Follow-The-Filings

Featured 13F manager

Davidson Kempner Capital Management LP

New York, NY 135 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $8.4B 13F
  • $4.1B Equity
  • 146 Positions
  • 2026 Q2
  • +14.9% QoQ

Options-heavy 13F

2026 Q2 · filed 8/14/2026 · 146 long · top 12 shown

long equity 48.3% of 13F · equity $4.1B

13F reported value includes option notionals

13F value over time

2026 Q2 $8.4B +14.9% QoQ
2021 Q3 · $5.6B 2021 Q3 · $5.6B
Q3 2021
2021 Q4 · $5.7B · +0.8% QoQ 2021 Q4 · $5.7B · +0.8% QoQ
Q4
2022 Q1 · $6.5B · +14.6% QoQ 2022 Q1 · $6.5B · +14.6% QoQ
Q1 2022
2022 Q2 · $5.3B · −18.6% QoQ 2022 Q2 · $5.3B · −18.6% QoQ
Q2
2022 Q3 · $5B · −4.7% QoQ 2022 Q3 · $5B · −4.7% QoQ
Q3
2022 Q4 · $4.3B · −14.0% QoQ 2022 Q4 · $4.3B · −14.0% QoQ
Q4
2023 Q1 · $5.2B · +19.5% QoQ 2023 Q1 · $5.2B · +19.5% QoQ
Q1 2023
2023 Q2 · $3.9B · −24.9% QoQ 2023 Q2 · $3.9B · −24.9% QoQ
Q2
2023 Q3 · $6.3B · +62.8% QoQ 2023 Q3 · $6.3B · +62.8% QoQ
Q3
2023 Q4 · $4.4B · −30.8% QoQ 2023 Q4 · $4.4B · −30.8% QoQ
Q4
2024 Q1 · $5.8B · +33.5% QoQ 2024 Q1 · $5.8B · +33.5% QoQ
Q1 2024
2024 Q2 · $4.9B · −16.3% QoQ 2024 Q2 · $4.9B · −16.3% QoQ
Q2
2024 Q3 · $3.7B · −24.3% QoQ 2024 Q3 · $3.7B · −24.3% QoQ
Q3
2024 Q4 · $4.4B · +17.9% QoQ 2024 Q4 · $4.4B · +17.9% QoQ
Q4
2025 Q1 · $4.9B · +11.6% QoQ 2025 Q1 · $4.9B · +11.6% QoQ
Q1 2025
2025 Q2 · $6.1B · +24.6% QoQ 2025 Q2 · $6.1B · +24.6% QoQ
Q2
2025 Q3 · $5.9B · −1.8% QoQ 2025 Q3 · $5.9B · −1.8% QoQ
Q3
2025 Q4 · $6.3B · +5.8% QoQ 2025 Q4 · $6.3B · +5.8% QoQ
Q4
2026 Q1 · $7.3B · +16.4% QoQ 2026 Q1 · $7.3B · +16.4% QoQ
Q1 2026
2026 Q2 · $8.4B · +14.9% QoQ 2026 Q2 · $8.4B · +14.9% QoQ
Q2

Book

2024 Q2 2024 Q1 · filed 14 Aug · long equity

WRK - Westrock 9.46% New 9,187,866 $50.26 $462M +9,187,866 +$462M
Endeavor Group · CL A 4.20% New 7,585,563 $27.03 $205M +7,585,563 +$205M
ARKO — 2.96% Hold 23,139,671 $6.25 $145M
WDC - Western Digital 2.17% Reduce −9.9% 1,398,358 $75.76 $106M −152,950 +$125K
AMZN - Amazon 2.16% Add +4.7% 545,000 $193.34 $105M +24,451 +$12M
Playa Hotels & Resorts 2.10% Hold 12,242,519 $8.38 $103M
TMUS - T-Mobile US 2.06% Reduce −8.1% 570,774 $176.16 $101M −50,000 −$738K
AOMR - Angel Oak Mortgage Reit 1.98% Hold 7,389,791 $13.10 $97M
USFD - US Foods 1.86% Add +17.5% 1,709,993 $52.98 $91M +254,687 +$12M
META - Meta Platforms · CL A 1.68% Reduce −19.5% 162,959 $503.89 $82M −39,424 −$16M
KVUE - Kenvue 1.50% Add +101.1% 4,029,352 $18.18 $73M +2,025,614 +$30M
BROS - Dutch Bros · CL A 1.34% Add +43.5% 1,585,159 $41.40 $66M +480,153 +$29M
CRBG - Corebridge Finl 1.31% Add +29.0% 2,190,891 $29.12 $64M +492,891 +$15M
Z - Zillow Group · CL C 0.99% Reduce −25.8% 1,044,782 $46.41 $48M −363,485 −$20M
CCL1EUR — 0.94% Hold 2,452,310 $18.72 $46M
CRM - Salesforce 0.92% Reduce −16.1% 175,000 $257.10 $45M −33,500 −$18M
TECK - Teck Resources · CL B 0.91% Add +270.6% 927,434 $47.90 $44M +677,184 +$33M
BKNG - Booking 0.81% Add +11.1% 10,000 $3,959 $40M +1,000 +$7M
TDG - Transdigm Group 0.72% New 27,500 $1,278 $35M +27,500 +$35M
JCI - Johnson Ctls Intl 0.69% New 510,000 $66.47 $34M +510,000 +$34M
TTWO - Take Two 0.65% New 203,930 $155.48 $32M +203,930 +$32M
AER - Aercap 0.65% New 340,000 $93.20 $32M +340,000 +$32M
UBER - UBER Technologies 0.63% Add +70.0% 425,000 $72.68 $31M +175,000 +$12M
VMC - Vulcan Matls 0.60% Reduce −4.1% 117,500 $248.68 $29M −5,000 −$4M
TEVA - Teva Pharmaceutical Inds 0.59% Add +152.5% 1,765,485 $16.25 $29M +1,066,150 +$19M
AQN - Algonquin Pwr Utils 0.56% Add +79.8% 4,634,250 $5.86 $27M +2,056,534 +$11M
CEG - Constellation Energy 0.54% Add +425.8% 132,466 $200.07 $27M +107,271 +$22M
AAPL - Apple 0.52% New 120,000 $210.33 $25M +120,000 +$25M
LIN - Linde 0.52% Reduce −29.4% 57,501 $438.81 $25M −23,961 −$13M
T - At T 0.49% New 1,250,000 $19.11 $24M +1,250,000 +$24M
Holding 0.47% Hold 883,000 $26.20 $23M
MSFT - Microsoft 0.46% Hold 50,000 $446.77 $22M
MA - Mastercard · CL A 0.45% Hold 50,000 $441.16 $22M
TXRH - Texas Roadhouse 0.44% New 125,000 $171.70 $21M +125,000 +$21M
DKNG - Draftkings · CL A 0.42% Reduce −8.3% 531,906 $38.17 $20M −48,094 −$6M
EA - Electronic Arts 0.41% New 144,000 $139.36 $20M +144,000 +$20M
FIS - Fidelity Natl Info 0.41% New 265,701 $75.36 $20M +265,701 +$20M
W - Wayfair · CL A 0.41% Add +80.7% 375,394 $52.73 $20M +167,626 +$6M
CLDT - Chatham Lodging Tr 0.40% Hold 2,303,259 $8.52 $20M
CP - Canadian Pacific 0.40% New 245,000 $78.76 $19M +245,000 +$19M
KBR - KBR Inc 0.39% Add +913.1% 298,956 $64.14 $19M +269,448 +$17M
MTCH - Match Group 0.39% Reduce −10.2% 620,184 $30.37 $19M −70,311 −$6M
CHWY - Chewy · CL A 0.38% New 688,668 $27.24 $19M +688,668 +$19M
SNAP — · CL A 0.38% Add +327.0% 1,118,117 $16.61 $19M +856,262 +$16M
KEX - Kirby 0.38% Add +10.7% 155,000 $119.73 $19M +15,000 +$5M
PH - Parker-Hannifin 0.36% New 35,000 $505.81 $18M +35,000 +$18M
MRVL - Marvell Technology 0.36% Add +26.5% 250,000 $69.93 $17M +52,365 +$3M
Sweetgreen · CL A 0.35% Add +40.1% 575,000 $30.14 $17M +164,600 +$7M
DPZ - Dominos Pizza 0.34% New 32,500 $516.33 $17M +32,500 +$17M
UNIT - Uniti Group 0.33% Add +17.7% 5,480,000 $2.92 $16M +825,000 −$11M

Showing top 50 of 115 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Pioneer Nat Res 15.69% Exit 0 $262.50 $916M −3,489,317 −$916M
DG - Dollar Gen 1.50% Exit 0 $156.06 $87M −559,563 −$87M
RH 1.08% Exit 0 $348.26 $63M −181,000 −$63M
RTX - Raytheon 1.06% Exit 0 $97.53 $62M −635,000 −$62M
SBUX - Starbucks 0.91% Exit 0 $91.34 $53M −578,324 −$53M
EMR - Emerson Elec 0.80% Exit 0 $113.42 $47M −410,000 −$47M
HD - Home Depot 0.60% Exit 0 $383.60 $35M −91,707 −$35M
TGT - Target 0.50% Exit 0 $177.21 $29M −165,000 −$29M
BURL - Burlington Stores 0.50% Exit 0 $232.19 $29M −125,000 −$29M
QSR - Restaurant Brands Intl 0.41% Exit 0 $79.45 $24M −302,641 −$24M
TEL - Te Connectivity 0.41% Exit 0 $145.24 $24M −165,000 −$24M
PCOR - Procore Technologies 0.40% Exit 0 $82.17 $24M −286,014 −$24M
LW - Lamb Weston 0.31% Exit 0 $106.53 $18M −170,000 −$18M
RRX - Regal Rexnord 0.31% Exit 0 $180.10 $18M −100,000 −$18M
NIO 0.31% Exit 0 $4.50 $18M −4,000,000 −$18M
CSL - Carlisle Cos 0.29% Exit 0 $391.86 $17M −42,500 −$17M
MNST - Monster Beverage 0.28% Exit 0 $59.25 $17M −280,000 −$17M
SPOT - Spotify Technology S A 0.23% Exit 0 $263.90 $13M −50,000 −$13M
RIVN - Rivian Automotive · CL A 0.22% Exit 0 $10.96 $13M −1,165,978 −$13M
ATKR - Atkore 0.21% Exit 0 $190.35 $12M −65,000 −$12M
PTEN - Patterson-Uti Energy 0.20% Exit 0 $11.92 $12M −1,000,000 −$12M
SAIA — 0.20% Exit 0 $583.30 $12M −20,000 −$12M
MTDR - Matador Res 0.18% Exit 0 $66.73 $11M −160,000 −$11M
GE - GE Aerospace 0.17% Exit 0 $175.53 $10M −55,000 −$10M
ALAB - Astera Labs 0.16% Exit 0 $74.15 $10M −129,300 −$10M
BA - Boeing 0.16% Exit 0 $192.98 $10M −49,274 −$10M
TKO - TKO Group · CL A 0.16% Exit 0 $86.41 $9M −107,802 −$9M
CNM - Core & Main · CL A 0.14% Exit 0 $57.25 $8M −145,000 −$8M
GM - General Mtrs 0.14% Exit 0 $45.35 $8M −175,000 −$8M
WSC - Willscot Mobil Mini Hldng · CL A 0.13% Exit 0 $46.47 $8M −165,403 −$8M
AAL — 0.13% Exit 0 $15.33 $8M −500,005 −$8M
ANET - Arista Networks 0.12% Exit 0 $290.00 $7M −25,000 −$7M
ADI - Analog Devices 0.12% Exit 0 $197.83 $7M −35,798 −$7M
JBHT - Hunt J B Trans Svcs 0.10% Exit 0 $199.13 $6M −30,000 −$6M
RDDT - Reddit · CL A 0.10% Exit 0 $49.32 $6M −120,000 −$6M
LULU - Lululemon Athletica 0.10% Exit 0 $390.60 $6M −15,000 −$6M
FDX - Fedex 0.10% Exit 0 $289.75 $6M −20,000 −$6M
CNH - Cnh Indl 0.10% Exit 0 $12.96 $6M −432,839 −$6M
SMCI - Super Micro Computer 0.09% Exit 0 $1,010 $5M −5,000 −$5M
DAN - DANA 0.08% Exit 0 $12.70 $4M −346,174 −$4M
Hain Celestial Group 0.07% Exit 0 $7.84 $4M −511,252 −$4M
AS - Amer Sports 0.05% Exit 0 $16.30 $3M −168,750 −$3M
BTSG - Brightspring Health Svcs 0.05% Exit 0 $10.87 $3M −250,000 −$3M
AIG - American Healthcare Reit 0.03% Exit 0 $14.75 $2M −115,000 −$2M
Strategic Ed 0.02% Exit 0 $103.93 $1M −10,998 −$1M
CZR — 0.02% Exit 0 $43.72 $1M −25,000 −$1M
Acorda Therapeutics 0.01% Exit 0 $12.49 $689K −55,145 −$689K
Kyverna Therapeutics 0.01% Exit 0 $24.75 $495K −20,000 −$495K
United Sts Oil Fd Exit 0 $77.92 $6K −77 −$6K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2024 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 241 $8.4B +14.9% 13F-HR 8/14/2026 000159508226000069
2026 Q1 1 $588M new holds 8/14/2026 000159508226000068
2026 Q1 4 $395M new holds 8/14/2026 000159508226000067
2026 Q1 231 $7.3B +16.4% 13F-HR 5/15/2026 000159508226000046
2025 Q4 1 $400M new holds 8/14/2026 000159508226000066
2025 Q4 2 $332M new holds 8/14/2026 000159508226000065
2025 Q4 5 $880M new holds 5/15/2026 000159508226000043
2025 Q4 2 $646M new holds 5/15/2026 000159508226000044
2025 Q4 213 $6.3B +5.8% 13F-HR 2/17/2026 000159508226000030
2025 Q3 1 $391M new holds 8/14/2026 000159508226000063
2025 Q3 1 $102M new holds 8/14/2026 000159508226000064
2025 Q3 2 $555M new holds 5/15/2026 000159508226000042
2025 Q3 1 $53M new holds 5/15/2026 000159508226000041
2025 Q3 4 $490M new holds 2/17/2026 000159508226000027
2025 Q3 2 $287M new holds 2/17/2026 000159508226000028
2025 Q3 225 $5.9B −1.8% 13F-HR 11/14/2025 000159508225000098
2025 Q2 2 $533M new holds 2/17/2026 000159508226000025
2025 Q2 1 $268M new holds 2/17/2026 000159508226000026
2025 Q2 1 $49M new holds 11/14/2025 000159508225000095
2025 Q2 1 $32M new holds 11/14/2025 000159508225000096
2025 Q2 1 $16M new holds 11/14/2025 000159508225000097
2025 Q2 193 $6.1B +24.6% 13F-HR 8/14/2025 000159508225000062
2025 Q1 1 $396M new holds 2/17/2026 000159508226000022
2025 Q1 1 $366M new holds 2/17/2026 000159508226000023
2025 Q1 1 $349M new holds 2/17/2026 000159508226000024
2025 Q1 1 $107M new holds 11/14/2025 000159508225000093
2025 Q1 1 $27M new holds 11/14/2025 000159508225000094
2025 Q1 5 $805M new holds 8/14/2025 000159508225000075
2025 Q1 4 $322M new holds 8/14/2025 000159508225000077
2025 Q1 1 $35M new holds 8/14/2025 000159508225000076
2025 Q1 190 $4.9B +11.6% 13F-HR 5/15/2025 000159508225000042
2024 Q4 1 $530M new holds 2/17/2026 000159508226000019
2024 Q4 1 $100M new holds 2/17/2026 000159508226000021
2024 Q4 1 $20M new holds 2/17/2026 000159508226000020
2024 Q4 1 $78M new holds 11/14/2025 000159508225000092
2024 Q4 4 $266M new holds 8/14/2025 000159508225000073
2024 Q4 2 $116M new holds 8/14/2025 000159508225000074
2024 Q4 1 $31M new holds 8/14/2025 000159508225000072
2024 Q4 2 $273M new holds 5/15/2025 000159508225000038
2024 Q4 2 $180M new holds 5/15/2025 000159508225000039
2024 Q4 1 $21M new holds 5/15/2025 000159508225000040
2024 Q4 189 $4.4B +17.9% 13F-HR 2/14/2025 000159508225000022
2024 Q3 1 $224M new holds 2/17/2026 000159508226000018
2024 Q3 1 $16M new holds 11/14/2025 000159508225000091
2024 Q3 2 $155M new holds 8/14/2025 000159508225000070
2024 Q3 2 $52M new holds 8/14/2025 000159508225000071
2024 Q3 2 $42M new holds 8/14/2025 000159508225000069
2024 Q3 3 $343M new holds 5/15/2025 000159508225000037
2024 Q3 3 $276M new holds 2/14/2025 000159508225000020
2024 Q3 205 $3.7B −24.3% 13F-HR 11/14/2024 000159508224000051
2024 Q2 1 $7.7B new holds 11/14/2025 000159508225000090
2024 Q2 5 $392M new holds 8/14/2025 000159508225000068
2024 Q2 3 $230M new holds 8/14/2025 000159508225000067
2024 Q2 2 $207M new holds 5/15/2025 000159508225000036
2024 Q2 4 $470M new holds 2/14/2025 000159508225000017
2024 Q2 1 $24M new holds 2/14/2025 000159508225000019
2024 Q2 1 $22M new holds 2/14/2025 000159508225000018
2024 Q2 241 $4.9B −16.3% 13F-HR 8/14/2024 000159508224000047
2024 Q1 5 $1B new holds 8/14/2025 000159508225000066
2024 Q1 2 $127M new holds 8/14/2025 000159508225000065
2024 Q1 3 $167M new holds 2/14/2025 000159508225000016
2024 Q1 2 $397M new holds 8/14/2024 000159508224000044
2024 Q1 1 $65M new holds 8/14/2024 000159508224000045
2024 Q1 251 $5.8B +33.5% 13F-HR 5/15/2024 000159508224000032
2023 Q4 3 $509M new holds 8/14/2025 000159508225000064
2023 Q4 2 $362M new holds 8/14/2025 000159508225000063
2023 Q4 1 $45M new holds 2/14/2025 000159508225000015
2023 Q4 1 $237M new holds 8/14/2024 000159508224000043
2023 Q4 1 $858M new holds 5/15/2024 000159508224000035
2023 Q4 2 $185M new holds 5/15/2024 000159508224000034
2023 Q4 236 $4.4B −30.8% 13F-HR 2/14/2024 000159508224000013
2023 Q3 1 $31M new holds 11/14/2025 000159508225000089
2023 Q3 1 $10B new holds 5/15/2025 000159508225000035
2023 Q3 1 $95M new holds 2/14/2025 000159508225000014
2023 Q3 1 $41M new holds 8/14/2024 000159508224000042
2023 Q3 1 $5.9B new holds 5/15/2024 000159508224000033
2023 Q3 4 $1.1B new holds 2/14/2024 000159508224000024
2023 Q3 274 $6.3B +62.8% 13F-HR 11/14/2023 000159508223000076
2023 Q2 1 $13.2B new holds 2/14/2025 000159508225000013
2023 Q2 1 $324M new holds 2/14/2024 000159508224000021
2023 Q2 1 $46M new holds 2/14/2024 000159508224000022
2023 Q2 1 $33M new holds 2/14/2024 000159508224000023
2023 Q2 3 $547M new holds 11/14/2023 000159508223000085
2023 Q2 1 $335M new holds 11/14/2023 000159508223000086
2023 Q2 1 $14.3B new holds 11/14/2023 000159508223000084
2023 Q2 299 $3.9B RESTATEMENT 9/12/2023 000090266423004727
2023 Q2 299 $3.9B −24.9% 13F-HR 8/14/2023 000159508223000061
2023 Q1 1 $13.6B new holds 2/14/2025 000159508225000012
2023 Q1 1 $58M new holds 2/14/2024 000159508224000020
2023 Q1 2 $37M new holds 2/14/2024 000159508224000018
2023 Q1 1 $11.8B new holds 2/14/2024 000159508224000019
2023 Q1 4 $723M new holds 11/14/2023 000159508223000083
2023 Q1 368 $5.2B +19.5% 13F-HR 5/15/2023 000090266423003110
2022 Q4 1 $91M new holds 2/14/2024 000159508224000016
2022 Q4 1 $28M new holds 2/14/2024 000159508224000017
2022 Q4 4 $463M new holds 11/14/2023 000159508223000081
2022 Q4 1 $36M new holds 11/14/2023 000159508223000082
2022 Q4 4 $275M new holds 5/15/2023 000159508223000037
2022 Q4 2 $61M new holds 5/15/2023 000159508223000036
2022 Q4 430 $4.3B −14.0% 13F-HR 2/14/2023 000159508223000007
2022 Q3 1 $67M new holds 2/14/2024 000159508224000014
2022 Q3 1 $14.8B new holds 2/14/2024 000159508224000015
2022 Q3 2 $145M new holds 11/14/2023 000159508223000080
2022 Q3 1 $10.6B new holds 11/14/2023 000159508223000079
2022 Q3 3 $172M new holds 5/15/2023 000159508223000034
2022 Q3 1 $103M new holds 5/15/2023 000159508223000035
2022 Q3 2 $132M new holds 2/14/2023 000159508223000010
2022 Q3 1 $2M new holds 2/14/2023 000159508223000009
2022 Q3 537 $5B −4.7% 13F-HR 11/14/2022 000159508222000106
2022 Q2 2 $109M new holds 11/14/2023 000159508223000078
2022 Q2 2 $159M new holds 5/15/2023 000159508223000033
2022 Q2 2 $111M new holds 2/14/2023 000159508223000008
2022 Q2 6 $156M new holds 11/14/2022 000159508222000110
2022 Q2 2 $82M new holds 11/14/2022 000159508222000109
2022 Q2 550 $5.3B −18.6% 13F-HR 8/15/2022 000159508222000098
2022 Q1 2 $192M new holds 11/14/2023 000159508223000077
2022 Q1 1 $88M new holds 5/15/2023 000159508223000032
2022 Q1 3 $175M new holds 11/14/2022 000159508222000108
2022 Q1 2 $38M new holds 11/14/2022 000159508222000107
2022 Q1 5 $549M new holds 8/15/2022 000159508222000097
2022 Q1 3 $268M new holds 8/15/2022 000159508222000096
2022 Q1 584 $6.5B +14.6% 13F-HR 5/16/2022 000159508222000064
2021 Q4 1 $103M new holds 5/15/2023 000159508223000031
2021 Q4 2 $105M new holds 8/15/2022 000159508222000094
2021 Q4 1 $8M new holds 8/15/2022 000159508222000095
2021 Q4 6 $889M new holds 5/16/2022 000159508222000075
2021 Q4 2 $29M new holds 5/16/2022 000159508222000076
2021 Q4 3 $3M new holds 5/16/2022 000159508222000077
2021 Q4 534 $5.7B +0.8% 13F-HR 2/14/2022 000159508222000019
2021 Q3 1 $85M new holds 5/15/2023 000159508223000030
2021 Q3 1 $67M new holds 8/15/2022 000159508222000093
2021 Q3 7 $920M new holds 5/16/2022 000159508222000072
2021 Q3 1 $302M new holds 5/16/2022 000159508222000073
2021 Q3 1 $10M new holds 5/16/2022 000159508222000074
2021 Q3 490 $5.6B 13F-HR 11/15/2021 000159508221000087

About

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

135 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
Location
New York, NY
All SEC filings
View on sec.gov