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Holdings (Monthly) Guide ↗

The Arbitrage Fund

· Arbitrage Funds
Monthly Holdings $907M AUM 57 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 Janus Henderson Group PLC 000000000 May 2024 771,031 NEW $39.9M 4.72% EC
2 Schroders PLC 000000000 May 2024 3,635,813 NEW $28.6M 3.38% EC
3 Catalyst Pharmaceuticals Inc 14888U101 May 2026 724,150 NEW $22.6M 2.68% EC
4 Caesars Entertainment Inc 12769G100 May 2026 721,203 NEW $21.0M 2.48% EC
5 LiveRamp Holdings Inc 53815P108 May 2026 554,210 NEW $20.8M 2.46% EC
6 Centessa Pharmaceuticals PLC 152309100 May 2026 518,600 NEW $20.6M 2.44% EC
7 Whitestone REIT 966084204 May 2026 1,079,000 NEW $20.6M 2.44% EC
8 National Storage Affiliates Trust 637870106 May 2026 437,104 NEW $18.6M 2.21% EC
9 KalVista Pharmaceuticals Inc 483497103 May 2026 690,618 NEW $18.6M 2.20% EC
10 Sila Realty Trust Inc 146280508 May 2026 538,112 NEW $16.3M 1.93% EC
11 TopBuild Corp 89055F103 May 2026 35,899 NEW $15.0M 1.77% EC
12 Dominion Energy Inc 25746U109 May 2026 185,449 NEW $12.4M 1.47% EC
13 Avanos Medical Inc 05350V106 May 2026 496,890 NEW $12.3M 1.46% EC
14 XOMA Royalty Corp 98419J206 May 2026 198,676 NEW $8.3M 0.98% EC
15 Organon & Co 68622V106 May 2026 613,857 NEW $8.2M 0.97% EC
16 Beazley PLC 000000000 May 2024 473,000 NEW $8.2M 0.97% EC
17 Axalta Coating Systems Ltd 000000000 May 2024 175,000 NEW $5.4M 0.64% EC
18 CONTRA AVADEL PHARMACE 000000000 May 2024 957,437 NEW $630K 0.07% DE
19 Morgan Stanley & Co. LLC 000000000 May 2024 11,718 NEW $480K 0.06% DE
20 Goldman Sachs & Co. LLC 000000000 May 2024 757 NEW $136K 0.02% DE
21 Morgan Stanley & Co. LLC 000000000 May 2024 1 NEW $85K 0.01% DFE
22 Morgan Stanley & Co. LLC 000000000 May 2024 1,267 NEW $82K 0.01% DE
23 Goldman Sachs & Co. LLC 000000000 May 2024 6,141 NEW $61K 0.01% DE
24 Morgan Stanley & Co. LLC 000000000 May 2024 1,159,986 NEW $28K 0.00% DE
25 Morgan Stanley & Co. LLC 000000000 May 2024 2,002 NEW $26K 0.00% DE
26 Morgan Stanley & Co. LLC 000000000 May 2024 569 NEW $23K 0.00% DE
27 Morgan Stanley & Co. LLC 000000000 May 2024 1 NEW $21K 0.00% DFE
28 Goldman Sachs & Co. LLC 000000000 May 2024 3,890 NEW $19K 0.00% DE
29 Goldman Sachs & Co. LLC 000000000 May 2024 249 NEW $12K 0.00% DE
30 Morgan Stanley & Co. LLC 000000000 May 2024 1 NEW $11K 0.00% DFE
31 CONTRA APELLIS PHARMAC 037CVR016 May 2026 199,800 NEW $6K 0.00% DE
32 MS PRIME BROKER ZAR 000000000 May 2024 10 NEW $1 0.00% STIV
33 Goldman Sachs & Co. LLC 000000000 May 2024 569 NEW $0 0.00% DE
34 CONTRA ARCELLX INC 039CVR014 May 2026 124,165 NEW $0 0.00% DE
35 CONTRA HOLOGIC INCORPO 436CVR021 May 2026 421,861 NEW $0 0.00% DE
36 Morgan Stanley & Co. LLC 000000000 May 2024 1,543 NEW $0 0.00% DE
37 Morgan Stanley & Co. LLC 000000000 May 2024 540 NEW $0 0.00% DE
38 Goldman Sachs & Co. LLC 000000000 May 2024 1,998 NEW $0 0.00% DE
39 Morgan Stanley & Co. LLC 000000000 May 2024 2,001 NEW $0 0.00% DE
40 Goldman Sachs & Co. LLC 000000000 May 2024 5,672 NEW $0 0.00% DE
41 Goldman Sachs & Co. LLC 000000000 May 2024 3,105 NEW $0 0.00% DE
42 JPY CSSH AT MORGAN STANLEY 000000000 May 2024 -17 NEW $-0 0.00%
43 SEK CASH COLLATERAL 000000000 May 2024 -1 NEW $-0 0.00% STIV
44 MORGAN STANLEY PRIME BROKER 000000000 May 2024 -7 NEW $-1 0.00% STIV
45 Morgan Stanley & Co. LLC 000000000 May 2024 1 NEW $-1352 -0.00% DFE
46 Morgan Stanley & Co. LLC 000000000 May 2024 1 NEW $-18118 -0.00% DFE
47 Morgan Stanley & Co. LLC 000000000 May 2024 1 NEW $-27696 -0.00% DFE
48 Morgan Stanley & Co. LLC 000000000 May 2024 1 NEW $-31076 -0.00% DFE
49 Morgan Stanley & Co. LLC 000000000 May 2024 1 NEW $-101151 -0.01% DFE
50 Morgan Stanley & Co. LLC 000000000 May 2024 1 NEW $-241864 -0.03% DFE
51 Morgan Stanley & Co. LLC 000000000 May 2024 9,100,044 NEW $-309115 -0.04% DE
52 Kimberly-Clark Corp 494368103 May 2026 -10,375 NEW $-1012600 -0.12% EC
53 Union Pacific Corp 907818108 May 2026 -11,188 NEW $-2938416 -0.35% EC
54 Morgan Stanley & Co. LLC 000000000 May 2024 24,469,897 NEW $-3831927 -0.45% DE
55 QXO Inc 82846H405 May 2026 -398,838 NEW $-6879956 -0.81% EC
56 NextEra Energy Inc 65339F101 May 2026 -150,918 NEW $-13131375 -1.55% EC
57 Public Storage 74460D109 May 2026 -61,146 NEW $-18569429 -2.20% EC