Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $3,495,937 (100.0% shares, 0.0% debt)

Holdings (81)

Yahoo! Inc. 7.3%
Value ($000) $254,133 Shares 5,896,360 Est. Cost $39.10 Unrealized
LinkedIn Corporation 6.2%
Value ($000) $215,281 Shares 1,126,417 Est. Cost $189.66 Unrealized
KLAC KLA-Tencor Corp. 5.5%
Value ($000) $192,345 Shares 2,759,216 Est. Cost $54.18 Unrealized +13.4%
SPY SPDR S&P 500 ETF TR 5.4%
Value ($000) $190,344 Shares 880,000 Est. Cost Unrealized
Ingram Micro Inc. 4.4%
Value ($000) $155,203 Shares 4,352,314 Est. Cost $35.91 Unrealized
St. Jude Medical, Inc. 4.2%
Value ($000) $145,082 Shares 1,818,978 Est. Cost $78.31 Unrealized
AIG American International Group, Inc. 2.9%
Value ($000) $99,721 Shares 1,680,490 Est. Cost $36.57 Unrealized +23.2%
The Valspar Corporation 2.7%
Value ($000) $94,737 Shares 893,151 Est. Cost $107.61 Unrealized
PG The Procter & Gamble Company 2.6%
Value ($000) $89,722 Shares 996,820 Est. Cost $67.52 Unrealized 0.0%
Syngenta AG 2.5%
Value ($000) $87,126 Shares 994,583 Est. Cost $82.94 Unrealized
CBS Corporation NEW 2.5%
Value ($000) $86,917 Shares 1,587,800 Est. Cost $54.75 Unrealized
PG The Procter & Gamble Company 2.2%
Value ($000) $78,019 Shares 866,800 Est. Cost $67.52 Unrealized 0.0%
American Capital Ltd. 2.2%
Value ($000) $77,073 Shares 4,557,842 Est. Cost $16.14 Unrealized
Dow Chemical Company 2.2%
Value ($000) $76,719 Shares 1,480,200 Est. Cost $47.63 Unrealized
Dow Chemical Company 2.1%
Value ($000) $73,318 Shares 1,414,600 Est. Cost $47.63 Unrealized
Hilton Worldwide Holdings Inc. 2.1%
Value ($000) $72,186 Shares 3,148,100 Est. Cost $22.75 Unrealized
Hilton Worldwide Holdings Inc. 2.1%
Value ($000) $72,186 Shares 3,148,100 Est. Cost $22.75 Unrealized
Columbia Pipeline Group, Inc. 1.9%
Value ($000) $67,312 Shares 2,612,978 Est. Cost $25.34 Unrealized
AIG American International Group, Inc. 1.9%
Value ($000) $67,161 Shares 1,131,800 Est. Cost $36.57 Unrealized +23.2%
PrivateBancorp, Inc. 1.7%
Value ($000) $59,850 Shares 1,303,365 Est. Cost $45.92 Unrealized
CBS Corporation NEW 1.7%
Value ($000) $59,718 Shares 1,090,937 Est. Cost $54.75 Unrealized
STWD Starwood Property Trust, Inc. 1.5%
Value ($000) $52,814 Shares 2,345,214 Est. Cost $25.54 Unrealized
FMC Technologies, Inc. 1.5%
Value ($000) $52,813 Shares 1,756,894 Est. Cost $30.06 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $51,912 Shares 240,000 Est. Cost Unrealized
CAG ConAgra Foods, Inc. 1.5%
Value ($000) $50,789 Shares 1,078,100 Est. Cost $25.53 Unrealized +0.5%
Alcoa Inc. 1.4%
Value ($000) $49,976 Shares 4,928,600 Est. Cost $9.46 Unrealized
Alcoa Inc. 1.4%
Value ($000) $49,976 Shares 4,928,600 Est. Cost $9.46 Unrealized
CAG ConAgra Foods, Inc. 1.4%
Value ($000) $48,806 Shares 1,036,000 Est. Cost $25.53 Unrealized +0.5%
Chemtura Corporation 1.4%
Value ($000) $47,977 Shares 1,462,269 Est. Cost $32.81 Unrealized
MAR Marriott International Inc. NEW 1.3%
Value ($000) $47,091 Shares 699,409 Est. Cost $64.65 Unrealized 0.0%
Dell Technologies Inc. 1.3%
Value ($000) $46,215 Shares 966,842 Est. Cost $47.80 Unrealized
JCI Johnson Controls International PLC 1.3%
Value ($000) $45,032 Shares 967,800 Est. Cost $33.21 Unrealized 0.0%
JCI Johnson Controls International PLC 1.3%
Value ($000) $45,031 Shares 967,800 Est. Cost $33.21 Unrealized 0.0%
Liberty Media Corp Delaware 1.2%
Value ($000) $41,659 Shares 1,225,987 Est. Cost $31.36 Unrealized
HPE Hewlett Packard Enterprise Company 0.9%
Value ($000) $30,988 Shares 1,362,100 Est. Cost $8.18 Unrealized +15.3%
HPE Hewlett Packard Enterprise Company 0.9%
Value ($000) $30,987 Shares 1,362,100 Est. Cost $8.18 Unrealized +15.3%
GM General Motors Co. 0.8%
Value ($000) $29,159 Shares 917,800 Est. Cost $23.87 Unrealized +8.3%
Monsanto Company NEW 0.8%
Value ($000) $28,157 Shares 275,500 Est. Cost $102.20 Unrealized
Monsanto Company NEW 0.8%
Value ($000) $28,156 Shares 275,500 Est. Cost $102.20 Unrealized
Media General, Inc. NEW 0.8%
Value ($000) $27,478 Shares 1,490,979 Est. Cost $16.40 Unrealized
GM General Motors Co. 0.7%
Value ($000) $26,207 Shares 824,900 Est. Cost $23.87 Unrealized +8.3%
CIT Group Inc. 0.7%
Value ($000) $24,829 Shares 684,000 Est. Cost $36.30 Unrealized
CIT Group Inc. 0.7%
Value ($000) $24,828 Shares 684,000 Est. Cost $36.30 Unrealized
Allergan, Inc. 0.7%
Value ($000) $23,675 Shares 102,800 Est. Cost $274.32 Unrealized
Allergan, Inc. 0.6%
Value ($000) $22,721 Shares 98,655 Est. Cost $274.32 Unrealized
Rite Aid Corp. 0.6%
Value ($000) $19,486 Shares 2,533,995 Est. Cost $7.49 Unrealized
MGM MGM Resorts International 0.6%
Value ($000) $19,288 Shares 741,000 Est. Cost $20.24 Unrealized +13.3%
MGM MGM Resorts International 0.6%
Value ($000) $19,288 Shares 741,000 Est. Cost $20.24 Unrealized +13.3%
MET MetLife, Inc. 0.5%
Value ($000) $18,834 Shares 423,900 Est. Cost $28.15 Unrealized -2.7%
Quintiles IMS Holdings Inc. 0.5%
Value ($000) $17,581 Shares 216,882 Est. Cost $73.51 Unrealized
MET MetLife, Inc. 0.5%
Value ($000) $17,239 Shares 388,000 Est. Cost $28.15 Unrealized -2.7%
COTY Coty, Inc. 0.4%
Value ($000) $15,127 Shares 652,040 Est. Cost $23.11 Unrealized 0.0%
WhiteWave Foods Company 0.4%
Value ($000) $13,343 Shares 245,152 Est. Cost $54.43 Unrealized
General Electric Company 0.3%
Value ($000) $11,134 Shares 375,900 Est. Cost $27.29 Unrealized
General Electric Company 0.3%
Value ($000) $11,134 Shares 375,900 Est. Cost $27.29 Unrealized
ASH Ashland Global Holdings Inc. 0.2%
Value ($000) $8,604 Shares 74,200 Est. Cost $49.37 Unrealized 0.0%
ASH Ashland Global Holdings Inc. 0.2%
Value ($000) $8,604 Shares 74,200 Est. Cost $49.37 Unrealized 0.0%
NorthStar Realty Finance Corp. 0.2%
Value ($000) $8,180 Shares 621,119 Est. Cost $14.14 Unrealized
Invesco Senior Income Trust 0.2%
Value ($000) $7,873 Shares 1,818,196 Est. Cost $4.24 Unrealized
Blackstone Group 0.2%
Value ($000) $7,774 Shares 304,500 Est. Cost $24.54 Unrealized
EverBank Financial Corporation 0.2%
Value ($000) $6,951 Shares 359,020 Est. Cost $19.36 Unrealized
Eaton Vance Floating-Rate Income Trust 0.2%
Value ($000) $6,156 Shares 433,545 Est. Cost $13.08 Unrealized
Blackstone Group 0.2%
Value ($000) $5,839 Shares 228,700 Est. Cost $24.54 Unrealized
Voya Prime Rate Trust 0.2%
Value ($000) $5,347 Shares 1,012,610 Est. Cost $5.08 Unrealized
KLR Energy Acquisition Corp. 0.1%
Value ($000) $4,038 Shares 399,000 Est. Cost $10.01 Unrealized
Blackrock Fltg Rate Inc. Strategies Fund 0.1%
Value ($000) $3,847 Shares 277,586 Est. Cost $13.16 Unrealized
Linear Technology Corporation 0.1%
Value ($000) $2,964 Shares 50,000 Est. Cost $59.28 Unrealized
Isle of Capri Casinos, Inc. 0.1%
Value ($000) $2,339 Shares 105,000 Est. Cost $22.28 Unrealized
NWSA News Corporation NEW 0.1%
Value ($000) $2,278 Shares 163,001 Est. Cost $10.51 Unrealized +12.4%
Pacific Special Acquisition Corp. 0.1%
Value ($000) $2,152 Shares 210,000 Est. Cost $9.85 Unrealized
Hennessy Capital Acquisition Corp. II 0.1%
Value ($000) $1,958 Shares 199,800 Est. Cost $9.86 Unrealized
Wheeler Real Estate Inv.Trust, Inc. 0.0%
Value ($000) $1,538 Shares 878,625 Est. Cost $2.03 Unrealized
Winthrop Realty Trust 0.0%
Value ($000) $1,488 Shares 180,350 Est. Cost $15.06 Unrealized
Envision Healthcare Holdings, Inc. 0.0%
Value ($000) $1,167 Shares 52,400 Est. Cost $22.27 Unrealized
First Trust Senior Fltg. Rate Income Fd.I 0.0%
Value ($000) $1,045 Shares 76,412 Est. Cost $12.37 Unrealized
Western Asset High Income Opportunity Fun 0.0%
Value ($000) $539 Shares 106,644 Est. Cost $6.10 Unrealized
VVV Valvoline Inc. 0.0%
Value ($000) $516 Shares 21,952 Est. Cost $23.60 Unrealized 0.0%
HRI Herc Holdings Inc. 0.0%
Value ($000) $455 Shares 13,499 Est. Cost $30.89 Unrealized 0.0%
IRT Independence Realty Trust, Inc. 0.0%
Value ($000) $225 Shares 25,000 Est. Cost $9.00 Unrealized
BXMT Blackstone Mortgage Trust Inc. 0.0%
Value ($000) $149 Shares 5,067 Est. Cost $27.83 Unrealized
Pacific Special Acquisition Corp. 0.0%
Value ($000) $28 Shares 210,000 Est. Cost $0.10 Unrealized