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WESTCHESTER CAPITAL MANAGEMENT, INC. 13F portfolio summary

WESTCHESTER CAPITAL MANAGEMENT, INC. of WESTCHESTER CAPITAL MANAGEMENT, INC. has 45 current stock holdings with a reported portfolio value of $496.5M. The portfolio 1 year return is +22.46%. Top holdings include BND (0.00%), VCSH (0.00%), CAT (8.40%), AAPL (8.01%), WMT (6.30%).

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WESTCHESTER CAPITAL MANAGEMENT, INC.

WESTCHESTER CAPITAL MANAGEMENT, INC.
Latest filing: 2026-03-31

WESTCHESTER CAPITAL MANAGEMENT, INC. runs WESTCHESTER CAPITAL MANAGEMENT, INC. and currently holds 45 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $496.53M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WESTCHESTER CAPITAL MANAGEMENT, INC. ranks #716 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WESTCHESTER CAPITAL MANAGEMENT, INC.'s portfolio at WESTCHESTER CAPITAL MANAGEMENT, INC. has delivered returns of +22.46%. Their 3-year annualized return is +51.69%. Looking at the 5-year horizon, WESTCHESTER CAPITAL MANAGEMENT, INC. has achieved +65.99% annualized returns at WESTCHESTER CAPITAL MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.46%
#564/1000
3 Year
+51.69%
#802/1000
5 Year
+65.99%
#584/1000

Portfolio Value

$496.53M

Alpha Score

46.6

#716 of 1000

Holdings

45

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change