Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 14, 2018

Total Value ($000): $2,555,674 (98.7% shares, 1.3% debt)

Holdings (96)

Altaba Inc. 11.7%
Value ($000) $298,965 Shares 4,280,089 Est. Cost $54.48 Unrealized
Time Warner Inc. 11.3%
Value ($000) $288,840 Shares 3,157,750 Est. Cost $97.42 Unrealized
NXPI NXP Semiconductors NV 8.3%
Value ($000) $211,569 Shares 1,806,888 Est. Cost $90.39 Unrealized +13.6%
SPY SPDR S&P 500 ETF TR 7.0%
Value ($000) $180,131 Shares 675,000 Est. Cost Unrealized
DowDuPont Inc. 5.4%
Value ($000) $137,928 Shares 1,936,641 Est. Cost $69.66 Unrealized
DowDuPont Inc. 4.1%
Value ($000) $105,519 Shares 1,481,600 Est. Cost $69.66 Unrealized
Rockwell Collins, Inc. 4.0%
Value ($000) $101,210 Shares 746,283 Est. Cost $131.82 Unrealized
Scripps Networks Interactive Inc 3.7%
Value ($000) $94,374 Shares 1,105,345 Est. Cost $85.68 Unrealized
Monsanto Company NEW 3.0%
Value ($000) $76,597 Shares 655,912 Est. Cost $117.53 Unrealized
Orbital ATK, Inc. 2.8%
Value ($000) $72,292 Shares 549,750 Est. Cost $131.63 Unrealized
Aetna Inc. NEW 2.8%
Value ($000) $70,654 Shares 391,674 Est. Cost $180.39 Unrealized
HUN Huntsman Corporation 2.6%
Value ($000) $67,226 Shares 2,019,400 Est. Cost $24.79 Unrealized +23.6%
Calpine Corporation 2.5%
Value ($000) $63,368 Shares 4,188,231 Est. Cost $14.83 Unrealized
HUN Huntsman Corporation 2.2%
Value ($000) $55,083 Shares 1,654,650 Est. Cost $24.79 Unrealized +23.6%
BDX Becton, Dickinson and Company 2.1%
Value ($000) $53,878 Shares 251,696 Est. Cost $185.44 Unrealized 0.0%
GGP Inc. 2.0%
Value ($000) $52,005 Shares 2,223,350 Est. Cost $23.39 Unrealized
Twenty-First Century Fox, Inc. 2.0%
Value ($000) $51,131 Shares 1,498,570 Est. Cost $34.12 Unrealized
CalAtlantic Group, Inc. 1.8%
Value ($000) $45,496 Shares 806,805 Est. Cost $56.39 Unrealized
AIG American International Group, Inc. 1.6%
Value ($000) $41,545 Shares 697,300 Est. Cost $38.75 Unrealized +28.3%
Cavium Inc. 1.5%
Value ($000) $37,198 Shares 443,735 Est. Cost $83.83 Unrealized
ILG, Inc. 1.5%
Value ($000) $37,190 Shares 1,305,843 Est. Cost $28.35 Unrealized
Twenty-First Century Fox, Inc. 1.4%
Value ($000) $35,652 Shares 1,044,900 Est. Cost $34.12 Unrealized
AIG American International Group, Inc. 1.4%
Value ($000) $34,526 Shares 579,500 Est. Cost $38.75 Unrealized +28.3%
Impax Laboratories Inc 0.8%
Value ($000) $19,238 Shares 19,731,000 Est. Cost $0.98 Unrealized
CBS Corporation NEW 0.6%
Value ($000) $15,913 Shares 269,700 Est. Cost $59.93 Unrealized
Aptiv PLC 0.6%
Value ($000) $15,843 Shares 154,830 Est. Cost Unrealized
Dynegy, Inc. NEW DEL 0.6%
Value ($000) $15,248 Shares 1,286,736 Est. Cost $11.85 Unrealized
VAC Marriot Vacations Worldwide Co. 0.6%
Value ($000) $14,806 Shares 109,500 Est. Cost Unrealized
JCI Johnson Controls International PLC 0.5%
Value ($000) $13,540 Shares 355,300 Est. Cost $33.97 Unrealized -4.4%
CSX CSX Corporation 0.5%
Value ($000) $13,499 Shares 245,400 Est. Cost $13.50 Unrealized +17.5%
Forum Merger Corporation 0.5%
Value ($000) $12,761 Shares 1,278,587 Est. Cost $9.98 Unrealized
Brocade Communications SYS I 0.5%
Value ($000) $12,163 Shares 11,954,000 Est. Cost $1.00 Unrealized
Avista Healthcare Public Acquisition Corp 0.4%
Value ($000) $10,446 Shares 1,053,000 Est. Cost $9.92 Unrealized
STWD Starwood Property Trust, Inc. 0.4%
Value ($000) $10,341 Shares 484,358 Est. Cost $25.54 Unrealized
Pensare Acquisition Corp. 0.4%
Value ($000) $9,965 Shares 1,029,998 Est. Cost $9.67 Unrealized
Advanced Accelerator Applications SA 0.4%
Value ($000) $9,924 Shares 121,585 Est. Cost $81.62 Unrealized
Modern Media Acquisition Corp. 0.4%
Value ($000) $9,638 Shares 980,396 Est. Cost $9.78 Unrealized
Almost Family Inc. 0.3%
Value ($000) $7,960 Shares 143,820 Est. Cost $55.35 Unrealized
QCOM QUALCOMM Incorporated 0.3%
Value ($000) $6,851 Shares 107,000 Est. Cost $49.00 Unrealized 0.0%
QCOM QUALCOMM Incorporated 0.3%
Value ($000) $6,850 Shares 107,000 Est. Cost $49.00 Unrealized 0.0%
DXC DXC Technology Company 0.3%
Value ($000) $6,586 Shares 69,400 Est. Cost $76.85 Unrealized 0.0%
GigCapital, Inc. 0.3%
Value ($000) $6,529 Shares 652,920 Est. Cost $10.00 Unrealized
JCI Johnson Controls International PLC 0.2%
Value ($000) $6,011 Shares 157,707 Est. Cost $33.97 Unrealized -4.4%
DXC DXC Technology Company 0.2%
Value ($000) $5,932 Shares 62,500 Est. Cost $76.85 Unrealized 0.0%
Legacy Acquisition Corp. 0.2%
Value ($000) $5,765 Shares 580,000 Est. Cost $9.94 Unrealized
Pinnacle Entertainment, Inc. NEW 0.2%
Value ($000) $5,586 Shares 170,654 Est. Cost $32.73 Unrealized
Liberty Media Corp DELAWARE 0.2%
Value ($000) $5,472 Shares 137,973 Est. Cost $31.36 Unrealized
CenturyLink, Inc. 0.2%
Value ($000) $5,312 Shares 318,447 Est. Cost $16.68 Unrealized
CM Seven Star Acquisition Corp. 0.2%
Value ($000) $4,584 Shares 474,998 Est. Cost $9.65 Unrealized
Black Ridge Acquisition Corp. 0.2%
Value ($000) $4,455 Shares 460,000 Est. Cost $9.68 Unrealized
MoneyGram International, Inc. 0.2%
Value ($000) $4,300 Shares 326,252 Est. Cost $16.65 Unrealized
ILG, Inc. 0.2%
Value ($000) $4,144 Shares 145,500 Est. Cost $28.35 Unrealized
XLB Select Sector SPDR TR 0.2%
Value ($000) $4,134 Shares 68,300 Est. Cost Unrealized
DOV Dover Corp 0.2%
Value ($000) $4,049 Shares 40,100 Est. Cost Unrealized
Western Asset High Income Opportunity Fun 0.2%
Value ($000) $3,870 Shares 763,229 Est. Cost $5.09 Unrealized
Tribune Media Company 0.1%
Value ($000) $3,754 Shares 88,376 Est. Cost $42.48 Unrealized
Blackrock Debt Strategies Fund, Inc. 0.1%
Value ($000) $3,722 Shares 318,149 Est. Cost $11.34 Unrealized
EQT EQT Corporation 0.1%
Value ($000) $3,694 Shares 64,900 Est. Cost $30.25 Unrealized 0.0%
CSX CSX Corporation 0.1%
Value ($000) $3,378 Shares 61,400 Est. Cost $13.50 Unrealized +17.5%
RWGE/U Regalwood Global Energy Ltd. 0.1%
Value ($000) $3,361 Shares 337,755 Est. Cost $9.95 Unrealized
EQT EQT Corporation 0.1%
Value ($000) $3,227 Shares 56,700 Est. Cost $30.25 Unrealized 0.0%
Electrum Special Acquisition Corp. 0.1%
Value ($000) $3,096 Shares 300,000 Est. Cost $10.25 Unrealized
Delphi Automotive PLC 0.1%
Value ($000) $2,790 Shares 27,270 Est. Cost Unrealized
NWSA News Corporation NEW 0.1%
Value ($000) $2,642 Shares 163,001 Est. Cost $10.51 Unrealized +30.2%
Silver Run Acquisition 0.1%
Value ($000) $2,546 Shares 256,894 Est. Cost $9.91 Unrealized
Big Rock Partners Acquisition Corp. 0.1%
Value ($000) $2,505 Shares 244,761 Est. Cost $10.23 Unrealized
CBS Corporation NEW 0.1%
Value ($000) $2,196 Shares 37,225 Est. Cost $59.93 Unrealized
General Electric Company 0.1%
Value ($000) $2,152 Shares 123,300 Est. Cost $28.84 Unrealized
General Electric Company 0.1%
Value ($000) $2,152 Shares 123,300 Est. Cost $28.84 Unrealized
Caesars Entertainment Corp 0.1%
Value ($000) $2,093 Shares 1,079,299 Est. Cost $1.94 Unrealized
Bison Capital Acquisition Corp. 0.1%
Value ($000) $1,976 Shares 199,998 Est. Cost $9.88 Unrealized
Federal Street Acquisition Corp. 0.1%
Value ($000) $1,796 Shares 184,998 Est. Cost $9.71 Unrealized
Draper Oakwood Tech Acquisition, Inc 0.1%
Value ($000) $1,467 Shares 150,000 Est. Cost $9.78 Unrealized
Caesars Entertainment Corporation 0.1%
Value ($000) $1,348 Shares 106,543 Est. Cost $12.65 Unrealized
Invesco Dynamic Credit Opportunities Fund 0.1%
Value ($000) $1,288 Shares 109,967 Est. Cost $11.71 Unrealized
Invesco Senior Income Trust 0.0%
Value ($000) $1,272 Shares 289,802 Est. Cost $4.39 Unrealized
Apollo Senior Floating Rate Fund Inc. 0.0%
Value ($000) $1,263 Shares 77,852 Est. Cost $16.22 Unrealized
Voya Prime Rate Trust 0.0%
Value ($000) $1,261 Shares 248,728 Est. Cost $5.07 Unrealized
Eaton Vance Floating-Rate Income Trust 0.0%
Value ($000) $1,133 Shares 79,084 Est. Cost $14.33 Unrealized
First Trust Senior Fltg. Rate Income Fd.I 0.0%
Value ($000) $994 Shares 77,069 Est. Cost $12.90 Unrealized
Matlin & Partners Acquisition Corp. 0.0%
Value ($000) $976 Shares 100,000 Est. Cost $9.76 Unrealized
Blackrock Fltg Rate Inc. Strategies Fund 0.0%
Value ($000) $915 Shares 66,381 Est. Cost $13.78 Unrealized
Rite Aid Corp. 0.0%
Value ($000) $776 Shares 393,700 Est. Cost $3.97 Unrealized
New York REIT, Inc. 0.0%
Value ($000) $440 Shares 111,948 Est. Cost $6.36 Unrealized
Pensare Acquisition Corp. 0.0%
Value ($000) $283 Shares 514,999 Est. Cost $0.55 Unrealized
Modern Media Acquisition Corp. 0.0%
Value ($000) $269 Shares 490,198 Est. Cost $0.54 Unrealized
Forum Merger Corporation 0.0%
Value ($000) $257 Shares 378,094 Est. Cost $0.68 Unrealized
Black Ridge Acquisition Corp. 0.0%
Value ($000) $152 Shares 460,000 Est. Cost $0.33 Unrealized
Federal Street Acquisition Corp. 0.0%
Value ($000) $107 Shares 92,499 Est. Cost $1.16 Unrealized
CM Seven Star Acquisition Corp. 0.0%
Value ($000) $69 Shares 237,499 Est. Cost $0.29 Unrealized
Borqs Technologies Inc. 0.0%
Value ($000) $56 Shares 10,444 Est. Cost $5.74 Unrealized
Draper Oakwood Tech Acquisition Inc 0.0%
Value ($000) $46 Shares 75,000 Est. Cost $0.61 Unrealized
LEN/B Lennar Corporation 0.0%
Value ($000) $45 Shares 872 Est. Cost $32.13 Unrealized +29.3%
Bison Capital Acquisition Corp. 0.0%
Value ($000) $36 Shares 99,999 Est. Cost $0.36 Unrealized
MainSource Financial Group, Inc. 0.0%
Value ($000) $31 Shares 850 Est. Cost $35.29 Unrealized
Borqs Technologies Inc. 0.0%
Value ($000) $18 Shares 104,448 Est. Cost $0.28 Unrealized