Loading...
Docoh

Westchester Capital Management

Westchester Capital Management is an investment advisor in Valhalla with $5.33B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
273790558
SEC advisor number
801-72002
FINRA CRD number
155686
AUM ?
$5.33B (as of 31 Mar 22)
Accounts
7 (as of 31 Mar 22)
Employees
13 (7 investment advisory or research)
Address
Westchester Capital Management
100 SUMMIT LAKE DRIVE
VALHALLA
NY 10595
Phone
914-741-5600

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 419 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$173.57M 651.98K
$141.34M 2.19M
$118.43M 5.42M
$108.01M 1.11M
$96.81M 1.54M
$93.57M 4.29M
$88.76M 508.67K
$83.17M 534.02K
$72.65M 277.21K
$68.39M 817.13K
$66.61M 1.99M
$65.82M 79K
$60.51M 2.17M
$58.72M 754.21K
$57.25M 3.04M
$52.63M 461.79K
$51.16M 273.35K
$49.99M 2.38M
$46.77M 1.07M
$46.51M 1.28M
$43.01M 609.5K
$39.75M 825.4K
$38.38M 1.03M
$36.58M 1.58M
$36.23M 1.52M
$35.38M 242.79K
$33.86M 1.15M
$31.35M 678.77K
$30.19M 1.56M
$29.82M 731.19K
$28.04M 2.8M
$21.55M 1.38M
$18.68M 252.22K
$17.2M 1M
Cornerstone BLDG Brands Inc
$16.12M 658.41K
$14.89M 1.5M
$14.21M 1.42M
$13.66M 1.37M
$13.63M 866.72K
$13M 651.16K
$12.76M 485.28K
$12.63M 1.27M
$11.53M 290.7K
$11.38M 1.16M
$11.28M 1.15M
$10.97M 1.1M
$10.75M 1.1M
$10.66M 1.09M
$10.55M 1.08M
$10.38M 108.75K
Holdings list only includes long positions. Only includes long positions.

Calendar

28 Sep 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings