Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
P SCHOENFELD ASSET MANAGEMENT LP (CIK 1040198) reported $184.1M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WBD ($36.8M, 19.99%), CORZ ($20.3M, 11.04%), WULF ($20.1M, 10.90%), TLN ($18.0M, 9.78%), VSAT ($8.4M, 4.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WBD | WARNER BROS DISCOVERY INC | $36.8M | 19.99% | 1.3M | Added |
| 2 | CORZ | CORE SCIENTIFIC INC NEW | $20.3M | 11.04% | 1.4M | Trimmed |
| 3 | WULF | TERAWULF INC | $20.1M | 10.90% | 1.4M | Trimmed |
| 4 | TLN | TALEN ENERGY CORP | $18.0M | 9.78% | 56,378 | Trimmed |
| 5 | VSAT | VIASAT INC | $8.4M | 4.57% | 183,732 | Added |
| 6 | JHG | JANUS HENDERSON GROUP PLC | $8.0M | 4.36% | 156,300 | New |
| 7 | EA | ELECTRONIC ARTS INC | $7.1M | 3.88% | 35,000 | Added |
| 8 | LBRDK | LIBERTY BROADBAND CORP | $7.1M | 3.88% | 141,900 | Trimmed |
| 9 | IAG | IAMGOLD CORP | $6.4M | 3.49% | 341,737 | Trimmed |
| 10 | NSC | NORFOLK SOUTHN CORP | $5.7M | 3.07% | 19,700 | Trimmed |
| 11 | GCI | USA TODAY CO INC | $5.3M | 2.89% | 755,914 | Added |
| 12 | COMM | VISTANCE NETWORKS INC | $5.3M | 2.88% | 291,200 | Added |
| 13 | FOLD | AMICUS THERAPEUTIC | $5.2M | 2.85% | 363,000 | Hold |
| 14 | NFLX | NETFLIX INC. | $4.8M | 2.61% | 50,000 | New |
| 15 | KVUE | KENVUE INC | $4.4M | 2.40% | 256,200 | Added |
| 16 | NATL | NCR ATLEOS CORPORATION | $3.3M | 1.78% | 75,000 | New |
| 17 | KHC | KRAFT HEINZ CO | $3.1M | 1.71% | 139,700 | Trimmed |
| 18 | SEE | SEALED AIR CORP NEW | $3.0M | 1.65% | 72,300 | Trimmed |
| 19 | MASI | MASIMO CORP | $2.7M | 1.45% | 15,000 | New |
| 20 | GDX | VANECK ETF TRUST | $2.3M | 1.25% | 25,000 | Trimmed |
| 21 | PEN | PENUMBRA INC | $2.0M | 1.09% | 6,130 | New |
| 22 | TRIP | TRIPADVISOR INC | $1.3M | 0.72% | 125,000 | Hold |
| 23 | TECK | TECK RESOURCES LTD | $1.2M | 0.66% | 23,438 | Trimmed |
| 24 | USAR | USA RARE EARTH INC | $1.1M | 0.58% | 70,005 | Trimmed |
| 25 | BL | BLACKLINE INC | $795,500 | 0.43% | 21,500 | New |
Source: SEC Form 13F filings · as of 2026-03-31