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Portfolio (Quarterly) Guide ↗

Westchester Capital Management, LLC

· CIK 0001512805
13F Portfolio $2.2B AUM 863 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 27 Added 28 Reduced 49 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WEN ACQUISITION CORP 192,324.0 $62K 0.00% NEW $0.32
62 CWAN PUT CLEARWATER ANALYTICS HLDGS I Technology 2,100.0 $50K 0.00% NEW $23.65 +3.0%
63 GDEN GOLDEN ENTMT INC Consumer Cyclical 1,686.0 $45K 0.00% NEW $26.69 +7.0%
64 PERIMETER ACQUISITION CORP I 74,998.0 $45K 0.00% NEW $0.60
65 AA MISSION ACQUISITION CORP 247,090.0 $40K 0.00% NEW $0.16
66 CAL REDWOOD ACQUISITION CORP 150,000.0 $27K 0.00% NEW $0.18
67 OXLEY BRIDGE ACQ LTD 99,997.0 $19K 0.00% NEW $0.19
68 REPUBLIC DIGITAL ACQUISITION 37,499.0 $16K 0.00% NEW $0.44
69 GALATA ACQUISITION CORP II 58,331.0 $14K 0.00% NEW $0.24
Page 4 of 4  ·  69 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 35.3%
Industrials 24.4%
Communication Services 22.9%
Technology 6.6%
Energy 4.7%
Healthcare 4.6%
Consumer Defensive 0.6%
Basic Materials 0.5%
Consumer Cyclical 0.4%