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Portfolio (Quarterly) Guide ↗

Context Capital Management, LLC

· CIK 0001301396
13F Portfolio $5.1B AUM 427 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 427 New
Page 15 of 22  ·  427 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WEN ACQUISITION CORP 241,750.0 $86K 0.00% NEW $0.35
282 GCT SEMICONDUCTOR HLDG INC 172,160.0 $84K 0.00% NEW $0.49
283 AMERICAN DRIVE ACQUISITION C 133,333.0 $84K 0.00% NEW $0.63
284 INFLECTION PT ACQUISIT CORP 44,413.0 $83K 0.00% NEW $1.88
285 CROWN RESV ACQUISITION CORP 500,000.0 $80K 0.00% NEW $0.16
286 SC II ACQUISITION CORP 425,000.0 $79K 0.00% NEW $0.19
287 BLUE ACQUISITION CORP. 100,000.0 $78K 0.00% NEW $0.78
288 NEW AMER ACQUISITION I CORP 125,000.0 $75K 0.00% NEW $0.60
289 SPRING VY ACQUISITION CORP I 75,000.0 $73K 0.00% NEW $0.98
290 HENNESSY CAP INVT CORP VII 187,500.0 $73K 0.00% NEW $0.39
291 BLEICHROEDER ACQUISITI CORP 33,333.0 $73K 0.00% NEW $2.18
292 RRE VENTURES ACQUISITION COR 133,333.0 $72K 0.00% NEW $0.54
293 KOCHAV DEFENSE ACQUI CO 350,000.0 $71K 0.00% NEW $0.20
294 WHITE PEARL ACQUISITION CORP 250,000.0 $70K 0.00% NEW $0.28
295 CAL REDWOOD ACQUISITION CORP 300,000.0 $69K 0.00% NEW $0.23
296 FACTORIAL ENERGY INC 50,000.0 $68K 0.00% NEW $1.36
297 SOULPOWER ACQUISITION CORP 582,480.0 $68K 0.00% NEW $0.12
298 ARMADA ACQUISITION CORP III 200,000.0 $66K 0.00% NEW $0.33
299 HENNESSY CAP INVTS CORP VIII 400,000.0 $64K 0.00% NEW $0.16
300 IRON HORSE ACQUISIT II CORP 400,000.0 $64K 0.00% NEW $0.16
Page 15 of 22  ·  427 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 74.5%
Healthcare 9.5%
Industrials 9.4%
Real Estate 2.5%
Consumer Cyclical 2.0%
Technology 1.6%
Energy 0.5%