BCK CAPITAL MANAGEMENT LP — 13F Holdings & Portfolio

CIK 1819275 · latest 13F-HR filed 2026-05-01

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$23.0M

Long-equity book

Holdings

21

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+17 / −2 / ↑0 / ↓0

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • WARNER BROS DISCOVERY INC$1.9M
  • ELECTRONIC ARTS INC$1.4M
  • CHART INDS INC$1.1M
  • HOLOGIC INC$1.1M
  • JANUS HENDERSON GROUP PLC$882.0K
Show all 17

Exited Positions

  • CHURCHILL CAPITAL CORP IX$4.0M
  • INFLECTION POINT ACQUISITION$1.5M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 M3BRIGADE ACQUISITION V CORP MBAV G63212107 $4.2M 18.15% 388,000 SH
2 CANTOR EQUITY PARTNERS I INC CEPO G1827K107 $4.1M 17.75% 388,000 SH
3 YORKVILLE ACQUISITION CORP. MCGA G98659116 $3.8M 16.69% 379,000 SH
4 WARNER BROS DISCOVERY INC WBD 934423104 $1.9M 8.13% 68,000 SH
5 ELECTRONIC ARTS INC EA 285512109 $1.4M 6.22% 7,000 SH
6 CHART INDS INC GTLS 16115Q308 $1.1M 4.95% 5,500 SH
7 HOLOGIC INC HOLX 436440101 $1.1M 4.61% 14,000 SH
8 JANUS HENDERSON GROUP PLC JHG G4474Y214 $882.0K 3.84% 17,170 SH
9 ARCELLX INC ACLX 03940C100 $459.3K 2.00% 4,000 SH
10 AES CORP AES 00130H105 $422.7K 1.84% 30,000 SH
11 SEALED AIR CORP NEW SEE 81211K100 $420.5K 1.83% 10,000 SH
12 UNIFIRST CORP MASS UNF 904708104 $402.5K 1.75% 1,600 SH
13 ALBERTSONS COS INC ACI 013091103 $370.3K 1.61% 21,730 SH
14 APELLIS PHARMACEUTICALS INC APLS 03753U106 $321.8K 1.40% 8,000 SH
15 INTERNATIONAL MONEY EXPRESS IMXI 46005L101 $316.0K 1.38% 20,000 SH
16 DIGITALBRIDGE GROUP INC DBRG 25401T603 $308.4K 1.34% 20,000 SH
17 TRI POINTE HOMES INC TPH 87265H109 $303.7K 1.32% 6,500 SH
18 NATHANS FAMOUS INC NATH 632347100 $302.2K 1.32% 3,000 SH
19 ON24 INC ONTF 68339B104 $299.7K 1.31% 37,000 SH
20 CLEARWATER ANALYTICS HLDGS I CWAN 185123106 $295.6K 1.29% 12,500 SH
21 AMICUS THERAPEUTIC FOLD 03152W109 $289.2K 1.26% 20,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $23.0M 21 0001819275-26-000002
2025-12-31 2026-02-11 $22.7M 7 0001819275-26-000001