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Portfolio (Quarterly) Guide ↗

Davidson Kempner Capital Management LP

· CIK 0001595082
13F Portfolio $8.4B AUM 241 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 87 New 59 Added 23 Reduced
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SIX FLAGS ENTERTAINMENT CORP 293,517.0 $6.3M 0.07% -81K -21.6% $21.30
22 UMAC UNUSUAL MACHS INC Financial Services 275,000.0 $6.1M 0.07% -1.4M -83.3% $22.30 +35.2%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,197.0 $3.1M 0.04% -1K -24.2% $746.77 +3.5%
Page 2 of 2  ·  23 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
Communication Services 33.3%
Technology 21.6%
Industrials 13.5%
Healthcare 10.8%
Consumer Cyclical 10.5%
Real Estate 3.7%
Basic Materials 2.1%
Utilities 1.8%
Financial Services 1.6%
Energy 0.7%