Westchester Capital Management, LLC

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.

Issuer	Symbol	CUSIP	% of Class	Shares	Form	Filed
White Pearl Acquisition Corp. 13G WPAC · G96193100	WPAC	G96193100	5.9%	701,892	13G	8/14/2026 Event 6/30/2026
Westchester Capital Management, LLC			5.9%	701,892
Westchester Capital Partners, LLC			<0.1%	3,432
Virtus Investment Advisers, LLC			5.4%	644,305
Tavia Acquisition Corp. 13G/A Amendment 1 TAVI · G86880104	TAVI	G86880104	0%	0	13G/A Amendment 1	8/14/2026 Event 6/30/2026
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
Sizzle Acquisition Corp. II 13G/A Amendment 1 SZZL · G8193F109	SZZL	G8193F109	4.96%	1,171,307	13G/A Amendment 1	8/14/2026 Event 6/30/2026
Westchester Capital Management, LLC			4.96%	1,171,307
Westchester Capital Partners, LLC			<0.1%	3,973
Virtus Investment Advisers, LLC			4.6%	1,090,953
The Merger Fund			4.4%	1,032,718
Lakeshore Acquisition III Corp. 13G/A Amendment 1 LCCC · G5353S103	LCCC	G5353S103	2.1%	190,743	13G/A Amendment 1	8/14/2026 Event 6/30/2026
Westchester Capital Management, LLC			2.1%	190,743
Westchester Capital Partners, LLC			<0.1%	1,960
Virtus Investment Advisers, LLC			2.0%	175,246
The Merger Fund			1.8%	157,332
Tavia Acquisition Corp. 13G TAVI · G86880104	TAVI	G86880104	5.9%	680,000	13G	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			5.9%	680,000
Virtus Investment Advisers, LLC			5.6%	646,288
The Merger Fund			5.4%	625,033
SIM Acquisition Corp. I 13G/A Amendment 1 SIMA · G8431T101	SIMA	G8431T101	3.3%	767,556	13G/A Amendment 1	5/15/2026 Event 3/31/2026
Ribbon Acquisition Corporation 13G RIBB · G7552W109	RIBB	G7552W109	7.8%	372,417	13G	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			7.8%	372,417
Westchester Capital Partners, LLC			0.1%	3,317
Virtus Investment Advisers, LLC			7.2%	344,981
The Merger Fund			5.2%	250,715
Plum Acquisition Corp. IV 13G/A Amendment 1 PLMK · G7134A104	PLMK	G7134A104	4.98%	921,100	13G/A Amendment 1	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			4.98%	921,100
Virtus Investment Advisers, LLC			4.7%	873,367
The Merger Fund			4.7%	873,367
Pioneer Acquisition I Corp 13G PACH · G7117W107	PACH	G7117W107	5.7%	1,248,504	13G	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			5.7%	1,248,504
Westchester Capital Partners, LLC			0.1%	10,108
Virtus Investment Advisers, LLC			5.2%	1,152,746
Oak Woods Acquisition Corporation 13G OAKU · 67190B104	OAKU	67190B104	9.9%	163,362	13G	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			9.9%	163,362
Virtus Investment Advisers, LLC			6.6%	109,174
Miluna Acquisition Corp 13G MMTX · G6180J100	MMTX	G6180J100	5.1%	446,002	13G	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			5.1%	446,002
Westchester Capital Partners, LLC			0.1%	3,998
K&F Growth Acquisition Corp. II 13G/A Amendment 1 KFII · G52258111	KFII	G52258111	4.98%	1,476,268	13G/A Amendment 1	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			4.98%	1,476,268
Virtus Investment Advisers, LLC			4.8%	1,418,954
The Merger Fund			4.7%	1,401,860
Harvard Ave Acquisition Corporation 13G HAVA · G4330A103	HAVA	G4330A103	4.97%	788,916	13G	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			4.97%	788,916
Westchester Capital Partners, LLC			0.1%	8,028
GigCapital8 Corp 13G GIW · G3864J100	GIW	G3864J100	5.1%	1,318,232	13G	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			5.1%	1,318,232
Westchester Capital Partners, LLC			0.1%	11,768
Crown Reserve Acquisition Corp. I 13G CRAC · G2574F119	CRAC	G2574F119	5.1%	878,377	13G	5/15/2026 Event 3/31/2026
Westchester Capital Management, LLC			5.1%	878,377
Westchester Capital Partners, LLC			<0.1%	7,495
Horizon Space Acquisition I Corp. 13G/A Amendment 1 HSPOF · G4619M109	HSPOF	G4619M109	0%	0	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
FACT II Acquisition Corp. 13G/A Amendment 1 FACT · G32901103	FACT	G32901103	4.98%	921,116	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Westchester Capital Management, LLC			4.98%	921,116
Virtus Investment Advisers, LLC			4.7%	874,848
The Merger Fund			4.6%	858,241
Blue Acquisition Corp. 13G/A Amendment 1 BACC · G1331A108	BACC	G1331A108	1.8%	369,585	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Westchester Capital Management, LLC			1.8%	369,585
Westchester Capital Partners, LLC			<0.1%	1,157
Virtus Investment Advisers, LLC			1.7%	346,437
The Merger Fund			1.6%	333,457
Agriculture & Natural Solutions Acquisition Corporation 13G/A Amendment 1 ANSC · G0131Y100	ANSC	G0131Y100	6.0%	1,964,677	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Westchester Capital Management, LLC			6.0%	1,964,677
Virtus Investment Advisers, LLC			5.7%	1,877,464
The Merger Fund			5.6%	1,852,650
Patria Latin American Opportunity Acquisition Corp. 13G/A Amendment 1 PLAO · G69454109	PLAO	G69454109	0%	0	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
Integrated Wellness Acquisition Corp 13G/A Amendment 1 WELNF · G4828B100	WELNF	G4828B100	0%	0	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
DT Cloud Star Acquisition Corporation 13G/A Amendment 1 DTSQ · G2853N106	DTSQ	G2853N106	5.1%	183,531	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Westchester Capital Management, LLC			5.1%	183,531
Westchester Capital Partners, LLC			0.1%	4,191
Virtus Investment Advisers, LLC			4.6%	166,458
The Merger Fund			4.2%	150,697
YHN Acquisition I Limited 13G/A Amendment 1 YHNA · G1514D101	YHNA	G1514D101	0%	0	13G/A Amendment 1	2/13/2026 Event 12/31/2025
Integrated Wellness Acquisition Corp 13G WELNF · G4828B100	WELNF	G4828B100	9.1%	108,293	13G	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			9.1%	108,293
Virtus Investment Advisers, LLC			6.1%	72,339
Sizzle Acquisition Corp. II 13G SZZL · G8193F109	SZZL	G8193F109	6.6%	1,559,439	13G	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			6.6%	1,559,439
Westchester Capital Partners, LLC			<0.1%	5,289
Virtus Investment Advisers, LLC			6.2%	1,452,458
The Merger Fund			5.8%	1,374,926
Nabors Energy Transition Corp. II 13G NETD · G6363K106	NETD	G6363K106	9.4%	1,286,470	13G	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			9.4%	1,286,470
Westchester Capital Partners, LLC			0.1%	6,548
Virtus Investment Advisers, LLC			8.7%	1,199,313
The Merger Fund			8.3%	1,132,466
Lakeshore Acquisition III Corp. 13G LCCC · G5353S103	LCCC	G5353S103	7.7%	682,978	13G	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			7.7%	682,978
Westchester Capital Partners, LLC			0.1%	6,458
Virtus Investment Advisers, LLC			7.0%	625,705
The Merger Fund			6.4%	566,036
Haymaker Acquisition Corp. 4 13G/A Amendment 1 HYAC · G4375F108	HYAC	G4375F108	8.3%	1,932,010	13G/A Amendment 1	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			8.3%	1,932,010
Westchester Capital Partners, LLC			<0.1%	7,018
Virtus Investment Advisers, LLC			7.9%	1,857,836
The Merger Fund			7.6%	1,780,002
Globa Terra Acquisition Corp 13G GTERA · G3933N116	GTERA	G3933N116	8.0%	1,401,877	13G	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			8.0%	1,401,877
Westchester Capital Partners, LLC			0.1%	12,552
Virtus Investment Advisers, LLC			7.4%	1,289,139
The Merger Fund			6.4%	1,123,374
Inflection Point Acquisition Corp. IV 13G/A Amendment 1 BACQ · G1169T104	BACQ	G1169T104	4.98%	1,265,907	13G/A Amendment 1	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			4.98%	1,265,907
Virtus Investment Advisers, LLC			4.8%	1,213,760
The Merger Fund			4.6%	1,173,084
Blue Acquisition Corp/Cayman 13G BACC · G1331A108	BACC	G1331A108	6.9%	1,448,128	13G	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			6.9%	1,448,128
Westchester Capital Partners, LLC			<0.1%	1,872
Virtus Investment Advisers, LLC			6.5%	1,366,359
The Merger Fund			6.4%	1,337,292
AA Mission Acquisition Corp. 13G AAM · G1000R101	AAM	G1000R101	7.6%	2,696,389	13G	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			7.6%	2,696,389
Westchester Capital Partners, LLC			<0.1%	4,783
Virtus Investment Advisers, LLC			7.5%	2,653,972
The Merger Fund			7.3%	2,580,868
Kodiak AI, Inc. 13G/A Amendment 3 KDK · 500081104	KDK	500081104	0%	0	13G/A Amendment 3	11/14/2025 Event 9/30/2025
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
Rigel Resource Acquisition Corp. 13G/A Amendment 1 RRAC · G7573M106	RRAC	G7573M106	0%	0	13G/A Amendment 1	8/14/2025 Event 6/30/2025
Westchester Capital Management, LLC			0%	0
Westchester Capital Partners, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
DT Cloud Acquisition Corp 13G/A Amendment 1 DYCQ · G28524117	DYCQ	G28524117	0%	0	13G/A Amendment 1	8/14/2025 Event 6/30/2025
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
GSR III Acquisition Corp. 13G/A Amendment 1 GSRT · G4R103107	GSRT	G4R103107	2.2%	516,137	13G/A Amendment 1	8/14/2025 Event 6/30/2025
Westchester Capital Management, LLC			2.2%	516,137
Virtus Investment Advisers, LLC			1.6%	380,080
The Merger Fund			1.5%	352,805
Ares Acquisition Corp II 13G/A Amendment 2 AACT · G33033104	AACT	G33033104	6.2%	3,827,254	13G/A Amendment 2	8/14/2025 Event 6/30/2025
Westchester Capital Management, LLC			6.2%	3,827,254
Virtus Investment Advisers, LLC			6.0%	3,722,765
The Merger Fund			5.8%	3,613,826
FACT II Acquisition Corp. 13G FACT · G32901103	FACT	G32901103	5.9%	1,083,000	13G	8/14/2025 Event 6/30/2025
Westchester Capital Management, LLC			5.9%	1,083,000
Virtus Investment Advisers, LLC			5.6%	1,028,600
The Merger Fund			5.5%	1,009,075
Plum Acquisition Corp, IV 13G PLMK · G7134A104	PLMK	G7134A104	6.6%	1,225,000	13G	8/14/2025 Event 6/30/2025
Westchester Capital Management, LLC			6.6%	1,225,000
Virtus Investment Advisers, LLC			6.3%	1,161,286
The Merger Fund			6.3%	1,161,286
SIM Acquisition Corp. I 13G SIMA · G8431T101	SIMA	G8431T101	5.3%	1,224,987	13G	8/14/2025 Event 6/30/2025
DT Cloud Star Acquisition Corp 13G DTSQ · G2853N106	DTSQ	G2853N106	7.0%	619,817	13G	8/14/2025 Event 6/30/2025
Westchester Capital Management, LLC			7.0%	619,817
Virtus Investment Advisers, LLC			6.8%	606,893
The Merger Fund			6.8%	602,791
Aldel Financial II Inc. 13G/A Amendment 1 ALDF · G01558108	ALDF	G01558108	4.9%	1,159,448	13G/A Amendment 1	8/14/2025 Event 6/30/2025
Tlgy Acquisition Corp 13G/A Amendment 1 TLGYF · G8656T109	TLGYF	G8656T109	0%	0	13G/A Amendment 1	8/14/2025 Event 6/30/2025
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
Ares Acquisition Corp II 13G/A Amendment 1 AACT · G33033104	AACT	G33033104	7.9%	3,951,420	13G/A Amendment 1	5/14/2025 Event 3/31/2025
Westchester Capital Management, LLC			7.9%	3,951,420
Virtus Investment Advisers, LLC			7.6%	3,813,198
The Merger Fund			7.5%	3,761,422
YHN Acquisition I Ltd 13G YHNA · G1514D101	YHNA	G1514D101	5.1%	398,000	13G	5/14/2025 Event 3/31/2025
K&F Growth Acquisition Corp. II 13G KFII · G52258111	KFII	G52258111	5.9%	1,685,000	13G	5/14/2025 Event 3/31/2025
Westchester Capital Management, LLC			5.9%	1,685,000
Virtus Investment Advisers, LLC			5.6%	1,611,818
The Merger Fund			5.5%	1,589,991
GigCapital7 Corp. 13G GIG · G38648104	GIG	G38648104	5.0%	999,000	13G	5/14/2025 Event 3/31/2025
Bleichroeder Acquisition Corp. I 13G BACQ · G1169T104	BACQ	G1169T104	6.0%	1,515,000	13G	5/14/2025 Event 3/31/2025
Westchester Capital Management, LLC			6.0%	1,515,000
Virtus Investment Advisers, LLC			5.7%	1,455,284
The Merger Fund			5.5%	1,400,991
Oak Woods Acquisition Corp 13G/A Amendment 1 OAKU · 67190B104	OAKU	67190B104	0%	0	13G/A Amendment 1	5/14/2025 Event 3/31/2025
Westchester Capital Management, LLC			0%	0
Westchester Capital Partners, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
Haymaker Acquisition Corp. 4 13G HYAC · G4375F108	HYAC	G4375F108	5.0%	1,189,028	13G	5/14/2025 Event 3/31/2025
DT Cloud Acquisition Corp 13G DYCQ · G28524117	DYCQ	G28524117	6.6%	469,000	13G	5/14/2025 Event 3/31/2025
Westchester Capital Management, LLC			6.6%	469,000
Virtus Investment Advisers, LLC			6.3%	446,289
The Merger Fund			6.3%	446,289
GSR III Acquisition Corp. 13G GSRT · G4R103107	GSRT	G4R103107	7.9%	1,855,000	13G	5/14/2025 Event 3/31/2025
Westchester Capital Management, LLC			7.9%	1,855,000
Virtus Investment Advisers, LLC			5.8%	1,366,019
The Merger Fund			5.4%	1,267,994
Aldel Financial II Inc. 13G ALDF · G01558108	ALDF	G01558108	5.0%	1,184,448	13G	5/14/2025 Event 3/31/2025
Slam Corp. 13G/A Amendment 1 SLAMF · G8210L105	SLAMF	G8210L105	0%	0	13G/A Amendment 1	2/14/2025 Event 12/31/2024
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
Agriculture & Natural Solutions Acquisition Corp 13G ANSC · G0131Y100	ANSC	G0131Y100	7.1% Checked 5% or less	2,464,804	13G	2/14/2025 Event 12/31/2024
Westchester Capital Management, LLC			7.1%	2,464,804
Virtus Investment Advisers, LLC			6.8%	2,355,397
The Merger Fund			6.7%	2,324,110
Horizon Space Acquisition I Corp. 13G HSPOF · G4619M109	HSPOF	G4619M109	7.1%	297,000	13G	2/14/2025 Event 12/31/2024
Westchester Capital Management, LLC			7.1%	297,000
Virtus Investment Advisers, LLC			6.3%	261,371
The Merger Fund			6.1%	253,150
Fortune Rise Acquisition Corp 13G FRLA · 34969G102	FRLA	34969G102	5.7%	86,422	13G	2/14/2025 Event 12/31/2024
Integrated Wellness Acquisition Corp 13G/A Amendment 1 WELNF · G4828B100	WELNF	G4828B100	0%	0	13G/A Amendment 1	2/14/2025 Event 12/31/2024
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
Cartesian Growth Corp II 13G/A Amendment 1 RENEF · G19305112	RENEF	G19305112	0%	0	13G/A Amendment 1	2/14/2025 Event 12/31/2024
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
Inflection Point Acquisition Corp. II 13G/A Amendment 1 IPXX · G4790U102	IPXX	G4790U102	0%	0	13G/A Amendment 1	2/14/2025 Event 12/31/2024
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0
Global Star Acquisition Inc. 13G/A Amendment 1 GLST · 37962G102	GLST	37962G102	0%	0	13G/A Amendment 1	2/14/2025 Event 12/31/2024
Westchester Capital Management, LLC			0%	0
Virtus Investment Advisers, LLC			0%	0
The Merger Fund			0%	0