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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 7 of 22  ·  427 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MOZAYYX ACQUISITION CORP 500,000.0 $5.0M 0.10% NEW $9.97
122 DBCA D BORAL ACQUISITION I CORP Financial Services 500,000.0 $5.0M 0.10% NEW $9.97 +0.2%
123 PEB PEBBLEBROOK HOTEL TR Real Estate 256,700.0 $5.0M 0.10% NEW $19.41 -6.5%
124 WENN WEN ACQUISITION CORP Financial Services 483,500.0 $5.0M 0.10% NEW $10.29 +0.9%
125 QUASAREDGE ACQUISITION CORP 500,000.0 $5.0M 0.10% NEW $9.93
126 SUMA ACQUISITION CORP 500,000.0 $4.9M 0.10% NEW $9.89
127 HERTZ CORP 9,415,000.0 $4.9M 0.10% NEW $0.52
128 GOSS GOSSAMER BIO INC Healthcare 28,946,459.0 $4.8M 0.09% NEW $0.16 -14.9%
129 TLNC TALON CAP CORP Financial Services 448,165.0 $4.6M 0.09% NEW $10.31 -0.8%
130 EQV VENTURES AC CORP. II 450,000.0 $4.6M 0.09% NEW $10.18
131 CRAN CRANE HBR ACQUISITION CORP I Financial Services 450,000.0 $4.6M 0.09% NEW $10.13 +0.2%
132 PAR TECHNOLOGY CORP 4,512,000.0 $4.3M 0.08% NEW $0.96
133 SCII SC II ACQUISITION CORP Financial Services 425,000.0 $4.3M 0.08% NEW $10.03 +0.7%
134 SPHERE ENTERTAINMENT CO 857,000.0 $4.2M 0.08% NEW $4.90
135 CEPF CANTOR EQUITY PARTNERS IV IN Financial Services 400,000.0 $4.2M 0.08% NEW $10.40 -0.5%
136 COHEN CIRCLE ACQUISIT CORP I 400,000.0 $4.1M 0.08% NEW $10.30
137 FUTURECORP SPACE ACQUISITION 403,000.0 $4.1M 0.08% NEW $10.13
138 GSR IV ACQUISITION CORP 400,000.0 $4.1M 0.08% NEW $10.15
139 COLUMBUS CIRCLE CAP CORP II 400,000.0 $4.1M 0.08% NEW $10.14
140 YORKVILLE INTL CAP CORP 400,000.0 $4.0M 0.08% NEW $10.04
Page 7 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%