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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 9 of 23  ·  448 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BDCI BTC DEV CORP Financial Services 108,100.0 $1.1M 0.07% NEW $10.07 +0.2%
162 PRAETORIAN ACQUISITION CORP 109,500.0 $1.1M 0.07% NEW $9.93
163 NEWBURY STR II ACQUISITION C 100,376.0 $1.1M 0.07% NEW $10.64
164 EMIS EMMIS ACQUISITION CORP. Financial Services 105,621.0 $1.1M 0.07% NEW $10.11 +1.0%
165 JENA ACQUISITION CORP II 102,384.0 $1.1M 0.07% NEW $10.36
166 DNMX DYNAMIX CORP III Financial Services 105,235.0 $1.1M 0.07% NEW $9.99 +0.6%
167 PIONEER ACQUISITION I CORP 102,737.0 $1.1M 0.07% NEW $10.23
168 GESHER ACQUISITION CORP. II 100,000.0 $1.0M 0.07% NEW $10.43
169 AXIOM INTELLIGENCE AC CORP 1 100,043.0 $1.0M 0.07% NEW $10.34
170 CRAN CRANE HBR ACQUISITION CORP I Financial Services 200,000.0 $1.0M 0.07% NEW $5.16 +96.9%
171 LWAC LIGHTWAVE ACQUISITION CORP Financial Services 100,808.0 $1.0M 0.07% NEW $10.22 +0.9%
172 OYSTER ENTERPRISES II ACQUIS 100,038.0 $1.0M 0.07% NEW $10.29
173 SILVER PEGASUS ACQUISITION C 100,003.0 $1.0M 0.07% NEW $10.27
174 INDIGO ACQUISITION CORP 100,063.0 $1.0M 0.07% NEW $10.25
175 WILLOW LANE ACQUISITION CRP 100,000.0 $1.0M 0.07% NEW $10.23
176 AI INFRASTRUCTURE ACQUISI 100,000.0 $1.0M 0.07% NEW $10.23
177 OBA OXLEY BRIDGE ACQ LTD Financial Services 100,000.0 $1.0M 0.07% NEW $10.22 +0.8%
178 HVMC HIGHVIEW MERGER CORP Financial Services 100,307.0 $1.0M 0.07% NEW $10.16 +1.1%
179 OTG ACQUISITION CORP. I 100,000.0 $1.0M 0.07% NEW $10.15
180 SVM PUT SILVERCORP METALS INC Basic Materials 100,000.0 $1.0M 0.07% NEW $10.11 +17.9%
Page 9 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%