Fund HoldingsBCK CAPITAL MANAGEMENT LP

Total Portfolio Value
$196.55M
Total Bought
$99.22M
Total Sold
$31.19M
Net Transaction
+$68.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ACTIVISION BLIZZARD INC124,036638,269+514,23310,45659,76130.40%+49,305
SEAGEN INC55,71877,502+21,78410,72316,4428.37%+5,719
SOVOS BRANDS INC0185,670+185,67004,1872.13%+4,187
ABCAM PLC0139,251+139,25103,1511.60%+3,151
NEXTGEN HEALTHCARE INC083,600+83,60001,9841.01%+1,984
CAPRI HOLDINGS LIMITED
SHS
037,500+37,50001,9731.00%+1,973
PNM RES INC(TXNM)167,102204,236+37,1347,5369,1114.64%+1,575
DENBURY INC015,750+15,75001,5440.79%+1,544
SPLUNK INC09,500+9,50001,3890.71%+1,389
AMERICAN EQTY INVT LIFE HLD025,500+25,50001,3680.70%+1,368
HOSTESS BRANDS INC041,000+41,00001,3660.69%+1,366
RPT REALTY0121,000+121,00001,2780.65%+1,278
ENDEAVOR GROUP HLDGS INC167,102249,878+82,7763,9974,9732.53%+975
PATRIA LATIN AMRCN OPPRNTY A074,268+74,26808160.42%+816
RIGEL RESOURCE ACQ CORP074,268+74,26808090.41%+809
BIOPLUS ACQUISITION CORP074,268+74,26808050.41%+805
ARES ACQUISITION CORPORATION074,271+74,27107990.41%+799
PEARL HOLDINGS ACQUISITN COR074,268+74,26807960.41%+796
TRISTAR ACQUISITION I CORP074,268+74,26807940.40%+794
ZALATORIS II ACQUISITION COR074,268+74,26807840.40%+784
APOLLO STRATEGIC GRWT CPTL I074,268+74,26807810.40%+781
FTAC EMERALD ACQUISITION COR074,268+74,26807770.40%+777
LIVE OAK CRESTVIEW CLIMATE A074,268+74,26807670.39%+767
CONCORD ACQUISITION CORP II074,268+74,26807630.39%+763
SCULPTOR CAP MGMT061,500+61,50007130.36%+713
HERITAGE CRYSTAL CLEAN INC015,500+15,50007030.36%+703
AVID TECHNOLOGY INC026,010+26,01006990.36%+699
THORNE HEALTHTECH INC068,000+68,00006930.35%+693
TABULA RASA HEALTHCARE INC067,000+67,00006910.35%+691
AVANTAX INC027,000+27,00006910.35%+691
HERSHA HOSPITALITY TR070,000+70,00006900.35%+690
CHICOS FAS INC092,000+92,00006880.35%+688
NEW RELIC INC08,000+8,00006850.35%+685
VERITIV CORP04,000+4,00006760.34%+676
CHASE CORP05,300+5,30006740.34%+674
LF CAPITAL ACQUISITION CORP055,701+55,70106050.31%+605
SCIPLAY CORPORATION026,523+26,52306040.31%+604
COLISEUM ACQUISITION CORP055,701+55,70105930.30%+593
GENERATION ASIA I ACQUISITIO046,427+46,42704990.25%+499
L CATTERTON ASIA ACQUISITION038,967+38,96704160.21%+416
VIVEON HEALTH ACQUISITION CO037,134+37,13404160.21%+416
ALPHA STAR ACQUISITION CORP037,134+37,13404100.21%+410
METAL SKY STAR ACQUISITION C037,134+37,13404040.21%+404
GLOBAL SYSTEMS DYNAMICS INC029,854+29,85403350.17%+335
IONQ INC(IONQ)021,478+21,47803200.16%+320
SLAM CORP028,519+28,51903070.16%+307
ARTEMIS STRATEGIC INVT CORP027,631+27,63102940.15%+294
WESTROCK CO40,10940,10901,1661,4360.73%+270
CANNA GLOBAL ACQUISITION COR023,870+23,87002580.13%+258
LATAMGROWTH SPAC55,70174,268+18,5675958170.42%+222
C5 ACQUISITION CORPORATION37,13455,701+18,5673956110.31%+216
INVESTCORP EUROPE ACQUISITIO37,13455,701+18,5673966060.31%+210
ARES ACQUISITION CORP II55,70074,267+18,5675667630.39%+197
PYROPHYTE ACQUISITION CORP37,13451,976+14,8423965670.29%+171
IONQ INC(IONQ)174,364151,362-23,0027658850.45%+119
NEOGAMES S A50,00050,00001,3061,3500.69%+44
AMEDISYS INC14,50014,50001,3261,3540.69%+28
ARGO GROUP INTL HLDGS LTD47,75247,75201,4141,4250.72%+11
GREENHILL & CO INC62,50062,50009169250.47%+9
BLUERIVER ACQUISITION CORP36,97436,9740120.00%+1
ACTIVISION BLIZZARD INC(Call)180,10055,900-124,200000
ACTIVISION BLIZZARD INC(Put)37,200897,900+860,700000
AMAZON COM INC(AMZN)(Put)025,000+25,000000
HORIZON THERAPEUTICS PUB L(Call)349,100412,600+63,500000
HORIZON THERAPEUTICS PUB L(Put)829,100319,600-509,500000
ISHARES TR(Put)55,60055,6000000
ISHARES TR(Put)39,40026,600-12,800000
ISHARES TR(Put)30,40024,700-5,700000
NATIONAL INSTRS CORP(Put)11,40011,4000000
REYNOLDS CONSUMER PRODS INC(REYN)(Put)27,90027,9000000
SEAGEN INC(Put)55,70081,100+25,400000
SERVICE CORP INTL(SCI)(Put)036,000+36,000000
SL GREEN RLTY CORP(SLG)(Put)20,40020,4000000
SPDR S&P 500 ETF TR(SPY)(Put)24,70016,200-8,500000
VINFAST AUTO LTD(VFS)(Put)0167,200+167,200000
VORNADO RLTY TR(VNO)(Put)18,60018,6000000
WILLSCOT MOBIL MINI HLDNG CO(WSC)(Call)83,50032,500-51,000000
CHINOOK THERAPEUTICS INC(Put)28,0000-28,000000
MANCHESTER UTD PLC NEW(Call)
ORD CL A
92,9000-92,900000
MERCURY SYS INC(MRCY)(Call)74,4000-74,400000
GREENLIGHT BIOSCIENCS HLDS P13,9260-13,92600-0
THUNDER BRIDGE CAP PRTNRS II11,14011,1400110.00%-1
CONSTELLATION ACQUISITN CORP18,56718,5670100.00%-1
ARES ACQUISITION CORP II27,85027,8500770.00%-1
26 CAPITAL ACQUISITION CORP13,9250-13,92510-1
KERNEL GROUP HOLDINGS INC23,26123,2610310.00%-1
ARES ACQUISITION CORPORATION11,14311,1430970.00%-2
GOGORO INC13,92413,9240630.00%-3
MAGNACHIP SEMICONDUCTOR CORP55,70274,268+18,5666236170.31%-6
PLANET LABS PBC(PL)37,13337,1330120970.05%-23
DISNEY WALT CO(DIS)3,9253,92503503180.16%-32
VANGUARD WORLD FDS
CONSUM STP ETF
2,8012,80105455120.26%-33
TRUECAR INC234,125234,12505294850.25%-44
NEXTDOOR HOLDINGS INC(NXDR)37,13337,1330121680.03%-53
VANGUARD INDEX FDS9,2839,28307767020.36%-73
HERTZ GLOBAL HLDGS INC30,77730,77703111880.10%-122
POLESTAR AUTOMOTIVE HLDG UK(PSNY)399,191399,19102751520.08%-123
GENIUS SPORTS LIMITED
SHARES CL A
148,533148,53309197920.40%-128
EVERCOMMERCE INC(EVCM)85,48885,48801,0128570.44%-155
DUN & BRADSTREET HLDGS INC129,157129,15701,4941,2900.66%-204
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