Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 16, 2016

Total Value ($000): $5,670,926 (100.0% shares, 0.0% debt)

Holdings (105)

SPY SPDR S&P 500 ETF TR 8.9%
Value ($000) $504,628 Shares 2,475,000 Est. Cost Unrealized
Precision Castparts Corp. 5.8%
Value ($000) $330,215 Shares 1,423,281 Est. Cost $230.19 Unrealized
Broadcom Corp. 3.9%
Value ($000) $220,605 Shares 3,815,373 Est. Cost $52.20 Unrealized
Time Warner Cable Inc. 3.6%
Value ($000) $202,069 Shares 1,088,794 Est. Cost $149.34 Unrealized
PartnerRe Ltd. 3.2%
Value ($000) $182,592 Shares 1,306,659 Est. Cost $135.69 Unrealized
Yahoo! Inc. 3.1%
Value ($000) $176,085 Shares 5,294,190 Est. Cost $38.56 Unrealized
KLAC KLA-Tencor Corp. 2.9%
Value ($000) $161,939 Shares 2,335,090 Est. Cost $53.38 Unrealized 0.0%
AIG American International Group, Inc. 2.6%
Value ($000) $148,656 Shares 2,398,847 Est. Cost $36.37 Unrealized +30.1%
Dow Chemical Company 2.3%
Value ($000) $130,718 Shares 2,539,200 Est. Cost $47.63 Unrealized
EMC Corporation MASS 2.0%
Value ($000) $112,943 Shares 4,398,104 Est. Cost $25.68 Unrealized
GM General Motors Co. 2.0%
Value ($000) $112,675 Shares 3,313,000 Est. Cost $23.85 Unrealized +16.1%
W.R. Grace & Co. DEL NEW 1.9%
Value ($000) $110,166 Shares 1,106,200 Est. Cost $97.78 Unrealized
Dow Chemical Company 1.9%
Value ($000) $109,554 Shares 2,128,100 Est. Cost $47.63 Unrealized
Hertz Global Holdings, Inc. 1.8%
Value ($000) $103,681 Shares 7,286,141 Est. Cost $20.91 Unrealized
Airgas, Inc. 1.8%
Value ($000) $103,536 Shares 748,524 Est. Cost $138.32 Unrealized
TMUS T-Mobile US, Inc. 1.8%
Value ($000) $103,284 Shares 2,640,170 Est. Cost $24.14 Unrealized +54.6%
DISH Network Corp. 1.8%
Value ($000) $101,546 Shares 1,775,900 Est. Cost $58.18 Unrealized
DISH Network Corp. 1.8%
Value ($000) $101,318 Shares 1,771,900 Est. Cost $58.18 Unrealized
GM General Motors Co. 1.8%
Value ($000) $100,682 Shares 2,960,400 Est. Cost $23.85 Unrealized +16.1%
HUM Humana Inc. 1.8%
Value ($000) $99,759 Shares 558,840 Est. Cost $168.42 Unrealized -4.0%
Solera Holdings Inc. 1.7%
Value ($000) $98,748 Shares 1,800,997 Est. Cost $54.00 Unrealized
Cameron International Corporation 1.7%
Value ($000) $97,240 Shares 1,538,611 Est. Cost $61.32 Unrealized
CBS Corporation 1.6%
Value ($000) $88,826 Shares 1,884,700 Est. Cost $54.80 Unrealized
Johnson Controls, Inc. 1.5%
Value ($000) $87,721 Shares 2,221,358 Est. Cost $41.72 Unrealized
W.R. Grace & Co. DEL NEW 1.5%
Value ($000) $85,618 Shares 859,700 Est. Cost $97.78 Unrealized
HYG iShares TR 1.5%
Value ($000) $85,302 Shares 1,058,600 Est. Cost Unrealized
Youku Tudou Inc. ADR 1.5%
Value ($000) $83,430 Shares 3,075,206 Est. Cost $27.13 Unrealized
Hertz Global Holdings, Inc. 1.5%
Value ($000) $83,061 Shares 5,837,000 Est. Cost $20.91 Unrealized
TMUS T-Mobile US, Inc. 1.4%
Value ($000) $79,824 Shares 2,040,500 Est. Cost $24.14 Unrealized +54.6%
CBS Corporation 1.3%
Value ($000) $76,473 Shares 1,622,588 Est. Cost $54.80 Unrealized
Jarden Corporation 1.3%
Value ($000) $72,666 Shares 1,272,164 Est. Cost $57.12 Unrealized
Johnson Controls, Inc. 1.2%
Value ($000) $69,219 Shares 1,752,800 Est. Cost $41.72 Unrealized
Starwood Hotels & Resorts Worldwide Inc. 1.2%
Value ($000) $66,688 Shares 962,586 Est. Cost $69.28 Unrealized
AIG American International Group, Inc. 1.1%
Value ($000) $63,723 Shares 1,028,300 Est. Cost $36.37 Unrealized +30.1%
General Electric Company 1.1%
Value ($000) $62,038 Shares 1,991,600 Est. Cost $25.63 Unrealized
Anadarko Petroleum Corporation 1.1%
Value ($000) $60,361 Shares 1,242,500 Est. Cost $79.52 Unrealized
MGM MGM Resorts International 1.0%
Value ($000) $59,108 Shares 2,601,600 Est. Cost $20.84 Unrealized 0.0%
General Electric Company 1.0%
Value ($000) $53,927 Shares 1,731,200 Est. Cost $25.63 Unrealized
MGM MGM Resorts International 0.9%
Value ($000) $52,008 Shares 2,289,100 Est. Cost $20.84 Unrealized 0.0%
First Niagara Financial Group 0.9%
Value ($000) $51,377 Shares 4,735,193 Est. Cost $10.85 Unrealized
STWD Starwood Property Trust, Inc. 0.9%
Value ($000) $48,408 Shares 2,354,478 Est. Cost $25.76 Unrealized
King Digital Entertainment plc 0.8%
Value ($000) $47,946 Shares 2,681,535 Est. Cost $17.88 Unrealized
Health Net Inc. 0.8%
Value ($000) $46,885 Shares 684,850 Est. Cost $61.49 Unrealized
HUN Huntsman Corporation 0.8%
Value ($000) $44,472 Shares 3,911,399 Est. Cost $19.18 Unrealized -38.2%
WMB Williams Companies, Inc. DEL 0.8%
Value ($000) $43,312 Shares 1,685,301 Est. Cost $27.78 Unrealized -29.6%
HUN Huntsman Corporation 0.7%
Value ($000) $42,381 Shares 3,727,500 Est. Cost $19.18 Unrealized -38.2%
Anadarko Petroleum Corporation 0.7%
Value ($000) $41,254 Shares 849,200 Est. Cost $79.52 Unrealized
Cablevision Systems Corporation 0.7%
Value ($000) $40,462 Shares 1,268,380 Est. Cost $31.98 Unrealized
Du Pont (E.I.) de Nemours & Co. 0.7%
Value ($000) $39,995 Shares 600,524 Est. Cost $66.68 Unrealized
Du Pont (E.I.) de Nemours & Co. 0.7%
Value ($000) $38,954 Shares 584,900 Est. Cost $66.68 Unrealized
Starwood Hotels & Resorts Worldwide Inc. 0.6%
Value ($000) $36,496 Shares 526,800 Est. Cost $69.28 Unrealized
Baker Hughes Incorporated 0.6%
Value ($000) $34,396 Shares 745,294 Est. Cost $59.25 Unrealized
Equity Commonwealth 0.6%
Value ($000) $33,137 Shares 1,194,993 Est. Cost $25.71 Unrealized
NorthStar Realty Finance Corp. 0.5%
Value ($000) $30,919 Shares 1,815,590 Est. Cost $17.03 Unrealized
NorthStar Realty Finance Corp. 0.5%
Value ($000) $28,786 Shares 1,690,300 Est. Cost $17.03 Unrealized
Keurig Green Mountain Inc. 0.5%
Value ($000) $28,103 Shares 312,330 Est. Cost $89.98 Unrealized
Symetra Financial Corporation 0.5%
Value ($000) $27,719 Shares 872,494 Est. Cost $31.67 Unrealized
SiriusXM Holdings Inc. 0.5%
Value ($000) $27,467 Shares 6,748,671 Est. Cost $3.20 Unrealized
BioMed Realty Trust, Inc. 0.5%
Value ($000) $25,675 Shares 1,083,795 Est. Cost $23.69 Unrealized
Williams Partners LP NEW 0.4%
Value ($000) $23,499 Shares 843,774 Est. Cost $48.43 Unrealized
APD Air Products and Chemicals, Inc. 0.4%
Value ($000) $21,533 Shares 165,500 Est. Cost $98.40 Unrealized -0.4%
Charter Communications Inc. D 0.3%
Value ($000) $18,310 Shares 100,000 Est. Cost Unrealized
VMware Inc. 0.3%
Value ($000) $17,706 Shares 313,000 Est. Cost Unrealized
APD Air Products and Chemicals, Inc. 0.3%
Value ($000) $17,226 Shares 132,400 Est. Cost $98.40 Unrealized -0.4%
PFE Pfizer, Inc. 0.3%
Value ($000) $15,504 Shares 480,269 Est. Cost $18.62 Unrealized +9.4%
Avago Technologies Ltd. 0.2%
Value ($000) $14,065 Shares 96,900 Est. Cost Unrealized
Allergan PLC 0.2%
Value ($000) $13,063 Shares 41,800 Est. Cost $312.51 Unrealized
PFE Pfizer, Inc. 0.2%
Value ($000) $11,666 Shares 361,400 Est. Cost $18.62 Unrealized +9.4%
Atmel Corporation 0.2%
Value ($000) $10,802 Shares 1,254,650 Est. Cost $8.61 Unrealized
Aetna Inc NEW 0.2%
Value ($000) $10,542 Shares 97,500 Est. Cost Unrealized
PMC-Sierra, Inc. 0.2%
Value ($000) $9,486 Shares 816,344 Est. Cost $11.62 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $7,902 Shares 152,700 Est. Cost $39.31 Unrealized +0.8%
EZchip Semiconductor Ltd. 0.1%
Value ($000) $7,116 Shares 287,856 Est. Cost $24.72 Unrealized
Invesco Senior Income Trust 0.1%
Value ($000) $5,089 Shares 1,259,762 Est. Cost $4.27 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $4,849 Shares 93,700 Est. Cost $39.31 Unrealized +0.8%
Equity Commonwealth 0.1%
Value ($000) $4,807 Shares 187,580 Est. Cost $25.55 Unrealized
PRGO Perrigo Company PLC 0.1%
Value ($000) $4,804 Shares 33,200 Est. Cost $190.62 Unrealized -19.3%
Voya (ING) Prime Rate Trust 0.1%
Value ($000) $4,235 Shares 837,002 Est. Cost $5.06 Unrealized
Keurig Green Mountain Inc. 0.1%
Value ($000) $4,058 Shares 45,100 Est. Cost $89.98 Unrealized
Eaton Vance Floating-Rate Income Trust 0.1%
Value ($000) $4,001 Shares 316,503 Est. Cost $12.88 Unrealized
Fairchild Semiconductor International, In 0.1%
Value ($000) $3,769 Shares 182,000 Est. Cost $20.71 Unrealized
First Trust Senior Fltg. Rate Income Fd.I 0.1%
Value ($000) $3,586 Shares 290,379 Est. Cost $12.37 Unrealized
DoubleLine Income Solutions Fund 0.1%
Value ($000) $3,347 Shares 206,353 Est. Cost $16.22 Unrealized
Northern Tier Energy LP 0.1%
Value ($000) $3,326 Shares 128,600 Est. Cost $25.86 Unrealized
Hilton Worldwide Holdings Inc. 0.1%
Value ($000) $3,056 Shares 142,800 Est. Cost $21.40 Unrealized
SPX FLOW, Inc. 0.1%
Value ($000) $2,939 Shares 105,300 Est. Cost $34.43 Unrealized
Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $2,444 Shares 114,200 Est. Cost $21.40 Unrealized
MSFT Microsoft Corp. 0.0%
Value ($000) $2,219 Shares 40,000 Est. Cost $38.18 Unrealized +20.3%
Pacific Special Acquisition Corp. 0.0%
Value ($000) $2,068 Shares 210,000 Est. Cost $9.85 Unrealized
Winthrop Realty Trust 0.0%
Value ($000) $2,062 Shares 158,988 Est. Cost $15.32 Unrealized
Hennessy Capital Acquisition Corp. II 0.0%
Value ($000) $1,960 Shares 200,000 Est. Cost $9.86 Unrealized
MSFT Microsoft Corp. 0.0%
Value ($000) $1,775 Shares 32,000 Est. Cost $38.18 Unrealized +20.3%
MCD McDonald's Corp. 0.0%
Value ($000) $1,725 Shares 14,600 Est. Cost $73.92 Unrealized +18.0%
Wheeler Real Estate Inv.Trust, Inc. 0.0%
Value ($000) $1,714 Shares 888,250 Est. Cost $2.03 Unrealized
Blackrock Fltg Rate OME Str. 0.0%
Value ($000) $1,201 Shares 93,129 Est. Cost $12.90 Unrealized
CYS Investments, Inc. 0.0%
Value ($000) $865 Shares 121,297 Est. Cost $7.81 Unrealized
Western Asset High Income Opportunity Fun 0.0%
Value ($000) $500 Shares 106,644 Est. Cost $6.10 Unrealized
T AT&T Inc. 0.0%
Value ($000) $453 Shares 13,164 Est. Cost $12.27 Unrealized +1.4%
StanCorp Financial Group, Inc. 0.0%
Value ($000) $318 Shares 2,800 Est. Cost $113.93 Unrealized
SFX Entertainment Inc. 0.0%
Value ($000) $210 Shares 1,104,063 Est. Cost $4.16 Unrealized
Heartland Payment Systems, Inc. 0.0%
Value ($000) $180 Shares 1,894 Est. Cost $95.04 Unrealized
BXMT Blackstone Mortgage Trust Inc. 0.0%
Value ($000) $136 Shares 5,067 Est. Cost $27.83 Unrealized
Pacific Special Acquisition Corp. 0.0%
Value ($000) $20 Shares 210,000 Est. Cost $0.10 Unrealized
Nuveen Energy MLP Total Return Fund 0.0%
Value ($000) $12 Shares 1,050 Est. Cost $19.05 Unrealized
First Trust MLP and Energy Income Fund 0.0%
Value ($000) $2 Shares 149 Est. Cost $20.04 Unrealized