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Holdings (Monthly) Guide ↗

First Trust Merger Arbitrage Fund

· Investment Managers Series Trust Ii
Monthly Holdings $1.8B AUM 68 positions Period Jun 2026 Filed Aug 24, 2026 EDGAR ↗ ← All Funds
All 68 New 8 Added 18 Reduced 72 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Taylor Morrison Home Corp TMHC Jun 2026 2,570,972 NEW $184.4M 11.29% EC
2 ARC Resources Ltd ARX CN Jun 2026 4,533,205 NEW $95.2M 5.83% EC
3 Nuvalent Inc NUVL Jun 2026 717,017 NEW $88.6M 5.42% EC
4 Apogee Therapeutics Inc APGE Jun 2026 535,455 NEW $71.1M 4.35% EC
5 Sila Realty Trust Inc SILA Jun 2026 2,102,764 NEW $63.8M 3.91%
6 Janus Henderson Group PLC JHG Jun 2026 1,023,591 NEW $53.2M 3.26% EC
7 TopBuild Corp BLD Jun 2026 94,222 NEW $40.2M 2.46% EC
8 Avanos Medical Inc AVNS Jun 2026 1,012,329 NEW $25.2M 1.54% EC
9 Whitestone REIT WSR Jun 2026 929,512 NEW $17.6M 1.08%
10 Information Services Corp ISC CN Jun 2026 440,023 NEW $15.8M 0.97% EC
11 Catalyst Pharmaceuticals Inc CPRX Jun 2026 356,498 NEW $11.2M 0.69% EC
12 Ares Acquisition Corp III AAC/U Jun 2026 1,067,045 NEW $10.7M 0.66%
13 Caesars Entertainment Inc CZR Jun 2026 342,943 NEW $10.4M 0.63% EC
14 Global Business Travel Group I GBTG Jun 2026 1,063,120 NEW $10.0M 0.61% EC
15 AvalonBay Communities Inc AVB Jun 2026 36,629 NEW $6.9M 0.42%
16 GRAF GLOBAL Corp. ORD TENDERED / GRAFTEND Mar 2026 613,047 NEW $6.6M 0.41% EC
17 Keystone Acquisition Corp KEYY Jun 2026 642,232 NEW $6.3M 0.39% EC
18 Collective Acquisition Corp II CAII Jun 2026 602,030 NEW $6.0M 0.36% EC
19 AmperCap Acquisition Co APMCU Jun 2026 540,212 NEW $5.4M 0.33%
20 Yorkville International Capita YICCU Jun 2026 513,827 NEW $5.2M 0.32%
21 Future Money Acquisition Corp FMAC Jun 2026 513,282 NEW $5.1M 0.31% EC
22 Mountain Lake Acquisition Corp MLAA Jun 2026 515,308 NEW $5.1M 0.31% EC
23 Open Lending Corp LPRO Jun 2026 1,463,170 NEW $4.6M 0.28% EC
24 Organon & Co OGN Jun 2026 334,385 NEW $4.5M 0.28% EC
25 HCM IV Acquisition Corp HACQ Jun 2026 428,312 NEW $4.3M 0.26% EC
26 Idea Acquisition Corp IACO Jun 2026 430,560 NEW $4.3M 0.26% EC
27 Apogee Acquisition Corp AACP Jun 2026 406,225 NEW $4.0M 0.25% EC
28 RRE Ventures Acquisition Corp RREV Jun 2026 387,009 NEW $3.8M 0.23% EC
29 Inflection Point Acquisition C IPFX Jun 2026 359,198 NEW $3.7M 0.23% EC
30 JAB Acquisition Corp I JABRU Jun 2026 342,579 NEW $3.4M 0.21%
31 D Boral Acquisition I Corp DBCA Jun 2026 321,502 NEW $3.2M 0.20% EC
32 Metals Acquisition Corp II MTAL Jun 2026 299,964 NEW $3.0M 0.19% EC
33 CANTOR EQUITY PARTNE TENDERED / CEPOTEND Mar 2026 283,414 NEW $3.0M 0.18% EC
34 West Enclave Merger Corp WENC Jun 2026 301,007 NEW $3.0M 0.18% EC
35 PLUM ACQUISITION COR TENDERED SHARE / PLMKTEND Mar 2026 254,968 NEW $2.7M 0.17% EC
36 ACP Holdings Acquisition Corp ACGC Jun 2026 257,564 NEW $2.6M 0.16% EC
37 Cantor Equity Partners VII Inc CAES Jun 2026 214,090 NEW $2.2M 0.13% EC
38 Pono Capital Four Inc PONO Jun 2026 171,840 NEW $1.7M 0.10% EC
39 Aeon Acquisition I Corp AESPU Jun 2026 163,535 NEW $1.7M 0.10%
40 Kenvue Inc KVUE Jun 2026 84,966 NEW $1.6M 0.10% EC
41 Spartacus Acquisition Corp II TMTS Jun 2026 128,670 NEW $1.3M 0.08% EC
42 Willow Lane Acquisition Corp I WLII Jun 2026 94,228 NEW $963K 0.06% EC
43 Kensington Capital Acquisition KCA/U Jun 2026 65,816 NEW $659K 0.04%
44 Tribeca Strategic Acquisition BIDWU Jun 2026 61,392 NEW $611K 0.04%
45 GigCapital9 Corp GIX Jun 2026 51,802 NEW $514K 0.03% EC
46 ABIOMED Inc 2223637D Mar 2026 287,741 NEW $293K 0.02% DE
47 Stellar Bancorp Inc STEL Jun 2026 7,367 NEW $290K 0.02% EC
48 KEYSTONE ACQUISITION CO-CL A KEYYW Jun 2026 296,282 NEW $132K 0.01% DE
49 Carnival Corp Ltd CCL Jun 2026 1,647 NEW $47K 0.00% EC
50 COLLECTIVE ACQUIS CORP CL-A CAIIW Jun 2026 172,981 NEW $43K 0.00% DE
51 Energy Transition Special Oppo ETSS/U Jun 2026 273 NEW $3K 0.00%
52 TPG Inc 2602335D Mar 2026 192,070 NEW $2K 0.00% DE
53 GREAT BRITAIN POUND / GBP Mar 2026 284 NEW $376 0.00% STIV
54 Keystone Acquisition Corp KEYYU Jun 2026 1 NEW $10 0.00%
55 GP-ACT III ACQ Corp. CLASS B UNITS / GPATB Mar 2026 245,295 NEW $2 0.00% EC
56 CENTURION CL B CL B / ALFUB Mar 2026 242,151 NEW $2 0.00% EC
57 GP-ACT III ACQ CORP. CLASS A UNITS / GPATA Mar 2026 196,235 NEW $2 0.00% EC
58 CENTURION CL A CL A / ALFUA Mar 2026 193,720 NEW $2 0.00% EC
59 Organon & Co. 1D099IK7 Mar 2026 -1 NEW $-10 -0.00% DE
60 Taylor Morrison Home Corp. 3RI99T7N Mar 2026 -2,033 NEW $-10165 -0.00% DE
61 Nuvalent, Inc. 23I99IJ4 Mar 2026 -1,546 NEW $-11595 -0.00% DE
62 Carnival Corp Ltd CCL Jun 2026 -1,647 NEW $-47055 -0.00% EC
63 Prosperity Bancshares Inc PB Jun 2026 -2,802 NEW $-204630 -0.01% EC
64 Kimberly-Clark Corp KMB Jun 2026 -12,421 NEW $-1363453 -0.08% EC
65 Equity Residential EQR Jun 2026 -102,304 NEW $-6949511 -0.43%
66 QXO Inc QXO Jun 2026 -962,100 NEW $-16625088 -1.02% EC
67 CANADIAN DOLLARS / CAD Mar 2026 -59,175,796 NEW $-41723046 -2.55% STIV
68 Shell PLC SHEL LN Jun 2026 -1,824,486 NEW $-70980467 -4.35% EC