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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 15 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DRUGS MADE IN AMER ACQUTN CO 500,000.0 $28K 0.00% $0.06
282 CAL REDWOOD ACQUISITION CORP 150,000.0 $27K 0.00% NEW $0.18
283 GESHER ACQUISITION CORP. II 119,999.0 $26K 0.00% $0.22
284 AXIOM INTELLIGENCE AC CORP 1 175,000.0 $26K 0.00% $0.15
285 K&F GROWTH ACQUISITION CORP 250,000.0 $26K 0.00% $0.10
286 VOYAGER ACQUISITION CORP 183,647.0 $25K 0.00% $0.14
287 CAYSON ACQUISITION CORP 150,000.0 $24K 0.00% $0.16
288 AGRICULTURE & NAT SOL ACQ CO 132,870.0 $24K 0.00% $0.18
289 CN HEALTHY FOOD TECH GROUP C 243,606.0 $22K 0.00% $0.09
290 STELLAR V CAP CORP 99,998.0 $22K 0.00% $0.22
291 FACT II ACQUISITION CORP 53,872.0 $22K 0.00% -146K -73.1% $0.40
292 EMMIS ACQUISITION CORP. 175,000.0 $21K 0.00% $0.12
293 CHENGHE ACQUISITION III CO 2,000.0 $20K 0.00% $10.08
294 LAUNCH TWO ACQUISITION CORP. 124,999.0 $20K 0.00% $0.16
295 OXLEY BRIDGE ACQ LTD 99,997.0 $19K 0.00% NEW $0.19
296 KEEN VISION ACQUISITION CORP 606,555.0 $18K 0.00% -42K -6.5% $0.03
297 REPUBLIC DIGITAL ACQUISITION 37,499.0 $16K 0.00% NEW $0.44
298 GALATA ACQUISITION CORP II 58,331.0 $14K 0.00% NEW $0.24
299 GRAF GLOBAL CORP 106,977.0 $14K 0.00% $0.13
300 BLACK HAWK ACQUISITION CORP 9,923.0 $13K 0.00% $1.30
Page 15 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%