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Asset Manager ← All Institutions

Westchester Capital Management, LLC

Q1 2026 · Filed 2026-02-13
Market Value
$0
-100.0%
Holdings
157
-28
New Purchases
0
Added To
0
Closed
157
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 18 $0 0%
Mid Cap 10 $0 0%
Small Cap 46 $0 0%
Micro Cap 83 $0 0%

Portfolio Analytics

Avg Market Cap
$5.5B
Median Market Cap
$290M
Avg P/E
49.9
Median P/E
36.0
Avg Dividend Yield
0.02%
Avg Beta
0.45
# Stocks
149
# ETFs / Funds
8

Top Holdings (157 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CSX —% -$7M -187,783 -100.0% SOLD
2 SUNC —% -$632K -12,829 -100.0% SOLD
3 MHD —% -$516K -43,988 -100.0% SOLD
4 TECK —% -$75M -1,566,212 -100.0% SOLD
5 NVG —% -$2M -123,412 -100.0% SOLD
6 KVUE —% -$573K -33,200 -100.0% SOLD
7 PRA —% -$39M -1,605,544 -100.0% SOLD
8 NSC —% -$112M -387,596 -100.0% SOLD
9 MQY —% -$1M -130,274 -100.0% SOLD
10 GTLS —% -$102M -496,058 -100.0% SOLD
11 FCRS —% -$102K -10,000 -100.0% SOLD
12 CEPF —% -$2M -200,000 -100.0% SOLD
13 CCXIU —% -$510K -50,000 -100.0% SOLD
14 ALIS —% -$4M -354,923 -100.0% SOLD
15 CGCT —% -$4M -390,847 -100.0% SOLD
16 BHF —% -$2M -34,440 -100.0% SOLD
17 EA —% -$121M -594,161 -100.0% SOLD
18 HON —% -$4M -18,900 -100.0% SOLD
19 KMB —% -$823K -8,155 -100.0% SOLD
20 KDP —% -$690K -24,634 -100.0% SOLD
21 KHC —% -$2M -100,000 -100.0% SOLD
22 LBRDA —% -$26M -530,942 -100.0% SOLD
23 DMII —% -$5M -500,000 -100.0% SOLD
24 CCIX —% -$795K -74,769 -100.0% SOLD
25 CEPO —% -$1M -126,829 -100.0% SOLD
26 TACO —% -$4M -433,460 -100.0% SOLD
27 ALDF —% -$12M -1,159,448 -100.0% SOLD
28 AACB —% -$10M -995,939 -100.0% SOLD
29 APACR —% -$796K -80,000 -100.0% SOLD
30 IPEX —% -$5M -532,807 -100.0% SOLD
31 HAVAU —% -$6M -598,790 -100.0% SOLD
32 KOYNU —% -$4M -400,000 -100.0% SOLD
33 LCCCU —% -$94K -439,436 -100.0% SOLD
34 LPCVU —% -$3M -334,463 -100.0% SOLD
35 ORIQ —% -$4M -425,000 -100.0% SOLD
36 CMCSA —% -$179K -6,000 -100.0% SOLD
37 ANSC —% -$22M -1,964,677 -100.0% SOLD
38 BCSS —% -$3M -250,000 -100.0% SOLD
39 MYI —% -$556K -51,189 -100.0% SOLD
40 GTEN —% -$5M -515,073 -100.0% SOLD
41 MLAC —% -$9M -887,700 -100.0% SOLD
42 PCAPU —% -$708K -69,110 -100.0% SOLD
43 OTGA —% -$1M -125,000 -100.0% SOLD
44 TACH —% -$14M -1,344,693 -100.0% SOLD
45 TASK —% -$7M -602,597 -100.0% SOLD
46 TDAC —% -$3M -248,852 -100.0% SOLD
47 CEPV —% -$5M -450,000 -100.0% SOLD
48 WBD —% -$105M -3,649,601 -100.0% SOLD
49 WENN —% -$531K -52,529 -100.0% SOLD
50 BLUW —% -$2M -200,000 -100.0% SOLD
51 COLA —% -$921K -89,000 -100.0% SOLD
52 CRAC —% -$3M -250,000 -100.0% SOLD
53 NHIC —% -$5M -450,000 -100.0% SOLD
54 HAVA —% -$2M -198,154 -100.0% SOLD
55 PMTRU —% -$2M -150,000 -100.0% SOLD
56 TVA —% -$2M -190,031 -100.0% SOLD
57 BSAA —% -$506K -50,000 -100.0% SOLD
58 XRPN —% -$9M -833,400 -100.0% SOLD
59 TACOW —% -$14K -37,499 -100.0% SOLD
60 KFIIR —% -$40K -250,000 -100.0% SOLD
61 FGMC —% -$4M -349,172 -100.0% SOLD
62 AFJKR —% -$115K -288,212 -100.0% SOLD
63 NHICW —% -$36K -99,998 -100.0% SOLD
64 TVGNW —% -$4K -99,994 -100.0% SOLD
65 MBVIU —% -$505K -50,000 -100.0% SOLD
66 LWACW —% -$54K -284,934 -100.0% SOLD
67 RAAQU —% -$2M -215,312 -100.0% SOLD
68 NMPAU —% -$5M -500,000 -100.0% SOLD
69 QUMSU —% -$1M -100,000 -100.0% SOLD
70 BACC —% -$3M -247,210 -100.0% SOLD
71 BRW —% -$157K -22,344 -100.0% SOLD
72 FT —% -$816K -102,032 -100.0% SOLD
73 LCCC —% -$7M -689,436 -100.0% SOLD
74 EFT —% -$301K -26,678 -100.0% SOLD
75 SCPQU —% -$1M -125,000 -100.0% SOLD
76 ALDFW —% -$128K -312,499 -100.0% SOLD
77 SVAQU —% -$2M -175,000 -100.0% SOLD
78 SPKLW —% -$14K -44,785 -100.0% SOLD
79 JACS —% -$12M -1,186,200 -100.0% SOLD
80 TVACW —% -$117K -129,726 -100.0% SOLD
81 BACCU —% -$1M -123,532 -100.0% SOLD
82 LKSPU —% -$3M -255,000 -100.0% SOLD
83 SBXD-UN —% -$3M -325,485 -100.0% SOLD
84 KVACW —% -$33K -649,000 -100.0% SOLD
85 YCY —% -$29M -2,701,172 -100.0% SOLD
86 GSRFU —% -$7M -650,000 -100.0% SOLD
87 ANSCW —% -$44K -132,870 -100.0% SOLD
88 PACH —% -$9M -850,000 -100.0% SOLD
89 BIXIU —% -$2M -220,000 -100.0% SOLD
90 SZZLU —% -$16M -1,564,728 -100.0% SOLD
91 HVMC —% -$2M -170,299 -100.0% SOLD
92 WTG —% -$3M -254,058 -100.0% SOLD
93 COPL —% -$9M -860,600 -100.0% SOLD
94 OBA —% -$9M -917,657 -100.0% SOLD
95 WTGUR —% -$487 -4,058 -100.0% SOLD
96 IRHOU —% -$1M -150,000 -100.0% SOLD
97 MESHU —% -$4M -350,000 -100.0% SOLD
98 ALISU —% -$165K -15,748 -100.0% SOLD
99 DNMXU —% -$502K -50,000 -100.0% SOLD
100 WTGUU —% -$3K -324 -100.0% SOLD

Options Breakdown

0 Calls $0 Call Value 9 Puts $0 Put Value

Top Puts

SymbolSharesValueStatus
CMCSA $0 SOLD
SPY $0 SOLD
WBD $0 SOLD
TECK $0 SOLD
KVUE $0 SOLD
CSX $0 SOLD
HON $0 SOLD
KHC $0 SOLD
KDP $0 SOLD

Sold Out Positions

SymbolValue% Port
BCSS —%
SUNC —%
MHD —%
TECK —%
NVG —%
KVUE —%
PRA —%
NSC —%
MQY —%
GTLS —%
FCRS —%
CEPF —%
MYI —%
CSX —%
CGCT —%
View SEC EDGAR Filings for Westchester Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms