Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value ($000): $3,174,769 (99.6% shares, 0.4% debt)

Holdings (77)

Altaba Inc. 10.2%
Value ($000) $322,953 Shares 4,875,512 Est. Cost $54.48 Unrealized
Time Warner Inc. 8.6%
Value ($000) $273,694 Shares 2,671,484 Est. Cost $98.51 Unrealized
NXPI NXP Semiconductors NV 6.5%
Value ($000) $206,935 Shares 1,829,830 Est. Cost $90.39 Unrealized +9.7%
SPY SPDR S&P 500 ETF TR 6.0%
Value ($000) $190,935 Shares 760,000 Est. Cost Unrealized
C.R. Bard, Inc. 5.8%
Value ($000) $184,321 Shares 575,106 Est. Cost $316.67 Unrealized
SPY SPDR S&P 500 ETF TR 4.0%
Value ($000) $125,615 Shares 500,000 Est. Cost Unrealized
Rice Energy Inc. 3.6%
Value ($000) $113,122 Shares 3,908,860 Est. Cost $28.11 Unrealized
HUN Huntsman Corporation 3.5%
Value ($000) $111,292 Shares 4,058,800 Est. Cost $24.79 Unrealized +7.5%
DowDuPont Inc. 3.3%
Value ($000) $104,868 Shares 1,514,782 Est. Cost $69.23 Unrealized
HUN Huntsman Corporation 3.1%
Value ($000) $97,656 Shares 3,561,500 Est. Cost $24.79 Unrealized +7.5%
HPE Hewlett Packard Enterprise Company 2.6%
Value ($000) $83,213 Shares 5,656,897 Est. Cost $9.82 Unrealized +7.5%
AIG American International Group, Inc. 2.5%
Value ($000) $80,709 Shares 1,314,700 Est. Cost $38.75 Unrealized +29.4%
T AT&T Inc. 2.5%
Value ($000) $80,537 Shares 2,056,100 Est. Cost Unrealized
The Advisory Board Company 2.5%
Value ($000) $79,506 Shares 1,482,625 Est. Cost $53.63 Unrealized
DowDuPont Inc. 2.5%
Value ($000) $78,520 Shares 1,134,200 Est. Cost $69.23 Unrealized
HPE Hewlett Packard Enterprise Company 2.4%
Value ($000) $75,760 Shares 5,150,200 Est. Cost $9.82 Unrealized +7.5%
Rockwell Collins, Inc. 2.4%
Value ($000) $75,511 Shares 577,697 Est. Cost $130.71 Unrealized
Fortress Investment Group LLC 2.0%
Value ($000) $61,933 Shares 7,770,719 Est. Cost $7.97 Unrealized
Alere, Inc. 1.8%
Value ($000) $57,411 Shares 1,125,917 Est. Cost $50.19 Unrealized
Scripps Networks Interactive Inc 1.8%
Value ($000) $55,897 Shares 650,801 Est. Cost $85.89 Unrealized
AIG American International Group, Inc. 1.7%
Value ($000) $53,324 Shares 868,600 Est. Cost $38.75 Unrealized +29.4%
ASH Ashland Global Holdings Inc. 1.7%
Value ($000) $52,717 Shares 806,200 Est. Cost $50.84 Unrealized +9.3%
ASH Ashland Global Holdings Inc. 1.6%
Value ($000) $52,273 Shares 799,400 Est. Cost $50.84 Unrealized +9.3%
Calpine Corporation 1.5%
Value ($000) $48,353 Shares 3,278,187 Est. Cost $14.75 Unrealized
Level 3 Communications, Inc. 1.5%
Value ($000) $46,956 Shares 881,148 Est. Cost $57.51 Unrealized
SEE Sealed Air Corporation NEW 1.4%
Value ($000) $43,989 Shares 1,029,700 Est. Cost $40.12 Unrealized -4.9%
NWL Newell Brands, Inc. 1.3%
Value ($000) $41,012 Shares 961,127 Est. Cost $33.46 Unrealized 0.0%
SEE Sealed Air Corporation NEW 1.2%
Value ($000) $38,824 Shares 908,800 Est. Cost $40.12 Unrealized -4.9%
Monsanto Company NEW 1.2%
Value ($000) $37,120 Shares 309,799 Est. Cost $118.36 Unrealized
MPC Marathon Petroleum Corporation 0.8%
Value ($000) $26,661 Shares 475,400 Est. Cost $37.82 Unrealized +9.3%
Micro Focus International PLC 0.8%
Value ($000) $24,781 Shares 776,836 Est. Cost $31.90 Unrealized
Delphi Automotive PLC 0.5%
Value ($000) $16,817 Shares 170,900 Est. Cost Unrealized
Brocade Communications Systems, Inc. 0.5%
Value ($000) $15,678 Shares 1,312,006 Est. Cost $11.95 Unrealized
CBS Corporation 0.5%
Value ($000) $15,643 Shares 269,700 Est. Cost $59.93 Unrealized
JCI Johnson Controls International PLC 0.5%
Value ($000) $14,592 Shares 362,200 Est. Cost $33.97 Unrealized -1.7%
Wyndham Worldwide Corp 0.5%
Value ($000) $14,547 Shares 138,000 Est. Cost Unrealized
Brocade Communications Systems, Inc. 0.4%
Value ($000) $11,992 Shares 11,954,000 Est. Cost $1.00 Unrealized
Pensare Acquisition Corp. 0.3%
Value ($000) $10,640 Shares 1,030,000 Est. Cost $10.33 Unrealized
STWD Starwood Property Trust, Inc. 0.3%
Value ($000) $10,520 Shares 484,358 Est. Cost $25.54 Unrealized
DigitalGlobe Inc. 0.3%
Value ($000) $10,279 Shares 291,587 Est. Cost $32.75 Unrealized
Modern Media Acquisition Corp. 0.3%
Value ($000) $9,584 Shares 980,396 Est. Cost $9.78 Unrealized
CSX CSX Corporation 0.3%
Value ($000) $8,253 Shares 152,100 Est. Cost $13.50 Unrealized +13.5%
Liberty Media Corp Deleware 0.3%
Value ($000) $8,087 Shares 193,007 Est. Cost $31.36 Unrealized
MoneyGram International, Inc. 0.2%
Value ($000) $7,804 Shares 484,417 Est. Cost $16.65 Unrealized
Forum Merger Corporation 0.2%
Value ($000) $7,751 Shares 756,189 Est. Cost $10.19 Unrealized
JCI Johnson Controls International PLC 0.2%
Value ($000) $7,663 Shares 190,207 Est. Cost $33.97 Unrealized -1.7%
CBS Corporation 0.2%
Value ($000) $6,705 Shares 115,600 Est. Cost $59.93 Unrealized
Orbital ATK, Inc. 0.2%
Value ($000) $5,635 Shares 42,316 Est. Cost $133.16 Unrealized
CSX CSX Corporation 0.2%
Value ($000) $5,062 Shares 93,300 Est. Cost $13.50 Unrealized +13.5%
Neff Corporation 0.1%
Value ($000) $4,585 Shares 183,411 Est. Cost $25.00 Unrealized
ILG, Inc. 0.1%
Value ($000) $4,437 Shares 166,000 Est. Cost $27.49 Unrealized
ILG, Inc. 0.1%
Value ($000) $4,322 Shares 161,700 Est. Cost $27.49 Unrealized
Southwest Bancorp, Inc. OKLA 0.1%
Value ($000) $4,154 Shares 150,789 Est. Cost $27.55 Unrealized
PNR Pentair PLC 0.1%
Value ($000) $3,990 Shares 58,700 Est. Cost $37.84 Unrealized 0.0%
PNR Pentair PLC 0.1%
Value ($000) $3,990 Shares 58,700 Est. Cost $37.84 Unrealized 0.0%
Western Asset High Income Opportunity Fun 0.1%
Value ($000) $3,915 Shares 763,229 Est. Cost $5.09 Unrealized
Blackrock Debt Strategies Fund, Inc. 0.1%
Value ($000) $3,713 Shares 318,149 Est. Cost $11.34 Unrealized
Electrum Special Acquisition Corp. 0.1%
Value ($000) $3,075 Shares 300,000 Est. Cost $10.25 Unrealized
General Electric Company 0.1%
Value ($000) $2,981 Shares 123,300 Est. Cost $28.84 Unrealized
ALV Autoliv, Inc. 0.1%
Value ($000) $2,905 Shares 23,500 Est. Cost Unrealized
TerraForm Global, Inc. 0.1%
Value ($000) $2,707 Shares 569,722 Est. Cost $4.75 Unrealized
Park Sterling Corporation 0.1%
Value ($000) $2,680 Shares 215,746 Est. Cost $12.42 Unrealized
NWSA News Corporation NEW 0.1%
Value ($000) $2,161 Shares 163,001 Est. Cost $10.51 Unrealized +17.0%
Bison Capital Acquisition Corp. 0.1%
Value ($000) $2,054 Shares 200,000 Est. Cost $10.20 Unrealized
Federal Street Acquisition Corp. 0.1%
Value ($000) $1,907 Shares 185,000 Est. Cost $10.31 Unrealized
Draper Oakwood Technology Acquisition, In 0.0%
Value ($000) $1,527 Shares 150,000 Est. Cost $10.18 Unrealized
General Electric Company 0.0%
Value ($000) $1,492 Shares 61,700 Est. Cost $28.84 Unrealized
HSN, Inc. 0.0%
Value ($000) $1,243 Shares 31,832 Est. Cost $39.05 Unrealized
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $1,060 Shares 18,900 Est. Cost $37.82 Unrealized +9.3%
Rite Aid Corp. 0.0%
Value ($000) $722 Shares 368,200 Est. Cost $4.11 Unrealized
New York REIT, Inc. 0.0%
Value ($000) $546 Shares 69,590 Est. Cost $7.85 Unrealized
Avista Healthcare Public Acquisition Corp 0.0%
Value ($000) $530 Shares 53,000 Est. Cost $10.00 Unrealized
Modern Media Acquisition Corp. 0.0%
Value ($000) $265 Shares 490,198 Est. Cost $0.54 Unrealized
Borqs Technologies, Inc. 0.0%
Value ($000) $60 Shares 10,444 Est. Cost $5.74 Unrealized
LEN/B Lennar Corporation 0.0%
Value ($000) $39 Shares 857 Est. Cost $31.96 Unrealized +15.8%
MainSource Financial Group, Inc. 0.0%
Value ($000) $30 Shares 850 Est. Cost $35.29 Unrealized
Borqs Technologies, Inc. 0.0%
Value ($000) $29 Shares 104,448 Est. Cost $0.28 Unrealized