Water Island Capital Llc Portfolio Stock Holdings

Water Island Capital Llc disclosed 86 stock positions valued at approximately $750.1 million in its latest SEC 13F filing. The largest holdings include ELECTRONIC ARTS INC, JANUS HENDERSON GROUP PLC, and WARNER BROS DISCOVERY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
86
Portfolio Value
$750.1M
Holdings by Sector
Water Island Capital Llc Portfolio Holdings in Q1 2026

74 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ELECTRONIC ARTS INCEACommunication Services6.79%249,888+69,050+38.18%$50,944,667
JANUS HENDERSON GROUP PLCJHGOther6.32%922,277+274,792+42.44%$47,377,369
WARNER BROS DISCOVERY INCWBDCommunication Services5.92%1,617,020+477,386+41.89%$44,403,369
HOLOGIC INCHOLXHealthcare5.64%560,045+92,303+19.73%$42,333,801
TXNM ENERGY INCTXNMUtilities5.26%674,867+98,456+17.08%$39,452,726
PENUMBRA INCPENHealthcare5.26%120,095+120,095+100.00%$39,435,596
CHART INDS INCGTLSIndustrials5.24%189,939+1,614+0.86%$39,269,891
NORFOLK SOUTHN CORPNSCIndustrials5.13%134,051+5,008+3.88%$38,472,637
MASIMO CORPMASIHealthcare4.60%194,197+194,197+100.00%$34,541,821
WEBSTER FINL CORPWBSFinancial Services3.85%415,823+415,823+100.00%$28,866,433
TRI POINTE HOMES INCTPHConsumer Cyclical3.34%536,367+536,367+100.00%$25,064,430
NATIONAL STORAGE AFFILIATESNSAReal Estate2.90%576,224+576,224+100.00%$21,746,694
GREAT LAKES DREDGE & DOCK COGLDDIndustrials2.86%1,263,580+1,263,580+100.00%$21,480,860
ARCELLX INCACLXHealthcare2.81%183,409+183,409+100.00%$21,059,022
DAY ONE BIOPHARMACEUTICALS IDAWNHealthcare2.70%944,247+944,247+100.00%$20,244,656
DIGITALBRIDGE GROUP INCDBRGReal Estate2.67%1,299,051+370,051+39.83%$20,031,366
STELLAR BANCORP INCSTELFinancial Services2.10%431,231+431,231+100.00%$15,787,367
ENHABIT INCEHABHealthcare1.85%984,611+984,611+100.00%$13,873,170
SILICON LABORATORIES INCSLABTechnology1.62%58,417+58,417+100.00%$12,159,499
KENVUE INCKVUEConsumer Defensive1.61%700,600+10,409+1.51%$12,078,345
VERIS RESIDENTIAL INCVREReal Estate1.50%597,390+597,390+100.00%$11,272,750
PEAKSTONE REALTY TRUSTPKSTReal Estate1.40%503,583+503,583+100.00%$10,519,849
TERNS PHARMACEUTICALS INCTERNHealthcare1.32%188,500+188,500+100.00%$9,937,720
KENNEDY-WILSON HOLDINGS INCKWReal Estate1.19%825,652+825,652+100.00%$8,933,555
ZIM INTEGRATED SHIPPING SERVM9T951109Other1.17%331,800+331,800+100.00%$8,742,930
UNIFIRST CORP MASSUNFIndustrials0.86%25,743+25,743+100.00%$6,476,681
AXALTA COATING SYS LTDAXTAOther0.76%206,902+1,180+0.57%$5,731,185
APELLIS PHARMACEUTICALS INCAPLSHealthcare0.65%120,500+120,500+100.00%$4,847,715
AIR LEASE CORPALIndustrials0.63%73,131-225,309-75.50%$4,749,127
AES CORPAESUtilities0.35%185,833+185,833+100.00%$2,618,387
CLEARWATER ANALYTICS HLDGS ICWANTechnology0.35%109,589-766,043-87.48%$2,591,780
SEALED AIR CORP NEWSEEConsumer Cyclical0.31%56,071-503,166-89.97%$2,357,785
BRIGHTHOUSE FINL INCBHFFinancial Services0.27%33,490+4,649+16.12%$2,005,381
NCR ATLEOS CORPORATIONNATLTechnology0.23%38,939+38,939+100.00%$1,696,962
SELECT MED HLDGS CORPSEMHealthcare0.22%103,467+103,467+100.00%$1,685,477
THERMON GROUP HLDGS INCTHRIndustrials0.22%32,987+32,987+100.00%$1,662,545
SUN CTRY AIRLS HLDGS INCSNCYIndustrials0.22%98,859+98,859+100.00%$1,633,151
CENTESSA PHARMACEUTICALS PLCCNTAHealthcare0.22%41,000+41,000+100.00%$1,628,520
CSG SYS INTL INCCSGSTechnology0.22%20,223-130,497-86.58%$1,616,627
SEMRUSH HLDGS INCSEMRTechnology0.21%133,872-494,730-78.70%$1,598,432
AMICUS THERAPEUTICFOLDHealthcare0.20%104,066-602,551-85.27%$1,504,794
BOEING COBAIndustrials0.19%7,234+7,234+100.00%$1,439,783
SUNOPTA INCSTKLConsumer Defensive0.17%196,514+196,514+100.00%$1,273,411
PROASSURANCE CORPPRAFinancial Services0.17%51,103+4,111+8.75%$1,263,266
CANTALOUPE INCCTLPTechnology0.16%107,867-23,927-18.15%$1,166,042
CLEAR CHANNEL OUTDOOR HLDGSCCOCommunication Services0.15%478,517+478,517+100.00%$1,134,085
TALKSPACE INCTALKHealthcare0.15%216,158+216,158+100.00%$1,118,618
MISTER CAR WASH INCMCWConsumer Cyclical0.15%156,502+156,502+100.00%$1,090,819
DICKS SPORTING GOODS INCDKSConsumer Cyclical0.14%5,348+4,248+386.18%$1,060,455
COTERRA ENERGY INCCTRAEnergy0.13%27,292+27,292+100.00%$959,041
SKYWATER TECHNOLOGY INCSKYTTechnology0.13%34,536+34,536+100.00%$946,632
NORTHWESTERN ENERGY GROUP INNWEUtilities0.12%13,838-469-3.28%$912,478
AMNEAL PHARMACEUTICALS INCAMRXHealthcare0.11%68,400+68,400+100.00%$850,212
CAESARS ENTERTAINMENT INC NECZRConsumer Cyclical0.10%29,500+29,500+100.00%$779,685
UDEMY INCUDMYConsumer Defensive0.09%139,335+3,413+2.51%$643,728
LAUDER ESTEE COS INCELConsumer Defensive0.07%7,500+7,500+100.00%$538,275
PENN ENTERTAINMENT INCPENNConsumer Cyclical0.07%35,000+35,000+100.00%$526,050
CALAVO GROWERS INCCVGWConsumer Defensive0.07%20,321+20,321+100.00%$524,079
INTERNATIONAL MONEY EXPRESSIMXITechnology0.07%33,122-55,354-62.56%$523,328
NATHANS FAMOUS INCNATHConsumer Cyclical0.07%4,994+4,994+100.00%$503,046
ON24 INCONTFTechnology0.07%60,364+60,364+100.00%$488,948
HERITAGE COMM CORPHTBKFinancial Services0.06%37,992+4,068+11.99%$474,140
BLUE FOUNDRY BANCORPBLFYFinancial Services0.06%35,658+35,658+100.00%$472,112
ECHOSTAR CORPSATSTechnology0.06%4,000+4,000+100.00%$468,280
FLUSHING FINL CORPFFICFinancial Services0.06%30,161+30,161+100.00%$463,273
UNITED AIRLS HLDGS INCUALIndustrials0.06%5,000+5,000+100.00%$460,350
DIAMOND HILL INVT GROUP INCDHILFinancial Services0.06%2,522+40+1.61%$434,036
FIRST FNDTN INCFFWMFinancial Services0.05%67,573+1,654+2.51%$398,681
ALASKA AIR GROUP INCALKIndustrials0.05%10,265+10,265+100.00%$377,547
PACIFIC BIOSCIENCES CALIF INPACBHealthcare0.05%272,040+272,040+100.00%$359,093
VICTORY CAP HLDGS INC DELVCTRFinancial Services0.04%5,120+5,120+100.00%$335,258
VIKING THERAPEUTICS INCVKTXHealthcare0.04%10,280+10,280+100.00%$334,511
UNITED PARCEL SVCS INCUPSIndustrials0.03%2,520+2,520+100.00%$247,918
PAYPAL HLDGS INCPYPLFinancial Services0.03%5,124+5,124+100.00%$231,759