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Portfolio (Quarterly) Guide ↗

Westchester Capital Management, LLC

· CIK 0001512805
13F Portfolio $2.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 287 New
Page 5 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 THAYER VENTURES ACQ CORP II 525,000.0 $5.3M 0.22% NEW $10.12
82 GTEN GORES HLDGS X INC Financial Services 515,073.0 $5.3M 0.22% NEW $10.29 +0.6%
83 LEGATO MERGER CORP III 483,161.0 $5.3M 0.22% NEW $10.88
84 A PARADISE ACQUISITION CORP 521,794.0 $5.2M 0.22% NEW $10.05
85 VENDOME ACQUISITION CORP I 500,000.0 $5.0M 0.21% NEW $10.07
86 DRUGS MADE IN AMER ACQ II CO 502,914.0 $5.0M 0.21% NEW $10.00
87 NMP NMP ACQUISITION CORP Financial Services 500,000.0 $5.0M 0.21% NEW $10.02 +1.8%
88 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 500,000.0 $5.0M 0.21% NEW $9.90 +1.4%
89 APEX TREAS CORP 500,000.0 $4.9M 0.21% NEW $9.89
90 AA MISSION ACQUISITION CORP 494,185.0 $4.9M 0.21% NEW $9.95
91 NHIC NEWHOLD INVT CORP III Financial Services 450,000.0 $4.7M 0.20% NEW $10.36 +1.6%
92 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 450,000.0 $4.6M 0.19% NEW $10.25 +0.0%
93 PGAC PANTAGES CAPITAL ACQUISITION Financial Services 443,000.0 $4.6M 0.19% NEW $10.36 +1.6%
94 MELAR ACQUISITION CORP. I 424,707.0 $4.5M 0.19% NEW $10.63
95 TACO BERTO ACQUISITION CORP Financial Services 433,460.0 $4.4M 0.18% NEW $10.14 +2.6%
96 ORIQ ORIGIN INVT CORP I Financial Services 425,000.0 $4.3M 0.18% NEW $10.14 +1.4%
97 LIONHEART HOLDINGS 400,036.0 $4.3M 0.18% NEW $10.68
98 HORIZON SPACE ACQUISITION II 404,900.0 $4.3M 0.18% NEW $10.54
99 BLUE WTR ACQUISITION CORP. I 400,000.0 $4.2M 0.18% NEW $10.55
100 GIGCAPITAL7 CORP 393,423.0 $4.1M 0.17% NEW $10.54
Page 5 of 15  ·  287 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 35.5%
Communication Services 28.1%
Industrials 25.0%
Basic Materials 8.3%
Technology 2.4%
Consumer Defensive 0.5%
Energy 0.1%