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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 6 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PGAC PANTAGES CAPITAL ACQUISITION Financial Services 443,000.0 $4.6M 0.21% $10.48 +0.4%
102 CTLP CANTALOUPE INC Technology 425,702.0 $4.6M 0.21% -964K -69.4% $10.81 +3.6%
103 MELAR ACQUISITION CORP. I 424,707.0 $4.6M 0.21% $10.79
104 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 450,000.0 $4.5M 0.21% $10.10 +1.6%
105 MMTX MILUNA ACQUISITION CORP Financial Services 450,000.0 $4.5M 0.20% NEW $10.01 +0.5%
106 ORIQ ORIGIN INVT CORP I Financial Services 425,000.0 $4.3M 0.20% $10.21 +0.5%
107 LIONHEART HOLDINGS 400,036.0 $4.3M 0.20% $10.75
108 GIGCAPITAL7 CORP 393,423.0 $4.2M 0.19% $10.65
109 AI INFRASTRUCTURE ACQUISI 400,000.0 $4.1M 0.19% $10.24
110 KOYN CSLM DIGITA ASSET ACQ CORP I Financial Services 400,000.0 $4.1M 0.18% $10.14 -0.3%
111 FUTURE VISION II ACQUISITION 376,362.0 $4.1M 0.18% $10.77
112 RIBBON ACQUISITION CORP 375,734.0 $3.9M 0.18% +91K +32.0% $10.49
113 D. BORAL ARC ACQ I CORP. 386,368.0 $3.9M 0.18% -616K -61.5% $10.12
114 RISING DRAGON ACQUISITION CO 367,500.0 $3.8M 0.17% $10.44
115 STARRY SEA ACQUISITION CORP 375,000.0 $3.8M 0.17% $10.15
116 QUARTZSEA ACQUISITION CORP 366,605.0 $3.8M 0.17% $10.38
117 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 326,160.0 $3.7M 0.17% +282K +641.5% $11.28 +1.9%
118 ALIS CALISA ACQUISITION CORP Financial Services 354,923.0 $3.6M 0.16% $10.03 +0.2%
119 SILVER PEGASUS ACQUISITION C 350,000.0 $3.6M 0.16% $10.17
120 FGMC FG MERGER II CORP Financial Services 349,172.0 $3.5M 0.16% $10.10 +2.3%
Page 6 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%