DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARKO | 23.14M | $105.75M |
 | LPSN | 10.49M | $6.12M |
 | AOMR | 4.13M | $38.74M |
 | VRNA | 3.27M | $349.11M |
 | T | 2.69M | $76.10M |
 | BHR | 2.30M | $6.28M |
 | RCAT | 1.67M | $17.29M |
 | CCL | 1.45M | $41.92M |
 | TDS | 1.41M | $55.40M |
 | DKNG | 1.02M | $38.21M |
 | CSX | 1.00M | $35.51M |
 | BLCO | 980K | $14.78M |
 | KBR | 931K | $44.02M |
 | MSC | 911K | $3.55M |
 | STUB | 905K | $15.23M |
 | BTBT | 750K | $2.25M |
 | CELH | 750K | $43.12M |
 | USFD | 736K | $56.42M |
 | GTES | 675K | $16.75M |
 | CNM | 645K | $34.72M |
Arko Corp.
ARKO
Shares Held
23.14M
Value
$105.75M
LivePerson, Inc.
LPSN
Shares Held
10.49M
Value
$6.12M
Angel Oak Mortgage, Inc.
AOMR
Shares Held
4.13M
Value
$38.74M
Verona Pharma plc
VRNA
Shares Held
3.27M
Value
$349.11M
AT&T Inc.
T
Shares Held
2.69M
Value
$76.10M
Braemar Hotels & Resorts Inc.
BHR
Shares Held
2.30M
Value
$6.28M
Red Cat Holdings, Inc.
RCAT
Shares Held
1.67M
Value
$17.29M
Carnival Corporation & plc
CCL
Shares Held
1.45M
Value
$41.92M
Telephone and Data Systems, Inc.
TDS
Shares Held
1.41M
Value
$55.40M
DraftKings Inc.
DKNG
Shares Held
1.02M
Value
$38.21M
CSX Corporation
CSX
Shares Held
1.00M
Value
$35.51M
Bausch + Lomb Corporation
BLCO
Shares Held
980K
Value
$14.78M
KBR, Inc.
KBR
Shares Held
931K
Value
$44.02M
Studio City International Holdings Limited
MSC
Shares Held
911K
Value
$3.55M
StubHub Holdings, Inc.
STUB
Shares Held
905K
Value
$15.23M
Bit Digital, Inc.
BTBT
Shares Held
750K
Value
$2.25M
Celsius Holdings, Inc.
CELH
Shares Held
750K
Value
$43.12M
US Foods Holding Corp.
USFD
Shares Held
736K
Value
$56.42M
Gates Industrial Corporation plc
GTES
Shares Held
675K
Value
$16.75M
Core & Main, Inc.
CNM
Shares Held
645K
Value
$34.72M