WCMNY
TAVIU

Westchester Capital Management (New York)’s Tavia Acquisition Corp Unit TAVIU Stock Holding History

Westchester Capital Management (New York)’s Portfolio TAVIU Stock Details TAVIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400,000
Closed -$4.06M – 237
2025
Q1 		$4.06M Hold
400,000
– – 0.21% 68
2024
Q4 		$4.02M Buy
+400,000
New +$4M 0.22% 63

Other funds holding TAVIU

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CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Westchester Capital Management (New York)'s TAVIU Position: Q2 2025 in Review

Westchester Capital Management (New York) sold out of Tavia Acquisition Corp Unit (TAVIU) in Q2 2025, closing a stake of 400,000 shares — an estimated $4.06M sold.

Westchester Capital Management (New York) first reported a position in TAVIU in Q4 2024 and held it in 2 quarters. The position peaked at $4.06M in Q1 2025. 6 funds tracked by Wall St. Rank hold TAVIU as of Q2 2025.

  • Westchester Capital Management (New York) reported no remaining Tavia Acquisition Corp Unit position as of Q2 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 400,000 Tavia Acquisition Corp Unit shares in Q2 2025, an estimated $4.06M.
  • Westchester Capital Management (New York) first reported a position in Tavia Acquisition Corp Unit in Q4 2024 and held it in 2 quarters.
  • Westchester Capital Management (New York)'s Tavia Acquisition Corp Unit position peaked at $4.06M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Tavia Acquisition Corp Unit as of Q2 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2025, filed 14 Aug 2025.