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Westchester Capital Management, LLC · 13F 持仓分析
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Westchester Capital Management, LLC

No.1727 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$20.43亿
环比变动 Q1 2026
-$1.64亿-7.4%
持仓股票数
301
新买入
71
加仓
27
减仓
24
清仓
69
持股不变
179
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
艺电EA
8.29%6.7%$1.69亿82.6万股$1.48亿72.5万股+10.1万股+13.91%加仓
NORFOLK SOUTHN COMNSC
7.94%6.52%$1.62亿51.6万股$1.44亿50.2万股+1.4万股+2.81%加仓
华纳兄弟探索WBD
7.46%6.51%$1.52亿571.6万股$1.44亿523.3万股+48.3万股+9.22%加仓
CCHART INDSGTLS
6.28%4.65%$1.28亿61.4万股$1.03亿49.6万股+11.8万股+23.69%加仓
WEBSTER FINLWBS
5.23%5.77%$1.07亿139.8万股$1.27亿183.3万股-43.5万股-23.75%减仓
UNIFIRST MASSUNF
3.72%2.95%$7,596.7万28.7万股$6,502.7万25.8万股+2.9万股+11.14%加仓
DIGITALBRIDGEDBRG
2.86%2.05%$5,833.9万369.7万股$4,530.9万293.8万股+75.9万股+25.82%加仓
PENUMBRAPEN
2.43%1.14%$4,972.2万15.7万股$2,516.3万7.7万股+8.1万股+105.50%加仓
QorvoQRVO
2.43%0.93%$4,967.1万53.3万股$2,042.5万26.4万股+26.9万股+101.80%加仓
ROKU COM CL AROKU
2.13%$4,344.3万31.4万股$00股+31.4万股新买入
CAESARS ENTERTAINMENT NECZR
2.04%0.52%$4,157.7万137.8万股$1,151.3万43.6万股+94.2万股+216.26%加仓
TTOPBUILD CORBLD
1.4%$2,855.2万6.7万股$00股+6.7万股新买入
AAGRICULTURE & NAT SOL ACQ
1.14%1.04%$2,320.8万204.5万股$2,306.5万204.5万股00.00%持仓不变
KENVUE COMKVUE
0.96%0.26%$1,954.5万102.3万股$571.2万33.1万股+69.1万股+208.67%加仓
ORGANON & CO COMMON STOCKOGN
0.95%$1,931.6万142.7万股$00股+142.7万股新买入
SSELECT MEDSEM
0.79%$1,623.5万98.3万股$00股+98.3万股新买入
KK&F GROWTH ACQUISITION CORP IIAACB
0.76%0.7%$1,558.9万147.6万股$1,541.2万147.6万股00.00%持仓不变
AES COMAES
0.73%$1,486.3万101.4万股$00股+101.4万股新买入
GGLOBA TERRA ACQUISITION COR
0.71%0.66%$1,458.3万141.4万股$1,449.8万141.4万股00.00%持仓不变
AAPTIVAPTV
0.67%0.7%$1,373.7万22.4万股$1,554.1万22.4万股00.00%持仓不变
GGIGCAPITAL8
0.65%0.6%$1,338.0万133.0万股$1,326.0万133.0万股00.00%持仓不变
OOYSTER ENTOYSE
0.65%0.6%$1,335.3万129.5万股$1,323.6万129.5万股00.00%持仓不变
KKOCHAV DEFENSE ACQUISITION CORPKCHV
0.65%0.6%$1,333.6万128.6万股$1,318.2万128.6万股00.00%持仓不变
SSOULPOWER ACQUISITIONCHPG
0.65%0.59%$1,324.1万127.9万股$1,311.3万127.9万股00.00%持仓不变
SSIDDHI ACQUISITION
0.64%0.59%$1,299.2万124.9万股$1,296.7万124.9万股00.00%持仓不变
PPIONEER ACQUISITION IAXIN
0.63%0.58%$1,285.0万125.9万股$1,278.7万125.9万股00.00%持仓不变
JJACKSON ACCHAR
0.62%0.57%$1,262.1万118.6万股$1,256.2万118.6万股00.00%持仓不变
AALDEL FINLALDF
0.61%0.56%$1,238.9万115.9万股$1,225.5万115.9万股00.00%持仓不变
SSIZZLE ACQUISITION IISZZLR
0.6%0.73%$1,218.2万117.5万股$1,602.4万156.2万股-38.6万股-24.75%减仓
B巴里克黄金GOLD
0.59%0.57%$1,215.4万33.1万股$1,266.9万31.1万股+2.0万股+6.54%加仓
J骏利亨德森
0.59%0.54%$1,198.6万23.1万股$1,185.2万23.1万股00.00%持仓不变
AANDRETTI ACQUISITION IIPOLEU
0.58%0.54%$1,194.8万111.1万股$1,184.2万111.1万股00.00%持仓不变
NNEW PROVIDGENM
0.57%0.52%$1,171.9万112.9万股$1,158.4万112.9万股00.00%持仓不变
OOXLEY BRIDGE ACQOBA
0.56%0.51%$1,144.5万111.8万股$1,132.2万111.8万股00.00%持仓不变
AARTIUS IIAACB
0.51%0.47%$1,043.7万99.6万股$1,028.8万99.6万股00.00%持仓不变
CCAL REDWOOD ACQUISITIONCRAQR
0.5%0.46%$1,030.0万100.0万股$1,015.0万100.0万股00.00%持仓不变
LLAUNCH TWO ACQUISITION CorpLPBBU
0.5%0.46%$1,018.4万95.0万股$1,008.9万95.0万股00.00%持仓不变
AAPEX TREAS
0.49%0.45%$1,005.0万100.0万股$999.0万100.0万股00.00%持仓不变
APOGEE THERAPEUTICSAPGE
0.47%$968.4万7.3万股$00股+7.3万股新买入
NNEWBURY STREET II ACQUISITION CorpCHAR
0.47%0.43%$954.7万89.8万股$943.9万89.8万股00.00%持仓不变
JJENA ACQUISITION II
0.46%0.42%$944.8万91.2万股$932.1万91.2万股00.00%持仓不变
QQUANTUM LEAP ACQUISITION COR
0.46%$943.4万95.0万股$00股+95.0万股新买入
GGSR IV ACQUISITIONGSRFR
0.45%0.41%$914.4万90.0万股$902.7万90.0万股00.00%持仓不变
TTITAN ACQUISITIONCCAQ
0.44%0.63%$905.4万87.0万股$1,389.1万134.5万股-47.5万股-35.32%减仓
CCOPLEY ACQCCAQ
0.44%0.4%$897.6万86.1万股$885.6万86.1万股00.00%持仓不变
AARMADA ACQUISITION IIXRPNU
0.43%0.39%$868.4万83.3万股$859.2万83.3万股00.00%持仓不变
RREPUBLIC DIGITAL ACQUISITIONCCII
0.42%0.38%$851.4万82.5万股$843.2万82.5万股00.00%持仓不变
MMOUNTAIN LAKE ACQUISTION II CL A ORD
0.41%$847.5万85.4万股$00股+85.4万股新买入
LLIGHTWAVEAXIN
0.41%0.38%$840.4万82.0万股$829.7万82.0万股00.00%持仓不变
HHARVARD AVE ACQUISITION
0.4%0.09%$807.3万79.7万股$198.4万19.8万股+59.9万股+302.18%加仓

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