Davidson Kempner Capital Management’s Alcon ALC Stock Holding History

Davidson Kempner Capital Management’s Portfolio ALC Stock Details ALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$97.9M	Buy	1,319,570 +971,687	+279%	+$77.5M	1.34%	15
2025 Q4	$27.8M	Buy	347,883 +89,578	+35%	+$6.9M	0.36%	65
2025 Q3	$19.2M	Sell	258,305 -251,057	-49%	-$21M	0.26%	89
2025 Q2	$45.1M	Buy	509,362 +68,859	+16%	+$6.18M	0.65%	41
2025 Q1	$41.5M	Buy	+440,503	New	+$39.5M	0.57%	48
2024 Q4	–	Sell	-70,789	Closed	-$7.06M	–	207
2024 Q3	$7.06M	Buy	+70,789	New	+$6.66M	0.15%	113
2024 Q1	–	Sell	-192,524	Closed	-$15M	–	267
2023 Q4	$15M	Sell	192,524 -155,337	-45%	-$11.5M	0.23%	87
2023 Q3	$27M	Buy	347,861 +123,389	+55%	+$10.1M	0.35%	58
2023 Q2	$18.6M	Buy	+224,472	New	+$17.1M	0.36%	70

Other funds holding ALC

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Davidson Kempner Capital Management's ALC Position: Q1 2026 in Review

Davidson Kempner Capital Management increased its Alcon (ALC) stake by 279% in Q1 2026, buying an estimated $77.5M and bringing the position to 1,319,570 shares worth $97.9M. The position accounts for 1.34% of the portfolio, ranked #15.

Davidson Kempner Capital Management first reported a position in ALC in Q2 2023 and has held it in 9 quarters since. 650 funds tracked by Wall St. Rank hold ALC as of Q1 2026.

Davidson Kempner Capital Management held 1,319,570 shares of Alcon worth $97.9M as of Q1 2026.
Davidson Kempner Capital Management bought 971,687 Alcon shares in Q1 2026, an estimated $77.5M.
Alcon made up 1.34% of Davidson Kempner Capital Management's portfolio in Q1 2026, its #15 holding.
Davidson Kempner Capital Management first reported a position in Alcon in Q2 2023 and has held it in 9 quarters since.
650 funds tracked by Wall St. Rank held Alcon as of Q1 2026.

Based on Davidson Kempner Capital Management's 13F filing for Q1 2026, filed 15 May 2026.