← All Mutual Funds

ARBITRAGE FUNDS

CIK: 0001105076 Equity
Report date: 2026-04-28
AUM $811M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-28

Holdings

From latest SEC N-PORT filing · US-listed stocks only

25 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 WBD Warner Bros Discovery Inc Since 2026-05-10 934423104 Equity (Common)
3.89%
$31.56 1,120,451
2 EHAB Enhabit Inc Since 2026-05-10 29332G102 Equity (Common)
1.00%
$8.08 593,854
3 ZIM ZIM Integrated Shipping Services Ltd Since 2026-05-10 Equity (Common)
0.98%
$7.93 275,100
4 AXTA Axalta Coating Systems Ltd Since 2026-05-10 Equity (Common)
0.80%
$6.51 195,000
5 TPH Tri Pointe Homes Inc Since 2026-05-10 87265H109 Equity (Common)
2.23%
$18.06 390,051
6 KW Kennedy-Wilson Holdings Inc Since 2026-05-10 489398107 Equity (Common)
0.99%
$8.04 738,700
7 PEN Penumbra Inc Since 2026-05-10 70975L107 Equity (Common)
3.56%
$28.88 83,848
8 PKST Peakstone Realty Trust Since 2026-05-10 39818P799 Equity (Common)
1.24%
$10.02 480,300
9 JHG Janus Henderson Group PLC Since 2026-05-10 Equity (Common)
4.61%
$37.34 716,731
10 TXNM TXNM Energy Inc Since 2026-05-10 69349H107 Equity (Common)
3.83%
$31.05 526,006
11 KVUE Kenvue Inc Since 2026-05-10 49177J102 Equity (Common)
1.34%
$10.85 567,511
12 STEL Stellar Bancorp Inc Since 2026-05-10 858927106 Equity (Common)
1.38%
$11.16 296,357
13 ACLX Arcellx Inc Since 2026-05-10 03940C100 Equity (Common)
1.74%
$14.13 124,165
14 PANW Palo Alto Networks Inc Since 2026-05-10 697435105 Equity (Common)
0.00%
1
15 CWAN Clearwater Analytics Holdings Inc Since 2026-05-10 185123106 Equity (Common)
0.50%
$4.06 173,724
16 PB Prosperity Bancshares Inc Since 2026-05-10 743606105 Equity (Common)
-0.98%
$-7.93 -112,705
17 SLAB Silicon Laboratories Inc Since 2026-05-10 826919102 Equity (Common)
0.99%
$8.00 39,100
18 EA Electronic Arts Inc Since 2026-05-10 285512109 Equity (Common)
4.01%
$32.49 162,010
19 VRE Veris Residential Inc Since 2026-05-10 554489104 Equity (Common)
0.99%
$8.06 427,715
20 FOLD Amicus Therapeutics Inc Since 2026-05-10 03152W109 Equity (Common)
1.33%
$10.79 750,710
21 GTLS Chart Industries Inc Since 2026-05-10 16115Q308 Equity (Common)
3.76%
$30.53 147,257
22 RNA Atrium Therapeutics Inc Since 2026-05-10 04965N104 Equity (Common)
0.02%
$0.19 13,073
23 DBRG DigitalBridge Group Inc Since 2026-05-10 25401T603 Equity (Common)
1.70%
$13.79 892,474
24 HOLX Hologic Inc Since 2026-05-10 436440101 Equity (Common)
3.67%
$29.77 395,061
25 GTLS CHART INDUSTRIES INC Since 2026-05-10 16115QAF7 Debt
0.97%
$7.86 7,566,000