Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 15, 2014

Total Value ($000): $7,645,791 (100.0% shares, 0.0% debt)

Holdings (144)

SPY SPDR S&P 500 ETF TR 3.6%
Value ($000) $273,079 Shares 1,460,000 Est. Cost Unrealized
OMC Omnicom Group Inc. 3.3%
Value ($000) $251,736 Shares 3,464,586 Est. Cost $46.84 Unrealized +6.2%
Forest Labs Inc 2.4%
Value ($000) $181,808 Shares 1,970,396 Est. Cost $92.27 Unrealized
AIG American International Group, Inc. 2.3%
Value ($000) $172,065 Shares 3,440,600 Est. Cost $35.76 Unrealized +5.9%
Lamar Advertising Company 2.2%
Value ($000) $165,723 Shares 3,250,100 Est. Cost $47.08 Unrealized
Time Warner Cable Inc. 2.1%
Value ($000) $160,941 Shares 1,173,208 Est. Cost $136.18 Unrealized
HUN Huntsman Corporation 1.8%
Value ($000) $139,148 Shares 5,698,100 Est. Cost $18.93 Unrealized +22.6%
Hess Corporation 1.8%
Value ($000) $134,970 Shares 1,628,500 Est. Cost $61.32 Unrealized
AIG American International Group, Inc. 1.7%
Value ($000) $132,896 Shares 2,657,400 Est. Cost $35.76 Unrealized +5.9%
National Oilwell Varco Inc. 1.7%
Value ($000) $131,522 Shares 1,689,000 Est. Cost $78.74 Unrealized
TMUS T-Mobile US, Inc. 1.7%
Value ($000) $131,231 Shares 3,973,100 Est. Cost $22.75 Unrealized +34.6%
Jos A Bank Clothiers Inc 1.7%
Value ($000) $131,050 Shares 2,038,097 Est. Cost $64.30 Unrealized
TMUS T-Mobile US, Inc. 1.6%
Value ($000) $121,970 Shares 3,692,700 Est. Cost $22.75 Unrealized +34.6%
HUN Huntsman Corporation 1.6%
Value ($000) $120,426 Shares 4,931,500 Est. Cost $18.93 Unrealized +22.6%
National Oilwell Varco Inc. 1.5%
Value ($000) $114,626 Shares 1,472,000 Est. Cost $78.74 Unrealized
Sirius XM Hldgs Inc 1.5%
Value ($000) $113,727 Shares 35,539,496 Est. Cost $3.20 Unrealized
VOD Vodafone Group Plc NEW 1.5%
Value ($000) $113,509 Shares 3,083,644 Est. Cost $36.81 Unrealized
OIS Oil States International, Inc. 1.5%
Value ($000) $113,380 Shares 1,149,900 Est. Cost $59.05 Unrealized -6.2%
Lamar Advertising Company 1.5%
Value ($000) $111,580 Shares 2,188,300 Est. Cost $47.08 Unrealized
GM General Motors Co. 1.5%
Value ($000) $111,125 Shares 3,228,500 Est. Cost $23.44 Unrealized +17.0%
Hertz Global Holdings Inc 1.4%
Value ($000) $106,872 Shares 4,011,700 Est. Cost $26.64 Unrealized
Texas Inds Inc 1.3%
Value ($000) $100,428 Shares 1,120,600 Est. Cost $89.62 Unrealized
SLM SLM Corporation 1.3%
Value ($000) $99,907 Shares 4,081,200 Est. Cost $8.38 Unrealized +4.2%
Hudson City Bancorp, Inc. 1.3%
Value ($000) $99,676 Shares 10,139,946 Est. Cost $8.44 Unrealized
Hertz Global Holdings Inc 1.3%
Value ($000) $99,416 Shares 3,731,800 Est. Cost $26.64 Unrealized
Hess Corporation 1.3%
Value ($000) $98,461 Shares 1,188,000 Est. Cost $61.32 Unrealized
Anadarko Petroleum Corporation 1.3%
Value ($000) $97,126 Shares 1,145,900 Est. Cost $79.10 Unrealized
Du Pont E I de Nemours & Co 1.3%
Value ($000) $96,999 Shares 1,445,600 Est. Cost $65.54 Unrealized
SLM SLM Corporation 1.3%
Value ($000) $95,598 Shares 3,905,100 Est. Cost $8.38 Unrealized +4.2%
Du Pont E I de Nemours & Co 1.2%
Value ($000) $92,008 Shares 1,371,200 Est. Cost $65.54 Unrealized
Noble Corporation plc 1.2%
Value ($000) $91,902 Shares 2,807,000 Est. Cost $36.99 Unrealized
QEP Resources Inc. 1.2%
Value ($000) $90,601 Shares 3,077,500 Est. Cost $30.36 Unrealized
IP International Paper Company 1.2%
Value ($000) $88,367 Shares 1,926,050 Est. Cost $26.31 Unrealized +3.5%
OXY Occidental Petroleum Corporation DEL 1.1%
Value ($000) $87,162 Shares 914,700 Est. Cost $60.00 Unrealized +4.1%
Sprint Corporation 1.1%
Value ($000) $86,214 Shares 9,381,186 Est. Cost $8.18 Unrealized
Lorillard Inc 1.1%
Value ($000) $84,933 Shares 1,570,500 Est. Cost $54.08 Unrealized
OXY Occidental Petroleum Corporation DEL 1.1%
Value ($000) $84,370 Shares 885,400 Est. Cost $60.00 Unrealized +4.1%
OIS Oil States International, Inc. 1.1%
Value ($000) $84,048 Shares 852,400 Est. Cost $59.05 Unrealized -6.2%
Equinix, Inc. 1.1%
Value ($000) $83,289 Shares 450,600 Est. Cost $183.87 Unrealized
Noble Corporation plc 1.1%
Value ($000) $83,061 Shares 2,537,000 Est. Cost $36.99 Unrealized
Anadarko Petroleum Corporation 1.1%
Value ($000) $82,904 Shares 978,100 Est. Cost $79.10 Unrealized
CommonWealth REIT 1.0%
Value ($000) $79,039 Shares 3,005,282 Est. Cost $24.76 Unrealized
Sprint Corporation 1.0%
Value ($000) $77,723 Shares 8,457,300 Est. Cost $8.18 Unrealized
PFE Pfizer Inc. 1.0%
Value ($000) $77,444 Shares 2,411,057 Est. Cost $18.64 Unrealized -2.3%
Equinix, Inc. 1.0%
Value ($000) $73,511 Shares 397,700 Est. Cost $183.87 Unrealized
IP International Paper Company 0.9%
Value ($000) $71,104 Shares 1,549,800 Est. Cost $26.31 Unrealized +3.5%
QEP Resources Inc. 0.9%
Value ($000) $70,129 Shares 2,382,100 Est. Cost $30.36 Unrealized
GM General Motors Co. 0.9%
Value ($000) $68,091 Shares 1,978,200 Est. Cost $23.44 Unrealized +17.0%
WMB Williams Companies, Inc. DEL 0.9%
Value ($000) $65,942 Shares 1,625,000 Est. Cost $27.37 Unrealized -23.6%
PFE Pfizer Inc. 0.8%
Value ($000) $62,522 Shares 1,946,500 Est. Cost $18.64 Unrealized -2.3%
DISH Network Corp. 0.8%
Value ($000) $61,551 Shares 989,400 Est. Cost $50.62 Unrealized
CommonWealth REIT 0.8%
Value ($000) $60,771 Shares 2,310,700 Est. Cost $24.76 Unrealized
Sterling Financial Corporation WASH 0.8%
Value ($000) $59,403 Shares 1,782,255 Est. Cost $30.97 Unrealized
LSI Corporation 0.8%
Value ($000) $58,840 Shares 5,315,247 Est. Cost $11.03 Unrealized
A Agilent Technologies Inc 0.8%
Value ($000) $58,045 Shares 1,038,000 Est. Cost $37.33 Unrealized 0.0%
Time Warner Cable Inc. 0.7%
Value ($000) $57,094 Shares 416,200 Est. Cost $136.18 Unrealized
VZ Verizon Communications Inc. 0.7%
Value ($000) $55,616 Shares 1,169,134 Est. Cost $25.87 Unrealized 0.0%
Ashland Inc. 0.7%
Value ($000) $55,539 Shares 558,300 Est. Cost $88.16 Unrealized
A Agilent Technologies Inc 0.7%
Value ($000) $55,501 Shares 992,500 Est. Cost $37.33 Unrealized 0.0%
Dow Chemical Company 0.7%
Value ($000) $54,484 Shares 1,121,300 Est. Cost $45.97 Unrealized
Safeway Inc. 0.7%
Value ($000) $54,176 Shares 1,466,585 Est. Cost $35.77 Unrealized
WMB Williams Companies, Inc. DEL 0.7%
Value ($000) $53,516 Shares 1,318,800 Est. Cost $27.37 Unrealized -23.6%
DISH Network Corp. 0.7%
Value ($000) $52,325 Shares 841,100 Est. Cost $50.62 Unrealized
VOD Vodafone Group Plc NEW 0.7%
Value ($000) $49,991 Shares 1,358,100 Est. Cost $36.81 Unrealized
Twenty-First Century Fox Inc. 0.7%
Value ($000) $49,895 Shares 1,603,286 Est. Cost $33.40 Unrealized
Ashland Inc. 0.6%
Value ($000) $49,004 Shares 492,600 Est. Cost $88.16 Unrealized
Iron Mountain Incorporated 0.6%
Value ($000) $47,332 Shares 1,716,800 Est. Cost $28.69 Unrealized
Dow Chemical Company 0.6%
Value ($000) $46,049 Shares 947,700 Est. Cost $45.97 Unrealized
NorthStar Rlty Fin Corp 0.6%
Value ($000) $45,438 Shares 2,815,246 Est. Cost $13.45 Unrealized
TKR Timken Co. 0.6%
Value ($000) $45,396 Shares 772,300 Est. Cost $41.00 Unrealized +0.2%
WY Weyerhaeuser Company 0.6%
Value ($000) $45,038 Shares 1,534,500 Est. Cost $18.89 Unrealized +0.7%
Chemtura Corporation 0.6%
Value ($000) $43,122 Shares 1,705,100 Est. Cost $26.82 Unrealized
STWD Starwood Property Trust, Inc. 0.5%
Value ($000) $41,921 Shares 1,777,083 Est. Cost $26.74 Unrealized
NVS Novartis AG 0.5%
Value ($000) $41,634 Shares 489,700 Est. Cost $80.38 Unrealized
Iron Mountain Incorporated 0.5%
Value ($000) $41,548 Shares 1,507,003 Est. Cost $28.69 Unrealized
WY Weyerhaeuser Company 0.5%
Value ($000) $41,273 Shares 1,406,200 Est. Cost $18.89 Unrealized +0.7%
TKR Timken Co. 0.5%
Value ($000) $36,314 Shares 617,800 Est. Cost $41.00 Unrealized +0.2%
Chemtura Corporation 0.4%
Value ($000) $32,574 Shares 1,288,000 Est. Cost $26.82 Unrealized
Endo Intl Plc 0.4%
Value ($000) $31,953 Shares 465,447 Est. Cost $68.65 Unrealized
CNP CenterPoint Energy Inc 0.4%
Value ($000) $31,811 Shares 1,342,800 Est. Cost $15.51 Unrealized 0.0%
Endo Intl Plc 0.4%
Value ($000) $29,630 Shares 431,600 Est. Cost $68.65 Unrealized
CONSOL Energy Inc. 0.4%
Value ($000) $27,713 Shares 693,700 Est. Cost $38.04 Unrealized
RIG Transocean Ltd. 0.4%
Value ($000) $27,317 Shares 660,800 Est. Cost $50.97 Unrealized -14.7%
CONSOL Energy Inc. 0.3%
Value ($000) $26,272 Shares 657,600 Est. Cost $38.04 Unrealized
Yahoo Inc 0.3%
Value ($000) $25,974 Shares 723,500 Est. Cost $35.90 Unrealized
Corrections Corporation of America 0.3%
Value ($000) $24,545 Shares 783,679 Est. Cost $32.07 Unrealized
AAL American Airlines Group Inc. 0.3%
Value ($000) $24,350 Shares 665,305 Est. Cost $30.66 Unrealized +4.7%
HAL Halliburton Company 0.3%
Value ($000) $23,185 Shares 393,700 Est. Cost $38.79 Unrealized +10.3%
Yahoo Inc 0.3%
Value ($000) $22,079 Shares 615,000 Est. Cost $35.90 Unrealized
CNP CenterPoint Energy Inc 0.3%
Value ($000) $20,420 Shares 862,000 Est. Cost $15.51 Unrealized 0.0%
T AT&T Inc. 0.3%
Value ($000) $19,793 Shares 564,400 Est. Cost $15.28 Unrealized -29.0%
CBS Corp NEW 0.2%
Value ($000) $17,625 Shares 285,200 Est. Cost $61.80 Unrealized
GNW Genworth Finl Inc 0.2%
Value ($000) $17,496 Shares 986,800 Est. Cost $16.05 Unrealized 0.0%
Discovery Communications New 0.2%
Value ($000) $17,393 Shares 225,705 Est. Cost $61.13 Unrealized
HAL Halliburton Company 0.2%
Value ($000) $17,384 Shares 295,200 Est. Cost $38.79 Unrealized +10.3%
AAL American Airlines Group Inc. 0.2%
Value ($000) $17,103 Shares 467,300 Est. Cost $30.66 Unrealized +4.7%
T AT&T Inc. 0.2%
Value ($000) $16,915 Shares 482,300 Est. Cost $15.28 Unrealized -29.0%
BP BP plc ADR 0.2%
Value ($000) $16,372 Shares 340,377 Est. Cost $41.67 Unrealized
Foster Wheeler AG 0.2%
Value ($000) $16,210 Shares 500,000 Est. Cost $32.42 Unrealized
LLY Eli Lilly & Company 0.2%
Value ($000) $15,522 Shares 263,700 Est. Cost $47.11 Unrealized -5.4%
LLY Eli Lilly & Company 0.2%
Value ($000) $14,880 Shares 252,800 Est. Cost $47.11 Unrealized -5.4%
NOK Nokia Corp 0.2%
Value ($000) $14,754 Shares 2,010,100 Est. Cost $7.34 Unrealized
MCK McKesson Corp 0.2%
Value ($000) $14,638 Shares 82,900 Est. Cost $160.13 Unrealized 0.0%
CBS Corp NEW 0.2%
Value ($000) $14,103 Shares 228,200 Est. Cost $61.80 Unrealized
GNW Genworth Finl Inc 0.2%
Value ($000) $13,996 Shares 789,400 Est. Cost $16.05 Unrealized 0.0%
BP BP plc ADR 0.2%
Value ($000) $13,877 Shares 288,500 Est. Cost $41.67 Unrealized
ALLE Allegion Pub Ltd Co 0.2%
Value ($000) $13,867 Shares 265,800 Est. Cost $41.31 Unrealized +7.3%
Comcast Corporation New 0.2%
Value ($000) $13,315 Shares 273,076 Est. Cost $35.95 Unrealized
MCK McKesson Corp 0.2%
Value ($000) $11,706 Shares 66,300 Est. Cost $160.13 Unrealized 0.0%
Beam Inc 0.1%
Value ($000) $11,036 Shares 132,490 Est. Cost $83.30 Unrealized
RDA Microelectronics Inc. 0.1%
Value ($000) $10,647 Shares 593,832 Est. Cost $17.91 Unrealized
ALLE Allegion Pub Ltd Co 0.1%
Value ($000) $9,708 Shares 186,100 Est. Cost $41.31 Unrealized +7.3%
Starwood Waypoint Residentl 0.1%
Value ($000) $9,142 Shares 317,528 Est. Cost $28.79 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $9,058 Shares 190,300 Est. Cost $37.32 Unrealized -0.7%
RIG Transocean Ltd. 0.1%
Value ($000) $7,384 Shares 178,600 Est. Cost $50.97 Unrealized -14.7%
NOK Nokia Corp 0.1%
Value ($000) $7,377 Shares 1,005,100 Est. Cost $7.34 Unrealized
Green Mtn Coffee Roasters In 0.1%
Value ($000) $7,034 Shares 66,600 Est. Cost Unrealized
Investors Bancorp Inc 0.1%
Value ($000) $6,530 Shares 236,250 Est. Cost $27.64 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $6,374 Shares 133,900 Est. Cost $37.32 Unrealized -0.7%
VZ Verizon Communications Inc. 0.1%
Value ($000) $6,246 Shares 131,300 Est. Cost $25.87 Unrealized 0.0%
General Electric Company 0.1%
Value ($000) $6,198 Shares 239,400 Est. Cost $27.08 Unrealized
General Electric Company 0.1%
Value ($000) $5,155 Shares 199,100 Est. Cost $27.08 Unrealized
MSFT Microsoft Corp. 0.1%
Value ($000) $5,066 Shares 123,600 Est. Cost $30.02 Unrealized +4.1%
MSFT Microsoft Corp. 0.1%
Value ($000) $4,992 Shares 121,800 Est. Cost $30.02 Unrealized +4.1%
CapitalSource Inc. 0.1%
Value ($000) $4,144 Shares 284,036 Est. Cost $14.37 Unrealized
Commonwealth REIT 0.1%
Value ($000) $3,844 Shares 152,700 Est. Cost $25.70 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $3,153 Shares 44,500 Est. Cost $54.49 Unrealized 0.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $2,934 Shares 41,400 Est. Cost $54.49 Unrealized 0.0%
American Airlines Group Inc. 0.0%
Value ($000) $2,342 Shares 84,582 Est. Cost $27.69 Unrealized
Royal Bank of Scotland Group PLC 0.0%
Value ($000) $1,826 Shares 80,700 Est. Cost $21.04 Unrealized
KODK Eastman Kodak Co 0.0%
Value ($000) $1,703 Shares 51,000 Est. Cost $30.15 Unrealized 0.0%
Invesco Senior Income Trust 0.0%
Value ($000) $1,209 Shares 240,801 Est. Cost $5.25 Unrealized
Apollo Residential Mtg Inc 0.0%
Value ($000) $669 Shares 41,181 Est. Cost $16.25 Unrealized
IWM iShares 0.0%
Value ($000) $593 Shares 5,100 Est. Cost Unrealized
QEP Midstream Partners, LP 0.0%
Value ($000) $117 Shares 5,000 Est. Cost $22.60 Unrealized
JPMorgan Chase & Co 0.0%
Value ($000) $91 Shares 1,954 Est. Cost $46.57 Unrealized
Eaton Vance Floating-Rate Inc 0.0%
Value ($000) $87 Shares 5,564 Est. Cost $15.64 Unrealized
CYS Investments, Inc. 0.0%
Value ($000) $78 Shares 9,500 Est. Cost $9.16 Unrealized
First Tr Sr Flg Rte Incm Fd 0.0%
Value ($000) $40 Shares 2,772 Est. Cost $14.43 Unrealized
First Tr MLP & Energy Income 0.0%
Value ($000) $21 Shares 1,048 Est. Cost $20.04 Unrealized
SFX Entertainment Inc. 0.0%
Value ($000) $21 Shares 3,000 Est. Cost $12.00 Unrealized
Nuveen Energy MLP Totl Rtrnf 0.0%
Value ($000) $20 Shares 1,050 Est. Cost $19.05 Unrealized
DOV Dover Corporation 0.0%
Value ($000) $4 Shares 50 Est. Cost $39.99 Unrealized +25.8%
KN Knowles Corp 0.0%
Value ($000) $1 Shares 24 Est. Cost $30.49 Unrealized 0.0%