Westchester Capital Management (New York)’s K&F Growth Acquisition Corp II KFII Stock Holding History

Westchester Capital Management (New York)’s Portfolio KFII Stock Details KFII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.6M	Hold	1,476,268	–	–	0.76%	17
2026 Q1	$15.4M	Sell	1,476,268 -408,732	-22%	-$4.25M	0.7%	23
2025 Q4	$19.5M	Hold	1,885,000	–	–	0.82%	25
2025 Q3	$19.3M	Hold	1,885,000	–	–	0.88%	20
2025 Q2	$19.2M	Buy	1,885,000 +450,000	+31%	+$4.53M	1%	17
2025 Q1	$14.3M	Buy	+1,435,000	New	+$14.3M	0.74%	27

Other funds holding KFII

TCM

Tenor Capital Management New York $7.09B AUM 3.55% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

WRBC

W.R. Berkley Corp Greenwich, Connecticut $2.18B AUM 13.58% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

Westchester Capital Management (New York)'s KFII Position: Q2 2026 in Review

Westchester Capital Management (New York) held its K&F Growth Acquisition Corp II (KFII) position steady in Q2 2026 at 1,476,268 shares worth $15.6M. The position accounts for 0.76% of the portfolio, ranked #17.

Westchester Capital Management (New York) first reported a position in KFII in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.5M in Q4 2025. 49 funds tracked by Wall St. Rank hold KFII as of Q2 2026.

Westchester Capital Management (New York) held 1,476,268 shares of K&F Growth Acquisition Corp II worth $15.6M as of Q2 2026.
Westchester Capital Management (New York) left its K&F Growth Acquisition Corp II share count unchanged in Q2 2026.
K&F Growth Acquisition Corp II made up 0.76% of Westchester Capital Management (New York)'s portfolio in Q2 2026, its #17 holding.
Westchester Capital Management (New York) first reported a position in K&F Growth Acquisition Corp II in Q1 2025 and has held it in 6 quarters since.
Westchester Capital Management (New York)'s K&F Growth Acquisition Corp II position peaked at $19.5M in Q4 2025.
49 funds tracked by Wall St. Rank held K&F Growth Acquisition Corp II as of Q2 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.