Fund HoldingsBCK CAPITAL MANAGEMENT LP

Total Portfolio Value
$101.96M
Total Bought
$55.27M
Total Sold
$151.31M
Net Transaction
-$96.04M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PGT INNOVATIONS INC0190,000+190,00007,7337.58%+7,733
SPLUNK INC9,50046,416+36,9161,3897,0716.94%+5,682
ENDEAVOR GROUP HLDGS INC249,878390,586+140,7084,9739,2699.09%+4,296
ALTERYX INC070,000+70,00003,3013.24%+3,301
PIONEER NAT RES CO013,926+13,92603,1323.07%+3,132
OLINK HLDG AB081,713+81,71302,0552.02%+2,055
SP PLUS CORP037,134+37,13401,9031.87%+1,903
TEXTAINER GROUP HOLDINGS LTD037,135+37,13501,8271.79%+1,827
SPIRIT RLTY CAP INC NEW040,000+40,00001,7481.71%+1,748
CAPSTAR FINL HLDGS INC091,000+91,00001,7051.67%+1,705
EURONAV NV(CMBT)092,835+92,83501,6331.60%+1,633
BLUEGREEN VACATIONS HLDG COR018,700+18,70001,4051.38%+1,405
NATIONAL WESTN LIFE GROUP IN02,850+2,85001,3771.35%+1,377
ALBERTSONS COS INC0354,602+354,60208,1568.00%+8,156
HESS CORP08,500+8,50001,2251.20%+1,225
HAWAIIAN HOLDINGS INC075,000+75,00001,0651.04%+1,065
IMMUNOGEN INC035,000+35,00001,0381.02%+1,038
DASEKE INC0125,000+125,00001,0130.99%+1,013
TORTOISEECOFIN ACQUISITION C092,835+92,83509860.97%+986
KARUNA THERAPEUTICS INC03,000+3,00009500.93%+950
MIRATI THERAPEUTICS INC016,000+16,00009400.92%+940
CEREVEL THERAPEUTICS HLDNG I022,000+22,00009330.91%+933
RAYZEBIO INC015,000+15,00009330.91%+933
CAPRI HOLDINGS LIMITED
SHS
37,50055,701+18,2011,9732,7982.74%+826
ORCHARD THERAPEUTICS PLC043,642+43,64207180.70%+718
ENGAGESMART INC030,500+30,50006980.69%+698
ROVER GROUP INC063,000+63,00006850.67%+685
CANNA GLOBAL ACQUISITION COR23,87083,028+59,1582589030.89%+645
CONSTELLATION ACQUISITN CORP057,867+57,86706390.63%+639
TARGET GLOBAL ACQUISI I CORP055,701+55,70106150.60%+615
MONTEREY CAP ACQUISITION COR046,418+46,41805040.49%+504
INFINT ACQUISITION CORP040,000+40,00004490.44%+449
FINTECH ECOSYSTEM DEVE037,134+37,13404010.39%+401
GENERATION ASIA I ACQUISITIO46,42774,268+27,8414998070.79%+308
WILLSCOT MOBIL MINI HLDNG CO(WSC)0102,168+102,16804,5464.46%+4,546
RPT REALTY121,000121,00001,2781,5521.52%+275
WESTROCK CO40,10940,10901,4361,6651.63%+229
DUN & BRADSTREET HLDGS INC129,157129,15701,2901,5111.48%+221
TRISTAR ACQUISITION I CORP74,26892,835+18,5677941,0010.98%+207
GEN DIGITAL INC(GEN)08,937+8,93702040.20%+204
TRUECAR INC234,125190,745-43,3804856600.65%+175
GENIUS SPORTS LIMITED
SHARES CL A
148,533148,53307929180.90%+126
CANO HEALTH INC020,423+20,42301200.12%+120
CHENGHE ACQUISITION I CO74,26884,734+10,4668179350.92%+118
EVERCOMMERCE INC(EVCM)85,48885,48808579430.92%+85
NEOGAMES S A50,00050,00001,3501,4321.40%+82
AMERICAN EQTY INVT LIFE HLD25,50025,50001,3681,4231.40%+55
DISNEY WALT CO(DIS)3,9253,92503183540.35%+36
AMEDISYS INC14,50014,50001,3541,3781.35%+24
ARES ACQUISITION CORP II74,26774,26707637750.76%+13
ZALATORIS II ACQUISITION COR74,26874,26807847940.78%+10
CHICOS FAS INC92,00092,00006886970.68%+9
PATRIA LATIN AMRCN OPPRNTY A74,26874,26808168240.81%+8
INVESTCORP EUROPE ACQUISITIO55,70155,70106066140.60%+8
CONCORD ACQUISITION CORP II74,26874,26807637710.76%+7
FTAC EMERALD ACQUISITION COR74,26874,26807777840.77%+7
ALPHA STAR ACQUISITION CORP37,13437,13404104160.41%+6
RIGEL RESOURCE ACQ CORP74,26874,26808098140.80%+5
PYROPHYTE ACQUISITION CORP51,97651,97605675720.56%+5
L CATTERTON ASIA ACQUISITION38,96738,96704164200.41%+4
VIVEON HEALTH ACQUISITION CO37,13437,13404164190.41%+3
NEXTDOOR HOLDINGS INC(NXDR)37,13337,133068700.07%+3
GOGORO INC13,92413,9240330.00%0
ALBERTSONS COS INC(Put)039,000+39,000000
AMAZON COM INC(AMZN)(Put)25,00025,0000000
ANSYS INC(Call)053,900+53,900000
CAPRI HOLDINGS LIMITED(Call)
SHS
037,500+37,500000
CAPRI HOLDINGS LIMITED(Put)
SHS
037,500+37,500000
ENDEAVOR GROUP HLDGS INC(Call)0183,500+183,500000
ENDEAVOR GROUP HLDGS INC(Put)0229,400+229,400000
ISHARES TR(Put)55,60055,6000000
ISHARES TR(Put)26,60030,100+3,500000
ISHARES TR(Put)24,70023,700-1,000000
PGT INNOVATIONS INC(Call)069,700+69,700000
SERVICE CORP INTL(SCI)(Put)36,00036,0000000
SPDR S&P 500 ETF TR(SPY)(Put)16,20018,500+2,300000
UNITED STATES STL CORP NEW(Call)01,600,100+1,600,100000
UNITED STATES STL CORP NEW(Put)0234,900+234,900000
VORNADO RLTY TR(VNO)(Put)18,60018,6000000
WILLSCOT MOBIL MINI HLDNG CO(WSC)(Call)32,50018,600-13,900000
ACTIVISION BLIZZARD INC(Call)55,9000-55,900000
ACTIVISION BLIZZARD INC(Put)897,9000-897,900000
HORIZON THERAPEUTICS PUB L(Call)412,6000-412,600000
HORIZON THERAPEUTICS PUB L(Put)319,6000-319,600000
NATIONAL INSTRS CORP(Put)11,4000-11,400000
REYNOLDS CONSUMER PRODS INC(REYN)(Put)27,9000-27,900000
SEAGEN INC(Put)81,1000-81,100000
SL GREEN RLTY CORP(SLG)(Put)20,4000-20,400000
VINFAST AUTO LTD(VFS)(Put)167,2000-167,200000
CONSTELLATION ACQUISITN CORP18,56718,5670000.00%-0
BLUERIVER ACQUISITION CORP36,97436,9740210.00%-0
THUNDER BRIDGE CAP PRTNRS II11,1400-11,14010-1
KERNEL GROUP HOLDINGS INC23,26123,2610100.00%-1
ARES ACQUISITION CORP II27,85027,8500740.00%-2
PLANET LABS PBC(PL)37,13337,133097920.09%-5
GLOBAL SYSTEMS DYNAMICS INC29,85429,85403353300.32%-5
ARES ACQUISITION CORPORATION11,1430-11,14370-7
HERTZ GLOBAL HLDGS INC30,77730,77701881690.17%-20
IONQ INC(IONQ)21,47821,47803202660.26%-53
POLESTAR AUTOMOTIVE HLDG UK(PSNY)399,191399,1910152960.09%-56
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