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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 22 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 1RT ACQUISITION CORP. 27,209.0 $14K 0.00% NEW $0.51
422 ALUSSA ENERGY ACQUISIT CORP 33,332.0 $13K 0.00% NEW $0.40
423 LAUNCHPAD CADENZA ACQU CORP 33,332.0 $13K 0.00% NEW $0.39
424 QUANTUM LEAP ACQUISITION COR 100,000.0 $13K 0.00% NEW $0.13
425 CENTURION ACQUISITION CORP 55,100.0 $13K 0.00% NEW $0.23
426 SIM ACQUISITION CORP. I 50,522.0 $13K 0.00% NEW $0.25
427 ARC GROUP ACQUISITION I CORP 50,000.0 $12K 0.00% NEW $0.23
428 KRAKACQUISITION CORPORATION 25,000.0 $12K 0.00% NEW $0.47
429 OYSTER ENTERPRISES II ACQUIS 106,092.0 $12K 0.00% NEW $0.11
430 JACKSON ACQUISITION CO II 82,200.0 $12K 0.00% NEW $0.14
431 HALL CHADWICK ACQUISITION CO 37,581.0 $11K 0.00% NEW $0.29
432 PIONEER ACQUISITION I CORP 50,389.0 $11K 0.00% NEW $0.22
433 ANDRETTI ACQUISITION CORP II 49,015.0 $10K 0.00% NEW $0.21
434 DYOR INSIGHT DIGITAL PARTNERS II Financial Services 33,333.0 $10K 0.00% NEW $0.31 +3196.4%
435 CAMBRIDGE ACQUISITION CORP 33,332.0 $10K 0.00% NEW $0.30
436 SOREN ACQUISITION CORP 33,332.0 $10K 0.00% NEW $0.29
437 CO2 ENERGY TRANSITION CORP 74,591.0 $9K 0.00% NEW $0.12
438 DRUGS MADE IN AMER ACQ II CO 112,200.0 $9K 0.00% NEW $0.08
439 TRAILBLAZER ACQUISITION CORP 22,221.0 $9K 0.00% NEW $0.40
440 BTC DEV CORP 25,000.0 $9K 0.00% NEW $0.35
Page 22 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%