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Holders — by stockHoldings — by fund

First Trust Capital Management L.P.

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 0001604488

$1.72B

disclosed book value

161

positions

12.5%

largest position share

Positions, as of 2026-06-30

top 100 of 161 · 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
1TMHC*TAYLOR MORRISON HOME CORP3.0M$215.4M12.5%
2CHART INDS INC866,371$181.0M10.5%
3NUVALENT INC836,918$103.4M6%
4NSA*NATIONAL STORAGE AFFILIATES2.1M$92.0M5.4%
5APGEAPOGEE THERAPEUTICS INC625,182$83.0M4.8%
6SILA REALTY TRUST INC2.5M$74.6M4.3%
7WBSWEBSTER FINL CORP849,272$64.9M3.8%
8JANUS HENDERSON GROUP PLC1.2M$62.1M3.6%
9EA*ELECTRONIC ARTS INC240,067$49.2M2.9%
10BLD*TOPBUILD COR110,000$46.9M2.7%
118HHAVANOS MED INC1.2M$29.5M1.7%
12LAUNCH ONE ACQUISITION CORP2.1M$22.4M1.3%
13DBRGDIGITALBRIDGE GROUP INC1.3M$21.2M1.2%
14WHITESTONE REIT1.1M$20.6M1.2%
15SIDDHI ACQUISITION CORP1.3M$13.6M0.8%
16PSBDPALMER SQUARE CAPITAL BDC IN1.3M$13.4M0.8%
17CATALYST PHARMACEUTICALS INC416,209$13.1M0.8%
18ARES ACQUISITION CORP III1.2M$12.5M0.7%
19CZRCAESARS ENTERTAINMENT INC NE400,300$12.1M0.7%
20GBTGGLOBAL BUSINESS TRAVEL GROUP1.2M$11.7M0.7%
21VENDOME ACQUISITION CORP I1.1M$11.1M0.6%
22CHYMCHIME FINL INC536,989$11.0M0.6%
23SOULPOWER ACQUISITION CORP1.0M$10.8M0.6%
24DRUGS MADE IN AMER ACQ II CO1.1M$10.7M0.6%
25CANTOR EQUITY PARTNERS IV IN1.0M$10.4M0.6%
26NEWHOLD INVT CORP III915,174$10.0M0.6%
27LIONHEART HOLDINGS850,000$9.2M0.5%
28DIGITAL ASSET ACQUISITION CO876,498$9.1M0.5%
29CHARLTON ARIA ACQUISITION CO828,750$9.0M0.5%
30DRUGS MADE IN AMER ACQUTN CO786,459$8.4M0.5%
31AVBAVALONBAY CMNTYS INC42,764$8.1M0.5%
32AGRICULTURE & NAT SOL ACQ CO696,721$8.0M0.5%
33AIMEI HEALTH TECHNOLOGY CO L680,000$7.7M0.5%
34MESHFLOW ACQUISITION CORP750,000$7.5M0.4%
35BTC DEV CORP738,849$7.4M0.4%
36KEYSTONE ACQUISITION CORP749,998$7.4M0.4%
37GRAF GLOBAL CORP676,713$7.3M0.4%
38COLLECTIVE ACQUISITION CORP699,992$7.3M0.4%
39COLLECTIVE ACQUISITION CORP700,000$6.9M0.4%
40SC II ACQUISITION CORP675,000$6.8M0.4%
41APEX TREAS CORP654,958$6.6M0.4%
42EQV VENTURES AC CORP. II627,045$6.4M0.4%
43ANDRETTI ACQUISITION CORP II590,809$6.4M0.4%
44AMPERCAP ACQUISITION CO630,601$6.3M0.4%
45CANTOR EQUITY PARTNERS V INC605,189$6.2M0.4%
46CRANE HBR ACQUISITION CORP I600,000$6.1M0.4%
47YORKVILLE INTL CAP CORP600,000$6.0M0.4%
48IRHOIRON HORSE ACQUISIT II CORP600,000$6.0M0.4%
49FUTURE MONEY ACQUISITION COR600,000$6.0M0.3%
50JACKSON ACQUISITION CO II562,500$6.0M0.3%
51MOUNTAIN LAKE ACQUISIT CORP600,000$6.0M0.3%
52M EVO GBL ACQUISITION CORP I598,900$5.9M0.3%
53RF ACQUISITION CORP II514,506$5.7M0.3%
54WEN ACQUISITION CORP538,461$5.5M0.3%
55INSIGHT DIGITAL PARTNERS II543,326$5.5M0.3%
56CHAMPIONSGATE ACQUISITION CO514,174$5.3M0.3%
57OPEN LENDING CORP1.7M$5.3M0.3%
58OGNORGANON & CO390,939$5.3M0.3%
59INFLECTION PT ACQUISITION CO500,000$5.2M0.3%
60PIONEER ACQUISITION I CORP500,000$5.1M0.3%
61SPRING VY ACQUISITION CORP I499,996$5.1M0.3%
62GESHER ACQUISITION CORP. II482,440$5.0M0.3%
63HALL CHADWICK ACQUISITION CO500,000$5.0M0.3%
64HCM IV ACQUISITION CORP500,000$5.0M0.3%
65COLUMBUS CIRCLE CAP CORP II494,491$5.0M0.3%
66LAFAYETTE DIGITAL ACQUISITIO500,000$5.0M0.3%
67IDEA ACQUISITION CORP499,998$5.0M0.3%
68INVEST GREEN ACQUISITION COR494,781$5.0M0.3%
69GLOBA TERRA ACQUISITION COR473,583$4.9M0.3%
70SILVERBOX CORP IV445,168$4.8M0.3%
71ARMADA ACQUISITION CORP II458,864$4.8M0.3%
72ROMAN DBDR ACQUISITION CORP453,259$4.8M0.3%
73APOGEE ACQUISITION CORP475,000$4.7M0.3%
74FIFTH ERA ACQUISITION CORP I450,000$4.7M0.3%
75AXIOM INTELLIGENCE AC CORP 1447,158$4.6M0.3%
76RRE VENTURES ACQUISITION COR450,000$4.4M0.3%
77INFLECTION PT ACQUISIT CORP419,171$4.3M0.3%
78SIZZLE ACQUISITION CORP. II398,309$4.1M0.2%
79CSLM DIGITA ASSET ACQ CORP I400,000$4.1M0.2%
80M3-BRIGADE ACQUISITION VI CO399,701$4.0M0.2%
81CAL REDWOOD ACQUISITION CORP392,300$4.0M0.2%
82TAILWIND 2.0 ACQUISITION COR400,000$4.0M0.2%
83JAB ACQUISITION CORP I400,000$4.0M0.2%
84TGE VALUE CREATIVE SOLUTIONS400,000$4.0M0.2%
85ARTIUS II ACQUISITION INC380,000$4.0M0.2%
86IRIS ACQUISITION CORP II399,998$4.0M0.2%
87D BORAL ACQUISITION I CORP375,366$3.7M0.2%
88D. BORAL ARC ACQ I CORP.358,733$3.7M0.2%
89BERTO ACQUISITION CORP352,000$3.7M0.2%
90RITHM ACQUISITION CORP352,000$3.7M0.2%
91TITAN ACQUISITION CORP352,297$3.7M0.2%
92REPUBLIC DIGITAL ACQUISITION353,998$3.7M0.2%
93COLOMBIER ACQUISITION CORP I350,000$3.6M0.2%
94GSR IV ACQUISITION CORP353,065$3.6M0.2%
95METALS ACQUISITION CORP II351,270$3.6M0.2%
96SILICON VY ACQUISITION CORP350,000$3.5M0.2%
97DYNAMIX CORP III352,912$3.5M0.2%
98EVOLUTION GLOBAL ACQUISITION351,468$3.5M0.2%
99K2 CAP ACQUISITION CORP353,000$3.5M0.2%
100RENATUS TACTICAL ACQUIS333,400$3.5M0.2%

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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