BCK Capital Management LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), BCK Capital Management LP reported 6 stock positions worth $18.0 million. Its top holding was Velos Acquisition I (VLOS) at 23.0% of the portfolio, followed by Churchill Capital Corp. Ix (CCIX, 22.5%) and Cantor Equity Partners I-A (CEPO, 22.5%). Compared with Q3 2025, it sold out of 77, added to 5 and reduced 1. The biggest buy was Velos Acquisition I (VLOS, shares +143%) and the biggest sale an exit from Spirit Aerosystems Hold Class A (SPR).
- Most Recent 13F
- Q1 2026
- Location
- STAMFORD, CT
- CIK
- 0001819275
- Portfolio Value
- $18.0M (Q4 2025)
- SEC Filing
- 0001819275-26-000001 ↗ filed Feb 11, 2026
Holdings Value
Holdings 6 stocks · $18.0M
| VLOS Velos Acquisition I Corp. filed as M3BRIGADE ACQUISITION V CORP | 22.96% | 388,000 | $4.1M | Add +142.8% |
| CCIX Churchill Capital Corp. Ix | 22.49% | 380,000 | $4.0M | Add +177.6% |
| CEPO Cantor Equity Partners I-A | 22.49% | 388,000 | $4.0M | Add +221.9% |
| MCGA Yorkville Acquisition Corp. Class A | 21.37% | 379,000 | $3.8M | Add +288.0% |
| MRLN Merlin Inc. filed as INFLECTION POINT ACQUISITION | 8.61% | 144,322 | $1.5M | Add +19.7% |
| ACI Albertsons Cos Inc. Class A | 2.08% | 21,730 | $373K | Reduce -61.3% |
Options reported separately and not counted above: ACI calls ($4.8M).
Portfolio Sells Q3 2025 → Q4 2025
| SPR Spirit Aerosystems Hold Class A | Sold out | 0.00% | −5.00 |
| K Kellanova | Sold out | 0.00% | −4.56 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −4.44 |
| CTLP Cantaloupe Inc. | Sold out | 0.00% | −3.28 |
| TXNM TXNM Energy Inc. | Sold out | 0.00% | −2.62 |
| BRR Columbus Circle Capital Co. Class A | Sold out | 0.00% | −2.39 |
| TGNA Tegna Inc. | Sold out | 0.00% | −2.10 |
| AAPL Apple Inc. | Sold out | 0.00% | −1.98 |
| TACO Berto Acquisition Corp. | Sold out | 0.00% | −1.93 |
| GENI Genius Sports Ltd. | Sold out | 0.00% | −1.83 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −1.79 |
| CCRN Cross Country Healthcare Inc. | Sold out | 0.00% | −1.71 |
| HONE Harborone Bancorp Inc. | Sold out | 0.00% | −1.67 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.61 |
| HBI Hanesbrands Inc. | Sold out | 0.00% | −1.53 |
| FYBR Frontier Communications Pare | Sold out | 0.00% | −1.53 |
| VBTX Veritex Holdings Inc. | Sold out | 0.00% | −1.51 |
| PBPB Potbelly Corp. | Sold out | 0.00% | −1.50 |
| SRDX Surmodics Inc. | Sold out | 0.00% | −1.49 |
| STAA Staar Surgical Co. | Sold out | 0.00% | −1.47 |
| PRA Proassurance Corp. | Sold out | 0.00% | −1.46 |
| VMEO Vimeo Inc. | Sold out | 0.00% | −1.44 |
| WNS WNS Holdings Ltd. | Sold out | 0.00% | −1.41 |
| BRY Berry Corp. | Sold out | 0.00% | −1.40 |
| IMXI International Money Express | Sold out | 0.00% | −1.38 |
| CCRD Corecard Corp. | Sold out | 0.00% | −1.25 |
| CCIIU Cohen Circle Acquisition Cor | Sold out | 0.00% | −1.24 |
| ANSC Agriculture & Natural Soluti | Sold out | 0.00% | −1.21 |
| ALF Centurion Acquisition Corp. | Sold out | 0.00% | −1.17 |
| JACS Jackson Acquisition Co. Class A | Sold out | 0.00% | −1.15 |
| CAEP Cantor Equity Partners III-A | Sold out | 0.00% | −1.15 |
| PLMK Plum Acquisition Corp. IV | Sold out | 0.00% | −1.15 |
| DRDB Roman DBDR Acquisition Corp. | Sold out | 0.00% | −1.15 |
| GTERU Globa Terra Acquisition Corp. | Sold out | 0.00% | −1.01 |
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −1.01 |
| TRML Tourmaline Bio Inc. | Sold out | 0.00% | −1.00 |
| MRUS Merus NV | Sold out | 0.00% | −0.99 |
| INACU Indigo Acquisition Corp. | Sold out | 0.00% | −0.94 |
| NMPAU NMP Acquisition Corp. | Sold out | 0.00% | −0.94 |
| AXINU Axiom Intelligence Acquisiti | Sold out | 0.00% | −0.94 |
| CCCXU Churchill Capital Corp. X | Sold out | 0.00% | −0.88 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −0.78 |
| CEPT Cantor Equity Partners Class A | Sold out | 0.00% | −0.78 |
| MACI Melar Acquisition Corp. I-A | Sold out | 0.00% | −0.78 |
| AL Sumisho Air Lease Corp. | Sold out | 0.00% | −0.76 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.76 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.76 |
| PRO Pros Holdings Inc. | Sold out | 0.00% | −0.75 |
| PHLT Performant Healthcare Inc. | Sold out | 0.00% | −0.75 |
| ODP The Odp Corp. | Sold out | 0.00% | −0.75 |
Portfolio Buys Q3 2025 → Q4 2025
Options Activity Q3 2025 → Q4 2025
| ACI Albertsons Cos Inc. Class A | call | Reduce -48.2% | 278,100 | $4.8M |
| VSTS Vestis Corp. | call | Sold out | 55,400 | $0before exit |
| FWRD Forward Air Corp. | call | Sold out | 52,700 | $0before exit |
| TLT iShares 20+ Year Treasury BD | call | Sold out | 68,900 | $0before exit |
| SRDX Surmodics Inc. | put | Sold out | 50,000 | $0before exit |
| SRDX Surmodics Inc. | call | Sold out | 50,000 | $0before exit |
| WSC Willscot Holdings Corp. | call | Sold out | 85,700 | $0before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q3 2025 → Q4 2025
| IONQ.WS Ionq Inc. -CW26 | *W EXP 09/30/202 | Sold out | 18,482 | $918Kbefore exit |
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | Sold out | 28,542 | $106Kbefore exit |
| GGROW Gogoro Inc. -CW27 | *W EXP 04/04/202 | Sold out | 12,913 | $285before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 21 | $23.0M | VLOS, CEPO, MCGA, WBD, EA |
| Q4 2025 | 6 | $18.0M | VLOS, CCIX, CEPO, MCGA, MRLN |
| Q3 2025 | 83 | $93.0M | SPR, K, GTLS, CTLP, TXNM |
| Q2 2025 | 71 | $115.1M | K, JNPR, GMS, ACI, SPR |
| Q1 2025 | 59 | $128.4M | X, K, JNPR, CCIR, COLOMBIER ACQUISITION CORP |
| Q4 2024 | 54 | $138.2M | EDR, X, K, JNPR, HCP |
| Q3 2024 | 62 | $166.8M | EDR, SIRI, X, RCM, ACI |
| Q2 2024 | 70 | $154.6M | EDR, LSXMA, X, AGR, ACI |
| Q1 2024 | 65 | $146.8M | EVBG, X, EDR, LSXMA, PXD |