Arkolith/Funds/Water Island Capital LLC

Water Island Capital LLC

CIK 1222765
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Water Island Capital LLC holds a diversified book of 86 stocks worth $750.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Penumbra Inc and trimmed Air Lease Corp. Their largest long position is Electronic Arts Inc at 7% of the equity book. They also disclosed $137.8M in put options (a bearish bet) and $7.7M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show WATER ISLAND CAPITAL LLC's latest
holdings, largest changes, and filing provenance.
Opened
51
new positions
Added to
19
existing
Trimmed
10
reduced
Sold out
40
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
54%
Top 20 holdings
78%

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

Direct sector allocation

67% mapped to company sectors

ETF / fund or unclassified
33%
Financials
16%
Industrials
12%
Health Care
11%
Information Technology
9%
Communication Services
6%
Utilities
6%
Real Estate
4%

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
Trimmed / exited

Holdings: largest first

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

86 positions
#SecurityValueShares% PortLast moveHistory
1Electronic Arts Inc
Equity
$50.9M249.9K
6.8%
+38%
Added · +69K sh
2Janus Henderson Group PLC
Equity
$47.4M922.3K
6.3%
+42%
Added · +275K sh
3Warner Bros Discovery Inc
Equity
$44.4M1.62M
5.9%
+42%
Added · +477K sh
4Hologic Inc
Equity
$42.3M560.0K
5.6%
+20%
Added · +92K sh
5TXNM Energy Inc
Equity
$39.5M674.9K
5.3%
+17%
Added · +98K sh
6Penumbra Inc
Equity
$39.4M120.1K
5.3%
New
New position
7Chart Inds Inc
Equity
$39.3M189.9K
5.2%
+0.8%
Added · +2K sh
8Norfolk Southn Corp
Equity
$38.5M134.1K
5.1%
+3.9%
Added · +5K sh
9Masimo Corp
Equity
$34.5M194.2K
4.6%
New
New position
10Webster Finl Corp
Equity
$28.9M415.8K
3.8%
New
New position
11Tri Pointe Homes Inc
Equity
$25.1M536.4K
3.3%
New
New position
12National Storage Affiliates
Equity
$21.7M576.2K
2.9%
New
New position
13Great Lakes Dredge & Dock Co
Equity
$21.5M1.26M
2.9%
New
New position
14Arcellx Inc
Equity
$21.1M183.4K
2.8%
New
New position
15Day One Biopharmaceuticals I
Equity
$20.2M944.2K
2.7%
New
New position
16Digitalbridge Group Inc
Equity
$20.0M1.30M
2.7%
+40%
Added · +370K sh
17Stellar Bancorp Inc
Equity
$15.8M431.2K
2.1%
New
New position
18Enhabit Inc
Equity
$13.9M984.6K
1.8%
New
New position
19Silicon Laboratories Inc
Equity
$12.2M58.4K
1.6%
New
New position
20Kenvue Inc
Equity
$12.1M700.6K
1.6%
+1.5%
Added · +10K sh
21Veris Residential Inc
Equity
$11.3M597.4K
1.5%
New
New position
22Peakstone Realty Trust
Equity
$10.5M503.6K
1.4%
New
New position
23Terns Pharmaceuticals Inc
Equity
$9.9M188.5K
1.3%
New
New position
24Kennedy-Wilson Holdings Inc
Equity
$8.9M825.7K
1.2%
New
New position
25Zim Integrated Shipping Serv
Equity
$8.7M331.8K
1.2%
New
New position
26TXNM Energy Inc
Convertible Bond
$8.1M6.00M
1.1%
+100%
Added · +3.0M sh
27Unifirst Corp Mass
Equity
$6.5M25.7K
0.9%
New
New position
28CSG Sys Intl Inc
Convertible Bond
$6.1M5.00M
0.8%
Held
29Axalta Coating Sys Ltd
Equity
$5.7M206.9K
0.8%
+0.6%
Added · +1K sh
30Rapid7 Inc
Convertible Bond
$4.9M5.50M
0.6%
Held
31Apellis Pharmaceuticals Inc
Equity
$4.8M120.5K
0.6%
New
New position
32Air Lease Corp
Equity
$4.7M73.1K
0.6%
−75%
Reduced · −225K sh
33Bentley Sys Inc
Convertible Bond
$4.7M5.00M
0.6%
Held
34Nutanix Inc
Convertible Bond
$4.5M5.00M
0.6%
+43%
Added · +1.5M sh
35Redfin Corp
Convertible Bond
$4.3M4.50M
0.6%
Held
36Halozyme Therapeutics Inc
Convertible Bond
$3.1M3.00M
0.4%
Held
37Aes Corp
Equity
$2.6M185.8K
0.3%
New
New position
38Varonis Sys Inc
Convertible Bond
$2.6M3.00M
0.3%
Held
39Clearwater Analytics Hldgs I
Equity
$2.6M109.6K
0.3%
−87%
Reduced · −766K sh
40Sealed Air Corp New
Equity
$2.4M56.1K
0.3%
−90%
Reduced · −503K sh
41Allied Gold Corp
Equity
$2.3M72.8K
0.3%
New
New position
42Onestream Inc
Equity
$2.2M91.1K
0.3%
New
New position
43Brighthouse Finl Inc
Equity
$2.0M33.5K
0.3%
+16%
Added · +5K sh
44NCR Atleos Corporation
Equity
$1.7M38.9K
0.2%
New
New position
45Select Med Hldgs Corp
Equity
$1.7M103.5K
0.2%
New
New position
46Thermon Group Hldgs Inc
Equity
$1.7M33.0K
0.2%
New
New position
47Sun Ctry Airls Hldgs Inc
Equity
$1.6M98.9K
0.2%
New
New position
48Centessa Pharmaceuticals PLC
Equity
$1.6M41.0K
0.2%
New
New position
49CSG Sys Intl Inc
Equity
$1.6M20.2K
0.2%
−87%
Reduced · −130K sh
50Semrush Hldgs Inc
Equity
$1.6M133.9K
0.2%
−79%
Reduced · −495K sh
Showing 50 of 86 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$137.8M
Call notional (bullish)$7.7M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishELECTRONIC ARTS INC$30.5M150K
PUT · bearishWARNER BROS DISCOVERY INC$28.8M1.0M
PUT · bearishDAY ONE BIOPHARMACEUTICALS I$18.0M840K
PUT · bearishKENVUE INC$12.1M701K
PUT · bearishTERNS PHARMACEUTICALS INC$9.9M189K
PUT · bearishSILICON LABORATORIES INC$9.9M48K
PUT · bearishZIM INTEGRATED SHIPPING SERV$8.7M332K
PUT · bearishJANUS HENDERSON GROUP PLC$7.9M154K
CALL · bullishBANCO SANTANDER SA$7.7M682K
PUT · bearishAXALTA COATING SYS LTD$5.4M195K
PUT · bearishAPELLIS PHARMACEUTICALS INC$4.8M121K
PUT · bearishCENTESSA PHARMACEUTICALS PLC$1.6M41K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202698$895.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202691$927.6M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202584$793.3M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202576$702.0M13F-HR
Q1 2025Mar 31, 2025May 15, 202584$764.1M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202578$925.7M13F-HR
Q2 2024Jun 30, 2024Nov 14, 202475$986.6M13F-HR/A
Q1 2024Mar 31, 2024Nov 14, 202461$961.8M13F-HR/A
Q4 2023Dec 31, 2023Nov 14, 202458$1.0B13F-HR/A

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.