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Holdings (Monthly) Guide ↗

Water Island Credit Opportunities Fund

· Arbitrage Funds
Monthly Holdings $189M AUM 75 positions Period May 2026 Filed Jul 7, 2026 EDGAR ↗ ← All Funds
All 22 New 8 Added 8 Reduced 16 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Morgan Stanley & Co. LLC 61747C707 May 2023 19,969,441 +14,012,222 $20.0M +235.2% 11.83% STIV
2 State Street Global Advisors 857492706 May 2023 19,969,441 +14,012,221 $20.0M +235.2% 11.83% STIV
3 MORGAN STANLEY PRIME BROKER US 000000000 May 2023 13,773,253 +2,217,303 $13.8M +19.2% 8.16%
4 TXNM ENERGY INC 69349HAF4 Feb 2026 6,000,000 +3,000,000 $8.1M +101.2% 4.80% DBT
5 CHART INDUSTRIES INC 16115QAF7 Feb 2026 6,155,000 $6.4M -0.3% 3.77% DBT
6 DISH DBS CORP 25470XBE4 May 2026 6,243,000 NEW $6.2M 3.68% DBT
7 NCR ATLEOS LLC 638962AA8 May 2026 5,481,000 NEW $5.9M 3.47% DBT
8 CARVANA CO 146869AM4 May 2026 5,000,000 NEW $5.5M 3.27% DBT
9 Olaplex Inc 67936UAB7 May 2026 5,306,000 NEW $5.3M 3.15% LON
10 ECHOSTAR CORP 278768AA4 Feb 2026 5,093,000 $5.2M +0.9% 3.08% DBT
11 LIVE NATION ENTERTAINMEN 538034AV1 Feb 2026 5,000,000 $5.0M -0.4% 2.96% DBT
12 KENNEDY-WILSON INC 489399AM7 Feb 2026 4,959,000 $5.0M +4.0% 2.96% DBT
13 NUTANIX INC 67059NAK4 Feb 2026 5,000,000 $5.0M +7.8% 2.93% DBT
14 BENTLEY SYSTEMS 08265TAD1 May 2024 5,000,000 $4.8M +0.3% 2.83% DBT
15 VARONIS SYSTEM INC 922280AD4 Feb 2026 5,000,000 +2,000,000 $4.7M +76.1% 2.81% DBT
16 ZSCALER INC. 98980GAC6 Feb 2026 5,000,000 +1,000,000 $4.6M +25.2% 2.72% DBT
17 ORGANON & CO/ORGANON FOR 68622TAA9 Feb 2026 4,509,000 $4.5M +0.6% 2.64% DBT
18 REDFIN CORP 75737FAE8 Feb 2026 4,500,000 $4.3M +0.4% 2.55% DBT
19 KEHE DIST/FIN / NEXTWAVE 487526AC9 May 2026 4,000,000 NEW $4.2M 2.47% DBT
20 WESCO DISTRIBUTION INC 95081QAP9 Feb 2026 3,500,000 $3.5M -0.5% 2.08% DBT
21 BAUSCH + LOMB CORP 071705AA5 Feb 2026 3,296,000 $3.4M -0.4% 2.02% DBT
22 CLEAR CHANNEL OUTDOOR HO 18453HAD8 Feb 2026 3,302,000 $3.3M -0.4% 1.96% DBT
23 NEW FLYER HOLDINGS 64438WAA5 May 2026 3,000,000 NEW $3.2M 1.91% DBT
24 ORGANON & CO/ORGANON FOR 68622TAB7 May 2026 3,000,000 NEW $3.0M 1.76% DBT
25 WISDOMTREE INC 97717PAL8 May 2026 2,500,000 NEW $3.0M 1.76% DBT
26 NEXSTAR MEDIA INC 65336YAN3 May 2026 3,000,000 NEW $3.0M 1.75% DBT
27 EMRLD Borrower LP 26872NAC3 Feb 2026 2,707,181 -6,819 $2.7M +0.2% 1.61% LON
28 TOPBUILD CORP 89055FAD5 May 2026 2,500,000 NEW $2.5M 1.49% DBT
29 RAPID7 INC 753422AF1 Feb 2026 2,500,000 $2.4M +1.6% 1.41% DBT
30 UNITED STATES STEEL CORP 912909AU2 May 2024 2,300,000 $2.3M +0.6% 1.37% DBT
31 SURGERY CENTER HOLDINGS 86881WAF9 Feb 2026 2,000,000 $2.0M +0.4% 1.19% DBT
32 Rand Parent, LLC 75223LAD8 Feb 2026 1,989,924 -5,038 $2.0M -0.1% 1.18% LON
33 DISH DBS CORP 25470XAY1 May 2026 2,000,000 NEW $2.0M 1.18% DBT
34 CHART INDUSTRIES INC 16115QAG5 Feb 2026 1,768,000 $1.9M -0.1% 1.10% DBT
35 RAPID7 INC 753422AH7 Feb 2026 2,125,000 $1.8M -3.1% 1.04% DBT
36 KENNEDY-WILSON INC 489399AN5 Feb 2026 1,220,000 $1.2M +4.0% 0.73% DBT
37 IHEARTCOMMUNICATIONS INC 45174HBM8 May 2026 1,305,000 NEW $1.2M 0.71% DBT
38 SWAP MORGAN STANLEY COC 000000000 May 2023 1,070,000 NEW $1.1M 0.63%
39 CLEAR CHANNEL OUTDOOR HO 18453HAC0 Feb 2026 1,000,000 $1.0M -0.6% 0.59% DBT
40 IHEARTCOMMUNICATIONS INC 45174HBJ5 May 2026 941,000 NEW $912K 0.54% DBT
41 GLADSTONE CAPITAL CORP 376535AG5 Feb 2026 717,000 -706,000 $683K -49.0% 0.40% DBT
42 Morgan Stanley & Co. LLC 000000000 May 2023 200 NEW $111K 0.07% DE
43 TOPBUILD CORP 89055FAC7 May 2026 90,000 NEW $91K 0.05% DBT
44 Morgan Stanley & Co. LLC 000000000 May 2023 -9 NEW $-4806 -0.00% DE
45 Surgery Partners Inc 86881A100 Feb 2026 -500 $-6680 -13.8% -0.00% EC
46 iHeartMedia Inc 45174J509 May 2026 -10,875 NEW $-46871 -0.03% EC
47 Rapid7 Inc 753422104 Feb 2026 -6,087 $-51009 +34.7% -0.03% EC
48 Morgan Stanley & Co. LLC 000000000 May 2023 1,251,695 NEW $-93408 -0.06% DE
49 Gladstone Capital Corp 376535878 Feb 2026 -6,023 +6,001 $-116666 -46.7% -0.07% EC
50 Morgan Stanley & Co. LLC 000000000 May 2023 1,854,000 NEW $-153750 -0.09% DE
51 Bentley Systems Inc 08265T208 May 2024 -5,000 +1,000 $-163200 -25.6% -0.10% EC
52 Zscaler Inc 98980G102 Feb 2026 -1,940 -100 $-271076 +0.2% -0.16% EC
53 Kennedy-Wilson Holdings Inc 489398107 Feb 2026 -45,700 $-503157 +1.2% -0.30% EC
54 Organon & Co 68622V106 Feb 2026 -52,800 -32,500 $-704352 +376.0% -0.42% EC
55 Varonis Systems Inc 922280102 Feb 2026 -27,300 -16,200 $-932295 +263.6% -0.55% EC
56 Nutanix Inc 67059N108 Feb 2026 -27,400 -5,300 $-1426718 +68.6% -0.84% EC
57 WisdomTree Inc 97717P104 May 2026 -75,329 NEW $-1435017 -0.85% EC
58 iShares iBoxx USD High Yield Corporate Bond ETF 464288513 May 2026 -25,000 NEW $-2007750 -1.19% EC
59 TXNM Energy Inc 69349H107 Feb 2026 -106,700 -52,700 $-6317707 +98.2% -3.74% EC
HOLOGIC INC 436440AP6 7,500,000 SOLD $7.5M
FRONTIER COMMUNICATIONS 35908MAD2 6,408,000 SOLD $6.6M
EXACT SCIENCES CORP 30063PAC9 6,000,000 SOLD $6.2M
SEALED AIR/SEALED AIR US 812127AA6 6,000,000 SOLD $6.1M
CSG SYSTEMS INTERNATIONA 126349AH2 5,000,000 SOLD $6.1M
CONFLUENT INC 20717MAB9 5,000,000 SOLD $4.9M
TEGNA INC 87901JAH8 3,473,000 SOLD $3.5M
CALPINE LLC 131347CN4 3,303,000 SOLD $3.3M
HALOZYME THERAPEUTICS IN 40637HAD1 3,000,000 SOLD $3.2M
DYNAVAX TECHNOLOGIES 268158AE2 3,000,000 SOLD $3.1M
BLACKLINE INC 09239BAD1 3,071,000 SOLD $3.1M
TYLER TECHNOLOGIES INC 902252AB1 3,000,000 SOLD $3.0M
ITRON INC 465741AN6 2,500,000 SOLD $2.5M
Exact Sciences Corp 30063P105 -12,400 SOLD $-1.3M
Halozyme Therapeutics Inc 40637H109 -21,400 SOLD $-1.5M
CSG Systems International Inc 126349109 -41,000 SOLD $-3.3M