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Portfolio (Quarterly) Guide ↗

First Trust Capital Management L.P.

· CIK 0001604488
13F Portfolio $1.9B AUM 197 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 13 Added 34 Reduced 53 Exited
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HLXC HELIX ACQUISITION CORP III Financial Services 118,000.0 $1.2M 0.06% NEW $10.16 +0.0%
62 WILLOW LANE ACQUISITION CRP 110,000.0 $1.1M 0.06% NEW $10.10
63 INFLECTION PT ACQUISIT CORP 100,000.0 $1.0M 0.05% NEW $10.12
64 BLUEPORT ACQUISITION LTD 100,000.0 $1.0M 0.05% NEW $10.01
65 LEAPFROG ACQUISITION CORP 100,000.0 $992K 0.05% NEW $9.93
66 KENSINGTON CAP ACQUIST CORP 76,902.0 $772K 0.04% NEW $10.04
67 ART TECHNOLOGY ACQUISITION C 65,940.0 $647K 0.03% NEW $9.81
68 GIGCAPITAL9 CORP 60,000.0 $603K 0.03% NEW $10.05
69 NWAX NEW AMER ACQUISITION I CORP Financial Services 30,900.0 $309K 0.02% NEW $10.01 +0.9%
70 HESM HESS MIDSTREAM LP Energy 4,564.0 $177K 0.01% NEW $38.87 +3.7%
71 IRON HORSE ACQUISIT II CORP 586,507.0 $83K 0.00% NEW $0.14
72 K2 CAP ACQUISITION CORP 353,000.0 $74K 0.00% NEW $0.21
73 GP-ACT III ACQUISITION CORP 210,000.0 $2.0 NEW $0.00
Page 4 of 4  ·  73 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 31.2%
Healthcare 21.7%
Real Estate 13.3%
Industrials 12.1%
Communication Services 7.8%
Consumer Cyclical 7.0%
Technology 5.8%
Energy 1.0%