Westchester Capital Management, LLC
VALHALLA NY · SEC CIK 0001512805
$22.07亿2026Q1 申报市值
307持仓数
44.9%前十大占比 · 第一大 6.7%
69 / 47新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WEBSTER FINL COR 新建仓+$1.27亿
UNF 新建仓+$6,502.75万
CLEARWATER ANALY 新建仓+$6,190.85万
COTERRA ENERGY I 新建仓+$5,581.43万
DIGITALBRIDGE GR 新建仓+$4,530.93万
2026Q1 卖出最多 按季末市值估算
CYBERARK SOFTWAR 清仓-$1.46亿
FRONTIER COMMUNI 清仓-$8,790.34万
EXACT SCIENCES C 清仓-$7,632.85万
TECK 清仓-$7,500.59万
AVIDITY BIOSCIEN 清仓-$6,943.66万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | ELECTRONIC ARTS INC | $1.48亿 | 6.70% | 725,293 | 131,132 | 22.1% | $2,673.39万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1.44亿 | 6.52% | 501,638 | 114,042 | 29.4% | $3,273.01万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1.44亿 | 6.51% | 5,233,117 | 1,583,516 | 43.4% | $4,348.33万 | 加仓 |
| — | WEBSTER FINL CORP | $1.27亿 | 5.77% | 1,833,149 | 1,833,149 | — | $1.27亿 | 新建仓 |
| — | CHART INDS INC | $1.03亿 | 4.65% | 496,058 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $9,755.10万 | 4.42% | 150,000 | -50,000 | -25.0% | -$3,251.70万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $6,502.75万 | 2.95% | 258,466 | 258,466 | — | $6,502.75万 | 新建仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $6,190.85万 | 2.80% | 2,617,694 | 2,617,694 | — | $6,190.85万 | 新建仓 |
| — | COTERRA ENERGY INC | $5,581.43万 | 2.53% | 1,588,341 | 1,588,341 | — | $5,581.43万 | 新建仓 |
| — | DIGITALBRIDGE GROUP INC | $4,530.93万 | 2.05% | 2,938,348 | 2,938,348 | — | $4,530.93万 | 新建仓 |
| — | SEALED AIR CORP NEW | $3,976.70万 | 1.80% | 945,707 | 92,086 | 10.8% | $387.22万 | 加仓 |
| — | PROASSURANCE CORP | $3,596.86万 | 1.63% | 1,455,041 | -150,503 | -9.4% | -$372.04万 | 减仓 |
| — | HOLOGIC INC | $3,441.64万 | 1.56% | 455,304 | 135,570 | 42.4% | $1,024.77万 | 加仓 |
| PEN | PENUMBRA INC | $2,516.30万 | 1.14% | 76,630 | 76,630 | — | $2,516.30万 | 新建仓 |
| — | MASIMO CORP | $2,462.22万 | 1.12% | 138,428 | 138,428 | — | $2,462.22万 | 新建仓 |
| — | AGRICULTURE & NAT SOL ACQ CO | $2,306.50万 | 1.04% | 2,044,768 | 80,091 | 4.1% | $90.34万 | 加仓 |
| — | HAYMAKER ACQUISITION CORP IV | $2,222.13万 | 1.01% | 1,939,028 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $2,171.73万 | 0.98% | 334,421 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $2,042.55万 | 0.93% | 263,895 | 263,895 | — | $2,042.55万 | 新建仓 |
| DMAA | DRUGS MADE IN AMER ACQUTN CO | $1,752.45万 | 0.79% | 1,669,000 | 0 | 0.0% | — | 不变 |
| — | ONESTREAM INC | $1,626.00万 | 0.74% | 677,498 | 677,498 | — | $1,626.00万 | 新建仓 |
| SZZL | SIZZLE ACQUISITION CORP. II | $1,602.35万 | 0.73% | 1,561,745 | -2,983 | -0.2% | -$3.06万 | 减仓 |
| KFII | K&F GROWTH ACQUISITION CORP | $1,541.22万 | 0.70% | 1,476,268 | -408,732 | -21.7% | -$426.72万 | 减仓 |
| GTERA | GLOBA TERRA ACQUISITION COR | $1,449.79万 | 0.66% | 1,414,429 | 0 | 0.0% | — | 不变 |
| TACH | TITAN ACQUISITION CORP | $1,389.07万 | 0.63% | 1,344,693 | 0 | 0.0% | — | 不变 |
| GIW | GIGCAPITAL8 CORP | $1,326.01万 | 0.60% | 1,330,000 | 250,000 | 23.1% | $249.25万 | 加仓 |
| OYSE | OYSTER ENTERPRISES II ACQUIS | $1,323.60万 | 0.60% | 1,295,112 | 0 | 0.0% | — | 不变 |
| KCHV | KOCHAV DEFENSE ACQUI CO | $1,318.15万 | 0.60% | 1,286,000 | 0 | 0.0% | — | 不变 |
| SOUL | SOULPOWER ACQUISITION CORP | $1,311.28万 | 0.59% | 1,279,300 | 0 | 0.0% | — | 不变 |
| SDHI | SIDDHI ACQUISITION CORP | $1,296.67万 | 0.59% | 1,249,197 | -100,000 | -7.4% | -$103.80万 | 减仓 |
| PACH | PIONEER ACQUISITION I CORP | $1,278.75万 | 0.58% | 1,258,612 | 850,000 | 208.0% | $863.60万 | 加仓 |
| JACS | JACKSON ACQUISITION CO II | $1,256.19万 | 0.57% | 1,186,200 | 0 | 0.0% | — | 不变 |
| ALDFF | ALDEL FINL II INC | $1,225.54万 | 0.56% | 1,159,448 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $1,185.20万 | 0.54% | 230,719 | 230,719 | — | $1,185.20万 | 新建仓 |
| POLE | ANDRETTI ACQUISITION CORP II | $1,184.21万 | 0.54% | 1,111,416 | 0 | 0.0% | — | 不变 |
| NPAC | NEW PROVIDENCE ACQUISITION C | $1,158.35万 | 0.52% | 1,128,999 | -150,000 | -11.7% | -$153.90万 | 减仓 |
| OBA | OXLEY BRIDGE ACQ LTD | $1,132.19万 | 0.51% | 1,117,657 | 200,000 | 21.8% | $202.60万 | 加仓 |
| — | VOYAGER ACQUISITION CORP | $1,030.19万 | 0.47% | 961,894 | -300,000 | -23.8% | -$321.30万 | 减仓 |
| — | ARTIUS II ACQUISITION INC | $1,028.81万 | 0.47% | 995,939 | 0 | 0.0% | — | 不变 |
| CRAQ | CAL REDWOOD ACQUISITION CORP | $1,015.00万 | 0.46% | 1,000,000 | 350,000 | 53.8% | $355.25万 | 加仓 |
| LPBB | LAUNCH TWO ACQUISITION CORP. | $1,008.90万 | 0.46% | 950,000 | 0 | 0.0% | — | 不变 |
| APXT | APEX TREAS CORP | $999.00万 | 0.45% | 1,000,000 | 500,000 | 100.0% | $499.50万 | 加仓 |
| — | PLUM ACQUISITION CORP IV | $972.68万 | 0.44% | 921,100 | -303,900 | -24.8% | -$320.92万 | 减仓 |
| — | ARCHIMEDES TECH SPAC PARTNER | $944.34万 | 0.43% | 907,144 | 0 | 0.0% | — | 不变 |
| NTWO | NEWBURY STR II ACQUISITION C | $943.91万 | 0.43% | 898,111 | 0 | 0.0% | — | 不变 |
| — | MOUNTAIN LAKE ACQUISITION CO | $934.75万 | 0.42% | 887,700 | 0 | 0.0% | — | 不变 |
| — | GP-ACT III ACQUISITION CORP | $933.16万 | 0.42% | 860,852 | -500,000 | -36.7% | -$542.00万 | 减仓 |
| JENA | JENA ACQUISITION CORP II | $932.06万 | 0.42% | 912,000 | 0 | 0.0% | — | 不变 |
| — | APELLIS PHARMACEUTICALS INC | $915.19万 | 0.41% | 227,489 | 227,489 | — | $915.19万 | 新建仓 |
| GSRF | GSR IV ACQUISITION CORP | $902.70万 | 0.41% | 900,000 | 900,000 | — | $902.70万 | 新建仓 |
| COPL | COPLEY ACQUISITION CORP | $885.56万 | 0.40% | 860,600 | 0 | 0.0% | — | 不变 |
| — | CHURCHILL CAPITAL CORP IX | $882.50万 | 0.40% | 824,769 | 750,000 | 1,003.1% | $802.50万 | 加仓 |
| — | ARMADA ACQUISITION CORP II | $859.24万 | 0.39% | 833,400 | 0 | 0.0% | — | 不变 |
| RDAG | REPUBLIC DIGITAL ACQUISITION | $843.15万 | 0.38% | 825,000 | 825,000 | — | $843.15万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $837.23万 | 0.38% | 166,713 | -364,229 | -68.6% | -$1,829.16万 | 减仓 |
| LWAC | LIGHTWAVE ACQUISITION CORP | $829.71万 | 0.38% | 819,872 | 0 | 0.0% | — | 不变 |
| — | SIM ACQUISITION CORP. I | $826.54万 | 0.37% | 770,312 | -500,000 | -39.4% | -$536.50万 | 减仓 |
| KDP | KEURIG DR PEPPER INC 看跌期权 | $785.42万 | 0.36% | 298,300 | 50,300 | 20.3% | $132.44万 | 加仓 |
| APTV | APTIV PLC | $777.03万 | 0.35% | 111,900 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC 看跌期权 | $777.03万 | 0.35% | 111,900 | 0 | 0.0% | — | 不变 |
| FACT | FACT II ACQUISITION CORP | $762.78万 | 0.35% | 726,116 | -195,000 | -21.2% | -$204.85万 | 减仓 |
| MKLY | MCKINLEY ACQUISITION CORP | $744.44万 | 0.34% | 740,000 | 490,000 | 196.0% | $492.94万 | 加仓 |
| — | CENTURION ACQUISITION CORP | $741.58万 | 0.34% | 688,240 | 0 | 0.0% | — | 不变 |
| TACO | BERTO ACQUISITION CORP | $721.22万 | 0.33% | 703,632 | 270,172 | 62.3% | $276.93万 | 加仓 |
| — | TAVIA ACQUISITION CORP | $718.76万 | 0.33% | 680,000 | 0 | 0.0% | — | 不变 |
| — | LAKESHORE ACQUISITION III CO | $710.12万 | 0.32% | 689,436 | 0 | 0.0% | — | 不变 |
| CCAQ | DUNE ACQUISITION CORP II | $688.47万 | 0.31% | 666,477 | 0 | 0.0% | — | 不变 |
| AXIN | AXIOM INTELLIGENCE AC CORP 1 | $683.77万 | 0.31% | 675,000 | 0 | 0.0% | — | 不变 |
| WENN | WEN ACQUISITION CORP | $683.67万 | 0.31% | 671,583 | 619,054 | 1,178.5% | $630.20万 | 加仓 |
| KOYN | CSLM DIGITA ASSET ACQ CORP I | $652.60万 | 0.30% | 650,000 | 250,000 | 62.5% | $251.00万 | 加仓 |
| SOCA | SOLARIUS CAPITAL ACQU CORP | $651.52万 | 0.30% | 640,000 | 0 | 0.0% | — | 不变 |
| CRAC | CROWN RESV ACQUISITION CORP | $637.14万 | 0.29% | 635,872 | 25,872 | 4.2% | $25.92万 | 加仓 |
| B | BARRICK MNG CORP | $634.28万 | 0.29% | 155,500 | 155,500 | — | $634.28万 | 新建仓 |
| B | BARRICK MNG CORP 看跌期权 | $632.65万 | 0.29% | 155,100 | 155,100 | — | $632.65万 | 新建仓 |
| — | MOUNTAIN LAKE ACQUISIT CORP | $610.22万 | 0.28% | 614,526 | 614,526 | — | $610.22万 | 新建仓 |
| — | HARVARD AVE ACQUISITION CORP | $605.98万 | 0.27% | 598,790 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $603.40万 | 0.27% | 61,546 | 61,546 | — | $603.40万 | 新建仓 |
| — | HONEYWELL INTL INC 看跌期权 | $601.24万 | 0.27% | 26,600 | -26,600 | -50.0% | -$601.24万 | 减仓 |
| BLUW | BLUE WTR ACQUISITION CORP. I | $581.95万 | 0.26% | 565,552 | 365,552 | 182.8% | $376.15万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE 看跌期权 | $575.65万 | 0.26% | 217,800 | 217,800 | — | $575.65万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $575.65万 | 0.26% | 217,800 | 217,800 | — | $575.65万 | 新建仓 |
| — | AA MISSION ACQUISITION CORP | $573.90万 | 0.26% | 572,185 | 494,185 | 633.6% | $495.67万 | 加仓 |
| — | LIVE OAK ACQUISITION CORP V | $572.05万 | 0.26% | 550,046 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $571.25万 | 0.26% | 331,350 | 298,150 | 898.0% | $514.01万 | 加仓 |
| — | EQV VENTURES AC CORP. II | $558.80万 | 0.25% | 550,000 | 0 | 0.0% | — | 不变 |
| MCGA | YORKVILLE ACQUISITION CORP. | $556.05万 | 0.25% | 550,000 | 550,000 | — | $556.05万 | 新建仓 |
| FDX | FEDEX CORP 看跌期权 | $555.64万 | 0.25% | 15,600 | 15,600 | — | $555.64万 | 新建仓 |
| FDX | FEDEX CORP | $555.64万 | 0.25% | 15,600 | 15,600 | — | $555.64万 | 新建仓 |
| — | INFLECTION POINT ACQU CORP V | $554.12万 | 0.25% | 532,807 | 0 | 0.0% | — | 不变 |
| TVAI | THAYER VENTURES ACQ CORP II | $537.08万 | 0.24% | 525,000 | 0 | 0.0% | — | 不变 |
| — | LEGATO MERGER CORP III | $530.99万 | 0.24% | 483,161 | 0 | 0.0% | — | 不变 |
| — | A PARADISE ACQUISITION CORP | $530.66万 | 0.24% | 521,794 | 0 | 0.0% | — | 不变 |
| GTEN | GORES HLDGS X INC | $526.40万 | 0.24% | 515,073 | 0 | 0.0% | — | 不变 |
| — | NMP ACQUISITION CORP | $508.00万 | 0.23% | 500,000 | 0 | 0.0% | — | 不变 |
| VNME | VENDOME ACQUISITION CORP I | $506.50万 | 0.23% | 500,000 | 0 | 0.0% | — | 不变 |
| — | DRUGS MADE IN AMER ACQ II CO | $504.93万 | 0.23% | 502,914 | 0 | 0.0% | — | 不变 |
| — | SPACSPHERE ACQUISITION CORP | $503.50万 | 0.23% | 500,000 | 500,000 | — | $503.50万 | 新建仓 |
| DMII | DRUGS MADE IN AMER ACQ II CO | $499.01万 | 0.23% | 500,006 | 6 | 0.0% | $60 | 加仓 |
| SCII | SC II ACQUISITION CORP | $499.00万 | 0.23% | 500,000 | 500,000 | — | $499.00万 | 新建仓 |
| — | NEWHOLD INVT CORP III | $467.55万 | 0.21% | 450,000 | 0 | 0.0% | — | 不变 |