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Portfolio (Quarterly) Guide ↗

GLAZER CAPITAL, LLC

· CIK 0001076809
13F Portfolio $3.8B AUM 400 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 371 New
Page 2 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VAIL RESORTS INC 40,491,000.0 $40.5M 1.06% NEW $1.00
22 HILLENBRAND INC 1,192,320.0 $37.8M 0.99% NEW $31.72
23 PLYMOUTH INDL REIT INC 1,662,651.0 $36.4M 0.96% NEW $21.88
24 SNOWFLAKE INC 20,576,000.0 $31.9M 0.84% NEW $1.55
25 COINBASE GLOBAL INC 27,100,000.0 $27.9M 0.73% NEW $1.03
26 FRONTIER COMMUNICATIONS PARE 727,844.0 $27.7M 0.73% NEW $38.07
27 HOLOGIC INC 368,378.0 $27.4M 0.72% NEW $74.49
28 DENNYS CORP 3,877,778.0 $24.1M 0.63% NEW $6.22
29 DMII DRUGS MADE IN AMER ACQ II CO Financial Services 2,349,899.0 $23.3M 0.61% NEW $9.90 +1.7%
30 FOLD AMICUS THERAPEUTICS INC Healthcare 1,603,788.0 $22.8M 0.60% NEW $14.24 +1.8%
31 EQV VENTURES AC CORP. II 2,210,096.0 $22.2M 0.58% NEW $10.03
32 GIGCAPITAL8 CORP 2,175,283.0 $21.5M 0.57% NEW $9.89
33 JHG JANUS HENDERSON GROUP PLC Financial Services 449,055.0 $21.4M 0.56% NEW $47.57 +9.2%
34 REV GROUP INC 347,349.0 $21.1M 0.56% NEW $60.81
35 D. BORAL ARC ACQ I CORP. 1,998,581.0 $20.0M 0.53% NEW $10.03
36 GTLS CHART INDS INC Industrials 96,100.0 $19.8M 0.52% NEW $206.23 +1.2%
37 EVENTBRITE INC 4,420,758.0 $19.7M 0.52% NEW $4.45
38 CITY OFFICE REIT INC 2,775,000.0 $19.4M 0.51% NEW $6.99
39 DRUGS MADE IN AMER ACQUTN CO 1,816,428.0 $18.8M 0.49% NEW $10.37
40 ALARM COM HLDGS INC 17,589,000.0 $17.6M 0.46% NEW $1.00
Page 2 of 19  ·  371 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 58.2%
Communication Services 15.2%
Technology 14.8%
Industrials 4.3%
Healthcare 3.0%
Consumer Cyclical 1.8%
Consumer Defensive 1.5%
Basic Materials 1.1%