Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value ($000): $3,953,567 (100.0% shares, 0.0% debt)

Holdings (89)

Yahoo! Inc. 4.7%
Value ($000) $185,119 Shares 4,787,162 Est. Cost $39.10 Unrealized
St. Jude Medical, Inc. 3.7%
Value ($000) $145,635 Shares 1,816,119 Est. Cost $78.31 Unrealized
Harman International Industries, Inc. 3.5%
Value ($000) $138,251 Shares 1,243,712 Est. Cost $111.16 Unrealized
American Capital Ltd. 3.2%
Value ($000) $127,256 Shares 7,101,323 Est. Cost $16.78 Unrealized
NXPI NXP Semiconductors NV 3.0%
Value ($000) $119,170 Shares 1,215,900 Est. Cost $88.31 Unrealized 0.0%
Reynolds American Inc. 2.7%
Value ($000) $106,165 Shares 1,894,450 Est. Cost $56.04 Unrealized
Cabela's Incorporated 2.7%
Value ($000) $105,028 Shares 1,793,808 Est. Cost $58.55 Unrealized
HPE Hewlett Packard Enterprise Company 2.6%
Value ($000) $103,669 Shares 4,480,100 Est. Cost $9.61 Unrealized +6.5%
Linear Technology Corporation 2.6%
Value ($000) $103,646 Shares 1,662,329 Est. Cost $62.26 Unrealized
HPE Hewlett Packard Enterprise Company 2.6%
Value ($000) $103,111 Shares 4,456,000 Est. Cost $9.61 Unrealized +6.5%
Time Warner Inc. 2.6%
Value ($000) $102,290 Shares 1,059,666 Est. Cost $96.53 Unrealized
Endurance Specialty Holdings Limited 2.5%
Value ($000) $97,876 Shares 1,059,256 Est. Cost $92.40 Unrealized
AIG American International Group, Inc. 2.3%
Value ($000) $90,036 Shares 1,378,600 Est. Cost $36.57 Unrealized +36.2%
The Valspar Corporation 2.3%
Value ($000) $89,041 Shares 859,389 Est. Cost $107.61 Unrealized
ASH Ashland Global Holdings Inc. 2.2%
Value ($000) $88,623 Shares 810,900 Est. Cost $47.58 Unrealized -0.4%
Syngenta AG 2.2%
Value ($000) $87,566 Shares 1,107,727 Est. Cost $82.54 Unrealized
Dow Chemical Company 2.1%
Value ($000) $83,892 Shares 1,466,128 Est. Cost $47.96 Unrealized
Baker Hughes Incorporated 2.1%
Value ($000) $82,935 Shares 1,276,500 Est. Cost $64.97 Unrealized
Baker Hughes Incorporated 2.1%
Value ($000) $82,934 Shares 1,276,500 Est. Cost $64.97 Unrealized
ASH Ashland Global Holdings Inc. 2.1%
Value ($000) $82,624 Shares 756,000 Est. Cost $47.58 Unrealized -0.4%
AIG American International Group, Inc. 2.1%
Value ($000) $81,076 Shares 1,241,400 Est. Cost $36.57 Unrealized +36.2%
FTI FMC Technologies Inc. 1.9%
Value ($000) $76,412 Shares 2,131,483 Est. Cost $22.96 Unrealized 0.0%
HLT Hilton Worldwide Holdings Inc. 1.8%
Value ($000) $71,747 Shares 2,637,800 Est. Cost $48.37 Unrealized 0.0%
HLT Hilton Worldwide Holdings Inc. 1.8%
Value ($000) $71,408 Shares 2,625,300 Est. Cost $48.37 Unrealized 0.0%
Mentor Graphics Corporation 1.7%
Value ($000) $68,445 Shares 1,855,383 Est. Cost $36.89 Unrealized
CIT Group Inc. 1.7%
Value ($000) $66,453 Shares 1,557,000 Est. Cost $39.88 Unrealized
CIT Group Inc. 1.7%
Value ($000) $66,448 Shares 1,556,900 Est. Cost $39.88 Unrealized
CBS Corporation NEW 1.7%
Value ($000) $65,491 Shares 1,029,400 Est. Cost $54.75 Unrealized
Chemtura Corporation 1.6%
Value ($000) $63,920 Shares 1,925,298 Est. Cost $32.90 Unrealized
EverBank Financial Corporation 1.6%
Value ($000) $62,381 Shares 3,207,274 Est. Cost $19.44 Unrealized
SPY SPDR S&P 500 ETF TR 1.4%
Value ($000) $55,882 Shares 250,000 Est. Cost Unrealized
Monsanto Company NEW 1.4%
Value ($000) $55,414 Shares 526,700 Est. Cost $103.64 Unrealized
Level 3 Communications, Inc. 1.4%
Value ($000) $53,685 Shares 952,536 Est. Cost $56.36 Unrealized
B/E Aerospace, Inc. 1.3%
Value ($000) $52,310 Shares 869,085 Est. Cost $60.19 Unrealized
Columbia Pipeline Partners LP 1.2%
Value ($000) $45,957 Shares 2,679,711 Est. Cost $17.15 Unrealized
LW Lamb West Holdings, Inc. 1.1%
Value ($000) $45,082 Shares 1,191,080 Est. Cost $29.75 Unrealized 0.0%
LW Lamb West Holdings, Inc. 1.1%
Value ($000) $44,901 Shares 1,186,300 Est. Cost $29.75 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $44,706 Shares 200,000 Est. Cost Unrealized
CBS Corporation NEW 1.1%
Value ($000) $43,509 Shares 683,900 Est. Cost $54.75 Unrealized
JCI Johnson Controls International PLC 1.1%
Value ($000) $42,590 Shares 1,034,000 Est. Cost $33.21 Unrealized +3.3%
Liberty Media Corp Delaware 1.1%
Value ($000) $42,321 Shares 1,225,987 Est. Cost $31.36 Unrealized
YUM Yum! Brands, Inc. 1.0%
Value ($000) $37,827 Shares 597,300 Est. Cost $53.30 Unrealized 0.0%
YUM Yum! Brands, Inc. 1.0%
Value ($000) $37,827 Shares 597,300 Est. Cost $53.30 Unrealized 0.0%
Dell Technologies Inc. 0.9%
Value ($000) $36,571 Shares 665,284 Est. Cost $47.80 Unrealized
JCI Johnson Controls International PLC 0.9%
Value ($000) $35,106 Shares 852,300 Est. Cost $33.21 Unrealized +3.3%
NorthStar Asset Management Group Inc. 0.8%
Value ($000) $33,564 Shares 2,249,576 Est. Cost $14.92 Unrealized
Dow Chemical Company 0.7%
Value ($000) $29,405 Shares 513,900 Est. Cost $47.96 Unrealized
Energy Transfer Partners, L.P. 0.7%
Value ($000) $27,375 Shares 764,454 Est. Cost $35.81 Unrealized
NorthStar Realty Finance Corp. 0.6%
Value ($000) $25,583 Shares 1,688,669 Est. Cost $14.78 Unrealized
Intersil Corp 0.6%
Value ($000) $23,383 Shares 1,048,540 Est. Cost $22.30 Unrealized
MET MetLife, Inc. 0.6%
Value ($000) $22,844 Shares 423,900 Est. Cost $28.15 Unrealized +19.8%
Media General, Inc. NEW 0.6%
Value ($000) $21,874 Shares 1,161,681 Est. Cost $16.40 Unrealized
MGM MGM Resorts International 0.5%
Value ($000) $21,280 Shares 738,100 Est. Cost $20.24 Unrealized +29.3%
MGM MGM Resorts International 0.5%
Value ($000) $21,280 Shares 738,100 Est. Cost $20.24 Unrealized +29.3%
Rite Aid Corp. 0.5%
Value ($000) $20,438 Shares 2,480,437 Est. Cost $7.49 Unrealized
WhiteWave Foods Company 0.5%
Value ($000) $19,020 Shares 342,088 Est. Cost $54.76 Unrealized
PrivateBancorp, Inc. 0.4%
Value ($000) $16,572 Shares 305,809 Est. Cost $45.92 Unrealized
YUMC Yum China Holding, Inc. 0.4%
Value ($000) $15,601 Shares 597,300 Est. Cost $26.68 Unrealized 0.0%
STWD Starwood Property Trust, Inc. 0.3%
Value ($000) $12,172 Shares 554,526 Est. Cost $25.54 Unrealized
Bats Global Markets, Inc. 0.3%
Value ($000) $11,486 Shares 342,756 Est. Cost $33.51 Unrealized
Isle of Capri Casinos, Inc. 0.3%
Value ($000) $10,925 Shares 442,500 Est. Cost $24.12 Unrealized
MET MetLife, Inc. 0.2%
Value ($000) $9,162 Shares 170,000 Est. Cost $28.15 Unrealized +19.8%
Bob Evans Farms, Inc. 0.2%
Value ($000) $8,114 Shares 152,500 Est. Cost $53.21 Unrealized
Bob Evans Farms, Inc. 0.2%
Value ($000) $8,114 Shares 152,500 Est. Cost $53.21 Unrealized
Invesco Senior Income Trust 0.2%
Value ($000) $7,829 Shares 1,687,279 Est. Cost $4.24 Unrealized
General Electric Company 0.2%
Value ($000) $7,773 Shares 246,000 Est. Cost $27.29 Unrealized
General Electric Company 0.2%
Value ($000) $7,773 Shares 246,000 Est. Cost $27.29 Unrealized
Allergan PLC 0.2%
Value ($000) $7,623 Shares 36,300 Est. Cost $274.32 Unrealized
Voya Prime Rate Trust 0.2%
Value ($000) $6,036 Shares 1,089,555 Est. Cost $5.11 Unrealized
Allergan PLC 0.2%
Value ($000) $5,955 Shares 28,358 Est. Cost $274.32 Unrealized
Nuveen Credit Strategies Income Fund 0.1%
Value ($000) $5,908 Shares 667,590 Est. Cost $8.85 Unrealized
Western Asset High Income Opportunity Fun 0.1%
Value ($000) $5,760 Shares 1,154,234 Est. Cost $5.09 Unrealized
Blackrock Fltg Rate OME STR 0.1%
Value ($000) $5,450 Shares 378,183 Est. Cost $13.50 Unrealized
ADNT Adient plc 0.1%
Value ($000) $4,994 Shares 85,230 Est. Cost $50.50 Unrealized 0.0%
Team Health Holding Inc. 0.1%
Value ($000) $4,950 Shares 113,916 Est. Cost $43.45 Unrealized
Blackrock Debt Strategies Fund, Inc. 0.1%
Value ($000) $4,371 Shares 385,459 Est. Cost $11.34 Unrealized
Rockwell Collins Inc. 0.1%
Value ($000) $4,174 Shares 45,000 Est. Cost Unrealized
KLR Energy Acquisition Corp. 0.1%
Value ($000) $4,142 Shares 399,000 Est. Cost $10.01 Unrealized
COTY Coty, Inc. 0.1%
Value ($000) $3,535 Shares 193,097 Est. Cost $23.11 Unrealized -21.4%
First Trust Senior Fltg. Rate Income Fd.I 0.1%
Value ($000) $3,491 Shares 252,450 Est. Cost $13.39 Unrealized
Pacific Special Acquisition Corp. 0.1%
Value ($000) $2,168 Shares 210,000 Est. Cost $9.85 Unrealized
Blackstone Group LP 0.1%
Value ($000) $2,049 Shares 75,800 Est. Cost $24.54 Unrealized
Hennessy Capital Acquisition Corp. II 0.1%
Value ($000) $2,016 Shares 199,800 Est. Cost $9.86 Unrealized
NWSA News Corporation NEW 0.0%
Value ($000) $1,868 Shares 163,001 Est. Cost $10.51 Unrealized +5.9%
GM General Motors Co. 0.0%
Value ($000) $1,759 Shares 50,500 Est. Cost $23.87 Unrealized +18.0%
Wheeler Real Estate Inv.Trust, Inc. 0.0%
Value ($000) $1,494 Shares 878,625 Est. Cost $2.03 Unrealized
GM General Motors Co. 0.0%
Value ($000) $1,390 Shares 39,900 Est. Cost $23.87 Unrealized +18.0%
VVV Valvoline Inc. 0.0%
Value ($000) $472 Shares 21,952 Est. Cost $23.60 Unrealized -10.2%
Pacific Special Acquisition Corp. 0.0%
Value ($000) $59 Shares 210,000 Est. Cost $0.10 Unrealized