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Portfolio (Quarterly) Guide ↗

K2 PRINCIPAL FUND, L.P.

· CIK 0001461790
13F Portfolio $1.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 410 New
Page 19 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SKY HARBOUR GROUP CORPORATIO 73,619.0 $48K 0.00% NEW $0.65
362 TITAN ACQUISITION CORP 136,650.0 $42K 0.00% NEW $0.31
363 SPRING VY ACQUISITION CORP I 66,666.0 $41K 0.00% NEW $0.62
364 RANGE CAP ACQUISITION CORP I 122,200.0 $39K 0.00% NEW $0.32
365 ARTIUS II ACQUISITION INC 112,006.0 $37K 0.00% NEW $0.33
366 CHARLTON ARIA ACQUISITION CO 191,752.0 $36K 0.00% NEW $0.19
367 SIZZLE ACQUISITION CORP. II 223,957.0 $36K 0.00% NEW $0.16
368 MOUNTAIN LAKE ACQUISITION CO 147,507.0 $35K 0.00% NEW $0.24
369 GIGCAPITAL7 CORP 86,112.0 $35K 0.00% NEW $0.41
370 WEN ACQUISITION CORP 113,158.0 $35K 0.00% NEW $0.31
371 DRUGS MADE IN AMER ACQ II CO 250,000.0 $35K 0.00% NEW $0.14
372 DYNAMIX CORP III 96,249.0 $35K 0.00% NEW $0.36
373 JACKSON ACQUISITION CO II 136,000.0 $34K 0.00% NEW $0.25
374 MELAR ACQUISITION CORP. I 236,041.0 $33K 0.00% NEW $0.14
375 EVOLUTION GLOBAL ACQUISITION 75,000.0 $33K 0.00% NEW $0.44
376 GP-ACT III ACQUISITION CORP 121,798.0 $33K 0.00% NEW $0.27
377 NRO NEUBERGER REAL ESTATE Financial Services 10,400.0 $32K 0.00% NEW $3.04 -3.3%
378 GIGCAPITAL8 CORP 100,000.0 $31K 0.00% NEW $0.31
379 LIGHTWAVE ACQUISITION CORP 106,950.0 $29K 0.00% NEW $0.27
380 CO2 ENERGY TRANSITION CORP 131,207.0 $29K 0.00% NEW $0.22
Page 19 of 21  ·  410 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 29.3%
Basic Materials 11.6%
Technology 9.7%
Real Estate 9.2%
Consumer Cyclical 7.2%
Industrials 7.1%
Utilities 6.5%
Energy 6.5%
Consumer Defensive 5.9%
Communication Services 4.8%