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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 13 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STGW CALL STAGWELL INC Communication Services 179,900.0 $1.1M 0.08% NEW $6.29 -3.2%
242 QRVO QORVO INC Technology 14,480.0 $1.1M 0.08% NEW $77.40 +20.8%
243 ABVX CALL ABIVAX SA Healthcare 10,000.0 $1.1M 0.08% $111.35 +2.1%
244 EQH PUT EQUITABLE HLDGS INC Financial Services 30,000.0 $1.1M 0.08% NEW $37.11 +14.8%
245 DNMX DYNAMIX CORP III Financial Services 110,866.0 $1.1M 0.08% -9K -7.9% $9.92 +0.7%
246 TLT ISHARES TR 12,366.0 $1.1M 0.07% +5K +77.5% $86.69 -3.5%
247 GTEN GORES HLDGS X INC Financial Services 102,849.0 $1.1M 0.07% $10.24 +1.3%
248 LIVE OAK ACQUISITION CORP V 100,000.0 $1.0M 0.07% -78K -43.9% $10.40
249 CHAMPION IRON CANADA INC 1,000.0 $1.0M 0.07% $1039.27
250 KCHV KOCHAV DEFENSE ACQUI CO Financial Services 100,000.0 $1.0M 0.07% $10.25 +0.6%
251 BLUE WTR ACQUISITION CORP. I 100,000.0 $1.0M 0.07% $10.25
252 RDAG REPUBLIC DIGITAL ACQUISITION Financial Services 100,000.0 $1.0M 0.07% -21K -17.2% $10.23 +0.4%
253 IPCX INFLECTION PT ACQUISITION CO Financial Services 100,000.0 $1.0M 0.07% -177K -63.8% $10.22 +0.9%
254 EA ELECTRONIC ARTS INC Communication Services 5,000.0 $1.0M 0.07% NEW $203.87 -1.6%
255 WENN WEN ACQUISITION CORP Financial Services 100,000.0 $1.0M 0.07% -153K -60.4% $10.18 +0.7%
256 SILVER PEGASUS ACQUISITION C 100,000.0 $1.0M 0.07% $10.18
257 1RT ACQUISITION CORP. 100,000.0 $1.0M 0.07% $10.14
258 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 100,000.0 $1.0M 0.07% $10.10 +1.6%
259 APEX TREAS CORP 100,000.0 $1.0M 0.07% -48K -32.5% $10.09
260 FUTURECREST ACQUISITION CORP 100,000.0 $1.0M 0.07% $10.06
Page 13 of 25  ·  487 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%