Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 15, 2016

Total Value ($000): $4,359,227 (100.0% shares, 0.0% debt)

Holdings (92)

SPY SPDR S&P 500 ETF TR 6.2%
Value ($000) $268,198 Shares 1,280,000 Est. Cost Unrealized
EMC Corporation MASS 5.4%
Value ($000) $235,824 Shares 8,679,569 Est. Cost $26.23 Unrealized
Starwood Hotels & Resorts Worldwide Inc. 4.8%
Value ($000) $209,862 Shares 2,837,894 Est. Cost $78.89 Unrealized
KLAC KLA-Tencor Corp. 4.8%
Value ($000) $209,093 Shares 2,854,514 Est. Cost $54.18 Unrealized +12.1%
Tyco International plc 4.8%
Value ($000) $207,094 Shares 4,861,373 Est. Cost $41.83 Unrealized
Yahoo! Inc. 4.4%
Value ($000) $190,348 Shares 5,067,838 Est. Cost $38.45 Unrealized
LinkedIn Corporation 3.8%
Value ($000) $166,215 Shares 878,282 Est. Cost $189.25 Unrealized
Jarden Corporation 3.6%
Value ($000) $158,197 Shares 2,523,161 Est. Cost $58.15 Unrealized
Ingram Micro Inc. 3.5%
Value ($000) $151,284 Shares 4,349,725 Est. Cost $35.91 Unrealized
The Valspar Corporation 3.2%
Value ($000) $139,750 Shares 1,293,626 Est. Cost $107.61 Unrealized
AIG American International Group, Inc. 3.0%
Value ($000) $130,318 Shares 2,463,947 Est. Cost $36.57 Unrealized +18.4%
St. Jude Medical, Inc. 2.7%
Value ($000) $117,306 Shares 1,503,917 Est. Cost $78.00 Unrealized
AIG American International Group, Inc. 2.3%
Value ($000) $100,401 Shares 1,898,300 Est. Cost $36.57 Unrealized +18.4%
GM General Motors Co. 2.2%
Value ($000) $97,763 Shares 3,454,500 Est. Cost $23.87 Unrealized +3.9%
GM General Motors Co. 2.1%
Value ($000) $93,678 Shares 3,310,200 Est. Cost $23.87 Unrealized +3.9%
MGM MGM Resorts International 2.1%
Value ($000) $90,629 Shares 4,004,800 Est. Cost $20.24 Unrealized +6.1%
MGM MGM Resorts International 2.1%
Value ($000) $90,628 Shares 4,004,800 Est. Cost $20.24 Unrealized +6.1%
CBS Corporation NEW 2.0%
Value ($000) $86,375 Shares 1,586,600 Est. Cost $54.75 Unrealized
Dow Chemical Company 1.8%
Value ($000) $76,866 Shares 1,546,301 Est. Cost $47.63 Unrealized
General Electric Company 1.7%
Value ($000) $75,486 Shares 2,397,918 Est. Cost $27.29 Unrealized
General Electric Company 1.7%
Value ($000) $74,796 Shares 2,376,000 Est. Cost $27.29 Unrealized
First Niagara Financial Group 1.7%
Value ($000) $74,457 Shares 7,644,410 Est. Cost $10.41 Unrealized
Columbia Pipeline Group, Inc. 1.5%
Value ($000) $66,605 Shares 2,612,978 Est. Cost $25.34 Unrealized
Alcoa Inc. 1.5%
Value ($000) $64,997 Shares 7,011,600 Est. Cost $9.46 Unrealized
Dow Chemical Company 1.4%
Value ($000) $63,032 Shares 1,268,000 Est. Cost $47.63 Unrealized
Alcoa Inc. 1.4%
Value ($000) $62,251 Shares 6,715,300 Est. Cost $9.46 Unrealized
CBS Corporation NEW 1.4%
Value ($000) $59,328 Shares 1,089,788 Est. Cost $54.75 Unrealized
Syngenta AG 1.3%
Value ($000) $56,689 Shares 738,233 Est. Cost $81.32 Unrealized
Allergan, Inc. 1.2%
Value ($000) $53,106 Shares 229,807 Est. Cost $274.32 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $52,383 Shares 250,000 Est. Cost Unrealized
Allergan, Inc. 1.2%
Value ($000) $51,256 Shares 221,800 Est. Cost $274.32 Unrealized
American Capital Ltd. 1.2%
Value ($000) $51,242 Shares 3,237,033 Est. Cost $15.83 Unrealized
STWD Starwood Property Trust, Inc. 1.2%
Value ($000) $50,412 Shares 2,433,019 Est. Cost $25.54 Unrealized
Liberty Media Corp. Delaware 0.9%
Value ($000) $38,447 Shares 1,225,987 Est. Cost $31.36 Unrealized
Qlik Technologies Inc. 0.8%
Value ($000) $34,120 Shares 1,153,467 Est. Cost $29.58 Unrealized
Media General, Inc. NEW 0.7%
Value ($000) $30,613 Shares 1,780,862 Est. Cost $16.40 Unrealized
HUM Humana Inc. 0.7%
Value ($000) $29,255 Shares 162,639 Est. Cost $168.42 Unrealized -2.5%
HUM Humana Inc. 0.7%
Value ($000) $28,781 Shares 160,000 Est. Cost $168.42 Unrealized -2.5%
VMware Inc. 0.7%
Value ($000) $28,685 Shares 501,300 Est. Cost Unrealized
Alere, Inc. 0.6%
Value ($000) $28,323 Shares 679,528 Est. Cost $50.61 Unrealized
Equity Commonwealth 0.6%
Value ($000) $25,746 Shares 883,844 Est. Cost $25.71 Unrealized
SiriusXM Holdings Inc. 0.6%
Value ($000) $24,563 Shares 6,218,400 Est. Cost $3.20 Unrealized
Rite Aid Corp. 0.5%
Value ($000) $23,459 Shares 3,132,163 Est. Cost $7.49 Unrealized
Hilton Worldwide Holdings Inc. 0.5%
Value ($000) $23,375 Shares 1,037,500 Est. Cost $22.37 Unrealized
Hilton Worldwide Holdings Inc. 0.5%
Value ($000) $23,374 Shares 1,037,500 Est. Cost $22.37 Unrealized
Hertz Global Holdings, Inc. 0.5%
Value ($000) $22,414 Shares 2,024,737 Est. Cost $11.07 Unrealized
Hertz Global Holdings, Inc. 0.5%
Value ($000) $22,413 Shares 2,024,700 Est. Cost $11.07 Unrealized
FirstMerit Corporation 0.5%
Value ($000) $21,820 Shares 1,076,462 Est. Cost $21.05 Unrealized
Hatteras Financial Corporation 0.5%
Value ($000) $20,272 Shares 1,236,100 Est. Cost $16.40 Unrealized
CAG ConAgra Foods, Inc. 0.5%
Value ($000) $20,123 Shares 420,900 Est. Cost $25.34 Unrealized 0.0%
CAG ConAgra Foods, Inc. 0.5%
Value ($000) $20,123 Shares 420,900 Est. Cost $25.34 Unrealized 0.0%
HPE Hewlett Packard Enterprise Company 0.4%
Value ($000) $18,668 Shares 1,021,800 Est. Cost $7.76 Unrealized 0.0%
HPE Hewlett Packard Enterprise Company 0.4%
Value ($000) $18,668 Shares 1,021,800 Est. Cost $7.76 Unrealized 0.0%
Medivation Inc. 0.4%
Value ($000) $18,103 Shares 300,200 Est. Cost $60.30 Unrealized
Medivation Inc. 0.4%
Value ($000) $18,102 Shares 300,200 Est. Cost $60.30 Unrealized
MET MetLife, Inc. 0.4%
Value ($000) $16,884 Shares 423,900 Est. Cost $28.15 Unrealized 0.0%
MET MetLife, Inc. 0.4%
Value ($000) $16,883 Shares 423,900 Est. Cost $28.15 Unrealized 0.0%
Blackstone Group 0.2%
Value ($000) $10,715 Shares 436,600 Est. Cost $24.54 Unrealized
Blackstone Group 0.2%
Value ($000) $9,075 Shares 369,800 Est. Cost $24.54 Unrealized
Qihoo 360 Technology Company Ltd. 0.2%
Value ($000) $7,351 Shares 100,628 Est. Cost $75.14 Unrealized
Markit Limited 0.2%
Value ($000) $6,805 Shares 208,724 Est. Cost $35.35 Unrealized
Quintiles Transnational Holdings Inc. 0.2%
Value ($000) $6,799 Shares 104,087 Est. Cost $65.32 Unrealized
Invesco Senior Income Trust 0.2%
Value ($000) $6,694 Shares 1,601,382 Est. Cost $4.23 Unrealized
NorthStar Asset Management Group Inc. 0.1%
Value ($000) $6,093 Shares 596,789 Est. Cost $10.21 Unrealized
Liberty Media Corp. Delaware 0.1%
Value ($000) $5,866 Shares 306,493 Est. Cost $19.14 Unrealized
Eaton Vance Floating-Rate Income Trust 0.1%
Value ($000) $5,138 Shares 382,555 Est. Cost $12.93 Unrealized
WMB Williams Companies, Inc. DEL 0.1%
Value ($000) $5,024 Shares 232,289 Est. Cost $27.78 Unrealized -57.0%
Voya Prime Rate Trust 0.1%
Value ($000) $4,838 Shares 944,854 Est. Cost $5.06 Unrealized
KLR Energy Acquisition Corp. 0.1%
Value ($000) $3,994 Shares 399,000 Est. Cost $10.01 Unrealized
HUN Huntsman Corporation 0.1%
Value ($000) $3,623 Shares 269,400 Est. Cost $19.18 Unrealized -23.5%
HUN Huntsman Corporation 0.1%
Value ($000) $2,970 Shares 220,818 Est. Cost $19.18 Unrealized -23.5%
Blackrock Fltg Rate Inc. Strategies Fund 0.1%
Value ($000) $2,961 Shares 225,134 Est. Cost $13.00 Unrealized
Parkway Properties, Inc. 0.1%
Value ($000) $2,303 Shares 137,635 Est. Cost $16.73 Unrealized
Pacific Special Acquisition Corp. 0.0%
Value ($000) $2,146 Shares 210,000 Est. Cost $9.85 Unrealized
DoubleLine Income Solutions Fund 0.0%
Value ($000) $2,104 Shares 114,684 Est. Cost $16.22 Unrealized
Hennessy Capital Acquisition Corp. II 0.0%
Value ($000) $1,942 Shares 199,800 Est. Cost $9.86 Unrealized
GRFS Grifols S.A. 0.0%
Value ($000) $1,892 Shares 114,655 Est. Cost $15.43 Unrealized
NWSA News Corporation NEW 0.0%
Value ($000) $1,850 Shares 163,001 Est. Cost $10.51 Unrealized +2.4%
NorthStar Realty Finance Corp. 0.0%
Value ($000) $1,785 Shares 156,136 Est. Cost $17.03 Unrealized
Cash America International, Inc. 0.0%
Value ($000) $1,630 Shares 38,249 Est. Cost $42.62 Unrealized
Winthrop Realty Trust 0.0%
Value ($000) $1,585 Shares 180,350 Est. Cost $15.06 Unrealized
Wheeler Real Estate Inv.Trust, Inc. 0.0%
Value ($000) $1,368 Shares 888,250 Est. Cost $2.03 Unrealized
First Trust Senior Fltg. Rate Income Fd.I 0.0%
Value ($000) $1,051 Shares 81,800 Est. Cost $12.37 Unrealized
Apollo Residential Mortgage, Inc. 0.0%
Value ($000) $1,030 Shares 76,862 Est. Cost $13.40 Unrealized
Western Asset High Income Opportunity Fun 0.0%
Value ($000) $523 Shares 106,644 Est. Cost $6.10 Unrealized
CYS Investments, Inc. 0.0%
Value ($000) $508 Shares 60,696 Est. Cost $7.87 Unrealized
PFE Pfizer, Inc. 0.0%
Value ($000) $224 Shares 6,369 Est. Cost $18.62 Unrealized +13.1%
BXMT Blackstone Mortgage Trust Inc. 0.0%
Value ($000) $140 Shares 5,067 Est. Cost $27.83 Unrealized
Mylan NV 0.0%
Value ($000) $61 Shares 1,414 Est. Cost $43.14 Unrealized
WCN Waste Connections, Inc. 0.0%
Value ($000) $35 Shares 482 Est. Cost $42.53 Unrealized 0.0%
Pacific Special Acquisition Corp. 0.0%
Value ($000) $21 Shares 210,000 Est. Cost $0.10 Unrealized
Western Refining, Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized