Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 14, 2015

Total Value ($000): $8,006,346 (100.0% shares, 0.0% debt)

Holdings (137)

SPY SPDR S&P 500 ETF TR 10.0%
Value ($000) $798,719 Shares 3,880,100 Est. Cost Unrealized
Catamaran Corporation 2.9%
Value ($000) $229,014 Shares 3,749,424 Est. Cost $60.66 Unrealized
DIRECTV 2.7%
Value ($000) $220,171 Shares 2,372,786 Est. Cost $86.29 Unrealized
AIG American International Group, Inc. 2.5%
Value ($000) $197,307 Shares 3,191,647 Est. Cost $36.37 Unrealized +25.1%
Hospira, Inc. 2.4%
Value ($000) $189,934 Shares 2,141,066 Est. Cost $88.02 Unrealized
Family Dollar Stores, Inc. 2.2%
Value ($000) $173,697 Shares 2,203,990 Est. Cost $78.26 Unrealized
AIG American International Group, Inc. 1.9%
Value ($000) $153,265 Shares 2,479,200 Est. Cost $36.37 Unrealized +25.1%
Pall Corporation 1.9%
Value ($000) $149,306 Shares 1,199,728 Est. Cost $124.45 Unrealized
Time Warner Cable Inc. 1.9%
Value ($000) $149,091 Shares 836,792 Est. Cost $139.80 Unrealized
Yahoo! Inc. 1.8%
Value ($000) $141,850 Shares 3,610,333 Est. Cost $42.05 Unrealized
Altera Corporation 1.7%
Value ($000) $137,868 Shares 2,692,733 Est. Cost $51.20 Unrealized
Broadcom Corp. 1.6%
Value ($000) $129,317 Shares 2,511,509 Est. Cost $51.49 Unrealized
Dow Chemical Company 1.6%
Value ($000) $129,015 Shares 2,521,300 Est. Cost $47.78 Unrealized
Sigma-Aldrich Corporation 1.5%
Value ($000) $123,881 Shares 888,993 Est. Cost $136.50 Unrealized
HUN Huntsman Corporation 1.5%
Value ($000) $118,973 Shares 5,390,682 Est. Cost $19.24 Unrealized +17.6%
DISH Network Corp. 1.5%
Value ($000) $118,591 Shares 1,751,450 Est. Cost $58.18 Unrealized
HUN Huntsman Corporation 1.5%
Value ($000) $116,716 Shares 5,288,500 Est. Cost $19.24 Unrealized +17.6%
IP International Paper Company 1.4%
Value ($000) $114,016 Shares 2,395,800 Est. Cost $29.11 Unrealized +8.2%
GM General Motors Co. 1.4%
Value ($000) $110,529 Shares 3,316,200 Est. Cost $23.85 Unrealized +16.7%
Hudson City Bancorp, Inc. 1.3%
Value ($000) $106,934 Shares 10,823,327 Est. Cost $8.56 Unrealized
Omnicare, Inc. 1.3%
Value ($000) $104,844 Shares 1,112,406 Est. Cost $94.25 Unrealized
TMUS T-Mobile US, Inc. 1.3%
Value ($000) $101,777 Shares 2,625,131 Est. Cost $24.14 Unrealized +43.4%
Polypore International, Inc. 1.3%
Value ($000) $100,974 Shares 1,686,277 Est. Cost $59.22 Unrealized
Williams Partners LP NEW 1.2%
Value ($000) $99,891 Shares 2,062,570 Est. Cost $48.43 Unrealized
EBAY eBay Inc. 1.2%
Value ($000) $99,432 Shares 1,650,600 Est. Cost $21.24 Unrealized +4.5%
TMUS T-Mobile US, Inc. 1.2%
Value ($000) $98,879 Shares 2,550,400 Est. Cost $24.14 Unrealized +43.4%
DISH Network Corp. 1.2%
Value ($000) $97,435 Shares 1,439,000 Est. Cost $58.18 Unrealized
Anadarko Petroleum Corporation 1.2%
Value ($000) $95,140 Shares 1,218,800 Est. Cost $79.90 Unrealized
IP International Paper Company 1.2%
Value ($000) $94,339 Shares 1,982,300 Est. Cost $29.11 Unrealized +8.2%
Hertz Global Holdings, Inc. 1.2%
Value ($000) $94,009 Shares 5,188,141 Est. Cost $23.57 Unrealized
Dow Chemical Company 1.2%
Value ($000) $92,665 Shares 1,810,900 Est. Cost $47.78 Unrealized
PFE Pfizer, Inc. 1.2%
Value ($000) $92,076 Shares 2,746,057 Est. Cost $18.62 Unrealized +11.6%
NorthStar Realty Finance Corp. 1.1%
Value ($000) $88,158 Shares 5,544,578 Est. Cost $17.20 Unrealized
W.R. Grace & Co. DEL NEW 1.1%
Value ($000) $85,104 Shares 848,500 Est. Cost $99.21 Unrealized
Anadarko Petroleum Corporation 1.1%
Value ($000) $84,766 Shares 1,085,900 Est. Cost $79.90 Unrealized
ANN INC. 1.1%
Value ($000) $84,146 Shares 1,742,511 Est. Cost $48.29 Unrealized
EBAY eBay Inc. 1.0%
Value ($000) $83,427 Shares 1,384,900 Est. Cost $21.24 Unrealized +4.5%
Computer Sciences Corporation 1.0%
Value ($000) $81,321 Shares 1,238,900 Est. Cost $65.39 Unrealized
CBS Corporation NEW 1.0%
Value ($000) $81,158 Shares 1,462,300 Est. Cost $61.37 Unrealized
Baker Hughes Incorporated 1.0%
Value ($000) $78,367 Shares 1,270,133 Est. Cost $59.25 Unrealized
Yahoo! Inc. 1.0%
Value ($000) $76,883 Shares 1,956,800 Est. Cost $42.05 Unrealized
ENR Energizer Holdings, Inc. NEW 1.0%
Value ($000) $76,405 Shares 580,800 Est. Cost $24.32 Unrealized 0.0%
Manitowoc Company 0.9%
Value ($000) $75,566 Shares 3,855,400 Est. Cost $21.48 Unrealized
GM General Motors Co. 0.9%
Value ($000) $73,746 Shares 2,212,600 Est. Cost $23.85 Unrealized +16.7%
CBS Corporation NEW 0.9%
Value ($000) $73,620 Shares 1,326,488 Est. Cost $61.37 Unrealized
Hertz Global Holdings, Inc. 0.9%
Value ($000) $72,092 Shares 3,978,600 Est. Cost $23.57 Unrealized
NorthStar Realty Finance Corp. 0.9%
Value ($000) $71,230 Shares 4,479,900 Est. Cost $17.20 Unrealized
MeadWestvaco Corporation 0.9%
Value ($000) $69,230 Shares 1,467,053 Est. Cost $45.19 Unrealized
Du Pont (E.I.) de Nemours & Co. 0.8%
Value ($000) $66,399 Shares 1,038,300 Est. Cost $67.05 Unrealized
WMB Williams Companies, Inc. DEL 0.8%
Value ($000) $65,860 Shares 1,147,590 Est. Cost $28.07 Unrealized 0.0%
W.R. Grace & Co. DEL NEW 0.8%
Value ($000) $63,831 Shares 636,400 Est. Cost $99.21 Unrealized
VTR Ventas, Inc. 0.8%
Value ($000) $60,109 Shares 968,100 Est. Cost $48.92 Unrealized 0.0%
ENR Energizer Holdings, Inc. NEW 0.7%
Value ($000) $59,974 Shares 455,900 Est. Cost $24.32 Unrealized 0.0%
Du Pont (E.I.) de Nemours & Co. 0.7%
Value ($000) $59,301 Shares 927,300 Est. Cost $67.05 Unrealized
Cigna Corporation 0.7%
Value ($000) $57,785 Shares 356,700 Est. Cost $162.00 Unrealized
Equity Commonwealth 0.7%
Value ($000) $57,345 Shares 2,233,923 Est. Cost $25.71 Unrealized
VTR Ventas, Inc. 0.7%
Value ($000) $56,626 Shares 912,000 Est. Cost $48.92 Unrealized 0.0%
Advent Software, Inc. 0.7%
Value ($000) $55,288 Shares 1,250,581 Est. Cost $44.21 Unrealized
Orbitz Worldwide, Inc. 0.7%
Value ($000) $54,698 Shares 4,789,641 Est. Cost $11.45 Unrealized
Manitowoc Company 0.7%
Value ($000) $54,439 Shares 2,777,500 Est. Cost $21.48 Unrealized
PartnerRe Ltd. 0.7%
Value ($000) $53,601 Shares 417,129 Est. Cost $128.50 Unrealized
Computer Sciences Corporation 0.7%
Value ($000) $52,105 Shares 793,800 Est. Cost $65.39 Unrealized
STWD Starwood Property Trust, Inc. 0.6%
Value ($000) $51,514 Shares 2,388,247 Est. Cost $25.76 Unrealized
Sirius XM Holdings Inc. 0.6%
Value ($000) $51,487 Shares 13,803,611 Est. Cost $3.20 Unrealized
Kraft Foods Group, Inc. 0.6%
Value ($000) $50,028 Shares 587,600 Est. Cost $87.11 Unrealized
MCD McDonald's Corporation 0.6%
Value ($000) $47,935 Shares 504,200 Est. Cost $72.75 Unrealized +2.0%
HUM Humana Inc. 0.6%
Value ($000) $46,156 Shares 241,300 Est. Cost $170.85 Unrealized 0.0%
PRGO Perrigo Company PLC 0.5%
Value ($000) $43,002 Shares 232,656 Est. Cost $190.62 Unrealized 0.0%
HCC Insurance Holdings, Inc. 0.5%
Value ($000) $42,799 Shares 556,986 Est. Cost $76.84 Unrealized
OXY Occidental Petroleum Corporation DEL 0.5%
Value ($000) $42,159 Shares 542,100 Est. Cost $61.07 Unrealized -6.9%
MCD McDonald's Corporation 0.5%
Value ($000) $41,270 Shares 434,100 Est. Cost $72.75 Unrealized +2.0%
PG Procter & Gamble Company 0.5%
Value ($000) $37,477 Shares 479,000 Est. Cost $61.17 Unrealized -2.0%
HUM Humana Inc. 0.5%
Value ($000) $37,281 Shares 194,900 Est. Cost $170.85 Unrealized 0.0%
OXY Occidental Petroleum Corporation DEL 0.4%
Value ($000) $35,409 Shares 455,300 Est. Cost $61.07 Unrealized -6.9%
PG Procter & Gamble Company 0.4%
Value ($000) $32,415 Shares 414,300 Est. Cost $61.17 Unrealized -2.0%
Cigna Corporation 0.4%
Value ($000) $31,379 Shares 193,700 Est. Cost $162.00 Unrealized
Home Properties, Inc. 0.4%
Value ($000) $30,780 Shares 421,353 Est. Cost $73.05 Unrealized
General Electric Company 0.4%
Value ($000) $28,986 Shares 1,090,900 Est. Cost $26.56 Unrealized
Liberty Global PLC 0.4%
Value ($000) $28,805 Shares 568,942 Est. Cost $44.41 Unrealized
America Movil SAB de C.V. 0.3%
Value ($000) $27,537 Shares 1,292,200 Est. Cost $21.31 Unrealized
ZTS Zoetis Inc. 0.3%
Value ($000) $23,474 Shares 486,800 Est. Cost $41.44 Unrealized +6.1%
America Movil SAB de C.V. 0.3%
Value ($000) $23,253 Shares 1,091,100 Est. Cost $21.31 Unrealized
PRGO Perrigo Company PLC 0.3%
Value ($000) $22,844 Shares 123,600 Est. Cost $190.62 Unrealized 0.0%
Informatica Corporation 0.3%
Value ($000) $22,132 Shares 456,601 Est. Cost $48.47 Unrealized
Rock-Tenn Company 0.3%
Value ($000) $22,081 Shares 366,800 Est. Cost Unrealized
Rosetta Resources, Inc. 0.3%
Value ($000) $21,476 Shares 928,080 Est. Cost $23.14 Unrealized
ZTS Zoetis Inc. 0.2%
Value ($000) $19,259 Shares 399,400 Est. Cost $41.44 Unrealized +6.1%
Excel Trust Inc. 0.2%
Value ($000) $18,924 Shares 1,200,000 Est. Cost $15.77 Unrealized
Charter Communications Inc. D 0.2%
Value ($000) $17,125 Shares 100,000 Est. Cost Unrealized
Freescale Semiconductor Ltd. 0.2%
Value ($000) $15,500 Shares 387,800 Est. Cost $39.97 Unrealized
SPX Corporation 0.2%
Value ($000) $15,325 Shares 211,700 Est. Cost $72.39 Unrealized
General Electric Company 0.2%
Value ($000) $15,259 Shares 574,300 Est. Cost $26.56 Unrealized
BP BP plc 0.2%
Value ($000) $13,175 Shares 329,700 Est. Cost $40.75 Unrealized
Avago Technologies Ltd. 0.2%
Value ($000) $12,881 Shares 96,900 Est. Cost Unrealized
Square 1 Financial, Inc. 0.2%
Value ($000) $12,432 Shares 454,560 Est. Cost $26.84 Unrealized
MSFT Microsoft Corp. 0.2%
Value ($000) $12,233 Shares 277,100 Est. Cost $37.86 Unrealized +3.8%
VOD Vodafone Group Plc NEW 0.1%
Value ($000) $11,188 Shares 306,938 Est. Cost $36.81 Unrealized
TKR Timken Company 0.1%
Value ($000) $9,826 Shares 268,700 Est. Cost $41.00 Unrealized -2.8%
PKG Packaging Corporation of America 0.1%
Value ($000) $9,380 Shares 150,100 Est. Cost $53.61 Unrealized -4.7%
MSFT Microsoft Corp. 0.1%
Value ($000) $9,347 Shares 211,700 Est. Cost $37.86 Unrealized +3.8%
Mylan NV 0.1%
Value ($000) $8,951 Shares 131,900 Est. Cost $67.86 Unrealized
RTI International Metals, Inc. 0.1%
Value ($000) $8,255 Shares 261,907 Est. Cost $35.91 Unrealized
SPX Corporation 0.1%
Value ($000) $7,667 Shares 105,900 Est. Cost $72.39 Unrealized
Starwood Waypoint Residential 0.1%
Value ($000) $7,544 Shares 317,528 Est. Cost $28.79 Unrealized
Mylan NV 0.1%
Value ($000) $7,437 Shares 109,600 Est. Cost $67.86 Unrealized
Micrel, Incorporated 0.1%
Value ($000) $7,297 Shares 525,000 Est. Cost $13.90 Unrealized
PKG Packaging Corporation of America 0.1%
Value ($000) $6,798 Shares 108,800 Est. Cost $53.61 Unrealized -4.7%
SFX Entertainment Inc. 0.1%
Value ($000) $6,153 Shares 1,370,415 Est. Cost $4.16 Unrealized
BP BP plc 0.1%
Value ($000) $5,974 Shares 149,500 Est. Cost $40.75 Unrealized
BAX Baxter International Inc. 0.1%
Value ($000) $5,902 Shares 84,400 Est. Cost $31.52 Unrealized -0.2%
BAX Baxter International Inc. 0.1%
Value ($000) $5,518 Shares 78,900 Est. Cost $31.52 Unrealized -0.2%
C Citigroup Inc. 0.1%
Value ($000) $5,507 Shares 99,700 Est. Cost $37.86 Unrealized +7.1%
Johnson Controls, Inc. 0.1%
Value ($000) $4,893 Shares 98,800 Est. Cost $49.52 Unrealized
Equity Commonwealth 0.1%
Value ($000) $4,832 Shares 187,580 Est. Cost $25.55 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $4,248 Shares 76,900 Est. Cost $37.86 Unrealized +7.1%
BRSL International Game Technology 0.0%
Value ($000) $3,282 Shares 184,746 Est. Cost $10.73 Unrealized 0.0%
Johnson Controls, Inc. 0.0%
Value ($000) $3,249 Shares 65,600 Est. Cost $49.52 Unrealized
Hess Corporation 0.0%
Value ($000) $2,862 Shares 42,800 Est. Cost $66.87 Unrealized
Winthrop Realty Trust 0.0%
Value ($000) $2,417 Shares 159,597 Est. Cost $15.41 Unrealized
Hess Corporation 0.0%
Value ($000) $2,147 Shares 32,100 Est. Cost $66.87 Unrealized
Wheeler Real Estate Inv.Trust, Inc. 0.0%
Value ($000) $1,807 Shares 890,000 Est. Cost $2.03 Unrealized
Dresser-Rand Group Inc. 0.0%
Value ($000) $1,594 Shares 18,716 Est. Cost $82.26 Unrealized
Invesco Senior Income Trust 0.0%
Value ($000) $1,074 Shares 240,801 Est. Cost $5.25 Unrealized
OLN Olin Corporation 0.0%
Value ($000) $892 Shares 33,100 Est. Cost $19.44 Unrealized +11.4%
CYS Investments, Inc. 0.0%
Value ($000) $873 Shares 112,983 Est. Cost $7.85 Unrealized
Eaton Vance Floating-Rate Inc. 0.0%
Value ($000) $772 Shares 55,988 Est. Cost $13.97 Unrealized
OLN Olin Corporation 0.0%
Value ($000) $714 Shares 26,500 Est. Cost $19.44 Unrealized +11.4%
PartnerRe Ltd. 0.0%
Value ($000) $668 Shares 5,200 Est. Cost $128.50 Unrealized
Western Asset High Income Opportunity Fun 0.0%
Value ($000) $549 Shares 106,644 Est. Cost $6.10 Unrealized
Apollo Residential Mortgage, Inc. 0.0%
Value ($000) $480 Shares 32,693 Est. Cost $16.25 Unrealized
BXMT Blackstone Mortgage Trust Inc. 0.0%
Value ($000) $141 Shares 5,067 Est. Cost $27.83 Unrealized
First Trust Senior Fltg. Rate Income Fd. 0.0%
Value ($000) $36 Shares 2,772 Est. Cost $14.43 Unrealized
Alexion Pharmaceuticals, Inc. 0.0%
Value ($000) $25 Shares 138 Est. Cost $181.16 Unrealized
Nuveen Energy MLP Total Return Fund 0.0%
Value ($000) $17 Shares 1,050 Est. Cost $19.05 Unrealized
First Trust MLP and Energy Income 0.0%
Value ($000) $3 Shares 149 Est. Cost $20.04 Unrealized
Harris Corporation DEL 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LBTYAUSD Liberty Global PLC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized