WATER ISLAND CAPITAL LLC

PrivateCIK: 1222765
Location

NEW YORK, NY

98
Positions
$895.64M
Total AUM (reported)
60.87M
Total Shares

Allocation by class

TOTAL AUM$895.64M98 positions
EQUITY$710.81M79.4%
EQUITY PUT$137.83M15.4%
CONVERTIBLE BOND$39.31M4.4%
EQUITY CALL$7.69M0.9%

Portfolio Concentration

Top 315.9%4–1029.5%11–2531.5%Rest23.0%TOP 1045.4%0%100%
Top 3$142.73M15.9%
4–10$264.05M29.5%
11–25$282.57M31.5%
Rest$206.31M23.0%

Top 3 weight

15.9%

Top 10 weight

45.4%

Voting Authority Distribution

Total shares with voting rights: 60.87M

Sole

Full voting authority

60.87M

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)

Sole98
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings98
Rows:

ELECTRONIC ARTS INC

SOLE
Equity
Shares249.89K
TypeSH
Market value$50.94M
5.69%
Sole
249.89K
Shared
0.00
None
0.00

JANUS HENDERSON GROUP PLC

SOLE
Equity
Shares922.28K
TypeSH
Market value$47.38M
5.29%
Sole
922.28K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
Equity
Shares1.62M
TypeSH
Market value$44.40M
4.96%
Sole
1.62M
Shared
0.00
None
0.00

HOLOGIC INC

SOLE
Equity
Shares560.04K
TypeSH
Market value$42.33M
4.73%
Sole
560.04K
Shared
0.00
None
0.00

TXNM ENERGY INC

SOLE
Equity
Shares674.87K
TypeSH
Market value$39.45M
4.40%
Sole
674.87K
Shared
0.00
None
0.00

PENUMBRA INC

SOLE
Equity
Shares120.09K
TypeSH
Market value$39.44M
4.40%
Sole
120.09K
Shared
0.00
None
0.00

CHART INDS INC

SOLE
Equity
Shares189.94K
TypeSH
Market value$39.27M
4.38%
Sole
189.94K
Shared
0.00
None
0.00

NORFOLK SOUTHN CORP

SOLE
Equity
Shares134.05K
TypeSH
Market value$38.47M
4.30%
Sole
134.05K
Shared
0.00
None
0.00

MASIMO CORP

SOLE
Equity
Shares194.20K
TypeSH
Market value$34.54M
3.86%
Sole
194.20K
Shared
0.00
None
0.00

ELECTRONIC ARTS INC

SOLE
Equity Put
Shares149.80K
TypeSH
Market value$30.54M
3.41%
Sole
149.80K
Shared
0.00
None
0.00

WEBSTER FINL CORP

SOLE
Equity
Shares415.82K
TypeSH
Market value$28.87M
3.22%
Sole
415.82K
Shared
0.00
None
0.00

WARNER BROS DISCOVERY INC

SOLE
Equity Put
Shares1.05M
TypeSH
Market value$28.82M
3.22%
Sole
1.05M
Shared
0.00
None
0.00

TRI POINTE HOMES INC

SOLE
Equity
Shares536.37K
TypeSH
Market value$25.06M
2.80%
Sole
536.37K
Shared
0.00
None
0.00

NATIONAL STORAGE AFFILIATES

SOLE
Equity
Shares576.22K
TypeSH
Market value$21.75M
2.43%
Sole
576.22K
Shared
0.00
None
0.00

GREAT LAKES DREDGE & DOCK CO

SOLE
Equity
Shares1.26M
TypeSH
Market value$21.48M
2.40%
Sole
1.26M
Shared
0.00
None
0.00

ARCELLX INC

SOLE
Equity
Shares183.41K
TypeSH
Market value$21.06M
2.35%
Sole
183.41K
Shared
0.00
None
0.00

DAY ONE BIOPHARMACEUTICALS I

SOLE
Equity
Shares944.25K
TypeSH
Market value$20.24M
2.26%
Sole
944.25K
Shared
0.00
None
0.00

DIGITALBRIDGE GROUP INC

SOLE
Equity
Shares1.30M
TypeSH
Market value$20.03M
2.24%
Sole
1.30M
Shared
0.00
None
0.00

DAY ONE BIOPHARMACEUTICALS I

SOLE
Equity Put
Shares839.70K
TypeSH
Market value$18.00M
2.01%
Sole
839.70K
Shared
0.00
None
0.00

STELLAR BANCORP INC

SOLE
Equity
Shares431.23K
TypeSH
Market value$15.79M
1.76%
Sole
431.23K
Shared
0.00
None
0.00

ENHABIT INC

SOLE
Equity
Shares984.61K
TypeSH
Market value$13.87M
1.55%
Sole
984.61K
Shared
0.00
None
0.00

SILICON LABORATORIES INC

SOLE
Equity
Shares58.42K
TypeSH
Market value$12.16M
1.36%
Sole
58.42K
Shared
0.00
None
0.00

KENVUE INC

SOLE
Equity
Shares700.60K
TypeSH
Market value$12.08M
1.35%
Sole
700.60K
Shared
0.00
None
0.00

KENVUE INC

SOLE
Equity Put
Shares700.60K
TypeSH
Market value$12.08M
1.35%
Sole
700.60K
Shared
0.00
None
0.00

VERIS RESIDENTIAL INC

SOLE
Equity
Shares597.39K
TypeSH
Market value$11.27M
1.26%
Sole
597.39K
Shared
0.00
None
0.00
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