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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 21 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IDEA ACQUISITION CORP 50,000.0 $17K 0.00% NEW $0.34
402 PROCAP ACQUISITION CORP 52,272.0 $17K 0.00% NEW $0.32
403 ACTIVATE ENERGY ACQUISIT COR 50,000.0 $16K 0.00% NEW $0.33
404 HENNESSY CAP INVTS CORP VIII 100,000.0 $16K 0.00% NEW $0.16
405 ILLUMINATION ACQUISITIO CORP 33,332.0 $16K 0.00% NEW $0.48
406 BITCOIN INFRASTRUCTURE ACQUI 50,000.0 $16K 0.00% NEW $0.32
407 LIGHTWAVE ACQUISITION CORP 50,000.0 $15K 0.00% NEW $0.31
408 MUZERO ACQUISITION CORP 50,000.0 $15K 0.00% NEW $0.30
409 CSLM DIGITA ASSET ACQ CORP I 75,000.0 $15K 0.00% NEW $0.20
410 ACP HOLDINGS ACQUISITION COR 50,000.0 $15K 0.00% NEW $0.30
411 APOGEE ACQUISITION CORP 150,000.0 $15K 0.00% NEW $0.10
412 EMMIS ACQUISITION CORP. 100,000.0 $15K 0.00% NEW $0.15
413 XSOLLA SPAC 1 62,499.0 $15K 0.00% NEW $0.24
414 DYNAMIX CORP III 52,616.0 $14K 0.00% NEW $0.28
415 OXLEY BRIDGE ACQ LTD 66,667.0 $14K 0.00% NEW $0.22
416 BAIN CAP GSS INVT CORP 21,208.0 $14K 0.00% NEW $0.68
417 PROEM ACQUISITION CORP I 37,499.0 $14K 0.00% NEW $0.38
418 DRUGS MADE IN AMER ACQUTN CO 126,594.0 $14K 0.00% NEW $0.11
419 PRAETORIAN ACQUISITION CORP 36,499.0 $14K 0.00% NEW $0.38
420 LEGATO MERGER CORP IV 33,332.0 $14K 0.00% NEW $0.42
Page 21 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%