Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Feb 14, 2014

Total Value ($000): $6,754,715 (100.0% shares, 0.0% debt)

Holdings (142)

SPY SPDR S&P 500 ETF TR 3.4%
Value ($000) $230,862 Shares 1,250,000 Est. Cost Unrealized
OMC Omnicom Group Inc. 3.1%
Value ($000) $209,119 Shares 2,844,385 Est. Cost $46.21 Unrealized 0.0%
Life Technologies Corporation 2.7%
Value ($000) $183,947 Shares 2,426,749 Est. Cost $74.13 Unrealized
TMUS T-Mobile US, Inc. 2.7%
Value ($000) $181,226 Shares 5,387,200 Est. Cost $22.75 Unrealized +16.4%
HUN Huntsman Corporation 2.6%
Value ($000) $177,733 Shares 7,224,900 Est. Cost $18.51 Unrealized +23.1%
Lamar Advertising Company 2.3%
Value ($000) $157,786 Shares 3,019,800 Est. Cost $46.70 Unrealized
Lamar Advertising Company 2.3%
Value ($000) $154,644 Shares 2,959,700 Est. Cost $46.70 Unrealized
AIG American International Group, Inc. 2.2%
Value ($000) $145,921 Shares 2,858,400 Est. Cost $35.33 Unrealized +7.2%
TMUS T-Mobile US, Inc. 2.1%
Value ($000) $141,635 Shares 4,210,300 Est. Cost $22.75 Unrealized +16.4%
GM General Motors Co. 2.0%
Value ($000) $136,599 Shares 3,342,300 Est. Cost $23.44 Unrealized +20.2%
GM General Motors Co. 2.0%
Value ($000) $136,285 Shares 3,334,600 Est. Cost $23.44 Unrealized +20.2%
AIG American International Group, Inc. 2.0%
Value ($000) $135,426 Shares 2,652,800 Est. Cost $35.33 Unrealized +7.2%
HUN Huntsman Corporation 1.9%
Value ($000) $127,684 Shares 5,190,400 Est. Cost $18.51 Unrealized +23.1%
Hess Corporation 1.6%
Value ($000) $111,311 Shares 1,341,100 Est. Cost $56.70 Unrealized
Vodafone Group Plc NEW 1.6%
Value ($000) $110,558 Shares 2,812,469 Est. Cost $38.83 Unrealized
Hess Corporation 1.6%
Value ($000) $109,743 Shares 1,322,200 Est. Cost $56.70 Unrealized
Lender Processing Services, Inc. 1.5%
Value ($000) $100,530 Shares 2,689,410 Est. Cost $37.10 Unrealized
Vodafone Group Plc NEW 1.4%
Value ($000) $95,583 Shares 2,431,500 Est. Cost $38.83 Unrealized
Hudson City Bancorp, Inc. 1.4%
Value ($000) $95,563 Shares 10,133,996 Est. Cost $8.44 Unrealized
Time Warner Cable Inc. 1.4%
Value ($000) $94,932 Shares 700,600 Est. Cost $135.50 Unrealized
Noble Corporation plc 1.4%
Value ($000) $94,402 Shares 2,519,400 Est. Cost $37.47 Unrealized
OIS Oil States International, Inc. 1.4%
Value ($000) $93,572 Shares 919,900 Est. Cost $59.96 Unrealized 0.0%
Iron Mountain Incorporated 1.4%
Value ($000) $91,617 Shares 3,018,700 Est. Cost $30.35 Unrealized
OIS Oil States International, Inc. 1.3%
Value ($000) $88,609 Shares 871,100 Est. Cost $59.96 Unrealized 0.0%
National Oilwell Varco Inc. 1.3%
Value ($000) $88,358 Shares 1,111,000 Est. Cost $79.19 Unrealized
National Oilwell Varco Inc. 1.3%
Value ($000) $85,136 Shares 1,070,500 Est. Cost $79.19 Unrealized
Anadarko Petroleum Corporation 1.3%
Value ($000) $84,936 Shares 1,070,800 Est. Cost $78.37 Unrealized
Anadarko Petroleum Corporation 1.2%
Value ($000) $80,486 Shares 1,014,700 Est. Cost $78.37 Unrealized
SLM SLM Corporation 1.2%
Value ($000) $79,886 Shares 3,039,800 Est. Cost $8.17 Unrealized +12.5%
Equinix, Inc. 1.2%
Value ($000) $79,728 Shares 449,300 Est. Cost $183.87 Unrealized
Equinix, Inc. 1.1%
Value ($000) $76,285 Shares 429,900 Est. Cost $183.87 Unrealized
QEP Resources Inc. 1.1%
Value ($000) $74,139 Shares 2,418,900 Est. Cost $30.65 Unrealized
QEP Resources Inc. 1.1%
Value ($000) $71,991 Shares 2,348,800 Est. Cost $30.65 Unrealized
Twenty-First Century Fox Inc. 1.1%
Value ($000) $71,504 Shares 2,066,600 Est. Cost $33.40 Unrealized
Du Pont (E.I.) de Nemours 1.0%
Value ($000) $68,758 Shares 1,058,300 Est. Cost $64.97 Unrealized
Ashland Inc. 1.0%
Value ($000) $68,355 Shares 704,400 Est. Cost $88.16 Unrealized
Du Pont (E.I.) de Nemours 1.0%
Value ($000) $67,991 Shares 1,046,500 Est. Cost $64.97 Unrealized
SLM SLM Corporation 1.0%
Value ($000) $67,616 Shares 2,572,900 Est. Cost $8.17 Unrealized +12.5%
OXY Occidental Petroleum Corporation DEL 1.0%
Value ($000) $66,505 Shares 699,300 Est. Cost $59.24 Unrealized +7.0%
OXY Occidental Petroleum Corporation DEL 1.0%
Value ($000) $66,504 Shares 699,300 Est. Cost $59.24 Unrealized +7.0%
IP International Paper Company 1.0%
Value ($000) $65,901 Shares 1,344,100 Est. Cost $25.91 Unrealized +0.4%
IP International Paper Company 1.0%
Value ($000) $65,901 Shares 1,344,100 Est. Cost $25.91 Unrealized +0.4%
Noble Corporation plc 1.0%
Value ($000) $65,090 Shares 1,737,100 Est. Cost $37.47 Unrealized
Ashland Inc. 1.0%
Value ($000) $64,989 Shares 669,700 Est. Cost $88.16 Unrealized
PFE Pfizer Inc. 0.9%
Value ($000) $62,971 Shares 2,055,857 Est. Cost $18.72 Unrealized -5.8%
PFE Pfizer Inc. 0.9%
Value ($000) $62,176 Shares 2,029,900 Est. Cost $18.72 Unrealized -5.8%
Sterling Financial Corporation WASH 0.9%
Value ($000) $60,740 Shares 1,782,255 Est. Cost $30.97 Unrealized
WMB Williams Companies, Inc. DEL 0.9%
Value ($000) $60,100 Shares 1,903,700 Est. Cost $27.37 Unrealized -32.9%
WMB Williams Companies, Inc. DEL 0.9%
Value ($000) $60,100 Shares 1,903,700 Est. Cost $27.37 Unrealized -32.9%
Time Warner Cable Inc. 0.9%
Value ($000) $59,323 Shares 437,800 Est. Cost $135.50 Unrealized
CONSOL Energy Inc. 0.9%
Value ($000) $58,270 Shares 1,531,800 Est. Cost $38.04 Unrealized
CONSOL Energy Inc. 0.9%
Value ($000) $58,269 Shares 1,531,800 Est. Cost $38.04 Unrealized
Leap Wireless International, Inc. 0.9%
Value ($000) $57,426 Shares 3,300,327 Est. Cost $16.06 Unrealized
VLO Valero Energy Corporation NEW 0.8%
Value ($000) $54,673 Shares 1,084,800 Est. Cost $28.76 Unrealized -6.6%
NorthStar Realty Finance Corp. 0.8%
Value ($000) $51,426 Shares 3,823,546 Est. Cost $13.45 Unrealized
LinnCo LLC 0.7%
Value ($000) $49,173 Shares 1,595,998 Est. Cost $30.81 Unrealized
TKR Timken Company 0.7%
Value ($000) $44,623 Shares 810,300 Est. Cost $41.00 Unrealized -4.8%
BP BP plc ADR 0.7%
Value ($000) $44,244 Shares 910,177 Est. Cost $41.67 Unrealized
RIG Transocean Ltd. 0.6%
Value ($000) $43,613 Shares 882,500 Est. Cost $50.97 Unrealized -4.0%
LSI Corporation 0.6%
Value ($000) $43,111 Shares 3,912,101 Est. Cost $11.02 Unrealized
NVS Novartis AG 0.6%
Value ($000) $39,362 Shares 489,700 Est. Cost $80.38 Unrealized
NVS Novartis AG 0.6%
Value ($000) $39,362 Shares 489,700 Est. Cost $80.38 Unrealized
STWD Starwood Property Trust, Inc. 0.6%
Value ($000) $37,758 Shares 1,363,107 Est. Cost $27.70 Unrealized
AAL American Airlines Group Inc. 0.5%
Value ($000) $35,964 Shares 1,424,300 Est. Cost $21.78 Unrealized 0.0%
DISH Network Corp. 0.5%
Value ($000) $35,048 Shares 605,100 Est. Cost $43.26 Unrealized
Sprint Corporation 0.5%
Value ($000) $34,276 Shares 3,188,486 Est. Cost $6.21 Unrealized
RIG Transocean Ltd. 0.5%
Value ($000) $32,657 Shares 660,800 Est. Cost $50.97 Unrealized -4.0%
Corrections Corporation of America 0.5%
Value ($000) $32,188 Shares 1,003,679 Est. Cost $32.07 Unrealized
DISH Network Corp. 0.5%
Value ($000) $31,747 Shares 548,100 Est. Cost $43.26 Unrealized
Dow Chemical Company 0.5%
Value ($000) $31,080 Shares 700,000 Est. Cost $44.40 Unrealized
Dow Chemical Company 0.5%
Value ($000) $30,960 Shares 697,300 Est. Cost $44.40 Unrealized
Health Management Associates Inc. 0.5%
Value ($000) $30,588 Shares 2,334,986 Est. Cost $12.80 Unrealized
Sprint Corporation 0.4%
Value ($000) $30,021 Shares 2,792,600 Est. Cost $6.21 Unrealized
BP BP plc ADR 0.4%
Value ($000) $29,984 Shares 616,800 Est. Cost $41.67 Unrealized
CommonWealth REIT 0.4%
Value ($000) $29,550 Shares 1,267,700 Est. Cost $22.65 Unrealized
CommonWealth REIT 0.4%
Value ($000) $29,547 Shares 1,267,600 Est. Cost $22.65 Unrealized
Endo Health Solutions Inc. 0.4%
Value ($000) $29,089 Shares 431,200 Est. Cost $67.46 Unrealized
Endo Health Solutions Inc. 0.4%
Value ($000) $29,089 Shares 431,200 Est. Cost $67.46 Unrealized
DOV Dover Corporation 0.4%
Value ($000) $28,730 Shares 297,600 Est. Cost $39.99 Unrealized +23.2%
DOV Dover Corporation 0.4%
Value ($000) $28,653 Shares 296,800 Est. Cost $39.99 Unrealized +23.2%
Chemtura Corporation 0.4%
Value ($000) $27,769 Shares 994,600 Est. Cost $27.92 Unrealized
PAA Natural Gas Storage, L.P. 0.4%
Value ($000) $26,109 Shares 1,135,175 Est. Cost $23.00 Unrealized
Ingersoll-Rand plc 0.4%
Value ($000) $25,386 Shares 412,100 Est. Cost $60.50 Unrealized
Corrections Corporation of America 0.4%
Value ($000) $24,639 Shares 768,300 Est. Cost $32.07 Unrealized
LinnCo LLC 0.4%
Value ($000) $24,586 Shares 798,000 Est. Cost $30.81 Unrealized
WY Weyerhaeuser Company 0.3%
Value ($000) $22,320 Shares 707,000 Est. Cost $18.73 Unrealized +0.5%
WY Weyerhaeuser Company 0.3%
Value ($000) $22,320 Shares 707,000 Est. Cost $18.73 Unrealized +0.5%
Chemtura Corporation 0.3%
Value ($000) $22,216 Shares 795,700 Est. Cost $27.92 Unrealized
Ingersoll-Rand plc 0.3%
Value ($000) $21,486 Shares 348,800 Est. Cost $60.50 Unrealized
TKR Timken Company 0.3%
Value ($000) $21,201 Shares 385,000 Est. Cost $41.00 Unrealized -4.8%
Discovery Communications, Inc. Series K 0.3%
Value ($000) $18,927 Shares 225,705 Est. Cost $61.13 Unrealized
Iron Mountain Incorporated 0.3%
Value ($000) $18,490 Shares 609,203 Est. Cost $30.35 Unrealized
Comcast Corporation Special Class A 0.3%
Value ($000) $18,161 Shares 364,101 Est. Cost $35.95 Unrealized
VLO Valero Energy Corporation NEW 0.2%
Value ($000) $16,683 Shares 331,000 Est. Cost $28.76 Unrealized -6.6%
Liberty Global Inc. Series C 0.2%
Value ($000) $16,433 Shares 194,885 Est. Cost $84.32 Unrealized
HAL Halliburton Company 0.2%
Value ($000) $14,596 Shares 287,600 Est. Cost $37.32 Unrealized +10.6%
HAL Halliburton Company 0.2%
Value ($000) $13,154 Shares 259,200 Est. Cost $37.32 Unrealized +10.6%
Safeway Inc. 0.2%
Value ($000) $12,804 Shares 393,100 Est. Cost $32.57 Unrealized
Safeway Inc. 0.2%
Value ($000) $12,804 Shares 393,100 Est. Cost $32.57 Unrealized
LLY Eli Lilly & Company 0.2%
Value ($000) $12,796 Shares 250,900 Est. Cost $47.24 Unrealized -16.2%
OKE ONEOK, Inc. NEW 0.2%
Value ($000) $12,561 Shares 202,000 Est. Cost $20.98 Unrealized +16.3%
OKE ONEOK, Inc. NEW 0.2%
Value ($000) $12,560 Shares 202,000 Est. Cost $20.98 Unrealized +16.3%
LLY Eli Lilly & Company 0.2%
Value ($000) $12,260 Shares 240,400 Est. Cost $47.24 Unrealized -16.2%
Pactera Technology International Ltd. 0.2%
Value ($000) $12,169 Shares 1,701,900 Est. Cost $7.15 Unrealized
Cole Real Estate Investments, Inc. 0.2%
Value ($000) $10,560 Shares 752,130 Est. Cost $14.04 Unrealized
MUR Murphy Oil Corporation 0.1%
Value ($000) $9,979 Shares 153,800 Est. Cost $59.55 Unrealized -32.2%
MUR Murphy Oil Corporation 0.1%
Value ($000) $9,888 Shares 152,400 Est. Cost $59.55 Unrealized -32.2%
T AT&T Inc. 0.1%
Value ($000) $6,283 Shares 178,700 Est. Cost $33.71 Unrealized -66.9%
VC Visteon Corporation 0.1%
Value ($000) $6,142 Shares 75,000 Est. Cost $40.07 Unrealized +11.1%
ALLE Allegion Pub Ltd Co 0.1%
Value ($000) $6,095 Shares 137,917 Est. Cost $38.52 Unrealized 0.0%
RDA Microelectronics Inc. 0.1%
Value ($000) $5,247 Shares 293,408 Est. Cost $17.88 Unrealized
ALLE Allegion Pub Ltd Co 0.1%
Value ($000) $5,087 Shares 115,104 Est. Cost $38.52 Unrealized 0.0%
VC Visteon Corporation 0.1%
Value ($000) $4,914 Shares 60,000 Est. Cost $40.07 Unrealized +11.1%
MSFT Microsoft Corp. 0.1%
Value ($000) $4,566 Shares 122,000 Est. Cost $30.02 Unrealized 0.0%
C Citigroup Inc. 0.1%
Value ($000) $4,195 Shares 80,500 Est. Cost $37.66 Unrealized 0.0%
PVR Partners, L.P. 0.1%
Value ($000) $4,136 Shares 154,161 Est. Cost $26.83 Unrealized
CapitalSource Inc. 0.1%
Value ($000) $4,082 Shares 284,036 Est. Cost $14.37 Unrealized
MRK Merck & Co Inc. NEW 0.1%
Value ($000) $4,004 Shares 80,000 Est. Cost $31.29 Unrealized 0.0%
ViroPharma Incorporated 0.1%
Value ($000) $3,933 Shares 78,900 Est. Cost $49.85 Unrealized
T AT&T Inc. 0.1%
Value ($000) $3,846 Shares 109,400 Est. Cost $33.71 Unrealized -66.9%
General Electric Company 0.1%
Value ($000) $3,739 Shares 133,400 Est. Cost $28.03 Unrealized
General Electric Company 0.1%
Value ($000) $3,739 Shares 133,400 Est. Cost $28.03 Unrealized
CommonWealth REIT 0.0%
Value ($000) $3,280 Shares 150,000 Est. Cost $25.71 Unrealized
XLF Select Sector SPDR Trust 0.0%
Value ($000) $3,279 Shares 150,000 Est. Cost Unrealized
UHAL AMERCO 0.0%
Value ($000) $3,211 Shares 13,500 Est. Cost $21.49 Unrealized 0.0%
MSFT Microsoft Corp. 0.0%
Value ($000) $3,170 Shares 84,700 Est. Cost $30.02 Unrealized 0.0%
C Citigroup Inc. 0.0%
Value ($000) $3,127 Shares 60,000 Est. Cost $37.66 Unrealized 0.0%
MRK Merck & Co Inc. NEW 0.0%
Value ($000) $2,603 Shares 52,000 Est. Cost $31.29 Unrealized 0.0%
AAL American Airlines Group Inc. 0.0%
Value ($000) $2,336 Shares 92,495 Est. Cost $21.78 Unrealized 0.0%
Royal Bank of Scotland Group plc 0.0%
Value ($000) $1,652 Shares 80,700 Est. Cost $21.04 Unrealized
UHAL AMERCO 0.0%
Value ($000) $1,617 Shares 6,800 Est. Cost $21.49 Unrealized 0.0%
MUSA Murphy USA Inc. 0.0%
Value ($000) $1,598 Shares 38,450 Est. Cost $38.02 Unrealized +8.4%
XLB Select Sector SPDR Trust 0.0%
Value ($000) $1,479 Shares 32,000 Est. Cost Unrealized
Invesco Senior Income Trust 0.0%
Value ($000) $1,214 Shares 240,801 Est. Cost $5.25 Unrealized
Royal Bank of Scotland Group plc 0.0%
Value ($000) $1,077 Shares 44,844 Est. Cost $23.91 Unrealized
IWM iShares 0.0%
Value ($000) $519 Shares 4,500 Est. Cost Unrealized
ViroPharma Incorporated 0.0%
Value ($000) $195 Shares 3,900 Est. Cost $49.85 Unrealized
QEP Midstream Partners, LP 0.0%
Value ($000) $116 Shares 5,000 Est. Cost $22.60 Unrealized
CYS Investments, Inc. 0.0%
Value ($000) $70 Shares 9,500 Est. Cost $9.16 Unrealized
SFX Entertainment Inc. 0.0%
Value ($000) $36 Shares 3,000 Est. Cost $12.00 Unrealized
CHGG Chegg, Inc. 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $8.57 Unrealized 0.0%
IYF iShares 0.0%
Value ($000) $8 Shares 100 Est. Cost Unrealized