Westchester Capital Management, LLC Hedge Fund

CIK: 0001512805 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 15, 2018

Total Value ($000): $2,570,288 (99.0% shares, 1.0% debt)

Holdings (109)

Altaba Inc. 12.7%
Value ($000) $325,451 Shares 4,395,616 Est. Cost $54.99 Unrealized
NXPI NXP Semiconductors NV 8.7%
Value ($000) $223,157 Shares 1,907,327 Est. Cost $91.28 Unrealized +17.5%
Time Warner Inc. 8.2%
Value ($000) $210,083 Shares 2,221,228 Est. Cost $97.42 Unrealized
SPY SPDR S&P 500 ETF TR 7.5%
Value ($000) $192,100 Shares 730,000 Est. Cost Unrealized
Rockwell Collins, Inc. 5.4%
Value ($000) $137,771 Shares 1,021,658 Est. Cost $132.64 Unrealized
Twenty-First Century Fox, Inc. 4.2%
Value ($000) $109,046 Shares 2,998,223 Est. Cost $35.25 Unrealized
Monsanto Company NEW 4.1%
Value ($000) $104,601 Shares 896,396 Est. Cost $117.30 Unrealized
Aetna Inc. NEW 3.6%
Value ($000) $93,690 Shares 554,379 Est. Cost $177.05 Unrealized
Microsemi Corporation 3.6%
Value ($000) $92,235 Shares 1,425,147 Est. Cost $64.72 Unrealized
Dr Pepper Snapple Group, Inc. 3.4%
Value ($000) $88,236 Shares 745,359 Est. Cost $118.38 Unrealized
Orbital ATK, Inc. 3.3%
Value ($000) $83,614 Shares 630,529 Est. Cost $131.75 Unrealized
SPY SPDR S&P 500 ETF TR 2.6%
Value ($000) $65,787 Shares 250,000 Est. Cost Unrealized
XL Group Limited 2.2%
Value ($000) $55,692 Shares 1,007,828 Est. Cost $55.26 Unrealized
GGP Inc. 2.0%
Value ($000) $51,889 Shares 2,536,132 Est. Cost $23.03 Unrealized
Orbotech, Ltd. 1.9%
Value ($000) $48,951 Shares 787,236 Est. Cost $62.18 Unrealized
DowDuPont Inc. 1.9%
Value ($000) $47,938 Shares 752,441 Est. Cost $69.66 Unrealized
HUN Huntsman Corporation 1.8%
Value ($000) $46,225 Shares 1,580,300 Est. Cost $24.79 Unrealized +32.1%
HUN Huntsman Corporation 1.7%
Value ($000) $44,415 Shares 1,518,450 Est. Cost $24.79 Unrealized +32.1%
Tribune Media Company 1.7%
Value ($000) $44,393 Shares 1,095,847 Est. Cost $40.67 Unrealized
ILG, Inc. 1.7%
Value ($000) $44,250 Shares 1,422,376 Est. Cost $28.58 Unrealized
DowDuPont Inc. 1.7%
Value ($000) $44,151 Shares 693,000 Est. Cost $69.66 Unrealized
Cavium Inc. 1.4%
Value ($000) $34,826 Shares 438,729 Est. Cost $83.83 Unrealized
Twenty-First Century Fox, Inc. 1.2%
Value ($000) $30,241 Shares 824,236 Est. Cost $36.69 Unrealized
Validus Holdings, Ltd. 0.9%
Value ($000) $24,083 Shares 357,048 Est. Cost $67.45 Unrealized
Impax Laboratories Inc 0.9%
Value ($000) $22,615 Shares 22,721,000 Est. Cost $0.98 Unrealized
Pinnacle Entertainment, Inc. 0.8%
Value ($000) $20,325 Shares 674,130 Est. Cost $30.80 Unrealized
TRN Trinity Industries Inc. 0.5%
Value ($000) $13,756 Shares 421,600 Est. Cost Unrealized
EQT EQT Corporation 0.5%
Value ($000) $13,093 Shares 275,600 Est. Cost $30.25 Unrealized -12.4%
OPTU Altice USA INC 0.5%
Value ($000) $12,008 Shares 649,800 Est. Cost Unrealized
XLB Select Sector SPDR TR 0.5%
Value ($000) $11,605 Shares 203,800 Est. Cost Unrealized
ConvergeOne Holdings, Inc. 0.4%
Value ($000) $11,550 Shares 1,250,000 Est. Cost $9.24 Unrealized
CSRA Inc. 0.4%
Value ($000) $11,215 Shares 272,002 Est. Cost $41.23 Unrealized
Avista Healthcare Public Acquisition Corp 0.4%
Value ($000) $10,509 Shares 1,053,000 Est. Cost $9.92 Unrealized
CBS Corporation 0.4%
Value ($000) $10,324 Shares 200,900 Est. Cost $59.93 Unrealized
Pensare Acquisition Corp. 0.4%
Value ($000) $10,012 Shares 1,029,998 Est. Cost $9.67 Unrealized
Modern Media Acquisition Corp. 0.4%
Value ($000) $9,755 Shares 980,396 Est. Cost $9.78 Unrealized
LLY Lilly Eli & Co 0.4%
Value ($000) $9,122 Shares 117,900 Est. Cost Unrealized
Twenty-First Century Fox, Inc. 0.3%
Value ($000) $8,780 Shares 239,300 Est. Cost $36.69 Unrealized
KapStone Paper and Packaging Corporation 0.3%
Value ($000) $8,020 Shares 233,770 Est. Cost $34.31 Unrealized
JCI Johnson Controls International PLC 0.3%
Value ($000) $7,090 Shares 201,200 Est. Cost $33.97 Unrealized -6.5%
GigCapital, Inc. 0.2%
Value ($000) $6,362 Shares 652,916 Est. Cost $9.74 Unrealized
DOV Dover Corp 0.2%
Value ($000) $6,080 Shares 61,900 Est. Cost Unrealized
Ablynx NV 0.2%
Value ($000) $5,997 Shares 109,915 Est. Cost $54.56 Unrealized
Legacy Acquisition Corp. 0.2%
Value ($000) $5,562 Shares 580,000 Est. Cost $9.59 Unrealized
NESR National Energy Services Reunited Corp. 0.2%
Value ($000) $5,467 Shares 550,605 Est. Cost $9.93 Unrealized
Mudrick Capital Acquisition Corp 0.2%
Value ($000) $5,090 Shares 498,050 Est. Cost $10.22 Unrealized
Dynegy, Inc. NEW DEL 0.2%
Value ($000) $4,900 Shares 362,400 Est. Cost $11.85 Unrealized
Kayne Anderson Acquisition Corp. 0.2%
Value ($000) $4,868 Shares 497,203 Est. Cost $9.79 Unrealized
CM Seven Star Acquisition Corp. 0.2%
Value ($000) $4,626 Shares 474,998 Est. Cost $9.65 Unrealized
CenturyLink, Inc. 0.2%
Value ($000) $4,597 Shares 279,771 Est. Cost $16.68 Unrealized
Express Scripts Holding Company 0.2%
Value ($000) $4,595 Shares 66,517 Est. Cost $69.08 Unrealized
Tiberius Acquisition Corporation 0.2%
Value ($000) $4,527 Shares 450,000 Est. Cost $10.06 Unrealized
Black Ridge Acquisition Corp. 0.2%
Value ($000) $4,457 Shares 460,000 Est. Cost $9.68 Unrealized
Discovery Communications NEW 0.2%
Value ($000) $4,394 Shares 225,107 Est. Cost $19.52 Unrealized
United Technologies Corp 0.2%
Value ($000) $4,052 Shares 32,200 Est. Cost Unrealized
Blackrock Debt Strategies Fund, Inc. 0.1%
Value ($000) $3,819 Shares 328,660 Est. Cost $11.35 Unrealized
DXC DXC Technology Company 0.1%
Value ($000) $3,488 Shares 34,700 Est. Cost $76.85 Unrealized +8.6%
RWGE/U Regalwood Global Energy Ltd. 0.1%
Value ($000) $3,405 Shares 337,755 Est. Cost $9.95 Unrealized
FinTech Acquisition Corp. II 0.1%
Value ($000) $3,280 Shares 330,000 Est. Cost $9.94 Unrealized
Western Asset High Income Opportunity Fun 0.1%
Value ($000) $3,259 Shares 677,529 Est. Cost $5.09 Unrealized
Electrum Special Acquisition Corp. 0.1%
Value ($000) $3,114 Shares 300,000 Est. Cost $10.25 Unrealized
ILG, Inc. 0.1%
Value ($000) $2,514 Shares 80,800 Est. Cost $28.58 Unrealized
Big Rock Partners Acquisition Corp. 0.1%
Value ($000) $2,404 Shares 244,758 Est. Cost $9.82 Unrealized
Archrock Partners, L.P. 0.1%
Value ($000) $2,163 Shares 177,023 Est. Cost $12.22 Unrealized
Bison Capital Acquisition Corp. 0.1%
Value ($000) $1,988 Shares 199,998 Est. Cost $9.88 Unrealized
CBS Corporation 0.1%
Value ($000) $1,913 Shares 37,225 Est. Cost $59.93 Unrealized
Almost Family Inc. 0.1%
Value ($000) $1,898 Shares 33,891 Est. Cost $55.35 Unrealized
Constellation Alpha Capital Corp. 0.1%
Value ($000) $1,892 Shares 191,700 Est. Cost $9.87 Unrealized
Caesars Entertainment Corporation 0.1%
Value ($000) $1,887 Shares 1,079,299 Est. Cost $1.94 Unrealized
Federal Street Acquisition Corp. 0.1%
Value ($000) $1,801 Shares 184,998 Est. Cost $9.71 Unrealized
GGP Inc. 0.1%
Value ($000) $1,784 Shares 87,200 Est. Cost $23.03 Unrealized
Draper Oakwood Technology 0.1%
Value ($000) $1,479 Shares 150,000 Est. Cost $9.78 Unrealized
MoneyGram International, Inc. 0.1%
Value ($000) $1,390 Shares 161,189 Est. Cost $16.65 Unrealized
Apollo Senior Floating Rate Fund Inc. 0.1%
Value ($000) $1,310 Shares 77,852 Est. Cost $16.22 Unrealized
Voya (ING) Prime Rate Trust 0.1%
Value ($000) $1,300 Shares 249,433 Est. Cost $5.07 Unrealized
Invesco Dynamic Credit Opportunities Fund 0.1%
Value ($000) $1,290 Shares 109,967 Est. Cost $11.71 Unrealized
Invesco Senior Income Trust 0.0%
Value ($000) $1,275 Shares 289,802 Est. Cost $4.39 Unrealized
Caesars Entertainment Corporation 0.0%
Value ($000) $1,198 Shares 106,543 Est. Cost $12.65 Unrealized
Caesars Entertainment Corporation 0.0%
Value ($000) $1,197 Shares 106,400 Est. Cost $12.65 Unrealized
First Trust Senior Fltg. Rate Income Fd.I 0.0%
Value ($000) $1,020 Shares 77,069 Est. Cost $12.90 Unrealized
NXP Semiconductors NV convertible note 0.0%
Value ($000) $1,005 Shares 809,000 Est. Cost $1.24 Unrealized
Matlin & Partners Acquisition 0.0%
Value ($000) $980 Shares 100,000 Est. Cost $9.76 Unrealized
Blackrock Fltg Rate Inc. Strategies Fund 0.0%
Value ($000) $965 Shares 66,381 Est. Cost $13.78 Unrealized
JCI Johnson Controls International PLC 0.0%
Value ($000) $941 Shares 26,700 Est. Cost $33.97 Unrealized -6.5%
La Quinta Holdings Inc. 0.0%
Value ($000) $829 Shares 43,884 Est. Cost $18.89 Unrealized
SiriusXM Holdings Inc. 0.0%
Value ($000) $568 Shares 90,948 Est. Cost $6.25 Unrealized
Rite Aid Corp. 0.0%
Value ($000) $536 Shares 319,100 Est. Cost $3.97 Unrealized
Alta Mesa Resources, Inc. 0.0%
Value ($000) $519 Shares 64,858 Est. Cost $8.00 Unrealized
Liberty Media Corp Delaware 0.0%
Value ($000) $490 Shares 11,919 Est. Cost $31.36 Unrealized
ConvergeOne Holdings, Inc. 0.0%
Value ($000) $452 Shares 378,094 Est. Cost $1.20 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $379 Shares 7,983 Est. Cost $30.25 Unrealized -12.4%
QCOM QUALCOMM Incorporated 0.0%
Value ($000) $277 Shares 5,000 Est. Cost $49.00 Unrealized +5.9%
Pensare Acquisition Corp. 0.0%
Value ($000) $274 Shares 514,999 Est. Cost $0.55 Unrealized
Modern Media Acquisition Corp. 0.0%
Value ($000) $255 Shares 490,198 Est. Cost $0.54 Unrealized
Ares Dynamic Credit Allocation Fund 0.0%
Value ($000) $250 Shares 15,388 Est. Cost $16.25 Unrealized
New York REIT, Inc. 0.0%
Value ($000) $241 Shares 11,194 Est. Cost $21.53 Unrealized
GigCapital, Inc. 0.0%
Value ($000) $230 Shares 489,687 Est. Cost $0.47 Unrealized
Legacy Acquisition Corp. 0.0%
Value ($000) $197 Shares 580,000 Est. Cost $0.34 Unrealized
Black Ridge Acquisition Corp. 0.0%
Value ($000) $179 Shares 460,000 Est. Cost $0.33 Unrealized
Federal Street Acquisition Corp. 0.0%
Value ($000) $111 Shares 92,499 Est. Cost $1.16 Unrealized
CM Seven Star Acquisition Corp. 0.0%
Value ($000) $83 Shares 237,499 Est. Cost $0.29 Unrealized
Draper Oakwood Technology 0.0%
Value ($000) $63 Shares 75,000 Est. Cost $0.61 Unrealized
Big Rock Partners Acquisition Corp. 0.0%
Value ($000) $46 Shares 122,379 Est. Cost $0.38 Unrealized
Nuveen Credit Strategies Income Fund 0.0%
Value ($000) $41 Shares 5,170 Est. Cost $7.93 Unrealized
Bison Capital Acquisition Corp. 0.0%
Value ($000) $40 Shares 99,999 Est. Cost $0.36 Unrealized
MainSource Financial Group, Inc. 0.0%
Value ($000) $35 Shares 850 Est. Cost $35.29 Unrealized
Apollo Tactical Income Fund Inc. 0.0%
Value ($000) $32 Shares 2,019 Est. Cost $15.85 Unrealized
Borqs Technologies Inc. 0.0%
Value ($000) $14 Shares 1,619 Est. Cost $5.74 Unrealized
Landcadia Holdings, Inc. 0.0%
Value ($000) $10 Shares 990 Est. Cost $10.10 Unrealized