ALPINE ASSOCIATES MANAGEMENT INC.: 13F holdings
CIK 13968352026Q2
| Positions | 66 |
|---|
| Reported value | $1.6bn |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 66 (-4 vs prior quarter) |
|---|
| Reported value | $1.6bn (-5.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NSC NORFOLK SOUTHN CORP | 461,655 | $145.2m | 9.1% |
| GTLS CHART INDS INC | 493,910 | $103.2m | 6.5% |
| QORVO INC | 798,159 | $74.4m | 4.7% |
| SLAB SILICON LABORATORIES INC | 298,739 | $65.3m | 4.1% |
| UNF UNIFIRST CORP MASS | 235,364 | $62.2m | 3.9% |
| PEN PENUMBRA INC | 188,986 | $59.7m | 3.7% |
| KVUE KENVUE INC | 3,051,520 | $58.3m | 3.7% |
| WBS WEBSTER FINL CORP | 758,050 | $57.9m | 3.6% |
| EA ELECTRONIC ARTS INC | 259,855 | $53.3m | 3.3% |
| SKYT SKYWATER TECHNOLOGY INC | 1,356,200 | $47.2m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1396835")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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