Arkolith/Funds/Berkley W R Corp

Berkley W R Corp

CIK 11544
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Inactive

Berkley W R Corp holds a focused book of 242 stocks worth $1.9B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened FG IMPERII ACQUISITION CORP and trimmed EQV VENTURES AC CORP. II. Their largest long position is ENTERPRISE PRODUCTS PARTNERS at 14% of the equity book.

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Use Arkolith to show BERKLEY W R CORP's latest
holdings, largest changes, and filing provenance.
Opened
61
new positions
Added to
84
existing
Trimmed
39
reduced
Sold out
19
exited

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
43%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Utilities
30%
Industrials
3%
Financials
3%
Real Estate
1%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • +93%$19.8M
  • ROMAN DBDR ACQUISITION CORP
    +573%$16.1M
  • MOUNTAIN LAKE ACQUISITION CO
    +418%$16.0M
  • +43%$15.6M
  • GIGCAPITAL7 CORP
    +268%$13.5M
  • LEGATO MERGER CORP III
    +360%$12.6M
Trimmed / exited
  • −87%$7.9M
  • VOYAGER ACQUISITION CORP
    −27%$5.1M
  • CAYSON ACQUISITION CORP
    −36%$3.1M
  • SPRING VY ACQUISITION CORP I
    −85%$2.3M
  • EQV VENTURES AC CORP. II
    −10%$2.1M
  • THAYER VENTURES ACQ CORP II
    −30%$2.1M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

345 positions
#SecurityValueShares% PortLast moveHistory
1Enterprise Prods Partners L
COM
$258.3M6.83M
13.9%
Held
2Energy Transfer L P
COM UT LTD PTN
$159.2M8.25M
8.6%
Held
3Kinder Morgan Inc Del
COM
$95.1M2.84M
5.1%
Held
4Plains All Amern Pipeline L
UNIT LTD PARTN
$59.9M2.68M
3.2%
Held
5Western Midstream Partners L
COM UNIT LP INT
$52.2M1.27M
2.8%
+43%
Added · +380K sh
6On Semiconductor Corp
COM
$45.3M731.1K
2.4%
Held
7Progressive Corp
COM
$41.2M207.6K
2.2%
+93%
Added · +100K sh
8Agriculture & Nat Sol Acq Co
SHS CL A
$29.7M2.63M
1.6%
+4.0%
Added · +101K sh
9Haymaker Acquisition Corp IV
CLASS A
$26.7M2.32M
1.4%
+18%
Added · +357K sh
10Global Indemnity Group LLC
COM CL A
$25.0M919.7K
1.3%
Held
11Cantor Equity Partners III I
SHS CL A
$23.0M2.23M
1.2%
+112%
Added · +1.2M sh
12Mountain Lake Acquisition Co
SHS CL A
$19.8M1.88M
1.1%
+418%
Added · +1.5M sh
13Churchill Capital Corp IX
CL A SHS
$19.3M1.81M
1.0%
+93%
Added · +874K sh
14Roman DBDR Acquisition Corp
ORD SHS CL A
$18.9M1.80M
1.0%
+573%
Added · +1.5M sh
15Berto Acquisition Corp
ORD SHS
$18.7M1.82M
1.0%
+78%
Added · +798K sh
16Eqv Ventures Ac Corp. II
ORD SHS CL A
$18.7M1.85M
1.0%
Held
17Gigcapital7 Corp
ORD SHS CL A
$18.5M1.74M
1.0%
+310%
Added · +1.3M sh
18Inflection PT Acquisition Co
CL A ORD SHS
$18.1M1.77M
1.0%
+49%
Added · +585K sh
19Kochav Defense Acqui Co
SHS CL A
$17.3M1.69M
0.9%
+0.2%
Added · +4K sh
20Yorkville Acquisition Corp.
SHS CL A
$16.6M1.65M
0.9%
+329%
Added · +1.3M sh
21Silverbox Corp IV
SHS CL A
$16.2M1.51M
0.9%
+25%
Added · +303K sh
22Legato Merger Corp III
ORD SHS
$16.1M1.47M
0.9%
+360%
Added · +1.1M sh
23Launch One Acquisition Corp
SHS CLASS A
$15.9M1.49M
0.9%
+4.5%
Added · +64K sh
24Voyager Acquisition Corp
CL A
$13.9M1.30M
0.7%
−28%
Reduced · −497K sh
25ST Joe Co
COM
$13.2M209.5K
0.7%
Held
26Gigcapital8 Corp
ORD CL A
$12.9M1.29M
0.7%
Held
27Cantor Equity Partners I Inc
SHS CL A
$12.8M1.22M
0.7%
+26%
Added · +252K sh
28Armada Acquisition Corp II
COM CL A
$12.7M1.23M
0.7%
+124%
Added · +682K sh
29Centurion Acquisition Corp
SHS CL A
$12.5M1.16M
0.7%
+376%
Added · +914K sh
30K&F Growth Acquisition Corp
SHS CL A
$11.2M1.07M
0.6%
+10%
Added · +99K sh
31Globa Terra Acquisition Cor
CL A ORD SHS
$10.9M1.06M
0.6%
+20%
Added · +175K sh
32Melar Acquisition Corp. I
SHS CL A
$10.8M999.0K
0.6%
+15%
Added · +130K sh
33Copley Acquisition Corp
ORD SHS CL A
$10.6M1.03M
0.6%
+11%
Added · +99K sh
34M3brigade Acquisition V Corp
CL A
$10.3M963.7K
0.6%
−3.3%
Reduced · −33K sh
35Inflection Point Acqu Corp V
ORD SHS CL A
$10.2M981.1K
0.5%
+29%
Added · +223K sh
36Lionheart Holdings
SHS CL A
$9.9M917.0K
0.5%
+45%
Added · +285K sh
37FG Imperii Acquisition Corp
ORD SHS CL A
$9.8M992.1K
0.5%
New
New position
38Sim Acquisition Corp. I
SHS CL A
$9.8M912.3K
0.5%
+75%
Added · +391K sh
39Charlton Aria Acquisition Co
ORD SHS CL A
$9.3M879.0K
0.5%
+19%
Added · +143K sh
40GP-Act III Acquisition Corp
CL A
$9.2M846.8K
0.5%
+171%
Added · +535K sh
41Pantages Capital Acquisition
ORD SHS CL A
$9.2M874.4K
0.5%
+50%
Added · +293K sh
42Xsolla Spac 1
USD CL A ORD SHS
$9.0M920.2K
0.5%
New
New position
43Soulpower Acquisition Corp
USD CL A ORD SHS
$8.9M866.8K
0.5%
+150%
Added · +519K sh
44Gigcapital9 Corp
CL A
$8.7M882.4K
0.5%
New
New position
45Launch Two Acquisition Corp.
ORD SHS CL A
$8.7M816.7K
0.5%
+33%
Added · +205K sh
46Plum Acquisition Corp IV
SHS CL A
$8.5M804.2K
0.5%
+4.6%
Added · +35K sh
47RF Acquisition Corp II
SHS
$8.4M766.4K
0.4%
+157%
Added · +469K sh
48Dynamix Corp
SHS CL A
$8.3M790.5K
0.4%
+66%
Added · +314K sh
49Cantor Equity Partners V Inc
SHS CL A S
$8.0M793.0K
0.4%
Held
50Verizon Communications Inc
COM
$7.9M157.7K
0.4%
Held
Showing 50 of 345 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026345$1.9B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026285$2.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025235$1.7B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025227$1.9B13F-HR
Q1 2025Mar 31, 2025May 15, 2025158$1.7B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025154$2.5B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024153$1.8B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024153$2.4B13F-HR
Q1 2024Mar 31, 2024May 15, 2024155$1.8B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024195$1.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023213$1.5B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023220$1.7B13F-HR
Q1 2023Mar 31, 2023May 15, 2023236$1.6B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023338$1.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022512$2.1B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022553$2.0B13F-HR
Q1 2022Mar 31, 2022May 16, 2022573$2.0B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022572$1.8B13F-HR
Q3 2021Sep 30, 2021Feb 14, 2022445$1.5B13F-HR/A
Q2 2021Jun 30, 2021Aug 16, 2021380$1.0B13F-HR
Q1 2021Mar 31, 2021May 17, 2021336$867.6M13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021171$602.8M13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020134$679.8M13F-HR
Amended / restated
  • Q3 2021 · filed Nov 15, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.