Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Jul 22, 2015

Total Value ($000): $6,549,847

Holdings (120)

SPY SPDR S&P 500 ETF TR 11.8%
Value ($000) $774,112 Shares 3,750,000 Est. Cost Unrealized
TRW Automotive Holdings Corp. 3.3%
Value ($000) $218,487 Shares 2,083,814 Est. Cost $101.56 Unrealized
Time Warner Cable Inc. 3.1%
Value ($000) $202,221 Shares 1,349,220 Est. Cost $139.80 Unrealized
DIRECTV 2.8%
Value ($000) $185,179 Shares 2,176,018 Est. Cost $85.70 Unrealized
Family Dollar Stores, Inc. 2.6%
Value ($000) $172,552 Shares 2,177,591 Est. Cost $78.26 Unrealized
AIG American International Group, Inc. 2.6%
Value ($000) $167,540 Shares 3,057,847 Est. Cost $35.97 Unrealized +14.6%
Hospira, Inc. 2.3%
Value ($000) $148,939 Shares 1,695,573 Est. Cost $87.84 Unrealized
AIG American International Group, Inc. 2.2%
Value ($000) $143,775 Shares 2,624,100 Est. Cost $35.97 Unrealized +14.6%
Dow Chemical Company 2.0%
Value ($000) $131,744 Shares 2,745,800 Est. Cost $47.78 Unrealized
IP International Paper Company 2.0%
Value ($000) $128,371 Shares 2,313,400 Est. Cost $29.03 Unrealized +12.8%
GM General Motors Co. 1.9%
Value ($000) $122,385 Shares 3,263,600 Est. Cost $23.78 Unrealized +18.4%
DISH Network Corp. 1.8%
Value ($000) $118,335 Shares 1,689,050 Est. Cost $57.82 Unrealized
Sigma-Aldrich Corporation 1.8%
Value ($000) $117,566 Shares 850,389 Est. Cost $136.38 Unrealized
HUN Huntsman Corporation 1.7%
Value ($000) $114,598 Shares 5,169,082 Est. Cost $19.10 Unrealized +16.9%
Hudson City Bancorp, Inc. 1.7%
Value ($000) $113,217 Shares 10,803,127 Est. Cost $8.56 Unrealized
IP International Paper Company 1.6%
Value ($000) $103,006 Shares 1,856,300 Est. Cost $29.03 Unrealized +12.8%
Hertz Global Holdings, Inc. 1.6%
Value ($000) $101,608 Shares 4,686,741 Est. Cost $24.15 Unrealized
B/E Aerospace, Inc. 1.5%
Value ($000) $100,971 Shares 1,587,100 Est. Cost $85.26 Unrealized
Dow Chemical Company 1.5%
Value ($000) $100,763 Shares 2,100,100 Est. Cost $47.78 Unrealized
Anadarko Petroleum Corporation 1.5%
Value ($000) $97,642 Shares 1,179,100 Est. Cost $79.96 Unrealized
HUN Huntsman Corporation 1.4%
Value ($000) $91,570 Shares 4,130,300 Est. Cost $19.10 Unrealized +16.9%
DISH Network Corp. 1.4%
Value ($000) $91,324 Shares 1,303,500 Est. Cost $57.82 Unrealized
PFE Pfizer, Inc. 1.4%
Value ($000) $90,818 Shares 2,610,457 Est. Cost $18.51 Unrealized +8.6%
Du Pont (E.I.) de Nemours & Co. 1.3%
Value ($000) $88,279 Shares 1,235,200 Est. Cost $67.05 Unrealized
Yahoo! Inc. 1.3%
Value ($000) $86,182 Shares 1,939,500 Est. Cost $44.43 Unrealized
Anadarko Petroleum Corporation 1.3%
Value ($000) $82,006 Shares 990,300 Est. Cost $79.96 Unrealized
CBS Corporation New 1.2%
Value ($000) $81,553 Shares 1,345,100 Est. Cost $62.09 Unrealized
TMUS T-Mobile US, Inc. 1.2%
Value ($000) $81,495 Shares 2,571,631 Est. Cost $23.92 Unrealized +25.9%
B/E Aerospace, Inc. 1.2%
Value ($000) $81,255 Shares 1,277,200 Est. Cost $85.26 Unrealized
Manitowoc Inc. 1.2%
Value ($000) $79,839 Shares 3,703,100 Est. Cost $21.56 Unrealized
Hertz Global Holdings, Inc. 1.2%
Value ($000) $78,765 Shares 3,633,000 Est. Cost $24.15 Unrealized
SiriusXM Holdings Inc. 1.2%
Value ($000) $78,248 Shares 20,483,711 Est. Cost $3.20 Unrealized
Exelis Inc. 1.2%
Value ($000) $78,026 Shares 3,201,703 Est. Cost $24.37 Unrealized
Talisman Energy Inc. 1.1%
Value ($000) $73,626 Shares 9,586,706 Est. Cost $7.68 Unrealized
Yahoo! Inc. 1.1%
Value ($000) $73,554 Shares 1,655,300 Est. Cost $44.43 Unrealized
TMUS T-Mobile US, Inc. 1.1%
Value ($000) $72,392 Shares 2,284,400 Est. Cost $23.92 Unrealized +25.9%
CBS Corporation New 1.1%
Value ($000) $71,682 Shares 1,182,288 Est. Cost $62.09 Unrealized
Polypore International, Inc. 1.0%
Value ($000) $67,161 Shares 1,140,271 Est. Cost $58.90 Unrealized
LIFE TIME FITNESS, Inc. 1.0%
Value ($000) $66,370 Shares 935,306 Est. Cost $68.48 Unrealized
Equity Commonwealth 1.0%
Value ($000) $65,894 Shares 2,481,885 Est. Cost $25.71 Unrealized
GM General Motors Co. 1.0%
Value ($000) $65,874 Shares 1,756,600 Est. Cost $23.78 Unrealized +18.4%
W.R. Grace & Co. DEL NEW 1.0%
Value ($000) $63,742 Shares 644,700 Est. Cost $98.87 Unrealized
Du Pont (E.I.) de Nemours & Co. 1.0%
Value ($000) $63,131 Shares 883,300 Est. Cost $67.05 Unrealized
EBAY eBay Inc. 0.9%
Value ($000) $61,700 Shares 1,069,700 Est. Cost $20.72 Unrealized +2.4%
Pharmacyclics, Inc. 0.9%
Value ($000) $61,633 Shares 240,801 Est. Cost $255.95 Unrealized
Catamaran Corporation 0.9%
Value ($000) $61,353 Shares 1,030,454 Est. Cost $59.54 Unrealized
Manitowoc Inc. 0.9%
Value ($000) $61,330 Shares 2,844,600 Est. Cost $21.56 Unrealized
NorthStar Realty Finance Corp. 0.9%
Value ($000) $58,712 Shares 3,240,178 Est. Cost $18.12 Unrealized
Computer Sciences Corporation 0.9%
Value ($000) $57,192 Shares 876,100 Est. Cost $65.28 Unrealized
EBAY eBay Inc. 0.8%
Value ($000) $54,179 Shares 939,300 Est. Cost $20.72 Unrealized +2.4%
W.R. Grace & Co. DEL NEW 0.8%
Value ($000) $52,748 Shares 533,500 Est. Cost $98.87 Unrealized
Kraft Foods Group, Inc. 0.8%
Value ($000) $51,241 Shares 588,200 Est. Cost $87.11 Unrealized
STWD Starwood Property Trust, Inc. 0.8%
Value ($000) $50,560 Shares 2,080,638 Est. Cost $26.38 Unrealized
NorthStar Realty Finance Corp. 0.7%
Value ($000) $44,312 Shares 2,445,500 Est. Cost $18.12 Unrealized
Computer Sciences Corporation 0.7%
Value ($000) $44,103 Shares 675,600 Est. Cost $65.28 Unrealized
Dresser-Rand Group Inc. 0.6%
Value ($000) $38,522 Shares 479,423 Est. Cost $82.26 Unrealized
OXY Occidental Petroleum Corporation DEL 0.6%
Value ($000) $38,442 Shares 526,600 Est. Cost $61.20 Unrealized -8.9%
Baker Hughes Incorporated 0.5%
Value ($000) $35,202 Shares 553,670 Est. Cost $56.07 Unrealized
MCD McDonald's Corporation 0.5%
Value ($000) $34,484 Shares 353,900 Est. Cost $72.15 Unrealized 0.0%
BP BP plc 0.5%
Value ($000) $32,282 Shares 825,400 Est. Cost $44.88 Unrealized
VOD Vodafone Group Plc NEW 0.5%
Value ($000) $31,227 Shares 955,538 Est. Cost $36.81 Unrealized
KLX Inc. 0.5%
Value ($000) $30,583 Shares 793,549 Est. Cost $41.25 Unrealized
Liberty Global plc 0.4%
Value ($000) $28,339 Shares 568,942 Est. Cost $44.41 Unrealized
MCD McDonald's Corporation 0.4%
Value ($000) $26,962 Shares 276,700 Est. Cost $72.15 Unrealized 0.0%
MeadWestvaco Corporation 0.4%
Value ($000) $25,623 Shares 513,802 Est. Cost $41.47 Unrealized
Staples, Inc. 0.4%
Value ($000) $25,157 Shares 1,544,800 Est. Cost $16.28 Unrealized
ZTS Zoetis Inc. 0.4%
Value ($000) $24,612 Shares 531,700 Est. Cost $41.44 Unrealized 0.0%
OXY Occidental Petroleum Corporation DEL 0.4%
Value ($000) $24,258 Shares 332,300 Est. Cost $61.20 Unrealized -8.9%
MGM MGM Resorts International 0.4%
Value ($000) $23,591 Shares 1,121,800 Est. Cost $19.77 Unrealized 0.0%
LIFE TIME FITNESS, Inc. 0.4%
Value ($000) $23,538 Shares 331,700 Est. Cost $68.48 Unrealized
Staples, Inc. 0.3%
Value ($000) $22,641 Shares 1,390,300 Est. Cost $16.28 Unrealized
ZTS Zoetis Inc. 0.3%
Value ($000) $21,241 Shares 458,900 Est. Cost $41.44 Unrealized 0.0%
VOD Vodafone Group Plc NEW 0.3%
Value ($000) $19,418 Shares 594,200 Est. Cost $36.81 Unrealized
MGM MGM Resorts International 0.3%
Value ($000) $18,874 Shares 897,500 Est. Cost $19.77 Unrealized 0.0%
EQIX Equinix, Inc. 0.2%
Value ($000) $15,484 Shares 66,500 Est. Cost $175.23 Unrealized 0.0%
PFE Pfizer, Inc. 0.2%
Value ($000) $15,196 Shares 436,800 Est. Cost $18.51 Unrealized +8.6%
PG Procter & Gamble Co. 0.2%
Value ($000) $13,028 Shares 159,000 Est. Cost $63.59 Unrealized 0.0%
Riverbed Technology, Inc. 0.2%
Value ($000) $12,395 Shares 592,765 Est. Cost $20.66 Unrealized
Noble Corporation plc 0.2%
Value ($000) $11,637 Shares 814,900 Est. Cost $36.61 Unrealized
PG Procter & Gamble Co. 0.2%
Value ($000) $11,594 Shares 141,500 Est. Cost $63.59 Unrealized 0.0%
Noble Corporation plc 0.2%
Value ($000) $11,577 Shares 810,708 Est. Cost $36.61 Unrealized
TKR Timken Company 0.2%
Value ($000) $11,323 Shares 268,700 Est. Cost $41.00 Unrealized +1.1%
TKR Timken Company 0.2%
Value ($000) $11,323 Shares 268,700 Est. Cost $41.00 Unrealized +1.1%
EQIX Equinix, Inc. 0.2%
Value ($000) $10,897 Shares 46,800 Est. Cost $175.23 Unrealized 0.0%
Square 1 Financial, Inc. 0.2%
Value ($000) $10,612 Shares 396,400 Est. Cost $26.77 Unrealized
RTI International Metals, Inc. 0.1%
Value ($000) $9,405 Shares 261,907 Est. Cost $35.91 Unrealized
Starwood Waypoint Residential Trust 0.1%
Value ($000) $8,208 Shares 317,528 Est. Cost $28.79 Unrealized
MSFT Microsoft Corp. 0.1%
Value ($000) $6,013 Shares 147,900 Est. Cost $37.24 Unrealized 0.0%
PKG Packaging Corporation of America 0.1%
Value ($000) $5,849 Shares 74,800 Est. Cost $56.14 Unrealized +1.9%
Orbitz Worldwide, Inc. 0.1%
Value ($000) $5,830 Shares 500,000 Est. Cost $11.66 Unrealized
MSFT Microsoft Corp. 0.1%
Value ($000) $5,789 Shares 142,400 Est. Cost $37.24 Unrealized 0.0%
Salix Pharmaceuticals, Inc. 0.1%
Value ($000) $5,599 Shares 32,400 Est. Cost $172.81 Unrealized
SFX Entertainment Inc. 0.1%
Value ($000) $4,817 Shares 1,177,747 Est. Cost $4.11 Unrealized
Baker Hughes Incorporated 0.1%
Value ($000) $4,272 Shares 67,200 Est. Cost $56.07 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $4,204 Shares 81,600 Est. Cost $37.27 Unrealized +1.8%
Equity Commonwealth 0.1%
Value ($000) $4,005 Shares 152,700 Est. Cost $25.51 Unrealized
Beneficial Bancorp, Inc. 0.1%
Value ($000) $3,930 Shares 348,095 Est. Cost $11.29 Unrealized
PKG Packaging Corporation of America 0.1%
Value ($000) $3,918 Shares 50,100 Est. Cost $56.14 Unrealized +1.9%
Lorillard, Inc. 0.0%
Value ($000) $3,267 Shares 50,000 Est. Cost $65.34 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $3,257 Shares 63,200 Est. Cost $37.27 Unrealized +1.8%
LAMR Lamar Advertising Company New 0.0%
Value ($000) $2,744 Shares 46,300 Est. Cost $53.64 Unrealized
BAX Baxter International Inc. 0.0%
Value ($000) $1,664 Shares 24,300 Est. Cost $31.65 Unrealized 0.0%
Winthrop Realty Trust 0.0%
Value ($000) $1,580 Shares 96,812 Est. Cost $15.59 Unrealized
BAX Baxter International Inc. 0.0%
Value ($000) $1,343 Shares 19,600 Est. Cost $31.65 Unrealized 0.0%
General Electric Company 0.0%
Value ($000) $1,193 Shares 48,100 Est. Cost $26.41 Unrealized
IWM iShares TR 0.0%
Value ($000) $1,181 Shares 9,500 Est. Cost Unrealized
Invesco Senior Income Trust 0.0%
Value ($000) $1,141 Shares 240,801 Est. Cost $5.25 Unrealized
OLN Olin Corporation 0.0%
Value ($000) $1,061 Shares 33,100 Est. Cost $19.44 Unrealized 0.0%
OLN Olin Corporation 0.0%
Value ($000) $1,061 Shares 33,100 Est. Cost $19.44 Unrealized 0.0%
BP BP plc 0.0%
Value ($000) $935 Shares 23,900 Est. Cost $44.88 Unrealized
Veritiv Corporation 0.0%
Value ($000) $757 Shares 17,146 Est. Cost $50.05 Unrealized
General Electric Company 0.0%
Value ($000) $588 Shares 23,700 Est. Cost $26.41 Unrealized
Western Asset High Income Opportunity Fun 0.0%
Value ($000) $567 Shares 106,644 Est. Cost $6.10 Unrealized
Apollo Residential Mortgage, Inc. 0.0%
Value ($000) $521 Shares 32,693 Est. Cost $16.25 Unrealized
CYS Investments, Inc. 0.0%
Value ($000) $85 Shares 9,500 Est. Cost $9.16 Unrealized
Eaton Vance Floating-Rate Income Trust Inc. 0.0%
Value ($000) $81 Shares 5,564 Est. Cost $15.64 Unrealized
First Trust Senior Fltg. Rate Income Fd.I 0.0%
Value ($000) $38 Shares 2,772 Est. Cost $14.43 Unrealized
Nuveen Energy MLP Total Return Fund 0.0%
Value ($000) $19 Shares 1,050 Est. Cost $19.05 Unrealized
First Trust MLP and Energy Income Fund 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