Westchester Capital Management, Inc.
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 555,400
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 46 | 555,400 | 13F-HR | Westchester Capital Management, Inc. |
| Q1 2026 | 5/6/2026 | 45 | 496,531 | 13F-HR | Westchester Capital Management, Inc. |
| Q4 2025 | 2/13/2026 | 43 | 483,747 | 13F-HR | Westchester Capital Management, Inc. |
| Q3 2025 | 11/7/2025 | 43 | 465,160 | 13F-HR | Westchester Capital Management, Inc. |
| Q2 2025 | 7/25/2025 | 39 | 424,970 | 13F-HR | Westchester Capital Management, Inc. |
| Q2 2014 | 7/11/2014 | 55 | 212,486 | 13F-HR | Westchester Capital Management, Inc. |
| Q1 2014 | 5/2/2014 | 54 | 199,196 | 13F-HR | Westchester Capital Management, Inc. |
| Q4 2013 | 1/24/2014 | 67 | 186,163 | 13F-HR | Westchester Capital Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 551.7 K | 99.3% | 58.12 K | 0 | 58.12 K |
| ETFs | 3.73 K | 0.7% | 752 | 0 | 752 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
555,400
Holdings
46
QoQ value change ($000)
58,869
(11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.