Fund HoldingsBCK CAPITAL MANAGEMENT LP

Total Portfolio Value
$138.22M
Total Bought
$34.22M
Total Sold
$64.88M
Net Transaction
-$30.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
KELLANOVA83,640168,610+84,9706,75113,6529.88%+6,902
SUMMIT MATLS INC092,796+92,79604,6953.40%+4,695
JUNIPER NETWORKS INC38,500158,130+119,6301,5015,9224.28%+4,421
ARCADIUM LITHIUM PLC0510,521+510,52102,6191.89%+2,619
VESTIS CORPORATION(VSTS)0137,251+137,25102,0921.51%+2,092
ALTAIR ENGR INC013,800+13,80001,5061.09%+1,506
MATTERPORT INC371,338668,411+297,0731,6713,1682.29%+1,497
UNIVERSAL STAINLESS & ALLOY032,000+32,00001,4091.02%+1,409
UNITED STATES STL CORP NEW363,804417,001+53,19712,85314,17410.25%+1,321
IONQ INC(IONQ)38,22838,22803341,5971.16%+1,263
CROSS CTRY HEALTHCARE INC059,250+59,25001,0760.78%+1,076
DESPEGAR COM CORP055,412+55,41201,0670.77%+1,067
BALLYS CORPORATION043,000+43,00007690.56%+769
BARNES GROUP INC015,500+15,50007330.53%+733
NORDSTROM INC029,500+29,50007120.52%+712
PATTERSON COS INC023,000+23,00007100.51%+710
RETAIL OPPORTUNITY INVTS COR040,000+40,00006940.50%+694
AIR TRANSPORT SERVICES GRP I031,500+31,50006920.50%+692
AVID BIOSERVICES INC056,000+56,00006920.50%+692
ZUORA INC349,259349,25903,0113,4652.51%+454
OAK WOODS ACQUISITION CORP037,134+37,13404210.30%+421
GRANITE RIDGE RESOURCES INC029,554+29,55401910.14%+191
DUN & BRADSTREET HLDGS INC129,157129,15701,4871,6091.16%+123
GENIUS SPORTS LIMITED
SHARES CL A
148,533148,53301,1641,2850.93%+120
APPLE INC(AAPL)6,7586,75801,5751,6921.22%+118
ANSYS INC4,6294,62901,4751,5621.13%+87
PLANET LABS PBC(PL)37,13337,1330831500.11%+67
DISNEY WALT CO(DIS)3,9253,92503784370.32%+60
HERTZ GLOBAL HLDGS INC70,00070,00002312560.19%+25
EVERI HLDGS INC56,00056,00007367570.55%+21
SK GROWTH OPPORTUNITIES CORP55,70155,70106326480.47%+16
AI TRANSN ACQUISITION CORP55,70155,70105845990.43%+15
SURMODICS INC17,00017,00006596730.49%+14
ARES ACQUISITION CORP II74,26774,26708048150.59%+11
EVERGREEN CORPORATION46,41846,41805425510.40%+10
PLAYAGS INC65,00065,00007407490.54%+9
SMARTSHEET INC13,00013,00007207280.53%+9
ALLETE INC11,00011,00007067130.52%+7
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
37,13437,13403843900.28%+5
ALBERTSONS COS INC(Call)982,7001,003,000+20,300000
ALBERTSONS COS INC(Put)39,00039,0000000
AMEDISYS INC(Put)0456,200+456,200000
ARCADIUM LITHIUM PLC(Call)0714,800+714,800000
ENDEAVOR GROUP HLDGS INC(Call)829,900394,500-435,400000
ENDEAVOR GROUP HLDGS INC(Put)1,501,0001,501,0000000
GXO LOGISTICS INCORPORATED(GXO)(Call)0180,300+180,300000
ISHARES TR(Call)148,500148,5000000
JUNIPER NETWORKS INC(Put)0124,400+124,400000
SIRIUSXM HOLDINGS INC(SIRI)(Put)5,071,400699,600-4,371,800000
UNITED STATES STL CORP NEW(Call)168,600586,100+417,500000
UNITED STATES STL CORP NEW(Put)392,300509,900+117,600000
VESTIS CORPORATION(VSTS)(Call)150,000374,500+224,500000
CYTOKINETICS INC(CYTK)(Call)77,7000-77,700000
INTERNATIONAL PAPER CO(IP)(Call)67,0000-67,000000
ISHARES TR(Put)17,1000-17,100000
ISHARES TR(Put)16,3000-16,300000
R1 RCM INC(Put)37,9000-37,900000
SPDR S&P 500 ETF TR(SPY)(Put)12,0000-12,000000
SPIRIT AEROSYSTEMS HLDGS INC(Call)33,5000-33,500000
SPIRIT AIRLS INC(Put)418,7000-418,700000
ARES ACQUISITION CORP II27,85027,8500440.00%-0
GOGORO INC13,92413,9240100.00%-0
HERTZ GLOBAL HLDGS INC30,77730,777067660.05%-1
NEXTDOOR HOLDINGS INC(NXDR)37,13337,133092880.06%-4
HESS CORP8,5008,50001,1541,1310.82%-24
FRONTIER COMMUNICATIONS PARE41,00041,00001,4571,4231.03%-34
MAGNACHIP SEMICONDUCTOR CORP74,26874,26803472990.22%-48
POLESTAR AUTOMOTIVE HLDG UK(PSNY)399,191399,1910120550.04%-65
CHAMPIONX CORPORATION25,00025,00007546800.49%-74
KENVUE INC(KVUE)110,000110,00002,5442,3491.70%-196
BAYVIEW ACQUISITION CORP74,26850,000-24,2687765340.39%-242
ALPHABET INC(GOOG)16,98713,318-3,6692,8172,5211.82%-296
SPIRIT AEROSYSTEMS HLDGS INC87,10074,159-12,9412,8322,5271.83%-304
IONQ INC(IONQ)151,3620-151,3623360-336
WILLSCOT HLDGS CORP(WSC)81,13981,13903,0512,7141.96%-337
GLOBALINK INVT INC46,4180-46,4185260-526
PYROPHYTE ACQUISITION CORP51,9760-51,9766000-600
TLGY ACQUISITION CORPORATION55,7010-55,7016430-643
TRUECAR INC190,7450-190,7456580-658
THE AARONS COMPANY INC70,0000-70,0006970-696
PERFICIENT INC9,5000-9,5007170-717
ENVESTNET INC11,5000-11,5007200-720
PETIQ INC24,0000-24,0007380-738
BALLYS CORPORATION43,0000-43,0007420-742
SQUARESPACE INC16,5000-16,5007660-766
HASHICORP INC169,963142,112-27,8515,7554,8623.52%-893
CHENGHE ACQUISITION I CO84,7340-84,7349820-982
MARATHON OIL CORP50,0000-50,0001,3320-1,331
VECTOR GROUP LTD95,0000-95,0001,4170-1,417
CHUYS HLDGS INC38,0000-38,0001,4210-1,421
HAYNES INTL INC24,0000-24,0001,4290-1,429
VIZIO HLDG CORP130,0000-130,0001,4520-1,452
AXONICS INC21,0000-21,0001,4620-1,462
ATLANTICA SUSTAINABLE INFR P72,6180-72,6181,5960-1,596
PARAMOUNT GLOBAL200,0000-200,0002,1240-2,124
TXNM ENERGY INC(TXNM)000000
ALBERTSONS COS INC387,618205,851-181,7677,1634,0432.92%-3,120
AVANGRID INC000000
CATALENT INC83,5340-83,5345,0600-5,060
STERICYCLE INC92,8340-92,8345,6630-5,663
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