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Portfolio (Quarterly) Guide ↗

Westchester Capital Management, LLC

· CIK 0001512805
13F Portfolio $2.2B AUM 863 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 69 New 27 Added 28 Reduced 49 Exited
Page 14 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PANTAGES CAPITAL ACQUISITION 385,000.0 $62K 0.00% $0.16
262 ARMADA ACQUISITION CORP II 100,055.0 $60K 0.00% $0.60
263 COPLEY ACQUISITION CORP 363,554.0 $55K 0.00% -13K -3.5% $0.15
264 TAVIA ACQUISITION CORP 400,000.0 $52K 0.00% $0.13
265 JENA ACQUISITION CORP II 400,000.0 $51K 0.00% $0.13
266 SIM ACQUISITION CORP. I 187,499.0 $51K 0.00% $0.27
267 CWAN PUT CLEARWATER ANALYTICS HLDGS I Technology 2,100.0 $50K 0.00% NEW $23.65 +3.1%
268 TEXAS VENTURES ACQUISITION I 100,717.0 $48K 0.00% -29K -22.4% $0.48
269 GDEN GOLDEN ENTMT INC Consumer Cyclical 1,686.0 $45K 0.00% NEW $26.69 +7.0%
270 PERIMETER ACQUISITION CORP I 74,998.0 $45K 0.00% NEW $0.60
271 NEWHOLD INVT CORP III 99,998.0 $45K 0.00% $0.45
272 BAYVIEW ACQUISITION CORP 250,000.0 $42K 0.00% $0.17
273 THAYER VENTURES ACQ CORP II 275,000.0 $41K 0.00% $0.15
274 NEWBURY STR II ACQUISITION C 225,000.0 $40K 0.00% $0.18
275 ESH ACQUISITION CORP 400,000.0 $40K 0.00% $0.10
276 AA MISSION ACQUISITION CORP 247,090.0 $40K 0.00% NEW $0.16
277 UY SCUTI ACQUISITION CORP. 330,000.0 $36K 0.00% $0.11
278 IB ACQUISITION CORP 349,019.0 $36K 0.00% $0.10
279 ALCHEMY INVTS ACQUISITN CORP 224,998.0 $36K 0.00% $0.16
280 ROMAN DBDR ACQUISITION CORP 149,998.0 $32K 0.00% $0.21
Page 14 of 16  ·  307 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 35.3%
Industrials 24.4%
Communication Services 22.9%
Technology 6.6%
Energy 4.7%
Healthcare 4.6%
Consumer Defensive 0.6%
Basic Materials 0.5%
Consumer Cyclical 0.4%