Westchester Capital Management, LLC — 13F holdings

Westchester Capital Management, LLC reported 878 holdings worth $2.04B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. EA ELECTRONIC ARTS INC — $169M (8.3%)
  2. NSC NORFOLK SOUTHN CORP — $162M (7.9%)
  3. WBD WARNER BROS DISCOVERY INC — $152M (7.5%)
  4. CHART INDS INC — $128M (6.3%)
  5. WEBSTER FINL CORP — $107M (5.2%)
  6. UNF UNIFIRST CORP MASS — $76.0M (3.7%)
  7. DBRG DIGITALBRIDGE GROUP INC — $58.3M (2.9%)
  8. PEN PENUMBRA INC — $49.7M (2.4%)
  9. QRVO QORVO INC — $49.7M (2.4%)
  10. ROKU ROKU INC — $43.4M (2.1%)