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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 25 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LAUNCHPAD CADENZA ACQU CORP 33,333.0 $7K NEW $0.20
482 KEEN VISION ACQUISITION CORP 204,578.0 $6K $0.03
483 LAFAYETTE DIGITAL ACQUISITIO 25,000.0 $6K NEW $0.23
484 BLUE WTR ACQUISITION CORP. I 10,260.0 $5K $0.45
485 ITHAX ACQUISITION CORP III 25,000.0 $4K NEW $0.18
486 ESH ACQUISITION CORP 22,379.0 $2K -4K -16.5% $0.10
487 RF ACQUISITION CORP II 13,374.0 $2K $0.12
Page 25 of 25  ·  487 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%