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Portfolio (Quarterly) Guide ↗

K2 PRINCIPAL FUND, L.P.

· CIK 0001461790
13F Portfolio $1.4B AUM 487 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 212 New 74 Added 83 Reduced 135 Exited
Page 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 NIOCORP DEVS LTD 50,100 $93K 0.01% SOLD
122 CHURCHILL CAP CORP X 10,567 $81K 0.01% SOLD
123 DOLLY VARDEN SILVER CORP 14,089 $62K 0.01% SOLD
124 NEWBURY STR II ACQUISITION C 198,253 $50K 0.00% SOLD
125 GRABAGUN DIGITAL HLDGS INC 129,857 $49K 0.00% SOLD
126 GIGCAPITAL8 CORP 100,000 $31K 0.00% SOLD
127 REAL ASSET ACQUISITION CORP 67,110 $29K 0.00% SOLD
128 OPENDOOR TECHNOLOGIES INC 69,434 $28K 0.00% SOLD
129 AA MISSION ACQUISITION CORP 125,000 $21K 0.00% SOLD
130 OAK WOODS ACQUISITION CORP 500,340 $20K 0.00% SOLD
131 MODIVCARE 2,000 $15K 0.00% SOLD
132 OPENDOOR TECHNOLOGIES INC 19,134 $10K 0.00% SOLD
133 ALPHATIME ACQUISITION CORP 141,606 $10K 0.00% SOLD
134 WINTERGREEN ACQUISITION CORP 57,800 $9K 0.00% SOLD
135 MURANO GLOBAL INVTS PLC 69,690 $2K SOLD
Page 7 of 7  ·  135 positions
Sector Allocation
Financial Services 32.5%
Technology 10.0%
Consumer Cyclical 8.5%
Energy 8.3%
Industrials 8.2%
Communication Services 7.9%
Basic Materials 7.8%
Healthcare 6.1%
Utilities 6.1%
Real Estate 2.3%