Fund HoldingsEHP Funds Inc.

Total Portfolio Value
$145.94M
Total Bought
$166.67M
Total Sold
$196.21M
Net Transaction
-$29.54M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(Call)
CALL
0100,000+100,000052,307+52,307
INVESCO QQQ TR(Call)0100,000+100,000044,401+44,401
ISHARES TR26,100428,600+402,5002,51640,57127.80%+38,055
PROSHARES TR II0533,400+533,40006,9134.74%+6,913
SELECT SECTOR SPDR TR
ST STR MATER ETF
14,70071,100+56,4001,2576,6044.53%+5,347
ENERPLUS CORP075,222+75,22201,4791.01%+1,479
SOUTHWESTERN ENERGY CO0174,083+174,08301,3200.90%+1,320
TRICON RESIDENTIAL INC0115,000+115,00001,2820.88%+1,282
EVERBRIDGE INC035,000+35,00001,2190.84%+1,219
STERLING CHECK CORP075,000+75,00001,2060.83%+1,206
R1 RCM INC085,000+85,00001,0950.75%+1,095
AGILITI INC0100,000+100,00001,0120.69%+1,012
MASONITE INTL CORP07,605+7,60501,0000.68%+1,000
HAYNES INTL INC016,000+16,00009620.66%+962
VANGUARD INTL EQUITY INDEX F011,500+11,50007740.53%+774
DAVITA INC(DVA)04,600+4,60006350.44%+635
DASEKE INC076,020+76,02006310.43%+631
M D C HLDGS INC010,000+10,00006290.43%+629
SOCIETAL CDMO INC0500,400+500,40005400.37%+540
SHERWIN WILLIAMS CO(SHW)01,300+1,30004520.31%+452
BUILDERS FIRSTSOURCE INC(BLDR)01,900+1,90003960.27%+396
SPDR S&P 500 ETF TR(SPY)3,2003,500+3001,5211,8311.25%+310
MOLSON COORS BEVERAGE CO(TAP)04,200+4,20002820.19%+282
TRAVELERS COMPANIES INC(TRV)01,200+1,20002760.19%+276
COLGATE PALMOLIVE CO(CL)02,900+2,90002610.18%+261
BLOCK H & R INC05,300+5,30002600.18%+260
CBOE GLOBAL MKTS INC(CBOE)01,400+1,40002570.18%+257
FIDELITY NATIONAL FINANCIAL(FNF)04,800+4,80002550.17%+255
JABIL INC(JBL)01,900+1,90002550.17%+255
LANDSTAR SYS INC(LSTR)01,300+1,30002510.17%+251
UNITEDHEALTH GROUP INC(UNH)0500+50002470.17%+247
SONOCO PRODS CO(SON)04,200+4,20002430.17%+243
ELECTRONIC ARTS INC(EA)2,5004,200+1,7003425570.38%+215
OWENS CORNING NEW(OC)01,200+1,20002000.14%+200
PIONEER NAT RES CO5,2155,21501,1731,3690.94%+196
LINDE PLC(LIN)01,200+1,20005570.38%+557
PACKAGING CORP AMER(PKG)5,0005,00008159490.65%+134
VERDE CLEAN FUELS INC0741,049+741,04901760.12%+176
PSYENCE BIOMEDICAL LTD01,232,748+1,232,7480860.06%+86
OCEAN BIOMEDICAL INC0316,510+316,5100920.06%+92
BOREALIS FOODS INC0561,221+561,2210790.05%+79
LENNAR CORP(LEN)5,3004,900-4007908430.58%+53
SEP ACQUISITION CORP0262,047+262,0470450.03%+45
INTERNATIONAL BUSINESS MACHS(IBM)2,1002,000-1003433820.26%+38
AMERIPRISE FINL INC(AMP)01,200+1,20005260.36%+526
LIFEZONE METALS LIMITED
*W EXP 07/05/202
0251,591+251,59101640.11%+164
ARMADA ACQUISITION CORP I0305,701+305,7010260.02%+26
LIBERTY RES ACQUISITION CORP0775,124+775,1240250.02%+25
FUTURE HEALTH ESG CORP721,146721,146020400.03%+20
ACHARI VENTURES HLDGS CORP I0665,464+665,4640190.01%+19
MOBIX LABS INC079,310+79,3100170.01%+17
INTERNATIONAL MEDIA ACQUISIT0689,739+689,7390170.01%+17
BERKSHIRE HATHAWAY INC DEL0800+80003360.23%+336
MOUNTAIN & CO I ACQUISITN CO0241,739+241,7390190.01%+19
PROJECT ENERGY REIMAGINED AC079,543+79,5430120.01%+12
OCEANTECH ACQUISITIONS I COR0384,363+384,3630200.01%+20
HHG CAPITAL CORPORATION0732,709+732,7090180.01%+18
SEASTAR MEDICAL HOLDING CORP93,65193,65103140.01%+11
SYNTEC OPTICS HLDGS INC073,577+73,5770100.01%+10
AMERICAN ONCOLOGY NETWORK IN091,554+91,5540310.02%+31
BANNIX ACQUISITION CORP0422,390+422,3900140.01%+14
FINNOVATE ACQUISITION CORP0735,654+735,6540130.01%+13
MOLINA HEALTHCARE INC(MOH)1,8001,600-2006506570.45%+7
ALLIANCE ENTERTAINMENT HOLDI211,650211,6500270.01%+6
BITE ACQUISITION CORP131,386131,3860490.01%+5
WINVEST ACQUISITION CORP0605,556+605,556090.01%+9
ROTH CH ACQUISITION CO0281,145+281,145040.00%+4
WAG GROUP CO0439,250+439,2500660.05%+66
APOLLOMICS INC0498,450+498,4500150.01%+15
FORTUNE RISE ACQUISITION COR0183,766+183,766080.01%+8
NORTHVIEW ACQUISITION CORP085,695+85,695040.00%+4
CAPITALWORKS EMNG MKTS ACQST043,558+43,558020.00%+2
TLGY ACQUISITION CORPORATION083,754+83,754020.00%+2
GORILLA TECHNOLOGY GROUP INC025,400+25,400020.00%+2
GLOBALINK INVT INC084,916+84,916020.00%+2
EXCELFIN ACQUISITION CORP092,639+92,639050.00%+5
INCEPTION GROWTH ACQUSTN LTD066,530+66,530030.00%+3
GOAL ACQUISITIONS CORP0104,501+104,501010.00%+1
PHP VENTURES ACQUISITION COR080,920+80,920020.00%+2
KAIROUS ACQUISITION CORP LTD0205,560+205,560040.00%+4
FINTECH ECOSYSTEM DEVE0184,420+184,420030.00%+3
HEALTHCARE AI ACQUISITION CO052,104+52,104020.00%+2
BLEUACACIA LTD065,153+65,153020.00%+2
RELATIVITY ACQUISITION CORP545,500545,500026260.02%0
SHF HOLDINGS INC34,70034,7000330.00%-0
AERWINS TECHNOLOGIES INC0390,606+390,606050.00%+5
GOAL ACQUISITIONS CORP000000
GLOBAL SYSTEMS DYNAMICS INC000000
POWERUP ACQUISITION CORP25,00025,0000210.00%-1
GORILLA TECHNOLOGY GROUP INC000000
PROSOMNUS INC095,990+95,990020.00%+2
ENERGEM CORP000000
CAPITALWORKS EMNG MKTS ACQST000000
ROYALTY MGMT HLDG CORP0112,195+112,195020.00%+2
TLGY ACQUISITION CORPORATION83,7540-83,75410-1
CALIDI BIOTHERAPEUTICS INC0107,964+107,964060.00%+6
NORTHERN REVIVAL ACQUISITION0105,840+105,840000
TG VENTURE ACQUISITION CORP085,967+85,967000
PROJECT ENERGY REIMAGINED AC000000
INSIGHT ACQUISITION CORP529,933529,933016140.01%-2
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