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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 14 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HVMC HIGHVIEW MERGER CORP Financial Services 100,000.0 $1.0M 0.07% NEW $10.05 +0.7%
262 M3-BRIGADE ACQUISITION VI CO 100,000.0 $1.0M 0.07% $10.05
263 KENSINGTON CAP ACQUIST CORP 100,000.0 $1.0M 0.07% NEW $10.04
264 KRAKACQUISITION CORPORATION 100,000.0 $1.0M 0.07% NEW $10.01
265 LEGATO MERGER CORP IV 100,000.0 $998K 0.07% NEW $9.98
266 SAC SAFEGUARD ACQUISITION CORP Financial Services 100,000.0 $996K 0.07% NEW $9.96 +1.9%
267 CAMBRIDGE ACQUISITION CORP 100,000.0 $996K 0.07% NEW $9.96
268 TRG LATIN AMER ACQUIS CORP 100,000.0 $995K 0.07% NEW $9.95
269 CRAN CRANE HBR ACQUISITION CORP I Financial Services 100,000.0 $991K 0.07% NEW $9.91 +0.7%
270 DSAC DAEDALUS SPL ACQUISITION COR Financial Services 100,000.0 $991K 0.07% NEW $9.91 +0.4%
271 ADAC AMERICAN DRIVE ACQUISITION C Financial Services 100,000.0 $990K 0.07% NEW $9.90 +1.0%
272 VHCP VINE HILL CAP INVTS CORP II Financial Services 100,000.0 $990K 0.07% NEW $9.90 +0.9%
273 ACTIVATE ENERGY ACQUISIT COR 100,000.0 $989K 0.07% NEW $9.89
274 SVIV SPRING VY ACQUISITION CORP I Financial Services 100,000.0 $987K 0.07% NEW $9.87 +1.7%
275 TWELVE SEAS INVT CO III 100,000.0 $987K 0.07% NEW $9.87
276 LAFAYETTE DIGITAL ACQUISITIO 100,000.0 $986K 0.07% NEW $9.86
277 KYIVSTAR GROUP LTD 267,927.0 $978K 0.07% -6K -2.0% $3.65
278 QS PUT QUANTUMSCAPE CORP Consumer Cyclical 150,000.0 $957K 0.07% NEW $6.38 +18.3%
279 MSGE SPHERE ENTERTAINMENT CO Communication Services 8,108.0 $952K 0.07% NEW $117.40 -41.7%
280 IT PUT GARTNER INC Technology 6,000.0 $950K 0.07% NEW $158.34 -7.5%
Page 14 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%