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WIC

Water Island Capital Portfolio holdings

AUM $896M
1-Year Est. Return 107.59%
This Fund
S&P 500
This Quarter Est. Return
+19.24%
1 Year Est. Return
+107.59%
3 Year Est. Return
+414.38%
5 Year Est. Return
+1,508.69%
10 Year Est. Return
+23,520.55%
AUM
$2.05B
AUM Growth
Cap. Flow
+$1.88B
Cap. Flow %
91.39%
Top 10 Hldgs %
66.93%
Holding
57
New
51
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Industrials 13.63%
2 Technology 13.51%
3 Financials 11.66%
4 Consumer Discretionary 3.67%
5 Consumer Staples 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NYX
1
DELISTED
NYSE EURONEXT INC
NYX
$225M 10.96%
+5,440,079
New +$216M
LUFK
2
DELISTED
LUFKIN IND INC
LUFK
$174M 8.47%
+1,967,004
New +$170M
ET
3
DELISTED
EXACTTARGET INC COM STK (DE)
ET
$160M 7.78%
+4,738,807
New +$119M
HCBK
4
DELISTED
HUDSON CITY BANCORP INC
HCBK
$150M 7.3%
+16,371,133
New +$139M
LIFE
5
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
$145M 7.05%
+1,956,361
New +$142M
GDI
6
DELISTED
GARDNER DENVER,INC
GDI
$134M 6.54%
+1,786,986
New +$134M
BMC
7
DELISTED
BMC SOFTWARE, INC
BMC
$118M 5.74%
+2,611,074
New +$118M
LPS
8
DELISTED
LENDER PROCESSING SERVICES INC
LPS
$108M 5.27%
+3,347,344
New +$97.3M
BKI
9
DELISTED
BUCKEYE TECHNOLOGY INC
BKI
$91.8M 4.47%
+2,477,442
New +$87.4M
CTB
10
DELISTED
Cooper Tire & Rubber Co.
CTB
$69.2M 3.37%
+2,085,392
New +$55.1M
SFD
11
DELISTED
SMITHFIELD FOODS,INC
SFD
$67.8M 3.3%
+2,071,763
New +$58.7M
NTSP
12
DELISTED
NETSPEND HLDGS INC COM STK
NTSP
$61.5M 2.99%
+3,852,668
New +$61.5M
VHS
13
DELISTED
VANGUARD HEALTH SYS INC COM STK (DE)
VHS
$53.9M 2.62%
+2,599,256
New +$36.7M
STEI
14
DELISTED
STEWART ENTERPRISES INC CL-A
STEI
$52.5M 2.56%
+4,012,278
New +$41.8M
BLC
15
DELISTED
BELO CORP SER A
BLC
$46M 2.24%
+3,301,061
New +$37.7M
TRLG
16
DELISTED
TRUE RELIGION APPAREL INC
TRLG
$42.3M 2.06%
+1,336,394
New +$39.4M
LSE
17
DELISTED
CAPLEASE, INC
LSE
$37.7M 1.83%
+4,461,468
New +$33.5M
NVE
18
DELISTED
NV ENERGY, INC
NVE
$34.6M 1.68%
+1,475,723
New +$32M
OMX
19
DELISTED
OFFICEMAX INCORPORATED
OMX
$34M 1.65%
+3,320,862
New +$38.4M
RUE
20
DELISTED
RUE21 INC COM STK (DE)
RUE
$30.6M 1.49%
+735,068
New +$26.2M
CLWR
21
DELISTED
CLEARWIRE CORP NEW CL A COM STK (DE)
CLWR
$28.2M 1.37%
+5,669,917
New +$21.3M
CLP
22
DELISTED
COLONIAL PROPERTIES TRUST
CLP
$27.1M 1.32%
+1,121,946
New +$26M
KEYN
23
DELISTED
KEYNOTE SYSTEMS INC
KEYN
$25M 1.22%
+1,266,470
New +$16.6M
WWAV.B
24
DELISTED
THE WHITEWAVE FOODS COMPANY CLASS B COM STK
WWAV.B
$23.1M 1.12%
+1,519,500
New +$25M
LEDR
25
DELISTED
MARKET LEADER INC COM STK (WA)
LEDR
$18.5M 0.9%
+1,728,160
New +$17.5M

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Water Island Capital's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Water Island Capital, which disclosed 57 positions worth $2.05B. Its ten largest holdings account for 67% of the portfolio.

Its largest position is NYSE EURONEXT INC: 5,440,079 shares worth $225M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, followed by Technology and Financials.

  • Water Island Capital's largest Q2 2013 buy was NYSE EURONEXT INC: 5,440,079 shares worth $225M.
  • Water Island Capital's ten largest holdings make up 67% of its $2.05B portfolio in Q2 2013.
  • Water Island Capital disclosed 57 positions in Q2 2013, its first 13F filing on record.

Based on Water Island Capital's 13F filing for Q2 2013, filed 9 Aug 2013.