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Westchester Capital Management

Latest statistics and disclosures from Westchester Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are HES, EDR, SPY, Southwestern Energy Company, HCP, and represent 32.48% of Westchester Capital Management's stock portfolio.
Added to shares of these 10 stocks: K (+$108M), ENV (+$46M), HCP (+$41M), VSTO (+$35M), CHX (+$35M), Southwestern Energy Company (+$33M), IGT (+$28M), HES (+$27M), SMAR (+$25M), HTLF (+$24M).
Started 33 new stock positions in GODN, INST, EVGR, Andretti Acquisition Corp Ii, IGT, ISRL, Mkdwell Tech, Gp-act Iii Acquisition Corp, Voyager Acquisition Corp, Sim Acquisition Corp. I.
Reduced shares in these 10 stocks: WRK (-$149M), SPY (-$123M), ETRN (-$77M), CVII (-$61M), OLK (-$56M), MGRC (-$56M), CERE (-$43M), CPRI (-$37M), WIRE (-$29M), NWLI (-$22M).
Sold out of its positions in AFT, ARDC, AOGOW, BMRN, BITE, FRA, BYNO, CARR, CERE, CETUW.
Westchester Capital Management was a net seller of stock by $-359M.
Westchester Capital Management has $2.3B in assets under management (AUM), dropping by -12.01%.
Central Index Key (CIK): 0001512805

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Portfolio Holdings for Westchester Capital Management

Westchester Capital Management holds 184 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Hess (HES)	10.0	$235M	+13%	1.7M	135.80	View chart
Endeavor Group Hldgs Cl A Com (EDR)	7.2	$168M		5.9M	28.56	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	5.8	$135M	-47%	235k	573.76	View chart
Southwestern Energy Company	4.9	$115M	+39%	16M	7.11	View chart
Hashicorp Com Cl A (HCP)	4.6	$108M	+60%	3.2M	33.86	View chart
Amedisys (AMED)	4.6	$108M	+9%	1.1M	96.51	View chart
Kellogg Company (K)	4.6	$108M	NEW	1.3M	80.71	View chart
Axonics Modulation Technolog (AXNX)	4.3	$101M	+7%	1.5M	69.60	View chart
Stericycle (SRCL)	4.1	$95M	+17%	1.6M	61.00	View chart
Catalent (CTLT)	3.7	$88M	+27%	1.4M	60.57	View chart
Championx Corp (CHX)	3.6	$85M	+67%	2.8M	30.15	View chart
United States Steel Corporation (X)	3.6	$85M	-16%	2.4M	35.33	View chart
Juniper Networks (JNPR)	2.0	$47M	-13%	1.2M	38.98	View chart
Envestnet (ENV)	2.0	$46M	NEW	731k	62.62	View chart
Haynes Intl Com New (HAYN)	1.8	$42M	+14%	707k	59.54	View chart
Vistaoutdoor (VSTO)	1.5	$35M	NEW	889k	39.18	View chart
Ares Acquisition Corp Ii Shs Class A (AACT)	1.4	$34M	+98%	3.1M	10.83	View chart
Heartland Financial USA (HTLF)	1.4	$33M	+260%	583k	56.70	View chart
International Game Technolog Shs Usd (IGT)	1.2	$28M	NEW	1.3M	21.30	View chart
Inflection Pt Acquisitn Crp Cl A Ord Shs (IPXX)	1.1	$27M	+7%	2.5M	10.74	View chart
Albertsons Cos Common Stock (ACI)	1.1	$26M	-4%	1.4M	18.48	View chart
Atlantica Sustainable Infr P SHS (AY)	1.1	$25M	+305%	1.1M	21.98	View chart
Nuvei Corporation Sub Vtg Shs (NVEI)	1.1	$25M		749k	33.35	View chart
Smartsheet Com Cl A (SMAR)	1.1	$25M	NEW	448k	55.36	View chart
Techtarget Note 12/1 (Principal)	0.9	$21M		21M	0.98	View chart
Cartesian Growth Corp Ii Class A Ord (RENE)	0.8	$19M	+28%	1.6M	11.46	View chart
Agriculture & Nat Sol Acq Shs Cl A (ANSC)	0.8	$18M	+14%	1.7M	10.35	View chart
Independent Bank (IBTX)	0.7	$18M	+15%	304k	57.66	View chart
Ball Corporation (BALL)	0.7	$18M		258k	67.91	View chart
Ansys (ANSS)	0.7	$17M	-47%	53k	318.63	View chart
Everi Hldgs (EVRI)	0.7	$17M	NEW	1.3M	13.14	View chart
Discover Financial Services (DFS)	0.7	$16M	NEW	113k	140.29	View chart
Capri Holdings SHS (CPRI)	0.7	$16M	-70%	368k	42.44	View chart
Nabors Energy Transition Cor Cl A (NETD)	0.7	$15M	+260%	1.4M	10.65	View chart
Baxter International (BAX)	0.6	$15M	-15%	391k	37.97	View chart
Marathon Oil Corporation (MRO)	0.6	$14M	-43%	513k	26.63	View chart
McGrath Rent (MGRC)	0.6	$14M	-80%	129k	105.28	View chart
Vale S A Sponsored Ads (VALE)	0.5	$13M	-40%	1.1M	11.68	View chart
Haymaker Acquisition Corp Iv Class A (HYAC)	0.5	$12M	+273%	1.1M	10.66	View chart
Perficient Note 0.125%11/1 (Principal)	0.5	$11M	+20%	12M	0.98	View chart
Spring Valley Acquistn Corp Class A Ord (SVII)	0.5	$11M		978k	11.23	View chart
Dupont De Nemours (DD)	0.4	$9.7M	-46%	109k	89.11	View chart
Learn Cw Investment Cor Cl A Ord Shs (LCW)	0.4	$9.1M	-7%	830k	10.99	View chart
Vizio Hldg Corp Cl A Com (VZIO)	0.4	$8.7M	-43%	776k	11.17	View chart
First Bancshares (FBMS)	0.4	$8.2M	NEW	257k	32.13	View chart
Rigel Resource Acq Corp Cl A Ord Shs (RRAC)	0.3	$8.2M	-64%	712k	11.50	View chart
Petiq Note 4.000% 6/0 (Principal)	0.3	$8.1M	NEW	7.0M	1.16	View chart
Cf Acquisition Corp Vii Class A Com (CFFS)	0.3	$8.0M		717k	11.10	View chart
Mountain & Co I Acquisitn Class A Ord (MCAA)	0.3	$7.4M		632k	11.75	View chart
Keen Vision Acquisition Corp SHS (KVAC)	0.3	$7.3M	-9%	679k	10.76	View chart
Pyrophyte Acquisition Corp Cl A Ord Shs (PHYT)	0.3	$6.4M	+29%	556k	11.51	View chart
Investcorp Europe Acquisitio Class A Ord Shs (IVCB)	0.3	$6.1M		517k	11.79	View chart
Apx Acquisition Corp I Class A Ord Shs (APXI)	0.2	$5.8M		490k	11.82	View chart
Gp-act Iii Acquisition Corp CL	0.2	$5.5M	NEW	550k	10.06	View chart
Berry Plastics (BERY)	0.2	$5.5M	NEW	80k	67.98	View chart
Patria Latin Amrcn Opprnty A Class A Ord Shs (PLAO)	0.2	$5.1M		443k	11.61	View chart
Integrated Wellness Acq Corp Ord Shs Cl A (WEL)	0.2	$5.0M		423k	11.79	View chart
Quetta Acquisition Corp (QETA)	0.2	$4.6M		439k	10.41	View chart
Alchemy Invts Acquisitn Corp Shs Cl A (ALCY)	0.2	$4.5M	-7%	414k	10.88	View chart
Andretti Acquisition Corp Ii Unit 99/99/999	0.2	$4.5M	NEW	450k	10.00	View chart
Spark I Acquisition Corp Ord Shs (SPKL)	0.2	$4.5M	-11%	428k	10.50	View chart
Tmt Acquisition Corp SHS (TMTC)	0.2	$4.5M		399k	11.24	View chart
Horizon Space Acqustn I Corp Ordinary Shares (HSPO)	0.2	$4.4M	+23%	389k	11.20	View chart
Perception Capital Corp Iv Cl A Com (RCFA)	0.2	$4.3M	-11%	392k	11.10	View chart
Voyager Acquisition Corp Unit 99/99/999	0.2	$4.3M	NEW	427k	10.00	View chart
Silverbox Corp Iv Unit 99/99/999	0.2	$4.2M	NEW	418k	10.03	View chart
Dt Cloud Acquisition Corp Ord Shs (DYCQ)	0.2	$3.9M		379k	10.31	View chart
Legato Merger Corp Iii Ord Shs (LEGT)	0.2	$3.9M		383k	10.20	View chart
Sim Acquisition Corp. I Unit 06/17/202	0.2	$3.8M	NEW	375k	10.04	View chart
Esh Acquisition Corp (ESHA)	0.2	$3.7M		346k	10.60	View chart
Ib Acquisition Corp Com Shs (IBAC)	0.1	$3.5M		349k	10.00	View chart
Oak Woods Acquisition Corp Cl A (OAKU)	0.1	$3.3M		300k	11.11	View chart
Globalink Invt (GLLI)	0.1	$3.3M		290k	11.34	View chart
Silverbox Corp Iii Com Cl A (SBXC)	0.1	$3.2M	+195%	296k	10.70	View chart
Bayview Acquisition Corp Ord Shs (BAYA)	0.1	$3.1M		300k	10.32	View chart
Silicon Motion Technology Sponsored Adr (SIMO)	0.1	$3.1M	-71%	51k	60.74	View chart
Aimei Health Technology Co L SHS (AFJK)	0.1	$3.0M		288k	10.48	View chart
Tlgy Acquisition Corporation Class A Ord Shs (TLGY)	0.1	$3.0M		259k	11.54	View chart
Evergreen Corporation Class A Ord Shs (EVGR)	0.1	$2.9M	NEW	250k	11.68	View chart
R1 RCM (RCM)	0.1	$2.7M	NEW	192k	14.17	View chart
Bowen Acquisition Corp SHS (BOWN)	0.1	$2.6M		245k	10.75	View chart
Ftac Emerald Acquisition Cor Class A Com (FLD)	0.1	$2.5M		235k	10.84	View chart
Chenghe Acquisition I Class A Ord Shs (LATG)	0.1	$2.5M		220k	11.59	View chart
Aa Mission Acquisition Corp Ord Shs Cl	0.1	$2.5M	NEW	250k	10.02	View chart
Iron Horse Acquisitions Corp (IROH)	0.1	$2.5M		244k	10.19	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$2.5M	-48%	207k	11.97	View chart
Eqv Ventures Acquisition Cor Unit 99/99/999	0.1	$2.3M	NEW	235k	9.93	View chart
Distoken Acquisition Corp Ordinary Shares (DIST)	0.1	$2.2M		202k	10.88	View chart
Graf Global Corp Unit 05/31/2032 (GRAF.U)	0.1	$2.1M	-28%	214k	10.03	View chart
Sim Acquisition Corp. I SHS CL	0.1	$2.0M	NEW	200k	9.99	View chart
Cartica Acquisition Corp Class A Ord Shs (CITE)	0.1	$2.0M		172k	11.43	View chart
Ai Transn Acquisition Corp Ord Shs (AITR)	0.1	$1.9M	NEW	178k	10.48	View chart
Colombier Acquisition Corp I Unit 99/99/9999 (CLBR.U)	0.1	$1.7M	-12%	170k	10.28	View chart
Climaterock Class A Ord (CLRC)	0.1	$1.7M		150k	11.56	View chart
Global Lights Acquisition Ord Shs (GLAC)	0.1	$1.6M		154k	10.46	View chart
Aimfinity Investment Corp I Unit 04/21/2027 (AIMBU)	0.1	$1.6M		138k	11.54	View chart
Global Lights Acquisition Unit 99/99/9999 (GLACU)	0.1	$1.6M		150k	10.59	View chart
Frontier Communications Pare (FYBR)	0.1	$1.5M	NEW	43k	35.53	View chart
Cayson Acquisition Corp Unit 99/99/999	0.1	$1.5M	NEW	150k	10.02	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.1	$1.3M	-69%	102k	13.10	View chart
Dt Cloud Star Acquisition SH	0.1	$1.2M	NEW	125k	9.99	View chart
Instructure Hldgs (INST)	0.1	$1.2M	NEW	52k	23.55	View chart
Bukit Jalil Gbl Acquisition Ord Shs (BUJA)	0.1	$1.2M	-75%	113k	10.91	View chart
Franklin Unvl Tr Sh Ben Int (FT)	0.1	$1.2M	-13%	160k	7.56	View chart
Burtech Acquisition Corp Class A Com (BRKH)	0.0	$1.1M		100k	11.28	View chart
Israel Acquisitions Corp Class A Ord (ISRL)	0.0	$1.1M	NEW	100k	11.17	View chart
Golden Star Acquisition Corp Usd Ord Shs (GODN)	0.0	$1.1M	NEW	100k	10.90	View chart
Centurion Acquisition Corp Unit 05/31/2032 (ALFUU)	0.0	$1.0M		100k	10.06	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$991k	-57%	97k	10.27	View chart
Fortune Rise Acquisition Cor Cl A (FRLA)	0.0	$984k	-60%	86k	11.38	View chart
Global Star Acquisition Class A Com (GLST)	0.0	$914k	-19%	81k	11.34	View chart
Blackrock Muniyield Insured Fund (MYI)	0.0	$835k		70k	12.00	View chart
Metal Sky Star Acquisition C Ordinary Shares (MSSA)	0.0	$808k		71k	11.37	View chart
Invesco Insured Municipal Income Trust (IIM)	0.0	$772k	-29%	60k	12.88	View chart
Nuveen Muni Value Fund (NUV)	0.0	$772k	-36%	86k	9.02	View chart
Hennessy Capital Invst Corp Class A Com (HCVI)	0.0	$718k		67k	10.66	View chart
Fox Corp Cl B Com (FOX)	0.0	$712k	NEW	18k	38.80	View chart
Blackstone Gso Flting Rte Fu (BSL)	0.0	$606k	-58%	43k	14.12	View chart
Black Hawk Acquisition Corp Unit 99/99/9999 (BKHAU)	0.0	$521k		50k	10.41	View chart
Saba Capital Income & Oprnt Shs New (BRW)	0.0	$339k		45k	7.59	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.0	$293k	-73%	26k	11.20	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.0	$197k	-87%	16k	12.32	View chart
Agriculture & Nat Sol Acq *w Exp 10/01/202 (ANSCW)	0.0	$180k	NEW	750k	0.24	View chart
Gcm Grosvenor *w Exp 11/17/202 (GCMGW)	0.0	$173k		177k	0.98	View chart
Arch Resources Cl A (ARCH)	0.0	$157k	NEW	1.1k	138.16	View chart
Ilearningengines *w Exp 04/16/202 (AILEW)	0.0	$151k		571k	0.27	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.0	$103k	NEW	7.7k	13.39	View chart
Golden Star Acquisition Corp Right 03/30/2025 (GODNR)	0.0	$88k		250k	0.35	View chart
Dt Cloud Acquisition Corp Right 02/14/2029 (DYCQR)	0.0	$83k		379k	0.22	View chart
Tmt Acquisition Corp Right 03/27/2028 (TMTCR)	0.0	$82k		299k	0.27	View chart
Airship Ai Hldgs *w Exp 12/21/202 (AISPW)	0.0	$76k		375k	0.20	View chart
Aimei Health Technology Co L Right 11/17/2028 (AFJKR)	0.0	$66k		288k	0.23	View chart
Ares Acquisition Corp Ii *w Exp 99/99/999 (AACT.WS)	0.0	$64k		400k	0.16	View chart
Amprius Technologies *w Exp 09/14/202 (AMPX.WS)	0.0	$55k		393k	0.14	View chart
Quetta Acquisition Corp Right 11/30/2024 (QETAR)	0.0	$47k		36k	1.30	View chart
Ftac Emerald Acquisition Cor *w Exp 10/19/202 (FLDDW)	0.0	$47k		233k	0.20	View chart
Iron Horse Acquisitions Corp Right 99/99/9999 (IROHR)	0.0	$39k		244k	0.16	View chart
Bayview Acquisition Corp Right 99/99/9999 (BAYAR)	0.0	$38k		250k	0.15	View chart
Esh Acquisition Corp Right 99/99/9999 (ESHAR)	0.0	$33k		400k	0.08	View chart
Spark I Acquisition Corp *w Exp 10/01/203 (SPKLW)	0.0	$32k		243k	0.13	View chart
Keen Vision Acquisition Corp *w Exp 03/15/202 (KVACW)	0.0	$31k		649k	0.05	View chart
Spring Valley Acquistn Corp Right 02/25/2026 (SVIIR)	0.0	$31k		335k	0.09	View chart
Ib Acquisition Corp Right 09/28/2025 (IBACR)	0.0	$30k		349k	0.09	View chart
Legato Merger Corp Iii *w Exp 05/08/203 (LEGT.WS)	0.0	$29k		192k	0.15	View chart
Haymaker Acquisition Corp Iv *w Exp 05/31/202 (HYAC.WS)	0.0	$24k		150k	0.16	View chart
Alchemy Invts Acquisitn Corp *w Exp 11/30/202 (ALCYW)	0.0	$19k		225k	0.09	View chart
Nabors Energy Transition Cor *w Exp 09/01/202 (NETDW)	0.0	$18k	-9%	204k	0.09	View chart
Bukit Jalil Gbl Acquisition Right 12/30/2024 (BUJAR)	0.0	$18k		150k	0.12	View chart
Israel Acquisitions Corp *w Exp 99/99/999 (ISRLW)	0.0	$14k		465k	0.03	View chart
Buzzfeed *w Exp 12/03/202 (BZFDW)	0.0	$12k		146k	0.09	View chart
Target Global Acquisi I Corp *w Exp 12/08/202 (TGAAW)	0.0	$11k		150k	0.08	View chart
Moneylion *w Exp 09/22/202 (ML.WS)	0.0	$8.9k		192k	0.05	View chart
Leddartech Hldgs *w Exp 12/21/202 (LDTCW)	0.0	$7.5k		281k	0.03	View chart
Veea *w Exp 03/18/20	0.0	$6.5k	NEW	27k	0.24	View chart
Spring Valley Acquistn Corp *w Exp 02/25/202 (SVIIW)	0.0	$6.2k		168k	0.04	View chart
Iron Horse Acquisitions Corp *w Exp 99/99/999 (IROHW)	0.0	$6.1k		244k	0.03	View chart
Pyrophyte Acquisition Corp *w Exp 05/03/202 (PHYT.WS)	0.0	$6.0k		100k	0.06	View chart
Cartica Acquisition Corp *w Exp 04/30/202 (CITEW)	0.0	$6.0k		38k	0.16	View chart
Quantum Si *w Exp 06/10/202 (QSIAW)	0.0	$5.7k		66k	0.09	View chart
Bridger Aerospace Grp Hldgs *w Exp 01/24/202 (BAERW)	0.0	$5.1k		100k	0.05	View chart
Cartesian Growth Corp Ii *w Exp 07/12/202 (RENEW)	0.0	$4.6k		83k	0.06	View chart
Freightos *w Exp 99/99/999 (CRGOW)	0.0	$4.5k		65k	0.07	View chart
Zeo Energy Corp *w Exp 03/13/202 (ZEOWW)	0.0	$4.4k		88k	0.05	View chart
Plum Acquisition Corp Iii *w Exp 03/31/202 (PLMJW)	0.0	$4.4k		83k	0.05	View chart
Oak Woods Acquisition Corp *w Exp 99/99/999 (OAKUW)	0.0	$4.0k		100k	0.04	View chart
Eve Mobility Acquisition Cor *w Exp 12/31/202 (EVE.WS)	0.0	$3.9k		100k	0.04	View chart
Allurion Technologies *w Exp 08/01/203 (ALUR.WS)	0.0	$3.4k		86k	0.04	View chart
Silverbox Corp Iii *w Exp 02/28/202 (SBXC.WS)	0.0	$3.3k		33k	0.10	View chart
Ecarx Holdings *w Exp 99/99/999 (ECXWW)	0.0	$2.5k		125k	0.02	View chart
Bukit Jalil Gbl Acquisition *w Exp 12/30/202 (BUJAW)	0.0	$2.2k		75k	0.03	View chart
Zapp Elec Vehs Group *w Exp 99/99/999 (ZAPPW)	0.0	$2.0k		200k	0.01	View chart
Global Blockchain Acqui Corp *w Exp 05/09/202 (GBBKW)	0.0	$1.7k		100k	0.02	View chart
New Horizon Aircraft *w Exp 99/99/999 (HOVRW)	0.0	$1.6k		134k	0.01	View chart
Mkdwell Tech *w Exp 07/31/20	0.0	$1.5k	NEW	83k	0.02	View chart
Evergreen Corporation *w Exp 02/08/202 (EVGRW)	0.0	$1.5k		50k	0.03	View chart
Mars Acquisition Corp Right 99/99/9999 (MARXR)	0.0	$1.4k		6.2k	0.23	View chart
Tevogen Bio Hldgs *w Exp 02/14/202 (TVGNW)	0.0	$1.3k		100k	0.01	View chart
Xbp Europe Holdings *w Exp 11/30/202 (XBPEW)	0.0	$1.2k		63k	0.02	View chart
Psyence Biomedical *w Exp 01/25/202 (PBMWW)	0.0	$1.2k		92k	0.01	View chart
Jaws Mustang Acquisition Cor *w Exp 01/30/202 (JWSM.WS)	0.0	$1.2k		50k	0.02	View chart
Volato Group *w Exp 12/04/20 (SOARW)	0.0	$1.0k		200k	0.01	View chart
Altenergy Acquisition Corp *w Exp 10/29/202 (AEAEW)	0.0	$839.977600		75k	0.01	View chart
Papaya Grwt Opportunity Corp *w Exp 12/31/202 (PPYAW)	0.0	$581.305000		20k	0.03	View chart
Cero Therapeutics Hldgs *w Exp 02/13/202 (CEROW)	0.0	$382.489800		75k	0.01	View chart

Past Filings by Westchester Capital Management

SEC 13F filings are viewable for Westchester Capital Management going back to 2010

Westchester Capital Management 2024 Q3 filed Nov. 14, 2024
Westchester Capital Management 2024 Q2 filed Aug. 14, 2024
Westchester Capital Management 2024 Q1 filed May 15, 2024
Westchester Capital Management 2023 Q4 filed Feb. 15, 2024
Westchester Capital Management 2023 Q3 filed Nov. 8, 2023
Westchester Capital Management 2023 Q2 filed Aug. 14, 2023
Westchester Capital Management 2023 Q1 filed May 15, 2023
Westchester Capital Management 2022 Q4 filed Feb. 14, 2023
Westchester Capital Management 2022 Q3 restated filed Nov. 17, 2022
Westchester Capital Management 2022 Q3 filed Nov. 15, 2022
Westchester Capital Management 2022 Q2 filed Aug. 15, 2022
Westchester Capital Management 2022 Q1 filed May 16, 2022
Westchester Capital Management 2021 Q4 filed Feb. 14, 2022
Westchester Capital Management 2021 Q3 filed Nov. 15, 2021
Westchester Capital Management 2021 Q2 filed Aug. 13, 2021
Westchester Capital Management 2021 Q1 filed May 17, 2021

View all past filings

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