SEC 13F Intelligence

Managers / Q2 2021 · view latest →

WATER ISLAND CAPITAL LLC

CIK 0001222765 · 104 5TH AVENUE, 9TH FLOOR, NEW YORK, NY, 10011 · 646-727-4463

Reported Value
$1.9B
Q2 2021
Positions
72
Filings on Record
39
2019–present window
Filed
Aug 12, 2021
original filing

Summary

Water Island Capital Llc reported $1.9B in U.S.-listed holdings across 72 positions for Q2 2021.

Its largest position, Ihs Markit, represents 6.3% of the portfolio.

Compared with Q1 2021, the fund opened 46 new positions and exited 71.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $3.7BQ2 ’19: $2.1BQ3 ’19: $1.6BQ4 ’19: $1.4BQ4 ’19Q1 ’20: $1.4BQ2 ’20: $1.1BQ3 ’20: $1.2BQ4 ’20: $1.4BQ4 ’20Q1 ’21: $1.6BQ2 ’21: $1.9BQ3 ’21: $1.7BQ4 ’21: $1.8BQ4 ’21Q1 ’22: $2.0BQ2 ’22: $1.6BQ3 ’22: $1.8BQ4 ’22: $1.2BQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ4 ’23: $976,299Q4 ’23Q1 ’24: $883,660Q2 ’24: $943,004Q3 ’24: $987MQ4 ’24: $926MQ4 ’24Q1 ’25: $764MQ2 ’25: $702MQ3 ’25: $793MQ4 ’25: $928MQ4 ’25Q1 ’26: $896Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 72.5%Other: 18.8%REIT: 6.1%ADR: 2.1%US DOMESTIC: 0.6%
  • Common Stock · 72.5% · $1.4B
  • Other · 18.8% · $355M
  • REIT · 6.1% · $115M
  • ADR · 2.1% · $39M
  • US DOMESTIC · 0.6% · $11M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2021

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$896M98May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$928M91Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$793M84Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$702M76Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$764M84May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$926M78Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$987M75Nov 14, 2024RESTATEMENTchanges · EDGAR ↗
Q2 2024$943,00471Aug 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$883,66059May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$976,29957Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$1M81Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1M75Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1M74May 25, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.2B86Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.8B103Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.6B88Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.0B85May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.8B97Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.7B70Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.9B72Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.6B96May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.4B106Feb 10, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.2B96Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.1B82Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.4B61May 12, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.4B66Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.6B78Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.1B100Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019REVEALED$3.7B238May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.3B96Feb 5, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.