3,4961,4442,0511.77%+607
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
37,13487,534+50,4003969500.82%+554
OXLEY BRIDGE ACQ LTD
UNIT 06/17/2030
053,750+53,75005380.46%+538
LIGHTWAVE ACQUISITION CORP052,500+52,50005280.46%+528
MELAR ACQUISITION CORP. I
SHS CL A
050,000+50,00005260.45%+526
SIM ACQUISITION CORP. I050,000+50,00005210.45%+521
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
050,203+50,20305180.45%+518
KOCHAV DEFENSE ACQUI CO
UNIT 05/21/2030
050,000+50,00005090.44%+509
CARTESIAN GROWTH CORP III
UNIT 02/28/2032
050,000+50,00005070.44%+507
AXIOM INTELLIGENCE AC CORP 1
UNIT 06/10/2030
050,000+50,00005050.44%+505
CANTOR EQUITY PARTNERS III I
SHS CL A
042,500+42,50004480.39%+448
IONQ INC(IONQ)19,92919,92902216310.54%+409
IONQ INC(IONQ)38,22828,610-9,6188441,2291.06%+386
YORKVILLE ACQUISITION CORP.025,000+25,00002810.24%+281
ARES ACQUISITION CORP II74,26792,834+18,5678281,0520.91%+224
HERTZ GLOBAL HLDGS INC70,00070,00002764780.41%+202
ANSYS INC4,6294,62901,4651,6261.40%+160
PLANET LABS PBC(PL)37,13337,13301262270.20%+101
DISNEY WALT CO(DIS)3,9253,92503874870.42%+99
GENIUS SPORTS LIMITED
SHARES CL A
148,533148,53301,4871,5451.33%+58
HERTZ GLOBAL HLDGS INC30,77730,7770701120.10%+43
MAGNACHIP SEMICONDUCTOR CORP74,26874,26802552960.26%+41
ARES ACQUISITION CORP II27,85027,85008310.03%+23
FRONTIER COMMUNICATIONS PARE41,00041,00001,4701,4921.29%+22
WALGREENS BOOTS ALLIANCE INC63,00063,00007047230.62%+20
TRIUMPH GROUP INC NEW28,00028,00007107210.62%+11
OAK WOODS ACQUISITION CORP37,13437,13404294340.37%+5
NEXTDOOR HOLDINGS INC(NXDR)37,13337,133057620.05%+5
GOGORO INC013,924+13,924000.00%0
ALBERTSONS COS INC(Call)770,800483,700-287,100000
CORE SCIENTIFIC INC NEW(CORZ)(Call)0200,000+200,000000
ISHARES TR(Call)74,30074,3000000
ISHARES TR(Put)014,700+14,700000
ISHARES TR(Put)019,000+19,000000
JUNIPER NETWORKS INC(Call)128,700547,900+419,200000
JUNIPER NETWORKS INC(Put)266,900462,200+195,300000
VESTIS CORPORATION(VSTS)(Call)45,90055,700+9,800000
WILLSCOT HLDGS CORP(WSC)(Call)73,60098,400+24,800000
AMEDISYS INC(Call)200,0000-200,000000
UNITED STATES STL CORP NEW(Call)1,082,8000-1,082,800000
UNITED STATES STL CORP NEW(Put)421,2000-421,200000
GOGORO INC13,9240-13,92400-0
SURMODICS INC17,00017,00005195050.44%-14
POLESTAR AUTOMOTIVE HLDG UK(PSNY)399,191399,191072580.05%-14
PROASSURANCE CORP61,00061,00001,4241,3931.20%-32
WILLSCOT HLDGS CORP(WSC)81,13981,13902,2562,2231.92%-32
ALLETE INC27,83727,83701,8291,7841.54%-45
KENVUE INC(KVUE)27,50027,50006595760.50%-84
CROSS CTRY HEALTHCARE INC59,25059,25008827730.67%-109
CHAMPIONX CORPORATION34,90934,90901,0408670.75%-173
HESS CORP8,5008,50001,3581,1781.02%-180
INTERNATIONAL PAPER CO(IP)32,45732,45701,7321,5201.31%-212
SAILPOINT INC(SAIL)15,0000-15,0002810-281
ALBERTSONS COS INC242,976235,151-7,8255,3435,0584.37%-285
BAYVIEW ACQUISITION CORP50,0000-50,0005450-544
RENEW ENERGY GLOBAL PLC(RNW)559,160389,770-169,3903,2932,6932.32%-600
AI TRANSN ACQUISITION CORP55,7010-55,7016110-611
AIR TRANSPORT SERVICES GRP I31,5000-31,5007070-707
ALTUS POWER INC145,0000-145,0007180-718
PATTERSON COS INC23,0000-23,0007190-719
NORDSTROM INC29,5000-29,5007210-721
EVERI HLDGS INC56,0000-56,0007660-766
PLAYAGS INC65,0000-65,0007870-787
VESTIS CORPORATION(VSTS)167,107147,716-19,3911,6548460.73%-808
PAYCOR HCM INC40,4340-40,4349070-907
2SEVENTY BIO INC191,0000-191,0009440-944
CHIMERIX INC113,0000-113,0009620-962
DESPEGAR COM CORP64,9800-64,9801,2210-1,221
BEACON ROOFING SUPPLY INC11,1400-11,1401,3780-1,378
PARAGON 28 INC109,0000-109,0001,4240-1,424
PLAYA HOTELS & RESORTS NV107,0000-107,0001,4260-1,426
NEVRO CORP248,0000-248,0001,4480-1,448
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