Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q2 2013 (← Previous) (Next →)

Filing Date: Aug 14, 2013

Total Value ($000): $5,380,479 (100.0% shares, 0.0% debt)

Holdings (125)

SPY SPDR S&P 500 ETF TR 6.1%
Value ($000) $330,465 Shares 2,060,000 Est. Cost Unrealized
Life Technologies Corporation 3.0%
Value ($000) $161,403 Shares 2,180,824 Est. Cost $74.01 Unrealized
NYSE Euronext 2.9%
Value ($000) $154,232 Shares 3,725,403 Est. Cost $33.51 Unrealized
Hess Corporation 2.3%
Value ($000) $125,448 Shares 1,886,700 Est. Cost $56.70 Unrealized
Hess Corporation 2.3%
Value ($000) $125,447 Shares 1,886,700 Est. Cost $56.70 Unrealized
Sprint Nextel Corporation 2.2%
Value ($000) $119,260 Shares 16,988,612 Est. Cost $6.02 Unrealized
PFE Pfizer Inc. 2.1%
Value ($000) $114,995 Shares 4,105,500 Est. Cost $18.72 Unrealized -12.1%
PFE Pfizer Inc. 2.1%
Value ($000) $114,301 Shares 4,080,739 Est. Cost $18.72 Unrealized -12.1%
GM General Motors Co. 2.0%
Value ($000) $108,056 Shares 3,243,900 Est. Cost $23.33 Unrealized +1.2%
GM General Motors Co. 2.0%
Value ($000) $108,054 Shares 3,243,900 Est. Cost $23.33 Unrealized +1.2%
NV Energy, Inc. 2.0%
Value ($000) $105,864 Shares 4,512,546 Est. Cost $23.46 Unrealized
Hudson City Bancorp, Inc. 1.8%
Value ($000) $97,990 Shares 10,697,520 Est. Cost $8.44 Unrealized
AIG American International Group, Inc. 1.8%
Value ($000) $96,351 Shares 2,155,500 Est. Cost $34.61 Unrealized -6.1%
OIS Oil States International, Inc. 1.6%
Value ($000) $87,638 Shares 946,000 Est. Cost $51.03 Unrealized 0.0%
BP BP plc 1.6%
Value ($000) $87,257 Shares 2,090,498 Est. Cost $41.67 Unrealized
Smithfield Foods, Inc. 1.6%
Value ($000) $86,936 Shares 2,654,540 Est. Cost $32.75 Unrealized
AIG American International Group, Inc. 1.6%
Value ($000) $86,232 Shares 1,929,100 Est. Cost $34.61 Unrealized -6.1%
Ingersoll-Rand plc 1.4%
Value ($000) $76,467 Shares 1,377,300 Est. Cost $55.37 Unrealized
Ingersoll-Rand plc 1.4%
Value ($000) $76,302 Shares 1,374,300 Est. Cost $55.37 Unrealized
Warner Chilcott plc Ireland 1.4%
Value ($000) $74,629 Shares 3,754,000 Est. Cost $19.88 Unrealized
Warner Chilcott plc Ireland 1.4%
Value ($000) $74,629 Shares 3,754,000 Est. Cost $19.88 Unrealized
WMS Industries Inc. 1.4%
Value ($000) $73,811 Shares 2,893,412 Est. Cost $25.21 Unrealized
Equinix, Inc. 1.4%
Value ($000) $72,798 Shares 394,100 Est. Cost $184.72 Unrealized
BMC Software, Inc. 1.4%
Value ($000) $72,769 Shares 1,612,087 Est. Cost $45.14 Unrealized
Equinix, Inc. 1.3%
Value ($000) $71,784 Shares 388,600 Est. Cost $184.72 Unrealized
Arbitron Inc. 1.3%
Value ($000) $71,460 Shares 1,538,425 Est. Cost $46.72 Unrealized
OIS Oil States International, Inc. 1.3%
Value ($000) $70,528 Shares 761,300 Est. Cost $51.03 Unrealized 0.0%
BP BP plc 1.3%
Value ($000) $69,785 Shares 1,671,900 Est. Cost $41.67 Unrealized
Ashland Inc. 1.3%
Value ($000) $69,639 Shares 834,000 Est. Cost $83.50 Unrealized
Comcast Corp New 1.3%
Value ($000) $68,418 Shares 1,724,682 Est. Cost $35.95 Unrealized
Lamar Advertising Company 1.3%
Value ($000) $68,404 Shares 1,576,100 Est. Cost $42.54 Unrealized
Anadarko Pete Corp 1.2%
Value ($000) $66,270 Shares 771,200 Est. Cost $78.06 Unrealized
Anadarko Pete Corp 1.2%
Value ($000) $66,269 Shares 771,200 Est. Cost $78.06 Unrealized
Lamar Advertising Company 1.2%
Value ($000) $65,633 Shares 1,512,300 Est. Cost $42.54 Unrealized
DOV Dover Corporation 1.2%
Value ($000) $64,349 Shares 828,600 Est. Cost $39.99 Unrealized 0.0%
TMUS T-Mobile US, Inc. 1.1%
Value ($000) $61,089 Shares 2,462,300 Est. Cost $19.37 Unrealized 0.0%
SLM SLM Corporation 1.1%
Value ($000) $60,558 Shares 2,649,100 Est. Cost $7.82 Unrealized -0.2%
IP International Paper Company 1.1%
Value ($000) $59,557 Shares 1,344,100 Est. Cost $25.91 Unrealized 0.0%
IP International Paper Company 1.1%
Value ($000) $59,557 Shares 1,344,100 Est. Cost $25.91 Unrealized 0.0%
Ashland Inc. 1.0%
Value ($000) $55,703 Shares 667,100 Est. Cost $83.50 Unrealized
STZ Constellation Brands Inc. 1.0%
Value ($000) $55,216 Shares 1,059,400 Est. Cost $34.90 Unrealized +23.6%
Noble Corporation Barr 1.0%
Value ($000) $52,796 Shares 1,404,900 Est. Cost $37.58 Unrealized
Noble Corporation Barr 1.0%
Value ($000) $52,796 Shares 1,404,900 Est. Cost $37.58 Unrealized
WMB Williams Companies, Inc. Del 1.0%
Value ($000) $52,721 Shares 1,623,700 Est. Cost $29.09 Unrealized -38.0%
WMB Williams Companies, Inc. Del 1.0%
Value ($000) $51,916 Shares 1,598,900 Est. Cost $29.09 Unrealized -38.0%
MUR Murphy Oil Corporation 0.9%
Value ($000) $50,416 Shares 828,000 Est. Cost $59.55 Unrealized -42.1%
DOV Dover Corporation 0.9%
Value ($000) $49,998 Shares 643,800 Est. Cost $39.99 Unrealized 0.0%
Berry Pete Co. 0.9%
Value ($000) $46,209 Shares 1,091,900 Est. Cost $45.13 Unrealized
Berry Pete Co. 0.9%
Value ($000) $46,209 Shares 1,091,900 Est. Cost $45.13 Unrealized
LLY Eli Lilly & Company 0.8%
Value ($000) $44,277 Shares 901,400 Est. Cost $47.24 Unrealized -10.6%
LLY Eli Lilly & Company 0.8%
Value ($000) $44,277 Shares 901,400 Est. Cost $47.24 Unrealized -10.6%
HUN Huntsman Corporation 0.8%
Value ($000) $42,260 Shares 2,551,900 Est. Cost $16.10 Unrealized +13.6%
SLM SLM Corporation 0.8%
Value ($000) $40,880 Shares 1,788,300 Est. Cost $7.82 Unrealized -0.2%
Colonial Properties Trust 0.7%
Value ($000) $39,872 Shares 1,653,068 Est. Cost $24.12 Unrealized
HUN Huntsman Corporation 0.7%
Value ($000) $39,650 Shares 2,394,300 Est. Cost $16.10 Unrealized +13.6%
RIG Transocean Ltd. 0.7%
Value ($000) $39,185 Shares 817,200 Est. Cost $50.97 Unrealized 0.0%
RIG Transocean Ltd. 0.7%
Value ($000) $39,185 Shares 817,200 Est. Cost $50.97 Unrealized 0.0%
Vanguard Health Systems, Inc. 0.6%
Value ($000) $34,117 Shares 1,644,978 Est. Cost $20.74 Unrealized
TiVo Inc. 0.6%
Value ($000) $33,366 Shares 3,019,500 Est. Cost $11.05 Unrealized
OfficeMax Inc. Del 0.6%
Value ($000) $32,823 Shares 3,208,464 Est. Cost $11.44 Unrealized
CenturyLink, Inc. 0.6%
Value ($000) $32,466 Shares 918,400 Est. Cost $39.12 Unrealized
Stewart Enterprises, Inc. 0.6%
Value ($000) $31,151 Shares 2,379,760 Est. Cost $13.09 Unrealized
Dell Inc. 0.6%
Value ($000) $30,971 Shares 2,319,945 Est. Cost $13.35 Unrealized
TiVo Inc. 0.6%
Value ($000) $29,913 Shares 2,707,100 Est. Cost $11.05 Unrealized
OXY Occidental Pete Corp Del 0.5%
Value ($000) $29,071 Shares 325,800 Est. Cost $57.83 Unrealized 0.0%
OXY Occidental Pete Corp Del 0.5%
Value ($000) $29,071 Shares 325,800 Est. Cost $57.83 Unrealized 0.0%
VLO Valero Energy Corporation New 0.5%
Value ($000) $28,873 Shares 830,400 Est. Cost $34.01 Unrealized -29.4%
Elan Corporation plc 0.5%
Value ($000) $28,280 Shares 2,000,000 Est. Cost $14.14 Unrealized
Elan Corporation plc 0.5%
Value ($000) $25,452 Shares 1,800,000 Est. Cost $14.14 Unrealized
MUR Murphy Oil Corporation 0.5%
Value ($000) $25,208 Shares 414,000 Est. Cost $59.55 Unrealized -42.1%
FCX Freeport-McMoRan Copper & Gold, Inc. 0.5%
Value ($000) $24,941 Shares 903,314 Est. Cost $31.78 Unrealized -23.1%
DISH Network Corp. 0.4%
Value ($000) $24,206 Shares 569,300 Est. Cost $42.52 Unrealized
Discovery Communications, Inc. New 0.4%
Value ($000) $23,642 Shares 339,400 Est. Cost $61.13 Unrealized
TMUS T-Mobile US, Inc. 0.4%
Value ($000) $23,013 Shares 927,600 Est. Cost $19.37 Unrealized 0.0%
VLO Valero Energy Corporation New 0.4%
Value ($000) $22,524 Shares 647,800 Est. Cost $34.01 Unrealized -29.4%
Corrections Corporation of America 0.4%
Value ($000) $21,815 Shares 644,085 Est. Cost $33.87 Unrealized
WhiteWave Foods Company 0.4%
Value ($000) $20,615 Shares 1,356,244 Est. Cost $15.20 Unrealized
SONY Sony Corporation 0.4%
Value ($000) $20,461 Shares 965,600 Est. Cost $21.19 Unrealized
SONY Sony Corporation 0.4%
Value ($000) $20,460 Shares 965,600 Est. Cost $21.19 Unrealized
WY Weyerhaeuser Company 0.4%
Value ($000) $19,943 Shares 700,000 Est. Cost $18.73 Unrealized 0.0%
WY Weyerhaeuser Company 0.4%
Value ($000) $19,943 Shares 700,000 Est. Cost $18.73 Unrealized 0.0%
Kinder Morgan Energy Partner 0.3%
Value ($000) $18,092 Shares 211,850 Est. Cost $85.40 Unrealized
DISH Network Corp. 0.3%
Value ($000) $16,060 Shares 377,700 Est. Cost $42.52 Unrealized
Liberty Global PLC 0.3%
Value ($000) $16,039 Shares 216,517 Est. Cost $74.08 Unrealized
Liberty Global PLC 0.3%
Value ($000) $14,106 Shares 207,772 Est. Cost $67.89 Unrealized
XLF Select Sector SPDR TR 0.3%
Value ($000) $13,611 Shares 700,000 Est. Cost Unrealized
PENN Penn National Gaming, Inc. 0.2%
Value ($000) $13,215 Shares 250,000 Est. Cost $12.65 Unrealized 0.0%
PENN Penn National Gaming, Inc. 0.2%
Value ($000) $13,215 Shares 250,000 Est. Cost $12.65 Unrealized 0.0%
MRK Merck & Co., Inc. New 0.2%
Value ($000) $12,402 Shares 183,000 Est. Cost $29.55 Unrealized +1.6%
XLP Select Sector SPDR TR 0.2%
Value ($000) $11,901 Shares 300,000 Est. Cost Unrealized
CommonWealth REIT 0.2%
Value ($000) $11,560 Shares 500,000 Est. Cost $23.12 Unrealized
CommonWealth REIT 0.2%
Value ($000) $11,560 Shares 500,000 Est. Cost $23.12 Unrealized
Lufkin Industries, Inc. 0.2%
Value ($000) $10,326 Shares 116,718 Est. Cost $88.47 Unrealized
VZ Verizon Communications Inc. 0.2%
Value ($000) $9,046 Shares 179,700 Est. Cost $43.27 Unrealized -37.5%
FCX Freeport-McMoRan Copper & Gold, Inc. 0.2%
Value ($000) $8,877 Shares 321,500 Est. Cost $31.78 Unrealized -23.1%
Liberty Interactive Corp. 0.2%
Value ($000) $8,432 Shares 99,196 Est. Cost $67.76 Unrealized
T AT&T Inc. 0.1%
Value ($000) $7,909 Shares 223,400 Est. Cost $33.71 Unrealized -66.2%
Corrections Corporation of America 0.1%
Value ($000) $7,719 Shares 227,900 Est. Cost $33.87 Unrealized
ExactTarget Inc. 0.1%
Value ($000) $6,815 Shares 202,129 Est. Cost $33.72 Unrealized
BB&T Corporation 0.1%
Value ($000) $6,529 Shares 192,700 Est. Cost $31.39 Unrealized
Dean Foods Company 0.1%
Value ($000) $5,992 Shares 598,000 Est. Cost $17.03 Unrealized
Dean Foods Company 0.1%
Value ($000) $5,992 Shares 598,000 Est. Cost $17.03 Unrealized
Intermec Inc. 0.1%
Value ($000) $5,235 Shares 532,639 Est. Cost $9.86 Unrealized
BB&T Corporation 0.1%
Value ($000) $4,895 Shares 144,500 Est. Cost $31.39 Unrealized
Lender Processing Services Inc. 0.1%
Value ($000) $4,852 Shares 150,000 Est. Cost $32.35 Unrealized
Ameristar Casinos, Inc. 0.1%
Value ($000) $4,621 Shares 175,771 Est. Cost $26.29 Unrealized
T AT&T Inc. 0.1%
Value ($000) $3,873 Shares 109,400 Est. Cost $33.71 Unrealized -66.2%
CommonWealth REIT 0.1%
Value ($000) $3,765 Shares 150,000 Est. Cost $25.71 Unrealized
Gardner Denver Inc. 0.1%
Value ($000) $3,763 Shares 50,048 Est. Cost $68.50 Unrealized
Clearwire Corp New 0.1%
Value ($000) $3,711 Shares 745,200 Est. Cost $4.27 Unrealized
Eaton Vance Floating-Rate Income Trust 0.1%
Value ($000) $2,762 Shares 166,674 Est. Cost $16.88 Unrealized
ABBV AbbVie Inc. 0.0%
Value ($000) $2,088 Shares 50,500 Est. Cost $22.26 Unrealized +19.2%
ABBV AbbVie Inc. 0.0%
Value ($000) $2,088 Shares 50,500 Est. Cost $22.26 Unrealized +19.2%
Royal Bank of Scotland PLC 0.0%
Value ($000) $1,698 Shares 80,700 Est. Cost $21.04 Unrealized
CST Brands, Inc. 0.0%
Value ($000) $1,598 Shares 51,857 Est. Cost $30.82 Unrealized
VZ Verizon Communications Inc. 0.0%
Value ($000) $1,404 Shares 27,900 Est. Cost $43.27 Unrealized -37.5%
CenturyLink, Inc. 0.0%
Value ($000) $1,311 Shares 37,100 Est. Cost $39.12 Unrealized
XLB Select Sector SPDR TR 0.0%
Value ($000) $1,227 Shares 32,000 Est. Cost Unrealized
Royal Bank of Scotland Group PLC 0.0%
Value ($000) $1,074 Shares 44,844 Est. Cost $23.91 Unrealized
Ingersoll-Rand plc 0.0%
Value ($000) $167 Shares 3,000 Est. Cost Unrealized
MRK Merck & Co., Inc. New 0.0%
Value ($000) $139 Shares 3,000 Est. Cost $29.55 Unrealized +1.6%
CYS Investments, Inc. 0.0%
Value ($000) $87 Shares 9,500 Est. Cost $9.16 Unrealized
Dole Food Company, Inc. New 0.0%
Value ($000) $80 Shares 6,300 Est. Cost $11.36 Unrealized
Dole Food Company, Inc. New 0.0%
Value ($000) $66 Shares 5,189 Est. Cost $11.36 Unrealized
Vodafone Group plc New 0.0%
Value ($000) $52 Shares 1,800 Est. Cost $28.41 Unrealized