Fund Holdings — Quarry LP

Total Portfolio Value
$496.12M
Total Bought
$284.98M
Total Sold
$386.40M
Net Transaction
-$101.42M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
CLEARWATER ANALYTICS HLDGS I0703,351+703,351016,6343.35%+16,634
CORNERSTONE STRATEGIC INVEST(CLM)1,235,3073,489,264+2,253,95710,32725,4025.12%+15,075
WARNER BROS DISCOVERY INC(WBD)2,128539,558+537,4306114,8162.99%+14,755
D. BORAL ARC ACQ I CORP.
SHS CL A
01,306,907+1,306,907013,2262.67%+13,226
PENUMBRA INC(PEN)039,345+39,345012,9202.60%+12,920
SPROTT ASSET MANAGEMENT LP(PSLV)0416,000+416,000010,1462.05%+10,146
CHART INDS INC33,83180,774+46,9436,97716,7003.37%+9,723
KENVUE INC(KVUE)4,391564,819+560,428769,7371.96%+9,662
CORNERSTONE TOTAL RETURN FD(CRF)1,260,4322,529,089+1,268,65710,09617,5773.54%+7,481
QORVO INC(QRVO)67693,532+92,856577,2391.46%+7,182
NXG NEXTGEN INFRASTR INCM FD(NXG)0112,495+112,49506,1791.25%+6,179
LEGATO MERGER CORP III0530,626+530,62605,8321.18%+5,832
REVOLUTION MEDICINES INC(RVMD)059,263+59,26305,7631.16%+5,763
GSR IV ACQUISITION CORP(GSRF)0562,435+562,43505,6441.14%+5,644
UNIFIRST CORP MASS(UNF)421,351+21,34715,3721.08%+5,371
SOULPOWER ACQUISITION CORP(SOUL)0402,700+402,70004,1280.83%+4,128
BLACKROCK CORPOR HI YLD FD I(HYT)100464,426+464,32613,9570.80%+3,956
BLACKROCK TECH AND PRIVATE E(BTX)170,066682,532+512,4661,1214,5050.91%+3,384
NORFOLK SOUTHN CORP(NSC)43,79055,427+11,63712,64315,9083.21%+3,265
NUVEEN S&P 500 DYNAMIC OVERW
COM
0201,584+201,58403,2390.65%+3,239
NEUBERGER HIGH YIELD ST FD I(NHS)0487,328+487,32803,1580.64%+3,158
ARCHIMEDES TECH SPAC PARTNER
ORD SHS
0285,000+285,00002,9740.60%+2,974
CANTOR EQUITY PARTNERS III I
SHS CL A
826,7391,102,270+275,5318,43311,3642.29%+2,932
NEW PROVIDENCE ACQUISITION C
USD CL A ORD SHS
0250,000+250,00002,5650.52%+2,565
YORKVILLE ACQUISITION CORP.(MCGA)0252,105+252,10502,5490.51%+2,549
BLUE ACQUISITION CORP.
ORD SHS CL A
0228,000+228,00002,3280.47%+2,328
VINE HILL CAP INVT CORP.
ORD SHS CL A
0193,267+193,26702,0700.42%+2,070
INFLECTION PT ACQUISITION CO
CL A ORD SHS
714,057909,057+195,0007,2419,2861.87%+2,045
XSOLLA SPAC 1(XSLL)0200,000+200,00001,9800.40%+1,980
SPACSPHERE ACQUISITION CORP(SSAC)0175,000+175,00001,7620.36%+1,762
ARMADA ACQUISITION CORP II(XRPN)147,423307,137+159,7141,5103,1670.64%+1,657
NEUBERGER R/EST SECS INC FD
COM
45,346624,455+579,1091381,7730.36%+1,636
BLACKROCK ENERGY & RES TR(BGR)089,687+89,68701,5520.31%+1,552
M3BRIGADE ACQUISITION V CORP
CL A
1,968146,347+144,379211,5720.32%+1,551
INFLECTION PT ACQUISIT CORP
UNIT 03/03/2031
0150,000+150,00001,5180.31%+1,518
BLACKROCK SCIENCE & TECHNOLO(BSTZ)065,821+65,82101,4580.29%+1,458
SELECT SECTOR SPDR TR
ST STR DISCR ETF
010,950+10,95001,1930.24%+1,193
ISHARES TR012,610+12,61001,1920.24%+1,192
CANTOR EQUITY PARTNERS I INC(CEPO)251,046358,455+107,4092,6133,7640.76%+1,150
DOUBLELINE OPPORTUNISTIC CR(DBL)075,986+75,98601,1090.22%+1,109
WESTERN ASSET HIGH INCOME OP(HIO)0305,111+305,11101,1080.22%+1,108
NYLI CBRE GBL INFR MEGTRNDS(MEGI)95,739163,107+67,3681,3172,3960.48%+1,079
SABA CAPITAL INCOME & OPRNT(BRW)289,225458,877+169,6522,0273,0930.62%+1,065
GABELLI EQUITY TR INC(GAB)0189,452+189,45201,0610.21%+1,061
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
50,038150,000+99,9625221,5710.32%+1,049
K&F GROWTH ACQUISITION CORP
SHS CL A
0100,000+100,00001,0430.21%+1,043
ARTIUS II ACQUISITION INC(AACB)110,500210,500+100,0001,1382,1770.44%+1,038
HELIX ACQUISITION CORP III(HLXC)0100,000+100,00001,0160.20%+1,016
ISHARES TR012,610+12,61001,0090.20%+1,009
M EVO GBL ACQUISITION CORP I
UNIT 01/23/2031
0100,000+100,00001,0030.20%+1,003
ATRIUM THERAPEUTICS INC(RNA)066,651+66,65108910.18%+891
FUTURE MONEY ACQUISITION COR
UNIT 03/16/2031
087,500+87,50008740.18%+874
AXSOME THERAPEUTICS INC.(AXSM)205,000+4,98048450.17%+841
AMERICOLD REALTY TRUST INC(COLD)9,25480,199+70,9451199190.19%+800
INVESCO SR INCOME TR(VVR)402,393655,830+253,4371,3162,1120.43%+796
BLEICHROEDER ACQUISITI CORP
UNIT 12/23/2030
075,000+75,00007740.16%+774
NUVEEN REAL ASSET INCOME & G(JRI)061,256+61,25607530.15%+753
GIGCAPITAL9 CORP(GIX)075,000+75,00007520.15%+752
MOUNTAIN LAKE ACQUISIT CORP
UNIT 01/21/2031
075,000+75,00007460.15%+746
X3 ACQUISITION CORP LTD(XCBE)075,000+75,00007460.15%+746
BLACKROCK UTILS INFRASTRUCTU(BUI)026,346+26,34606950.14%+695
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,280+4,28006920.14%+692
KALVISTA PHARMACEUTICALS INC033,750+33,75006790.14%+679
SELECT SECTOR SPDR TR
ST STR FINL ETF
013,634+13,63406730.14%+673
SUMA ACQUISITION CORP(SUMA)066,667+66,66706680.13%+668
SPDR SERIES TRUST
SP O&G EXPL PRO
11,94511,94501,5082,1720.44%+664
COLOMBIER ACQUISITION CORP I
UNIT 99/99/9999
062,500+62,50006360.13%+636
MICRON TECHNOLOGY INC(MU)3692,152+1,7831057270.15%+622
MUZERO ACQUISITION CORP(MUZE)062,500+62,50006210.13%+621
SANDISK CORP(SNDK)0946+94606010.12%+601
ALLIANCEBERNSTEIN GLOBAL HIG
COM
056,436+56,43605740.12%+574
FEDEX CORP(FDX)141,589+1,57545660.11%+562
NXG CUSHING MIDSTREAM ENERGY(SRV)15,30526,001+10,6965981,1570.23%+559
MEDLINE INC(MDLN)011,839+11,83905270.11%+527
LIVE OAK ACQUISITION CORP V(TMS)50,000100,000+50,0005151,0400.21%+525
PORTLAND GEN ELEC CO(POR)47010,182+9,712235370.11%+515
D BORAL ACQUISITION I CORP(DBCA)050,000+50,00005050.10%+505
KENSINGTON CAP ACQUIST CORP
UNIT 99/99/9999
050,000+50,00005020.10%+502
PONO CAP FOUR INC
UNIT 03/11/2031
050,000+50,00004990.10%+499
ART TECHNOLOGY ACQUISITION C
UNIT 12/19/2030
050,000+50,00004950.10%+495
BLACKROCK FLOATING RATE INCO
COM
043,241+43,24104770.10%+477
EQUITABLE HLDGS INC2,09115,185+13,0941005640.11%+464
HANCOCK JOHN PREM DIVID FD(PDT)034,316+34,31604500.09%+450
SHARKNINJA INC(SN)4104,669+4,259464940.10%+449
ARROWHEAD PHARMACEUTICALS IN(ARWR)06,750+6,75004230.09%+423
BEST SPAC I ACQUISITION CORP(BSAA)040,710+40,71004170.08%+417
PIMCO CORPORATE & INCOME OPP(PTY)034,426+34,42604150.08%+415
TRAVERE THERAPEUTICS INC(TVTX)013,870+13,87004120.08%+412
SPRING VY ACQUISITION CORP I
UNIT 01/22/2031
040,000+40,00004060.08%+406
PARKER-HANNIFIN CORP(PH)2455+45324070.08%+406
VERA THERAPEUTICS INC(VERA)010,000+10,00004020.08%+402
BLACKROCK FLOATING RATE INC79,163120,484+41,3218971,2960.26%+399
CIENA CORP(CIEN)2921,203+911684670.09%+399
MOONLAKE IMMUNOTHERAPEUTICS(MLTX)021,250+21,25003960.08%+396
TERADYNE INC(TER)211,288+1,26743820.08%+378
BLACK SPADE ACQUISITION III(BIII)037,500+37,50003750.08%+375
PROEM ACQUISITION CORP I(PAAC)037,500+37,50003750.08%+375
KRAKACQUISITION CORPORATION(KRAQ)037,200+37,20003720.08%+372
SPDR SERIES TRUST
ST STR CONV ETF
04,050+4,05003710.07%+371
ISHARES TR
CONV BD ETF
03,630+3,63003690.07%+369
Page 1 of 25
Quarry LP — 13F Holdings — Q1 2026 | TickerTrail