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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 2 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ONESTREAM INC 677,498.0 $16.3M 0.74% NEW $24.00
22 SIZZLE ACQUISITION CORP. II 1,561,745.0 $16.0M 0.73% $10.26
23 K&F GROWTH ACQUISITION CORP 1,476,268.0 $15.4M 0.70% -409K -21.7% $10.44
24 GLOBA TERRA ACQUISITION COR 1,414,429.0 $14.5M 0.66% $10.25
25 TACH TITAN ACQUISITION CORP Financial Services 1,344,693.0 $13.9M 0.63% $10.33 +0.3%
26 GIGCAPITAL8 CORP 1,330,000.0 $13.3M 0.60% +250K +23.1% $9.97
27 OYSTER ENTERPRISES II ACQUIS 1,295,112.0 $13.2M 0.60% $10.22
28 KCHV KOCHAV DEFENSE ACQUI CO Financial Services 1,286,000.0 $13.2M 0.60% $10.25 +0.6%
29 SOULPOWER ACQUISITION CORP 1,279,300.0 $13.1M 0.59% $10.25
30 SIDDHI ACQUISITION CORP 1,249,197.0 $13.0M 0.59% -100K -7.4% $10.38
31 PIONEER ACQUISITION I CORP 1,258,612.0 $12.8M 0.58% +850K +208.0% $10.16
32 JACS JACKSON ACQUISITION CO II Financial Services 1,186,200.0 $12.6M 0.57% $10.59 +0.1%
33 ALDF ALDEL FINL II INC Financial Services 1,159,448.0 $12.3M 0.56% $10.57 +0.5%
34 JHG JANUS HENDERSON GROUP PLC Financial Services 230,719.0 $11.9M 0.54% NEW $51.37 +0.6%
35 ANDRETTI ACQUISITION CORP II 1,111,416.0 $11.8M 0.54% $10.66
36 NEW PROVIDENCE ACQUISITION C 1,128,999.0 $11.6M 0.53% -150K -11.7% $10.26
37 OBA OXLEY BRIDGE ACQ LTD Financial Services 1,117,657.0 $11.3M 0.51% +200K +21.8% $10.13 +0.5%
38 VOYAGER ACQUISITION CORP 961,894.0 $10.3M 0.47% -300K -23.8% $10.71
39 AACB ARTIUS II ACQUISITION INC Financial Services 995,939.0 $10.3M 0.47% $10.33 +1.1%
40 CAL REDWOOD ACQUISITION CORP 1,000,000.0 $10.2M 0.46% +350K +53.9% $10.15
Page 2 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%