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Holders — by stockHoldings — by fund

DLD Asset Management, LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001578299

$1.51B

disclosed book value

436

positions

9.8%

largest position share

Positions, as of 2026-06-30

top 100 of 436 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ECHO 3.875 11/30/30ECHOSTAR CORP47.5M$148.7M9.8%
2IONS 1.75 06/15/28IONIS PHARMACEUTICALS INC60.0M$93.7M6.2%
3WOLF 2.5 06/15/31WOLFSPEED INC20.5M$80.9M5.3%
4LRN 1.125 09/01/27STRIDE INC40.0M$67.7M4.5%
5LEU 2.25 11/01/30CENTRUS ENERGY CORP29.5M$59.1M3.9%
6AKAM 0.25 05/15/33AKAMAI TECHNOLOGIES INC40.0M$58.5M3.9%
7ON 0 05/01/27ON SEMICONDUCTOR CORP27.5M$50.2M3.3%
8BAC 0.6 05/25/27 MTNBOFA FIN LLC35.5M$44.7M3%
9MARAMARA HOLDINGS INCPUT2.8M$39.5M2.6%
10LLYELI LILLY & COCALL30,500$36.6M2.4%
11FE 3.625 01/15/29FIRSTENERGY CORP30.0M$32.9M2.2%
12ECPG 4 03/15/29ENCORE CAP GROUP INC20.0M$30.9M2%
13PATK 1.75 12/01/28PATRICK INDS INC20.5M$30.4M2%
14SMCISUPER MICRO COMPUTER INCPUT1.0M$30.1M2%
15MMSI 3 02/01/29MERIT MED SYS INC27.5M$29.7M2%
16TE 4 04/15/31T1 ENERGY INC17.0M$29.3M1.9%
17SMCI 0 06/15/30SUPER MICRO COMPUTER INC32.5M$29.0M1.9%
18RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC25.0M$26.8M1.8%
19STWD 6.75 07/15/27STARWOOD PPTY TR INC22.5M$22.9M1.5%
20PAGAYA TECHNOLOGIES LTDPUT805,000$14.7M1%
21RIVNRIVIAN AUTOMOTIVE INCPUT750,000$13.0M0.9%
22AMPXAMPRIUS TECHNOLOGIES INCCALL912,200$12.6M0.8%
23XRX 3.75 03/15/30XEROX HOLDINGS CORP35.0M$12.5M0.8%
24AMKRAMKOR TECHNOLOGY INC140,000$12.1M0.8%
25AURAURORA INNOVATION INC1.5M$10.3M0.7%
26BWETAMPLIFY COMMODITY TRUSTPUT66,500$9.9M0.7%
27XRXXEROX HOLDINGS CORPPUT3.1M$9.6M0.6%
28MRTMARTI TECHNOLOGIES INC7.1M$9.3M0.6%
29LEUCENTRUS ENERGY CORPPUT49,800$8.4M0.6%
30CYBR 0 06/15/30CYBERARK SOFTWARE LTD5.0M$8.3M0.6%
31STWDSTARWOOD PPTY TR INCPUT500,000$8.2M0.5%
32BIIBBIOGEN INCCALL37,500$8.1M0.5%
33HYGISHARES TRPUT100,000$8.0M0.5%
34BITDEER TECHNOLOGIES GROUPPUT500,000$7.9M0.5%
35NSCNORFOLK SOUTHN CORP22,894$7.2M0.5%
36NFLXNETFLIX INC.CALL100,000$7.1M0.5%
37DYNAMIX CORP650,777$7.0M0.5%
38EOSEEOS ENERGY ENTERPRISES INCPUT1.1M$6.5M0.4%
39DLRDIGITAL RLTY TR INC35,000$6.3M0.4%
40YORKVILLE ACQUISITION CORP.613,910$6.3M0.4%
41AXSMAXSOME THERAPEUTICS INC.CALL25,000$6.1M0.4%
42SILA REALTY TRUST INC182,600$5.5M0.4%
43CZRCAESARS ENTERTAINMENT INC NE169,500$5.1M0.3%
44HTZHERTZ GLOBAL HLDGS INCPUT2.3M$5.1M0.3%
45BOLD EAGLE ACQUISITION CORP450,000$4.8M0.3%
46CHURCHILL CAP CORP XI275,000$4.8M0.3%
47NMGNOUVEAU MONDE GRAPHITE INC3.2M$4.8M0.3%
48ONON SEMICONDUCTOR CORPCALL47,900$4.5M0.3%
49D. BORAL ARC ACQ I CORP.424,828$4.4M0.3%
50WBDWARNER BROS DISCOVERY INC154,600$4.1M0.3%
51COLOMBIER ACQUISITION CORP I400,000$4.1M0.3%
52SLABSILICON LABORATORIES INC18,712$4.1M0.3%
53AIVAPARTMENT INVT & MGMT CO1.3M$3.8M0.3%
54FUTURECREST ACQUISITION CORP350,000$3.6M0.2%
55MRNAMODERNA INCPUT50,000$3.5M0.2%
56RICE ACQUISITION CORP 3309,891$3.3M0.2%
57CHURCHILL CAP CORP XII300,000$3.2M0.2%
58BITDEER TECHNOLOGIES GROUPCALL202,000$3.2M0.2%
59IONSIONIS PHARMACEUTICALS INCCALL40,000$3.2M0.2%
60XBISPDR SERIES TRUSTPUT20,000$3.2M0.2%
61BERTO ACQUISITION CORP300,008$3.1M0.2%
62INFLECTION PT ACQUISIT CORP300,000$3.1M0.2%
63BAIN CAP GSS INVT CORP300,000$3.1M0.2%
64BERTO ACQUISITION CORP II300,000$3.0M0.2%
65TALON CAP CORP292,951$3.0M0.2%
66BLEICHROEDER ACQUISITI CORP278,388$2.9M0.2%
67DDOMINION ENERGY INC41,249$2.8M0.2%
68ASCENDIS PHARMA A/SCALL10,500$2.8M0.2%
69NVSNOVARTIS AGPUT17,500$2.7M0.2%
70MOZAYYX ACQUISITION CORP274,620$2.7M0.2%
71EQV VENTURES AC CORP. II262,291$2.7M0.2%
72WEN ACQUISITION CORP250,341$2.6M0.2%
73GENERAL CATALYST GBL RESIL M250,000$2.6M0.2%
74HCM III ACQUISITION CORP250,000$2.6M0.2%
75ARES ACQUISITION CORP III250,000$2.5M0.2%
76D BORAL ACQUISITION I CORP250,277$2.5M0.2%
77GORILLA TECHNOLOGY GROUP INCPUT125,400$2.5M0.2%
78XLVSELECT SECTOR SPDR TRPUT15,000$2.4M0.2%
79BLUE WTR ACQUISITION CORP. I229,977$2.4M0.2%
80KARBON CAP PARTNERS CORP225,000$2.3M0.2%
81AESAES CORP153,693$2.3M0.1%
82BHFBRIGHTHOUSE FINL INC35,448$2.2M0.1%
83INFINITE EAGLE ACQUISITION C220,000$2.2M0.1%
84CANTOR EQUITY PARTNERS IV IN208,177$2.2M0.1%
85ARCHIMEDES TECH SPAC PARTNER195,453$2.1M0.1%
86INFLECTION POINT ACQU CORP V200,000$2.1M0.1%
87TEXAS VENTURES ACQUISITION I199,163$2.1M0.1%
88RITHM ACQUISITION CORP200,071$2.1M0.1%
89PERIMETER ACQUISITION CORP I199,351$2.1M0.1%
90HELIX ACQUISITION CORP III194,846$2.1M0.1%
91CANTOR EQUITY PARTNERS V INC200,000$2.1M0.1%
92COHEN CIRCLE ACQUISIT CORP I200,000$2.1M0.1%
93CHART INDS INC9,850$2.1M0.1%
94BLUE ACQUISITION CORP.192,866$2.0M0.1%
95IRENIC ACQUISITION CORP200,000$2.0M0.1%
96FUTURECORP SPACE ACQUISITION200,000$2.0M0.1%
97CANTOR EQUITY PARTNERS VII I200,000$2.0M0.1%
98DAEDALUS SPL ACQUISITION COR200,000$2.0M0.1%
99HCM IV ACQUISITION CORP200,000$2.0M0.1%
100VINE HILL CAP INVTS CORP II200,000$2.0M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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