Current Market Value 424,970,229
Current Holdings 39
Most Recent File Date 2025-07-25
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Westchester Capital Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-25 2025-06-30 13F-HR 39 424,970
2025-05-09 2025-03-31 13F-HR 39 402,213
2025-02-10 2024-12-31 13F-HR 41 397,579
2024-11-01 2024-09-30 13F-HR 41 411,704
2024-07-29 2024-06-30 13F-HR 41 396,066
2024-05-03 2024-03-31 13F-HR 41 398,355
2024-01-29 2023-12-31 13F-HR 44 371,523
2023-11-08 2023-09-30 13F-HR 44 349,134
2023-08-14 2023-06-30 13F-HR 44 359,160
2023-05-15 2023-03-31 13F-HR 46 347,729
2023-02-08 2022-12-31 13F-HR 47 339,794
2022-11-10 2022-09-30 13F-HR 50 310,031
2022-08-09 2022-06-30 13F-HR 53 327,606
2022-05-10 2022-03-31 13F-HR 52 387,751
2022-02-09 2021-12-31 13F-HR 48 391,666
2021-11-10 2021-09-30 13F-HR 48 358,977
2021-08-04 2021-06-30 13F-HR 44 356,438
2021-05-07 2021-03-31 13F-HR 52 345,270
2021-02-08 2020-12-31 13F-HR 55 316,773
2020-11-13 2020-09-30 13F-HR 44 281,756
2020-08-10 2020-06-30 13F-HR 43 265,159
2020-05-01 2020-03-31 13F-HR 49 223,730
2020-02-05 2019-12-31 13F-HR 42 286,972
2019-11-05 2019-09-30 13F-HR 37 254,965
2019-08-05 2019-06-30 13F-HR 36 255,329
2019-05-07 2019-03-31 13F-HR 45 233,685
2019-02-11 2018-12-31 13F-HR 42 215,172
2018-11-05 2018-09-30 13F-HR 34 252,340
2018-08-01 2018-06-30 13F-HR 33 235,227
2018-05-04 2018-03-31 13F-HR 33 236,925
2018-02-02 2017-12-31 13F-HR 36 243,045
2017-10-26 2017-09-30 13F-HR 36 233,221
2017-08-02 2017-06-30 13F-HR 34 219,306
2017-05-03 2017-03-31 13F-HR 33 208,391
2017-02-03 2016-12-31 13F-HR 34 200,525
2016-11-04 2016-09-30 13F-HR 33 205,562
2016-08-04 2016-06-30 13F-HR 34 225,739
2016-05-20 2016-03-31 13F-HR/A 1 R 35 222,081
2016-05-05 2016-03-31 13F-HR 32 205,134
2016-02-09 2015-12-31 13F-HR 34 202,591
2015-11-09 2015-09-30 13F-HR 35 186,755
2015-08-04 2015-06-30 13F-HR 36 209,415
2015-05-05 2015-03-31 13F-HR 38 202,348
2015-02-06 2014-12-31 13F-HR 40 208,366
2014-11-10 2014-09-30 13F-HR 42 211,390
2014-09-16 2014-06-30 13F-HR/A 1 R 55 212,486
2014-07-11 2014-06-30 13F-HR 55 212,486
2014-05-02 2014-03-31 13F-HR 54 199,196
2014-01-24 2013-12-31 13F-HR 67 186,163
2013-10-28 2013-09-30 13F-HR 65 161,293
2013-08-12 2013-06-30 13F-HR 53 157,848