Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 16, 2016

Total Value ($000): $5,030,507 (100.0% shares, 0.0% debt)

Holdings (95)

Time Warner Cable Inc. 5.3%
Value ($000) $264,702 Shares 1,293,629 Est. Cost $158.09 Unrealized
Starwood Hotels & Resorts Worldwide Inc. 5.0%
Value ($000) $250,487 Shares 3,002,367 Est. Cost $78.89 Unrealized
Yahoo! Inc. 4.1%
Value ($000) $207,829 Shares 5,645,994 Est. Cost $38.45 Unrealized
EMC Corporation MASS 4.0%
Value ($000) $201,540 Shares 7,562,475 Est. Cost $26.09 Unrealized
KLAC KLA-Tencor Corp. 3.9%
Value ($000) $196,901 Shares 2,704,308 Est. Cost $53.82 Unrealized +5.1%
SPY SPDR S&P 500 ETF Trust 3.7%
Value ($000) $184,922 Shares 899,600 Est. Cost Unrealized
Airgas, Inc. 3.5%
Value ($000) $174,118 Shares 1,229,298 Est. Cost $139.62 Unrealized
Ingram Micro Inc. 3.1%
Value ($000) $155,817 Shares 4,339,097 Est. Cost $35.91 Unrealized
Baxalta Incorporated 2.9%
Value ($000) $144,178 Shares 3,568,750 Est. Cost $40.40 Unrealized
Jarden Corporation 2.9%
Value ($000) $143,858 Shares 2,440,341 Est. Cost $58.00 Unrealized
TMUS T-Mobile US, Inc. 2.7%
Value ($000) $136,229 Shares 2,555,400 Est. Cost $24.35 Unrealized +49.8%
AIG American International Group, Inc. 2.7%
Value ($000) $134,468 Shares 2,487,847 Est. Cost $36.57 Unrealized +15.1%
Alere, Inc. 2.6%
Value ($000) $132,968 Shares 2,627,306 Est. Cost $50.61 Unrealized
HYG iShares TR 2.6%
Value ($000) $130,123 Shares 1,592,900 Est. Cost Unrealized
Dow Chemical Company 2.6%
Value ($000) $129,433 Shares 2,544,892 Est. Cost $47.63 Unrealized
Dow Chemical Company 2.4%
Value ($000) $119,115 Shares 2,342,000 Est. Cost $47.63 Unrealized
GM General Motors Co. 2.1%
Value ($000) $107,566 Shares 3,422,400 Est. Cost $23.87 Unrealized +1.7%
Cameron International Corporation 2.1%
Value ($000) $103,998 Shares 1,551,054 Est. Cost $61.32 Unrealized
TMUS T-Mobile US, Inc. 2.0%
Value ($000) $102,872 Shares 2,685,970 Est. Cost $24.35 Unrealized +49.8%
HUM Humana Inc. 1.8%
Value ($000) $92,690 Shares 506,640 Est. Cost $168.42 Unrealized -5.0%
Johnson Controls, Inc. 1.8%
Value ($000) $90,308 Shares 2,317,358 Est. Cost $41.61 Unrealized
Youku Tudou Inc. 1.7%
Value ($000) $87,146 Shares 3,170,101 Est. Cost $27.14 Unrealized
MGM MGM Resorts International 1.6%
Value ($000) $80,984 Shares 3,777,200 Est. Cost $20.16 Unrealized -7.4%
MGM MGM Resorts International 1.6%
Value ($000) $80,983 Shares 3,777,200 Est. Cost $20.16 Unrealized -7.4%
SanDisk Corporation 1.6%
Value ($000) $80,416 Shares 1,056,993 Est. Cost $76.08 Unrealized
CBS Corporation NEW 1.5%
Value ($000) $77,919 Shares 1,414,400 Est. Cost $54.80 Unrealized
First Niagara Financial Group 1.4%
Value ($000) $71,473 Shares 7,383,557 Est. Cost $10.43 Unrealized
Johnson Controls, Inc. 1.4%
Value ($000) $69,441 Shares 1,781,900 Est. Cost $41.61 Unrealized
ADT Corporation 1.3%
Value ($000) $66,455 Shares 1,610,634 Est. Cost $41.26 Unrealized
GM General Motors Co. 1.3%
Value ($000) $64,805 Shares 2,061,900 Est. Cost $23.87 Unrealized +1.7%
General Electric Company 1.3%
Value ($000) $62,973 Shares 1,980,900 Est. Cost $26.41 Unrealized
AIG American International Group, Inc. 1.2%
Value ($000) $58,871 Shares 1,089,200 Est. Cost $36.57 Unrealized +15.1%
Allergan, Inc. 1.2%
Value ($000) $58,591 Shares 218,599 Est. Cost $276.54 Unrealized
The Valspar Corporation 1.1%
Value ($000) $57,000 Shares 532,612 Est. Cost $107.02 Unrealized
General Electric Company 1.1%
Value ($000) $56,679 Shares 1,782,900 Est. Cost $26.41 Unrealized
Du Pont (E.I.) de Nemours 1.1%
Value ($000) $53,877 Shares 850,868 Est. Cost $65.69 Unrealized
Alcoa Inc. 1.0%
Value ($000) $52,070 Shares 5,435,200 Est. Cost $9.58 Unrealized
CBS Corporation NEW 1.0%
Value ($000) $50,550 Shares 917,588 Est. Cost $54.80 Unrealized
STWD Starwood Property Trust, Inc. 0.9%
Value ($000) $46,057 Shares 2,433,019 Est. Cost $25.54 Unrealized
Syngenta AG 0.9%
Value ($000) $45,913 Shares 554,364 Est. Cost $82.82 Unrealized
Cablevision Systems Corporation 0.9%
Value ($000) $44,456 Shares 1,347,150 Est. Cost $32.04 Unrealized
Alcoa Inc. 0.8%
Value ($000) $38,789 Shares 4,049,000 Est. Cost $9.58 Unrealized
Starwood Hotels & Resorts Worldwide Inc. 0.7%
Value ($000) $36,492 Shares 437,400 Est. Cost $78.89 Unrealized
Equity Commonwealth 0.7%
Value ($000) $33,722 Shares 1,194,993 Est. Cost $25.71 Unrealized
Northern Tier Energy LP 0.6%
Value ($000) $28,103 Shares 1,192,300 Est. Cost $23.82 Unrealized
VMware Inc. 0.5%
Value ($000) $26,223 Shares 501,300 Est. Cost Unrealized
Media General, Inc. NEW 0.5%
Value ($000) $26,084 Shares 1,599,236 Est. Cost $16.31 Unrealized
Columbia Pipeline Group, Inc. 0.5%
Value ($000) $24,916 Shares 992,660 Est. Cost $25.10 Unrealized
SiriusXM Holdings Inc. 0.5%
Value ($000) $24,563 Shares 6,218,400 Est. Cost $3.20 Unrealized
Tyco International plc 0.5%
Value ($000) $23,318 Shares 635,200 Est. Cost $36.71 Unrealized
FirstMerit Corporation 0.5%
Value ($000) $22,660 Shares 1,076,462 Est. Cost $21.05 Unrealized
NorthStar Realty Finance Corp. 0.4%
Value ($000) $22,129 Shares 1,686,700 Est. Cost $17.03 Unrealized
NorthStar Realty Finance Corp. 0.4%
Value ($000) $21,403 Shares 1,631,351 Est. Cost $17.03 Unrealized
WMB Williams Companies, Inc. DEL 0.4%
Value ($000) $20,385 Shares 1,268,520 Est. Cost $27.78 Unrealized -64.3%
Du Pont (E.I.) de Nemours 0.4%
Value ($000) $19,579 Shares 309,200 Est. Cost $65.69 Unrealized
PFE Pfizer, Inc. 0.3%
Value ($000) $14,205 Shares 479,269 Est. Cost $18.62 Unrealized +0.3%
Hertz Global Holdings, Inc. 0.3%
Value ($000) $12,853 Shares 1,220,600 Est. Cost $20.91 Unrealized
Hertz Global Holdings, Inc. 0.2%
Value ($000) $11,770 Shares 1,117,800 Est. Cost $20.91 Unrealized
Progressive Waste Solutions Ltd. 0.2%
Value ($000) $11,123 Shares 358,462 Est. Cost $31.03 Unrealized
W.R. Grace & Co. DEL NEW 0.2%
Value ($000) $10,954 Shares 153,889 Est. Cost $97.78 Unrealized
Atmel Corporation 0.2%
Value ($000) $10,711 Shares 1,319,150 Est. Cost $8.59 Unrealized
PFE Pfizer, Inc. 0.2%
Value ($000) $10,656 Shares 359,500 Est. Cost $18.62 Unrealized +0.3%
Markit Limited 0.2%
Value ($000) $8,524 Shares 241,124 Est. Cost $35.35 Unrealized
Allergan, Inc. 0.2%
Value ($000) $8,041 Shares 30,000 Est. Cost $276.54 Unrealized
Hilton Worldwide Holdings Inc. 0.2%
Value ($000) $7,645 Shares 339,500 Est. Cost $22.05 Unrealized
Hilton Worldwide Holdings Inc. 0.2%
Value ($000) $7,645 Shares 339,500 Est. Cost $22.05 Unrealized
Qihoo 360 Technology Company Ltd. 0.1%
Value ($000) $6,335 Shares 83,841 Est. Cost $75.56 Unrealized
Invesco Senior Income Trust 0.1%
Value ($000) $6,243 Shares 1,545,294 Est. Cost $4.23 Unrealized
HUN Huntsman Corporation 0.1%
Value ($000) $5,739 Shares 431,500 Est. Cost $19.18 Unrealized -46.1%
HUN Huntsman Corporation 0.1%
Value ($000) $5,093 Shares 382,918 Est. Cost $19.18 Unrealized -46.1%
Eaton Vance Floating-Rate Inc. 0.1%
Value ($000) $4,900 Shares 372,339 Est. Cost $12.92 Unrealized
Equity Commonwealth 0.1%
Value ($000) $4,772 Shares 187,580 Est. Cost $25.55 Unrealized
Voya (ING) Prime Rate Trust 0.1%
Value ($000) $4,548 Shares 902,333 Est. Cost $5.06 Unrealized
PRGO Perrigo Company PLC 0.1%
Value ($000) $4,235 Shares 33,100 Est. Cost $190.62 Unrealized -28.3%
KLR Energy Acquisition Corp. 0.1%
Value ($000) $4,002 Shares 399,000 Est. Cost $10.03 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $3,666 Shares 87,800 Est. Cost $39.31 Unrealized -20.5%
First Trust Senior Fltg. Rate Income Fd. 0.1%
Value ($000) $3,619 Shares 281,204 Est. Cost $12.37 Unrealized
DoubleLine Income Solutions Fund 0.1%
Value ($000) $3,469 Shares 206,353 Est. Cost $16.22 Unrealized
Blackrock Float Rate OME STR 0.1%
Value ($000) $2,835 Shares 216,891 Est. Cost $13.00 Unrealized
GCP Applied Technologies Inc. 0.1%
Value ($000) $2,728 Shares 136,776 Est. Cost $19.95 Unrealized
Winthrop Realty Trust 0.0%
Value ($000) $2,368 Shares 180,350 Est. Cost $15.06 Unrealized
Pacific Special Acquisition Corp. 0.0%
Value ($000) $2,106 Shares 210,000 Est. Cost $9.85 Unrealized
NWSA News Corporation NEW 0.0%
Value ($000) $2,082 Shares 163,001 Est. Cost $10.51 Unrealized 0.0%
Hennessy Capital Acquisition Corp. 0.0%
Value ($000) $1,962 Shares 199,800 Est. Cost $9.86 Unrealized
GRFS Grifols S.A. 0.0%
Value ($000) $1,769 Shares 114,655 Est. Cost $15.43 Unrealized
CYS Investments, Inc. 0.0%
Value ($000) $1,214 Shares 149,130 Est. Cost $7.87 Unrealized
Wheeler Real Estate Inv.Trust 0.0%
Value ($000) $1,110 Shares 888,250 Est. Cost $2.03 Unrealized
T AT&T Inc. 0.0%
Value ($000) $862 Shares 22,000 Est. Cost $12.90 Unrealized +7.3%
Western Asset High Income Opportunity Fun 0.0%
Value ($000) $500 Shares 106,644 Est. Cost $6.10 Unrealized
Apollo Residential Mortgage, Inc. 0.0%
Value ($000) $352 Shares 26,262 Est. Cost $13.40 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $344 Shares 48,200 Est. Cost Unrealized
Heartland Payment Systems, Inc. 0.0%
Value ($000) $183 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
SFX Entertainment Inc. 0.0%
Value ($000) $42 Shares 1,080,056 Est. Cost $4.16 Unrealized
Pacific Special Acquisition Corp. 0.0%
Value ($000) $19 Shares 210,000 Est. Cost $0.10 Unrealized