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Holdings (Monthly) Guide ↗

Water Island Credit Opportunities Fund

· Arbitrage Funds
Monthly Holdings $189M AUM 8 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 VARONIS SYSTEM INC 922280AD4 Feb 2026 5,000,000 +2,000,000 $4.7M +76.1% 2.81% DBT
6 ZSCALER INC. 98980GAC6 Feb 2026 5,000,000 +1,000,000 $4.6M +25.2% 2.72% DBT
7 Gladstone Capital Corp 376535878 Feb 2026 -6,023 +6,001 $-116666 -46.7% -0.07% EC
8 Bentley Systems Inc 08265T208 May 2024 -5,000 +1,000 $-163200 -25.6% -0.10% EC