EdgeMarket › What Davidson Kempner Capital Management Lp reported owning
What Davidson Kempner Capital Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.3BPositions
231Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ECHO EchoStar CORP | 174.6M | 2.4% | 1.5M | 86.81 | +214.0% |
| unmapped CUSIP 01609WBG6 | 160.9M | 2.2% | 116.0M | — | — |
| ARKO ARKO Corp. | 128.7M | 1.8% | 23.1M | 4.75 | -5.4% |
| unmapped CUSIP 436440101 | 122.4M | 1.7% | 1.6M | — | — |
| unmapped CUSIP 90353TAM2 | 120.2M | 1.6% | 100.0M | — | — |
| unmapped CUSIP 50202MAB8 | 110.6M | 1.5% | 111.0M | — | — |
| unmapped CUSIP 76954AAB9 | 109.7M | 1.5% | 102.5M | — | — |
| unmapped CUSIP 75737FAE8 | 104.9M | 1.4% | 110.0M | — | — |
| TMUS T-Mobile US, Inc. | 101.8M | 1.4% | 484.9K | 183.04 | -29.3% |
| ALC ALCON INC | 97.9M | 1.3% | 1.3M | 73.63 | -9.1% |
| NVRI Enviri Corp | 91.6M | 1.2% | 4.7M | 20.65 | +99.7% |
| unmapped CUSIP 29786AAN6 | 80.4M | 1.1% | 90.0M | — | — |
| NVDA NVIDIA CORP | 74.6M | 1.0% | 427.5K | 214.72 | +22.4% |
| unmapped CUSIP 595017BG8 | 74.1M | 1.0% | 75.0M | — | — |
| unmapped CUSIP 29786AAP1 | 72.4M | 1.0% | 75.0M | — | — |
| unmapped CUSIP BK5173681 | 66.9M | 0.9% | 47.5M | — | — |
| unmapped CUSIP 03940C100 | 64.3M | 0.9% | 559.6K | — | — |
| unmapped CUSIP 948596AJ0 | 63.2M | 0.9% | 60.0M | — | — |
| unmapped CUSIP 89677QAB3 | 62.1M | 0.8% | 60.0M | — | — |
| unmapped CUSIP 011642AD7 | 61.2M | 0.8% | 66.5M | — | — |
| META Meta Platforms, Inc. | 60.6M | 0.8% | 106.0K | 549.90 | -26.5% |
| unmapped CUSIP 44332NAB2 | 60.4M | 0.8% | 45.0M | — | — |
| TDS TELEPHONE & DATA SYSTEMS INC /DE/ | 59.4M | 0.8% | 1.4M | 33.60 | -14.0% |
| unmapped CUSIP 833445AB5 | 59.0M | 0.8% | 50.0M | — | — |
| B BARRICK MINING CORP | 56.9M | 0.8% | 1.4M | 47.60 | +91.6% |
| BA BOEING CO | 51.7M | 0.7% | 260.0K | 214.20 | -5.1% |
| unmapped CUSIP 62914VAK2 | 51.7M | 0.7% | 52.0M | — | — |
| unmapped CUSIP 37940XAU6 | 48.5M | 0.7% | 55.0M | — | — |
| unmapped CUSIP 753422AF1 | 47.9M | 0.7% | 51.0M | — | — |
| unmapped CUSIP 83304AAH9 | 46.9M | 0.6% | 51.5M | — | — |
| T AT&T INC. | 46.5M | 0.6% | 1.6M | 25.29 | -13.6% |
| unmapped CUSIP 55306NAB0 | 46.3M | 0.6% | 28.0M | — | — |
| unmapped CUSIP 163072AC5 | 45.7M | 0.6% | 45.0M | — | — |
| unmapped CUSIP 090043AF7 | 42.2M | 0.6% | 47.5M | — | — |
| DHC DIVERSIFIED HEALTHCARE TRUST | 41.5M | 0.6% | 6.2M | 8.02 | +125.3% |
| unmapped CUSIP G01719AP1 | 40.9M | 0.6% | 42.5M | — | — |
| FPS Forgent Power Solutions, Inc. | 40.8M | 0.6% | 1.4M | 33.18 | — |
| JCI Johnson Controls International plc | 40.6M | 0.6% | 310.0K | 143.05 | +35.0% |
| ORCL ORACLE CORP | 40.5M | 0.6% | 275.0K | 146.47 | -37.7% |
| STX Seagate Technology Holdings plc | 39.8M | 0.5% | 101.7K | 850.00 | +436.6% |
| SGRY Surgery Partners, Inc. | 39.8M | 0.5% | 3.3M | 14.52 | -39.1% |
| unmapped CUSIP 23804LAD5 | 39.1M | 0.5% | 40.5M | — | — |
| AME AMETEK INC/ | 38.6M | 0.5% | 180.0K | 239.55 | +30.7% |
| RTX RTX Corp | 38.6M | 0.5% | 200.0K | 209.91 | +34.1% |
| BLCO Bausch & Lomb Corp | 35.0M | 0.5% | 2.2M | 17.24 | +18.6% |
| unmapped CUSIP 46267XAK4 | 34.3M | 0.5% | 38.0M | — | — |
| CMCSA COMCAST CORP | 33.1M | 0.5% | 1.2M | 26.85 | -19.3% |
| CEG Constellation Energy Corp | 33.1M | 0.5% | 118.4K | 272.88 | -13.2% |
| MA Mastercard Inc | 32.5M | 0.4% | 65.0K | 580.63 | -2.0% |
| BKNG Booking Holdings Inc. | 30.8M | 0.4% | 7.3K | 209.62 | -7.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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