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Portfolio (Quarterly) Guide ↗

K2 PRINCIPAL FUND, L.P.

· CIK 0001461790
13F Portfolio $1.4B AUM 487 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 212 New 74 Added 83 Reduced 135 Exited
Page 10 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INFINITE EAGLE ACQUISITION C 500,400.0 $90K 0.01% NEW $0.18
182 X3 ACQUISITION CORP LTD 332,649.0 $80K 0.01% NEW $0.24
183 EVC ENTRAVISION COMMUNICATIONS C Communication Services 24,919.0 $74K 0.01% NEW $2.97 +197.6%
184 D BORAL ACQUISITION I CORP 189,922.0 $57K 0.00% NEW $0.30
185 SPACE ASSET ACQUISITION CORP 87,387.0 $57K 0.00% NEW $0.65
186 ONEIM ACQUISITION CORP 72,427.0 $47K 0.00% NEW $0.65
187 BLEICHROEDER ACQUISITI CORP 41,666.0 $40K 0.00% NEW $0.95
188 ALUSSA ENERGY ACQUISIT CORP 116,666.0 $37K 0.00% NEW $0.32
189 COLOMBIER ACQUISITION CORP I 50,400.0 $34K 0.00% NEW $0.67
190 SILICON VY ACQUISITION CORP 103,300.0 $29K 0.00% NEW $0.28
191 VINE HILL CAP INVTS CORP II 66,666.0 $23K 0.00% NEW $0.35
192 COLUMBUS CIRCLE CAP CORP II 71,979.0 $22K 0.00% NEW $0.31
193 GENERAL PURP ACQUISITION COR 100,000.0 $22K 0.00% NEW $0.22
194 SILVERBOX CORP V 81,133.0 $22K 0.00% NEW $0.27
195 SIDDHI ACQUISITION CORP 138,991.0 $21K 0.00% NEW $0.15
196 SPRING VY ACQUISITION CORP I 25,000.0 $18K 0.00% NEW $0.73
197 SAFEGUARD ACQUISITION CORP 50,000.0 $18K 0.00% NEW $0.35
198 HIGHVIEW MERGER CORP 75,000.0 $17K 0.00% NEW $0.23
199 CRANE HBR ACQUISITION CORP I 100,000.0 $17K 0.00% NEW $0.17
200 M EVO GBL ACQUISITION CORP I 43,432.0 $14K 0.00% NEW $0.33
Page 10 of 11  ·  212 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 32.5%
Technology 10.0%
Consumer Cyclical 8.5%
Energy 8.3%
Industrials 8.2%
Communication Services 7.9%
Basic Materials 7.8%
Healthcare 6.1%
Utilities 6.1%
Real Estate 2.3%