Westchester Capital Management, LLC: KFII position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Westchester Capital Management, LLC on KFII, newest first. How the timeline and the estimate are built.
Westchester Capital Management, LLC held 1,476,268 KFII shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,476,268 sharesChange vs previous 13F 0 shares
0.78% of the 13F portfolio, value $15,589,390.
13F-HR 0001512805-26-000008 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,476,268 sharesChange vs previous 13F -408,732 shares
0.75% of the 13F portfolio, value $15,412,238.
13F-HR 0001512805-26-000005 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,885,000 sharesChange vs previous 13F 0 shares
0.92% of the 13F portfolio, value $19,490,900.
13F-HR 0001512805-26-000002 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,885,000 sharesChange vs previous 13F 0 shares
1% of the 13F portfolio, value $19,264,700.
13F-HR 0001628280-25-052144 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,885,000 sharesChange vs previous 13F +450,000 shares
1.12% of the 13F portfolio, value $19,189,300.
13F-HR 0001277372-25-000002 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,435,000 sharesChange vs previous 13F not available
0.83% of the 13F portfolio, value $14,292,600.
13F-HR 0000019481-25-000003 filed by Westchester Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).