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Holdings (Monthly) Guide ↗

The Arbitrage Fund

· Arbitrage Funds
Monthly Holdings $907M AUM 14 positions Period May 2026 Filed Jul 7, 2026 EDGAR ↗ ← All Funds
All 57 New 14 Added 3 Reduced 20 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 State Street Global Advisors 857492706 May 2024 66,928,208 +681,978 $66.9M +1.0% 7.92% STIV
2 Morgan Stanley & Co. LLC 61747C707 May 2024 66,928,208 +681,978 $66.9M +1.0% 7.92% STIV
3 MORGAN STANLEY PRIME BROKER US 000000000 May 2024 57,202,104 +37,931,780 $57.2M +196.8% 6.77%
4 Electronic Arts Inc 285512109 Feb 2026 195,944 +33,934 $39.5M +21.6% 4.68% EC
5 Norfolk Southern Corp 655844108 Feb 2026 118,947 +17,888 $36.3M +14.0% 4.29% EC
6 TXNM Energy Inc 69349H107 May 2024 595,506 +69,500 $35.3M +13.6% 4.17% EC
7 Chart Industries Inc 16115Q308 Feb 2026 167,257 +20,000 $34.8M +13.9% 4.11% EC
8 Warner Bros Discovery Inc 934423104 Feb 2026 1,228,451 +108,000 $33.2M +5.1% 3.93% EC
9 Penumbra Inc 70975L107 Feb 2026 95,102 +11,254 $30.3M +4.8% 3.58% EC
10 Masimo Corp 574795100 Feb 2026 151,465 +47,800 $27.0M +48.7% 3.20% EC
11 Webster Financial Corp 947890109 Feb 2026 366,916 +172,200 $26.7M +90.0% 3.16% EC
12 Silicon Laboratories Inc 826919102 Feb 2026 104,435 +65,335 $22.7M +184.2% 2.69% EC
13 CHART INDUSTRIES INC 16115QAF7 Feb 2026 16,188,000 +8,622,000 $16.8M +113.2% 1.98% DBT
14 Stellar Bancorp Inc 858927106 Feb 2026 349,378 +53,021 $13.0M +16.9% 1.54% EC