WATER ISLAND CAPITAL LLC

PrivateCIK: 1222765
Location

NEW YORK, NY

85
Positions
$1.08B
Total AUM (reported)
62.25M
Total Shares

Allocation by class

TOTAL AUM$1.08B85 positions
EQUITY$902.07M83.9%
EQUITY PUT$82.79M7.7%
EQUITY CALL$47.43M4.4%
CONVERTIBLE BOND$38.46M3.6%
CONVERTIBLE PREFERRED STOCK$4.33M0.4%

Portfolio Concentration

Top 314.3%4–1028.7%11–2536.7%Rest20.3%TOP 1043.0%0%100%
Top 3$153.70M14.3%
4–10$308.43M28.7%
11–25$394.86M36.7%
Rest$218.10M20.3%

Top 3 weight

14.3%

Top 10 weight

43.0%

Voting Authority Distribution

Total shares with voting rights: 62.25M

Sole

Full voting authority

62.25M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:

TAYLOR MORRISON HOME CORP

SOLE
Equity
Shares727.49K
TypeSH
Market value$52.19M
4.85%
Sole
727.49K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
Equity
Shares252.93K
TypeSH
Market value$51.86M
4.82%
Sole
252.93K
Shared
0.00
None
0.00

CHART INDS INC

SOLE
Equity
Shares237.60K
TypeSH
Market value$49.64M
4.62%
Sole
237.60K
Shared
0.00
None
0.00

PENUMBRA INC

SOLE
Equity
Shares150.46K
TypeSH
Market value$47.51M
4.42%
Sole
150.46K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
Equity
Shares1.74M
TypeSH
Market value$46.40M
4.32%
Sole
1.74M
Shared
0.00
None
0.00

JANUS HENDERSON GROUP PLC

SOLE
Equity
Shares890.92K
TypeSH
Market value$46.33M
4.31%
Sole
890.92K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
Equity
Shares146.28K
TypeSH
Market value$46.02M
4.28%
Sole
146.28K
Shared
0.00
None
0.00

TXNM ENERGY INC

SOLE
Equity
Shares737.73K
TypeSH
Market value$41.89M
3.90%
Sole
737.73K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
Equity Put
Shares1.53M
TypeSH
Market value$40.66M
3.78%
Sole
1.53M
Shared
0.00
None
0.00

CAESARS ENTERTAINMENT INC NE

SOLE
Equity
Shares1.31M
TypeSH
Market value$39.63M
3.69%
Sole
1.31M
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
Equity Call
Shares45K
TypeSH
Market value$33.60M
3.13%
Sole
45K
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
Equity
Shares437.21K
TypeSH
Market value$33.41M
3.11%
Sole
437.21K
Shared
0.00
None
0.00

NATIONAL STORAGE AFFILIATES

SOLE
Equity
Shares728.45K
TypeSH
Market value$32.39M
3.01%
Sole
728.45K
Shared
0.00
None
0.00

SILICON LABORATORIES INC

SOLE
Equity
Shares148.14K
TypeSH
Market value$32.38M
3.01%
Sole
148.14K
Shared
0.00
None
0.00

LIVERAMP HLDGS INC

SOLE
Equity
Shares805.33K
TypeSH
Market value$30.31M
2.82%
Sole
805.33K
Shared
0.00
None
0.00

CATALYST PHARMACEUTICALS INC

SOLE
Equity
Shares933.82K
TypeSH
Market value$29.35M
2.73%
Sole
933.82K
Shared
0.00
None
0.00

DOMINION ENERGY INC

SOLE
Equity
Shares381.23K
TypeSH
Market value$26.03M
2.42%
Sole
381.23K
Shared
0.00
None
0.00

ARCOSA INC

SOLE
Equity
Shares173.59K
TypeSH
Market value$25.22M
2.35%
Sole
173.59K
Shared
0.00
None
0.00

BIO-TECHNE CORP

SOLE
Equity
Shares335.73K
TypeSH
Market value$23.72M
2.21%
Sole
335.73K
Shared
0.00
None
0.00

WHITESTONE REIT

SOLE
Equity
Shares1.23M
TypeSH
Market value$23.28M
2.17%
Sole
1.23M
Shared
0.00
None
0.00

ROKU INC

SOLE
Equity
Shares164.89K
TypeSH
Market value$22.78M
2.12%
Sole
164.89K
Shared
0.00
None
0.00

TOPBUILD COR

SOLE
Equity
Shares51.25K
TypeSH
Market value$21.84M
2.03%
Sole
51.25K
Shared
0.00
None
0.00

DIGITALBRIDGE GROUP INC

SOLE
Equity
Shares1.38M
TypeSH
Market value$21.72M
2.02%
Sole
1.38M
Shared
0.00
None
0.00

AVANOS MED INC

SOLE
Equity
Shares799K
TypeSH
Market value$19.88M
1.85%
Sole
799K
Shared
0.00
None
0.00

SILA REALTY TRUST INC

SOLE
Equity
Shares623.87K
TypeSH
Market value$18.94M
1.76%
Sole
623.87K
Shared
0.00
None
0.00
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