Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 17, 2015

Total Value ($000): $6,244,432 (99.9% shares, 0.1% debt)

Holdings (114)

SPY SPDR S&P 500 ETF TR 5.1%
Value ($000) $318,525 Shares 1,550,000 Est. Cost Unrealized
Time Warner Cable Inc. 4.4%
Value ($000) $273,255 Shares 1,797,023 Est. Cost $139.80 Unrealized
Covidien PLC 4.2%
Value ($000) $259,770 Shares 2,539,790 Est. Cost $88.69 Unrealized
Allergan, Inc. 4.1%
Value ($000) $257,976 Shares 1,213,491 Est. Cost $173.22 Unrealized
TRW Automotive Holdings Corp. 3.1%
Value ($000) $196,117 Shares 1,906,822 Est. Cost $101.25 Unrealized
DIRECTV 2.7%
Value ($000) $170,466 Shares 1,966,166 Est. Cost $85.76 Unrealized
AIG American International Group, Inc. 2.6%
Value ($000) $164,745 Shares 2,941,347 Est. Cost $35.76 Unrealized +15.0%
DISH Network Corp. 2.3%
Value ($000) $146,487 Shares 2,009,700 Est. Cost $53.67 Unrealized
Family Dollar Stores, Inc. 2.2%
Value ($000) $140,187 Shares 1,769,812 Est. Cost $78.03 Unrealized
LAMR Lamar Advertising Co NEW 2.2%
Value ($000) $139,249 Shares 2,596,000 Est. Cost $53.64 Unrealized
HUN Huntsman Corporation 2.0%
Value ($000) $127,255 Shares 5,586,238 Est. Cost $19.10 Unrealized +27.0%
SiriusXM Holdings Inc. 1.9%
Value ($000) $119,908 Shares 34,259,417 Est. Cost $3.20 Unrealized
Hess Corporation 1.9%
Value ($000) $119,359 Shares 1,616,900 Est. Cost $61.32 Unrealized
Sigma-Aldrich Corporation 1.9%
Value ($000) $116,373 Shares 847,773 Est. Cost $136.38 Unrealized
GM General Motors Co. 1.7%
Value ($000) $105,693 Shares 3,027,600 Est. Cost $23.44 Unrealized +4.5%
AIG American International Group, Inc. 1.7%
Value ($000) $105,641 Shares 1,886,100 Est. Cost $35.76 Unrealized +15.0%
TMUS T-Mobile US, Inc. 1.7%
Value ($000) $103,233 Shares 3,831,975 Est. Cost $23.92 Unrealized +11.6%
Hudson City Bancorp, Inc. 1.6%
Value ($000) $102,990 Shares 10,176,892 Est. Cost $8.44 Unrealized
Hess Corporation 1.6%
Value ($000) $100,468 Shares 1,361,000 Est. Cost $61.32 Unrealized
HUN Huntsman Corporation 1.6%
Value ($000) $97,697 Shares 4,288,700 Est. Cost $19.10 Unrealized +27.0%
Anadarko Petroleum Corporation 1.6%
Value ($000) $97,152 Shares 1,177,600 Est. Cost $79.96 Unrealized
B/E Aerospace, Inc. 1.5%
Value ($000) $92,229 Shares 1,589,600 Est. Cost $85.26 Unrealized
DISH Network Corp. 1.5%
Value ($000) $91,885 Shares 1,260,600 Est. Cost $53.67 Unrealized
TMUS T-Mobile US, Inc. 1.5%
Value ($000) $91,410 Shares 3,393,100 Est. Cost $23.92 Unrealized +11.6%
Dresser-Rand Group, Inc. 1.4%
Value ($000) $89,222 Shares 1,090,726 Est. Cost $82.26 Unrealized
Dow Chemical Company 1.4%
Value ($000) $88,296 Shares 1,935,900 Est. Cost $47.70 Unrealized
Du Pont (E.I.) de Nemours & Co. 1.4%
Value ($000) $87,340 Shares 1,181,200 Est. Cost $65.53 Unrealized
IP International Paper Company 1.3%
Value ($000) $81,784 Shares 1,526,400 Est. Cost $27.11 Unrealized +13.1%
Hertz Global Holdings, Inc. 1.3%
Value ($000) $79,073 Shares 3,170,500 Est. Cost $25.33 Unrealized
Equity Commonwealth 1.2%
Value ($000) $77,342 Shares 3,012,947 Est. Cost $25.71 Unrealized
Anadarko Petroleum Corporation 1.2%
Value ($000) $76,503 Shares 927,300 Est. Cost $79.96 Unrealized
B/E Aerospace, Inc. 1.2%
Value ($000) $76,233 Shares 1,313,900 Est. Cost $85.26 Unrealized
OXY Occidental Petroleum Corp DEL 1.2%
Value ($000) $75,960 Shares 942,316 Est. Cost $61.20 Unrealized -3.1%
WMB Williams Companies, Inc. DEL 1.2%
Value ($000) $75,787 Shares 1,686,400 Est. Cost $29.63 Unrealized -8.3%
Hertz Global Holdings, Inc. 1.2%
Value ($000) $72,509 Shares 2,907,300 Est. Cost $25.33 Unrealized
Dow Chemical Company 1.1%
Value ($000) $69,003 Shares 1,512,900 Est. Cost $47.70 Unrealized
PFE Pfizer, Inc. 1.1%
Value ($000) $68,737 Shares 2,206,657 Est. Cost $18.22 Unrealized -1.3%
Du Pont (E.I.) de Nemours & Co. 1.1%
Value ($000) $67,936 Shares 918,800 Est. Cost $65.53 Unrealized
International Rectifier Corporation 1.1%
Value ($000) $66,907 Shares 1,676,874 Est. Cost $39.31 Unrealized
TriQuint Semiconductor, Inc. 1.1%
Value ($000) $66,423 Shares 2,411,010 Est. Cost $19.25 Unrealized
OXY Occidental Petroleum Corp DEL 1.0%
Value ($000) $65,480 Shares 812,300 Est. Cost $61.20 Unrealized -3.1%
CBS Corp NEW 1.0%
Value ($000) $65,339 Shares 1,180,688 Est. Cost $62.09 Unrealized
Cubist Pharmaceuticals, Inc. 1.0%
Value ($000) $65,046 Shares 646,255 Est. Cost $100.65 Unrealized
IP International Paper Company 1.0%
Value ($000) $64,655 Shares 1,206,700 Est. Cost $27.11 Unrealized +13.1%
Safeway Inc. 1.0%
Value ($000) $62,668 Shares 1,784,400 Est. Cost $35.14 Unrealized
WMB Williams Companies, Inc. DEL 1.0%
Value ($000) $60,629 Shares 1,349,100 Est. Cost $29.63 Unrealized -8.3%
Baker Hughes Incorporated 1.0%
Value ($000) $60,615 Shares 1,081,070 Est. Cost $56.07 Unrealized
International Game Technology 1.0%
Value ($000) $60,448 Shares 3,504,235 Est. Cost $16.98 Unrealized
Protective Life Corporation 0.8%
Value ($000) $50,457 Shares 724,450 Est. Cost $69.33 Unrealized
Rock -Tenn Company 0.8%
Value ($000) $48,784 Shares 800,000 Est. Cost $47.58 Unrealized
KMI Kinder Morgan, Inc. DEL 0.8%
Value ($000) $47,591 Shares 1,124,800 Est. Cost $22.45 Unrealized +0.0%
KMI Kinder Morgan, Inc. DEL 0.7%
Value ($000) $46,714 Shares 1,104,100 Est. Cost $22.45 Unrealized +0.0%
CBS Corp NEW 0.7%
Value ($000) $46,552 Shares 841,200 Est. Cost $62.09 Unrealized
MeadWestvaco Corporation 0.7%
Value ($000) $45,375 Shares 1,022,200 Est. Cost $41.47 Unrealized
STWD Starwood Property Trust, Inc. 0.7%
Value ($000) $42,551 Shares 1,830,936 Est. Cost $26.66 Unrealized
Rock -Tenn Company 0.7%
Value ($000) $42,009 Shares 688,900 Est. Cost $47.58 Unrealized
GM General Motors Co. 0.7%
Value ($000) $41,456 Shares 1,187,500 Est. Cost $23.44 Unrealized +4.5%
BP BP plc 0.6%
Value ($000) $39,332 Shares 1,031,777 Est. Cost $44.88 Unrealized
Covance Inc. 0.6%
Value ($000) $38,589 Shares 371,615 Est. Cost $103.84 Unrealized
MeadWestvaco Corporation 0.6%
Value ($000) $36,297 Shares 817,700 Est. Cost $41.47 Unrealized
KLX Inc. 0.5%
Value ($000) $32,786 Shares 794,799 Est. Cost $41.25 Unrealized
VOD Vodafone Group Plc NEW 0.5%
Value ($000) $32,651 Shares 955,538 Est. Cost $36.81 Unrealized
BP BP plc 0.5%
Value ($000) $31,464 Shares 825,400 Est. Cost $44.88 Unrealized
LAMR Lamar Advertising Co NEW 0.5%
Value ($000) $30,811 Shares 574,400 Est. Cost $53.64 Unrealized
Baker Hughes Incorporated 0.5%
Value ($000) $29,571 Shares 527,400 Est. Cost $56.07 Unrealized
Liberty Global PLC 0.4%
Value ($000) $27,486 Shares 568,942 Est. Cost $44.41 Unrealized
NEM Newmont Mining Corporation 0.4%
Value ($000) $25,593 Shares 1,354,142 Est. Cost $18.76 Unrealized -16.2%
Sapient Corporation 0.4%
Value ($000) $24,880 Shares 1,000,000 Est. Cost $24.88 Unrealized
EBAY eBay Inc. 0.4%
Value ($000) $24,513 Shares 436,800 Est. Cost $20.00 Unrealized +1.0%
EBAY eBay Inc. 0.4%
Value ($000) $23,290 Shares 415,000 Est. Cost $20.00 Unrealized +1.0%
Brookfield Residential Properties Inc. 0.3%
Value ($000) $21,439 Shares 891,041 Est. Cost $24.06 Unrealized
Noble Corporation plc 0.3%
Value ($000) $16,739 Shares 1,010,208 Est. Cost $36.61 Unrealized
TKR The Timken Company 0.2%
Value ($000) $11,468 Shares 268,700 Est. Cost $41.00 Unrealized +2.5%
QSR Restaurant Brands International Inc 0.2%
Value ($000) $11,048 Shares 283,000 Est. Cost $38.08 Unrealized 0.0%
QSR Restaurant Brands International Inc 0.2%
Value ($000) $11,026 Shares 282,418 Est. Cost $38.08 Unrealized 0.0%
PFE Pfizer, Inc. 0.2%
Value ($000) $9,688 Shares 311,000 Est. Cost $18.22 Unrealized -1.3%
VOD Vodafone Group Plc NEW 0.2%
Value ($000) $9,461 Shares 276,900 Est. Cost $36.81 Unrealized
TKR The Timken Company 0.1%
Value ($000) $9,176 Shares 215,000 Est. Cost $41.00 Unrealized +2.5%
AMEC PLC 0.1%
Value ($000) $8,591 Shares 663,877 Est. Cost $12.94 Unrealized
Starwood Waypoint Residential Trust 0.1%
Value ($000) $8,373 Shares 317,528 Est. Cost $28.79 Unrealized
Investors Bancorp, Inc. NEW 0.1%
Value ($000) $8,191 Shares 729,710 Est. Cost $11.05 Unrealized
LIFE TIME FITNESS, Inc. 0.1%
Value ($000) $6,398 Shares 113,000 Est. Cost $50.44 Unrealized
Riverbed Technology, Inc. 0.1%
Value ($000) $6,150 Shares 301,313 Est. Cost $20.41 Unrealized
LIFE TIME FITNESS, Inc. 0.1%
Value ($000) $5,119 Shares 90,400 Est. Cost $50.44 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $4,415 Shares 81,600 Est. Cost $37.27 Unrealized +6.1%
Cubist Pharmaceuticals, Inc. 0.1%
Value ($000) $4,360 Shares 3,200,000 Est. Cost $1.36 Unrealized
Equity Commonwealth 0.1%
Value ($000) $3,907 Shares 152,700 Est. Cost $25.51 Unrealized
Noble Jan.19 put 0.1%
Value ($000) $3,314 Shares 200,000 Est. Cost $36.61 Unrealized
QEP Resources Inc. 0.0%
Value ($000) $2,110 Shares 104,374 Est. Cost $30.36 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $1,764 Shares 32,600 Est. Cost $37.27 Unrealized +6.1%
Winthrop Realty Trust 0.0%
Value ($000) $1,509 Shares 96,812 Est. Cost $15.59 Unrealized
California Resources Corporation 0.0%
Value ($000) $1,113 Shares 201,998 Est. Cost $5.51 Unrealized
Invesco Senior Income Trust 0.0%
Value ($000) $1,098 Shares 240,801 Est. Cost $5.25 Unrealized
PKG Packaging Corporation of America 0.0%
Value ($000) $1,015 Shares 13,000 Est. Cost $47.89 Unrealized +7.3%
Auxilium Pharmaceuticals Inc. 0.0%
Value ($000) $1,015 Shares 29,537 Est. Cost $34.36 Unrealized
Veritiv Corporation 0.0%
Value ($000) $889 Shares 17,146 Est. Cost $50.05 Unrealized
General Electric Company 0.0%
Value ($000) $859 Shares 34,000 Est. Cost $27.08 Unrealized
California Resources Corporation 0.0%
Value ($000) $796 Shares 144,520 Est. Cost $5.51 Unrealized
PKG Packaging Corporation of America 0.0%
Value ($000) $679 Shares 8,700 Est. Cost $47.89 Unrealized +7.3%
Western Asset High Income Opportunity Fun 0.0%
Value ($000) $573 Shares 106,644 Est. Cost $6.10 Unrealized
Apollo Residential Mortgage, Inc. 0.0%
Value ($000) $516 Shares 32,693 Est. Cost $16.25 Unrealized
VZ Verizon Communications Inc. 0.0%
Value ($000) $257 Shares 5,500 Est. Cost $25.87 Unrealized +6.9%
IWM ISHARES TR 0.0%
Value ($000) $191 Shares 1,600 Est. Cost Unrealized
Media General, Inc. NEW 0.0%
Value ($000) $88 Shares 5,245 Est. Cost $16.78 Unrealized
Media General, Inc. NEW 0.0%
Value ($000) $87 Shares 5,200 Est. Cost $16.78 Unrealized
CYS Investments, Inc. 0.0%
Value ($000) $83 Shares 9,500 Est. Cost $9.16 Unrealized
Eaton Vance Floating-Rate Inc 0.0%
Value ($000) $77 Shares 5,564 Est. Cost $15.64 Unrealized
First Trust Senior Fltg. Rate Income Fd.I 0.0%
Value ($000) $36 Shares 2,772 Est. Cost $14.43 Unrealized
Nuveen Energy MLP Total Return Fund 0.0%
Value ($000) $21 Shares 1,050 Est. Cost $19.05 Unrealized
SFX Entertainment Inc. 0.0%
Value ($000) $14 Shares 3,000 Est. Cost $12.00 Unrealized
Yahoo! Inc. 0.0%
Value ($000) $10 Shares 200 Est. Cost $35.97 Unrealized
Level 3 Communications, Inc. 0.0%
Value ($000) $9 Shares 192 Est. Cost $46.88 Unrealized
First Trust MLP and Energy Income 0.0%
Value ($000) $3 Shares 149 Est. Cost $20.04 Unrealized
LBTYAUSD Liberty Global PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized