Back to investors
WESTCHESTER CAPITAL MANAGEMENT, INC.
WESTCHESTER CAPITAL MANAGEMENT, INC.
Latest filing: 2026-06-30
WESTCHESTER CAPITAL MANAGEMENT, INC. runs WESTCHESTER CAPITAL MANAGEMENT, INC. and currently holds 46 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $555.40M. Their top holdings are CAT, AAPL, GOOGL, BRK-B, CSCO. The top five represent 35.5% of reported portfolio weight. WESTCHESTER CAPITAL MANAGEMENT, INC. ranks #452 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WESTCHESTER CAPITAL MANAGEMENT, INC. initiated 1 new position. They added to 6 existing positions. They trimmed 26 positions. Their current best-performing preview position is INTC with returns of +216.41%.
Sign in to enable email alerts for this investor.
Showper page
46 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CAT Caterpillar, Inc. | 10.70% | $95.48 | $827.65 | +766.83% | Trimmed -5.19% |
 AAPL Apple, Inc. | 7.95% | $24.39 | $309.35 | +1,168.35% | Trimmed -2.61% |
 GOOGL Alphabet, Inc. Class A - Formerly Google A | 6.60% | $61.54 | $344.82 | +460.32% | Trimmed -0.93% |
 BRK-B Berkshire Hathaway Class B | 5.17% | $141.30 | $495.77 | +250.86% | Added +0.21% |
 CSCO Cisco Systems, Inc. | 5.09% | $29.82 | $111.04 | +272.37% | Trimmed -4.34% |
 WMT Wal-Mart, Inc. | 5.01% | $28.84 | $103.70 | +259.57% | Trimmed -2.33% |
 MSFT Microsoft Corporation | 4.90% | $61.38 | $483.24 | +687.29% | Trimmed -1.06% |
 JPM JP Morgan Chase | 4.84% | $117.46 | $351.64 | +199.37% | Trimmed -1.62% |
 ABBV AbbVie, Inc. | 4.65% | $68.26 | $265.01 | +288.24% | Trimmed -0.97% |
 BK The Bank of New York Mellon Corporation | 4.59% | $40.40 | $141.91 | +251.26% | Trimmed -4.58% |
Showing 1-10 of 46