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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 12 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FLAG SHIP ACQUISITION CORP 52,702.0 $577K 0.03% $10.94
222 EUREKA ACQUISITION CORP 50,000.0 $567K 0.03% $11.34
223 CAEP CANTOR EQUITY PARTNERS III I Financial Services 50,000.0 $516K 0.02% $10.31 +45.5%
224 CHURCHILL CAP CORP XI 50,000.0 $512K 0.02% $10.25
225 BSAA BEST SPAC I ACQUISITION CORP Financial Services 50,000.0 $511K 0.02% $10.22 +1.0%
226 INFINITE EAGLE ACQUISITION C 50,000.0 $508K 0.02% NEW $10.16
227 M3-BRIGADE ACQUISITION VI CO 50,000.0 $508K 0.02% $10.15
228 CRANE HBR ACQUISITION CORP I 50,000.0 $505K 0.02% $10.10
229 BTC DEV CORP 50,000.0 $505K 0.02% $10.09
230 DYNAMIX CORP III 50,000.0 $502K 0.02% $10.04
231 KRAKACQUISITION CORPORATION 50,000.0 $500K 0.02% NEW $10.01
232 1RT ACQUISITION CORP. 30,820.0 $317K 0.01% $10.28
233 EFT EATON VANCE FLOATING RATE IN Financial Services 26,678.0 $286K 0.01% $10.73 +1.8%
234 UCFI CN HEALTHY FOOD TECH GROUP C Financial Services 48,718.0 $268K 0.01% $5.51 +0.0%
235 HCM III ACQUISITION CORP 25,000.0 $257K 0.01% $10.29
236 HORIZON SPACE ACQUISITION II 21,004.0 $223K 0.01% -384K -94.8% $10.63
237 KOCHAV DEFENSE ACQUI CO 1,000,000.0 $210K 0.01% $0.21
238 SIZZLE ACQUISITION CORP. II 1,000,000.0 $198K 0.01% $0.20
239 MOUNTAIN LAKE ACQUISITION CO 700,013.0 $182K 0.01% $0.26
240 GSR IV ACQUISITION CORP 92,854.0 $178K 0.01% NEW $1.92
Page 12 of 16  ·  307 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%