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Portfolio (Quarterly) Guide ↗

DLD Asset Management, LP

· CIK 0001578299
13F Portfolio $1.5B AUM 448 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 448 New
Page 19 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 KOCHAV DEFENSE ACQUI CO 133,333.0 $27K 0.00% NEW $0.20
362 INDIGO ACQUISITION CORP 192,317.0 $27K 0.00% NEW $0.14
363 CCII COHEN CIRCLE ACQUISIT CORP I Financial Services 37,500.0 $27K 0.00% NEW $0.71 +1354.0%
364 NEWHOLD INVTS CORP IV 46,665.0 $27K 0.00% NEW $0.57
365 TALON CAP CORP 37,134.0 $26K 0.00% NEW $0.71
366 DAEDALUS SPL ACQUISITION COR 50,000.0 $26K 0.00% NEW $0.52
367 REPUBLIC DIGITAL ACQUISITION 62,500.0 $25K 0.00% NEW $0.40
368 FG IMPERII ACQUISITION CORP 100,000.0 $25K 0.00% NEW $0.25
369 APEX TREAS CORP 82,833.0 $25K 0.00% NEW $0.30
370 ARMADA ACQUISITION CORP III 75,000.0 $25K 0.00% NEW $0.33
371 MOZAYYX ACQUISITION CORP 35,200.0 $25K 0.00% NEW $0.70
372 COLLECTIVE ACQUISITION CORP 63,364.0 $25K 0.00% NEW $0.39
373 ROMAN DBDR ACQUISITION CORP 99,499.0 $24K 0.00% NEW $0.25
374 MCKINLEY ACQUISITION CORP 100,000.0 $24K 0.00% NEW $0.24
375 GIGCAPITAL8 CORP 90,000.0 $24K 0.00% NEW $0.27
376 SILVERBOX CORP IV 150,235.0 $24K 0.00% NEW $0.16
377 ABONY ACQUISITION CORP I 50,000.0 $24K 0.00% NEW $0.48
378 SOULPOWER ACQUISITION CORP 205,518.0 $24K 0.00% NEW $0.12
379 EGH ACQUISITION CORP. 60,193.0 $23K 0.00% NEW $0.38
380 INVEST GREEN ACQUISITION COR 125,000.0 $23K 0.00% NEW $0.18
Page 19 of 23  ·  448 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 51.0%
Technology 23.0%
Real Estate 7.0%
Industrials 5.5%
Consumer Cyclical 3.6%
Communication Services 3.3%
Utilities 2.9%
Basic Materials 2.8%
Healthcare 1.0%