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OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)

Q3 2025 · 13F-HR/A

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)holdings as filed

Filed 2026-01-15 · accession 0001132716-26-000002

$1.66B
Reported value
263
Positions
2025-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
925050106VRNAVERONA PHA$457.1M27.6%4,283,462CommonSOLE
62482R10707WAMR COOPER$168.6M10.2%799,969CommonSOLE
848574109S9QSPIRIT AER$106.3M6.41%2,753,215CommonSOLE
67066G104NVDANVIDIA COR$35.2M2.12%188,520CommonSOLE
833445AB5SNOW 0 10/01/27SNOWFLAKE$30.4M1.83%20,000,000CommonSOLE
70614WAB6PTON 0 02/15/26PELOTON IN$26.8M1.62%27,352,000CommonSOLE
40637HAD1HALO 0.25 03/01/27HALOZYME T$20.7M1.25%18,000,000CommonSOLE
018802108LNTALLIANT EN$20.4M1.23%302,980CommonSOLE
26142RAB0DKNG 0 03/15/28DRAFTKINGS$19.8M1.20%22,000,000CommonSOLE
842587DZ7SO 4.5 06/15/27SOUTHERN C$19.5M1.17%17,500,000CommonSOLE
29364G103ETRENTERGY CO$19.4M1.17%208,330CommonSOLE
842587107SOSOUTHERN C$19.1M1.15%201,920CommonSOLE
695156109PKGPACKAGING$16.5M1.00%75,740CommonSOLE
26441CBY0DUK 4.125 04/15/26DUKE ENERG$16.1M0.97%15,000,000CommonSOLE
03040WBE4AWK 3.625 06/15/26AMERICAN W$16.0M0.97%16,000,000CommonSOLE
577081102MATMATTEL INC$15.9M0.96%943,229CommonSOLE
58733R102MELIMERCADOLIB$15.4M0.93%6,570CommonSOLE
15189T107CNPCENTERPOIN$15.0M0.91%387,665CommonSOLE
729640102PLYMPLYMOUTH I$14.6M0.88%651,886CommonSOLE
84921RAB6SPOT 0 03/15/26SPOTIFY US$13.7M0.83%10,000,000CommonSOLE
94106B101WCNWASTE CONN$11.3M0.68%64,100CommonSOLE
465562106ITUBITAU UNIBA$11.0M0.66%1,494,716CommonSOLE
538034109LYVLIVE NATIO$10.9M0.66%67,000CommonSOLE
29082A107EMBJEMBRAER S.$10.4M0.63%172,120CommonSOLE
337932AR8FE 4 05/01/26FIRSTENERG$10.4M0.63%10,000,000CommonSOLE
227046109CROXCROCS INC$10.4M0.62%124,000CommonSOLE
11777Q209BTGB2GOLD COR$10.2M0.61%2,056,154CommonSOLE
40637HAF6HALO 1 08/15/28HALOZYME T$9.9M0.60%7,000,000CommonSOLE
674599105OXYOCCIDENTAL$9.8M0.59%206,784CommonSOLE
12541W209CHRWC H ROBINS$9.5M0.57%71,800CommonSOLE
48581R205KSPIKASPI KZ J$9.3M0.56%113,903CommonSOLE
871607107SNPSSYNOPSYS I$9.3M0.56%18,801CommonSOLE
184496107CLHCLEAN HARB$9.2M0.55%39,450CommonSOLE
G6700G107NVTNVENT ELEC$9.1M0.55%92,500CommonSOLE
009158106APDAIR PRODS$8.6M0.52%31,535CommonSOLE
911363109URIUNITED REN$8.4M0.50%8,770CommonSOLE
629377508NRGNRG ENERGY$7.9M0.48%48,955CommonSOLE
92840M102VSTVISTRA COR$7.9M0.48%40,280CommonSOLE
G7S00T104PNRPENTAIR PL$7.5M0.45%67,987CommonSOLE
G5093B105JENAJENA ACQUI$7.1M0.43%700,000CommonSOLE
732908108PONYPONY AI IN$7.0M0.42%311,224CommonSOLE
247361702DALDELTA AIR$6.5M0.39%115,148CommonSOLE
19260Q107COINCOINBASE G$6.4M0.39%19,000CommonSOLE
032095101APHAMPHENOL C$6.2M0.37%50,000CommonSOLE
722304102PDDPDD HOLDIN$6.2M0.37%46,801CommonSOLE
443320106HUBGHUB GROUP$5.9M0.36%172,000CommonSOLE
30303M102METAMETA PLATF$5.9M0.35%8,000CommonSOLE
929160109VMCVULCAN MAT$5.8M0.35%18,950CommonSOLE
G68707101PAGSPAGSEGURO$5.8M0.35%582,357CommonSOLE
573284106MLMMARTIN MAR$5.7M0.35%9,100CommonSOLE
G4002F109GTENGORES HLDG$5.6M0.34%550,000CommonSOLE
G4R20B107INTRINTER & CO$5.4M0.33%589,643CommonSOLE
88160R101TSLATESLA INC$5.2M0.32%11,800CommonSOLE
G39108108GTESGATES INDL$5.2M0.32%210,790CommonSOLE
G2003N105BEAGBOLD EAGLE$5.2M0.31%500,000CommonSOLE
983134107WYNNWYNN RESOR$5.1M0.31%40,000CommonSOLE
G2946P100EGHAEGH ACQUIS$5.0M0.30%500,000CommonSOLE
74762E102QUREQUANTA SVC$5.0M0.30%12,000CommonSOLE
443201108HWMHOWMET AER$4.9M0.30%25,000CommonSOLE
025537101AEPAMERICAN E$4.7M0.28%42,000CommonSOLE
G1169T104MRLNBLEICHROED$4.7M0.28%450,000CommonSOLE
G0273J101AEXAAMERICAN E$4.4M0.26%400,000CommonSOLE
040413205ANETARISTA NET$4.4M0.26%30,000CommonSOLE
458140100INTCINTEL CORP$4.3M0.26%128,000CommonSOLE
G0131Y100ANSCAGRICULTUR$4.2M0.25%384,160CommonSOLE
576323109MTZMASTEC INC$4.1M0.24%19,080CommonSOLE
13321L108CCJCAMECO COR$4.0M0.24%47,165CommonSOLE
344419106FMXFOMENTO EC$4.0M0.24%40,075CommonSOLE
833445AD1SNOW 0 10/01/29SNOWFLAKE$3.9M0.24%2,500,000CommonSOLE
G6486E102NHICNEWHOLD IN$3.8M0.23%375,000CommonSOLE
750940108RALRALLIANT C$3.8M0.23%87,000CommonSOLE
08862EAB5BYND 0 03/15/27BEYOND MEA$3.8M0.23%19,000,000CommonSOLE
G54950103LINLINDE PLC$3.8M0.23%7,900CommonSOLE
G2519Y108BAPCREDICORP$3.7M0.23%14,076CommonSOLE
443510607HUBBHUBBELL IN$3.7M0.22%8,660CommonSOLE
G4035N103GPATGP-ACT III$3.7M0.22%350,000CommonSOLE
G0457F107ARCOARCOS DORA$3.6M0.22%536,643CommonSOLE
343412102FLRFLUOR CORP$3.5M0.21%83,890CommonSOLE
G66721104NCLHNORWEGIAN$3.3M0.20%135,000CommonSOLE
G5509P102LOKVLIVE OAK A$3.3M0.20%324,923CommonSOLE
92537N108VRTVERTIV HOL$3.2M0.19%21,400CommonSOLE
05965X109BSACBANCO SANT$3.2M0.19%119,793CommonSOLE
98923K103ZKNZEEKR INTE$3.2M0.19%104,037CommonSOLE
G6717R104OACCOAKTREE AC$3.2M0.19%300,000CommonSOLE
00108J109ACMRACM RESH I$3.1M0.19%79,396CommonSOLE
92837L109VISTVISTA ENER$3.1M0.19%89,299CommonSOLE
058934100BBARBANCO BBVA$3.1M0.18%368,434CommonSOLE
G1828E100CEPFCANTOR EQU$3.1M0.18%300,000CommonSOLE
G8772L105TVATEXAS VENT$3.0M0.18%275,466CommonSOLE
888787108TOSTTOAST INC$2.9M0.18%80,000CommonSOLE
L44385109GLOBGLOBANT S$2.9M0.18%50,726CommonSOLE
M87915274TSEMTOWER SEMI$2.8M0.17%39,044CommonSOLE
90384S303ULTAULTA BEAUT$2.7M0.16%5,000CommonSOLE
00436Q106ACELACCEL ENTE$2.7M0.16%246,728CommonSOLE
H8088L103SRADSPORTRADAR$2.7M0.16%100,000CommonSOLE
G1000R101AAMAA MISSION$2.6M0.16%250,000CommonSOLE
13057Q305CRCCALIFORNIA$2.6M0.16%49,400CommonSOLE
11135F101AVGOBROADCOM I$2.6M0.16%7,950CommonSOLE
G6363K106NABORS ENE$2.6M0.16%233,912CommonSOLE
G21301109CCIXCHURCHILL$2.6M0.16%250,000CommonSOLE
G6301B101MLACMOUNTAIN L$2.6M0.16%250,000CommonSOLE
G8475V103SVCCSTELLAR V$2.6M0.16%250,000CommonSOLE
G6476A102NPACNEW PROVID$2.5M0.15%250,000CommonSOLE
G24979109CHACCRANE HBR$2.5M0.15%250,000CommonSOLE
G2867S109IPODDUNE ACQUI$2.5M0.15%250,000CommonSOLE
G3106N109FTWEQV VENTUR$2.5M0.15%242,175CommonSOLE
G19307100CGCTCARTESIAN$2.5M0.15%250,000CommonSOLE
G87890102TVAITHAYER VEN$2.5M0.15%250,000CommonSOLE
G1368E106BLUWBLUE WTR A$2.5M0.15%250,000CommonSOLE
G82617104SOCASOLARIUS C$2.5M0.15%250,000CommonSOLE
G7117W107PACHPIONEER AC$2.5M0.15%250,000CommonSOLE
G6858G107OBAOXLEY BRID$2.5M0.15%250,000CommonSOLE
G2584S101KOYNCSLM DIGIT$2.5M0.15%250,000CommonSOLE
G0750C108AXTAAXALTA COA$2.4M0.15%85,250CommonSOLE
62914V106NIONIO INC$2.3M0.14%301,200CommonSOLE
549498202LCIDLUCID GROU$2.3M0.14%3,165,100PUTSOLE
G93Y09107VINE HILL$2.1M0.13%200,000CommonSOLE
91912E105VALEVALE S A$2.1M0.13%195,578CommonSOLE
02376R102AALAMERICAN A$2.1M0.13%9,310,000PUTSOLE
668771116GENVRGEN DIGITA$2.1M0.13%297,742CommonSOLE
G5451A103LEGTLEGATO MER$2.1M0.13%193,740CommonSOLE
G04537109ATIIARCHIMEDES$2.0M0.12%200,000CommonSOLE
G3852D107GSHRGESHER ACQ$2.0M0.12%200,000CommonSOLE
G2254C121CCIICOHEN CIRC$2.0M0.12%200,000CommonSOLE
G17564108CRAQCAL REDWOO$2.0M0.12%200,000CommonSOLE
00090Q103ADTADT INC DE$2.0M0.12%229,607CommonSOLE
G1331A108BACCBLUE ACQUI$2.0M0.12%200,000CommonSOLE
23331A109DHID R HORTON$2.0M0.12%11,720CommonSOLE
G2616F101BCARD. BORAL A$2.0M0.12%200,000CommonSOLE
35671D857FCXFREEPORT-M$2.0M0.12%50,000CommonSOLE
20337X109VISNCOMMSCOPE$1.9M0.12%125,000CommonSOLE
G81276100SIGSIGNET JEW$1.9M0.12%20,000CommonSOLE
693718108PCARPACCAR INC$1.9M0.11%19,000CommonSOLE
460146103IPINTERNATIO$1.9M0.11%39,970CommonSOLE
52736R102LEVILEVI STRAU$1.7M0.11%75,000CommonSOLE
G0750N104AXINAXIOM INTE$1.7M0.11%175,000CommonSOLE
19247G107COHRCOHERENT C$1.7M0.10%15,928CommonSOLE
98980A105ZTOZTO EXPRES$1.6M0.10%85,872CommonSOLE
87652V109TASKTASKUS INC$1.6M0.10%91,181CommonSOLE
G0509J115AACBARTIUS II$1.6M0.10%160,000CommonSOLE
437076102HDHOME DEPOT$1.6M0.10%4,000CommonSOLE
G20315100ALFCENTURION$1.6M0.10%150,000CommonSOLE
18453H106CCOCLEAR CHAN$1.6M0.10%1,000,000CommonSOLE
G26745102POLEANDRETTI A$1.6M0.09%150,000CommonSOLE
G0R38G104XRPNARMADA ACQ$1.6M0.09%150,000CommonSOLE
G1828A108CAEPCANTOR EQU$1.5M0.09%149,700CommonSOLE
G82745103SOULSOULPOWER$1.5M0.09%150,000CommonSOLE
G7309T102PAIIPYROPHYTE$1.5M0.09%150,000CommonSOLE
G3106Q102EVACEQV VENTUR$1.5M0.09%150,000CommonSOLE
654106103NKENIKE INC$1.4M0.08%20,000CommonSOLE
G0260P102ASAMER SPORT$1.4M0.08%40,000CommonSOLE
G38327105GPRKGEOPARK LT$1.4M0.08%214,222CommonSOLE
92537N108VRTVERTIV HOL$1.4M0.08%75,000CALLSOLE
651639106NEMNEWMONT CO$1.3M0.08%16,000CommonSOLE
78574H104SOCSABLE OFFS$1.3M0.08%74,000CommonSOLE
44332N106HTHTH WORLD GR$1.3M0.08%32,956CommonSOLE
16119P108CHTRCHARTER CO$1.3M0.08%20,500PUTSOLE
090040106BILIBILIBILI I$1.2M0.07%43,230CommonSOLE
87256C101TKOTKO GROUP$1.2M0.07%6,000CommonSOLE
G8192J102SPEGSILVER PEG$1.2M0.07%120,000CommonSOLE
G0232F109ALCYFALCHEMY IN$1.2M0.07%100,248CommonSOLE
33829M101FIVEFIVE BELOW$1.2M0.07%7,500CommonSOLE
778296103ROSTROSS STORE$1.1M0.07%7,500CommonSOLE
G4375F108HYACHAYMAKER A$1.1M0.07%100,248CommonSOLE
G29018101DLODLOCAL LTD$1.1M0.07%78,152CommonSOLE
90138A103VNETVNET GROUP$1.1M0.07%107,300CommonSOLE
G01558108ALDFALDEL FINL$1.0M0.06%100,000CommonSOLE
G6757R105ONCH1RT ACQUIS$1.0M0.06%100,000CommonSOLE
G1051H101TACOBERTO ACQU$1.0M0.06%100,000CommonSOLE
G4992A110JACSJACKSON AC$1.0M0.06%100,000CommonSOLE
G7633M104DRDBROMAN DBDR$1.0M0.06%100,000CommonSOLE
G7010A129PMTRPERIMETER$1.0M0.06%100,000CommonSOLE
G75751100RACRITHM ACQU$1.0M0.06%100,000CommonSOLE
G9R39C103WENNWEN ACQUIS$1.0M0.06%100,000CommonSOLE
G8193F109SZZLSIZZLE ACQ$1.0M0.06%100,000CommonSOLE
G24243100COPLCOPLEY ACQ$1.0M0.06%100,000CommonSOLE
G47875102IPCXINFLECTION$1.0M0.06%100,000CommonSOLE
78573M104SABRSABRE CORP$1.0M0.06%550,900CommonSOLE
G6993G103PELICAN AC$1.0M0.06%100,000CommonSOLE
G6861F104OYSEOYSTER ENT$1.0M0.06%100,000CommonSOLE
G3473K100FIGXFIGX CAP A$999,0000.06%100,000CommonSOLE
428050108HSAIHESAI GROU$980,6900.06%34,900CommonSOLE
934423104WBDWARNER BRO$976,5000.06%50,000CommonSOLE
M7S64L123PGYPAGAYA TEC$936,8980.06%31,556CommonSOLE
G73944103RAAQREAL ASSET$916,1720.06%89,645CommonSOLE
G8068L108SNSHARKNINJA$903,5940.05%8,760CommonSOLE
594972887MSTR 8 PERPSTRATEGY I$871,8620.05%9,500CommonSOLE
42806J700HTZHERTZ GLOB$829,9800.05%1,194,300PUTSOLE
98585X104YETIYETI HLDGS$829,5000.05%25,000CommonSOLE
G8316B100SPKLSPARK I AC$777,2560.05%66,832CommonSOLE
227046109CROXCROCS INC$749,2500.05%81,000PUTSOLE
G4791J106INACINDIGO ACQ$747,0000.05%75,000CommonSOLE
345370860FFORD MTR C$566,2000.03%900,000PUTSOLE
83066P309SKILSKILLSOFT$542,8300.03%41,692CommonSOLE
G1827P106CEPTCANTOR EQU$527,5000.03%50,000CommonSOLE
G81354105SBXDSILVERBOX$500,7800.03%47,830CommonSOLE
55955D100MGNIMAGNITE IN$453,8000.03%232,000CALLSOLE
412822108HOGHARLEY DAV$431,2500.03%375,000PUTSOLE
H8817H100RIGTRANSOCEAN$422,1610.03%483,400PUTSOLE
78573M104SABRSABRE CORP$420,0460.03%688,600PUTSOLE
163851108CCCHEMOURS C$396,3050.02%46,900PUTSOLE
552953101MGMMGM RESORT$388,2460.02%82,600PUTSOLE
574599106MASMASCO CORP$355,4700.02%5,050CommonSOLE
78462F103SPYSPDR S&P 5$346,5000.02%96,000PUTSOLE
G4412G101HLFHERBALIFE$346,0800.02%82,400PUTSOLE
46090E103QQQINVESCO QQ$239,9600.01%68,500PUTSOLE
227046109CROXCROCS INC$231,2500.01%125,000CALLSOLE
H8817H100RIGTRANSOCEAN$190,0000.01%400,000CALLSOLE
65341B106XIFRXPLR INFRA$150,3800.01%20,600PUTSOLE
464287432TLTISHARES TR$122,0000.01%50,000CALLSOLE
00165C302AMCAMC ENTMT$115,0950.01%39,688CommonSOLE
81761L102SVCSERVICE PP$105,0000.01%600,000CALLSOLE
G2003N121BEAGRBOLD EAGLE$104,0000.01%400,000CommonSOLE
55616P104MMACYS INC$103,6000.01%80,000PUTSOLE
G2296A117COLUMBUS C$103,2960.01%89,434CommonSOLE
05508R106BGSB & G FOOD$102,2400.01%113,600PUTSOLE
131428104CLMTCALUMET IN$102,1000.01%175,000PUTSOLE
78468R556XOPSPDR SERIE$101,0100.01%37,000CALLSOLE
83193E102EMSMART SH G$100,0350.01%74,100CommonSOLE
654106103NKENIKE INC$82,3050.00%29,500CALLSOLE
G6486E110NHICWNEWHOLD IN$60,7120.00%187,499CommonSOLE
85571B105STWDSTARWOOD P$60,3750.00%172,500PUTSOLE
G8772L113TVACWTEXAS VENT$56,2500.00%50,000CommonSOLE
538034109LYVLIVE NATIO$51,6250.00%32,500PUTSOLE
92552V100VSATVIASAT INC$47,6450.00%73,300PUTSOLE
577081102MATMATTEL INC$44,3750.00%355,000CALLSOLE
G19307126CGCTWCARTESIAN$44,2710.00%165,500CommonSOLE
G87890110TVAIRTHAYER VEN$43,7500.00%250,000CommonSOLE
171756117DAICWCID HOLDCO$42,7630.00%282,640CommonSOLE
06849F108BBARRICK MN$40,7550.00%143,000CALLSOLE
929042109VNOVORNADO RL$38,5250.00%33,500PUTSOLE
58463J304MPTMEDICAL PP$37,6680.00%396,500PUTSOLE
517834107LVSLAS VEGAS$34,9380.00%37,200PUTSOLE
87265H109T86TRI POINTE$31,2700.00%23,600PUTSOLE
92189F676SMHVANECK ETF$30,5400.00%10,300PUTSOLE
G1331A116BACCRBLUE ACQUI$30,0000.00%200,000CommonSOLE
G8192J136SPEGRSILVER PEG$27,6000.00%120,000CommonSOLE
G0750N112AXINRAXIOM INTE$27,5630.00%175,000CommonSOLE
163072101CAKECHEESECAKE$27,1880.00%17,500PUTSOLE
92189F106GDXVANECK ETF$26,5950.00%13,500CALLSOLE
G7309T110PAII/WSPYROPHYTE$26,2500.00%75,000CommonSOLE
68268W103OMFONEMAIN HL$25,2800.00%34,400PUTSOLE
70614W100PTONPELOTON IN$24,0000.00%400,000PUTSOLE
767292105RIOTRIOT PLATF$23,5060.00%29,200CALLSOLE
G6757R113ONCHW1RT ACQUIS$22,6920.00%24,800CommonSOLE
G6858G115OBAWWOXLEY BRID$22,6250.00%125,000CommonSOLE
G66721104NCLHNORWEGIAN$21,7120.00%188,800PUTSOLE
040413205ANETARISTA NET$19,9750.00%23,500CALLSOLE
G4791J114INACRINDIGO ACQ$12,5620.00%75,000CommonSOLE
02369M110RMCOWROYALTY MG$10,7520.00%221,686CommonSOLE
87165B103SYFSYNCHRONY$10,4020.00%21,900PUTSOLE
00751Y106AAPADVANCE AU$9,8400.00%12,000PUTSOLE
88165K119TVGNWTEVOGEN BI$9,7220.00%181,387CommonSOLE
29273V100ETENERGY TRA$9,0000.00%600,000CALLSOLE
875465106SKTTANGER INC$7,7620.00%13,500PUTSOLE
G7840J118SCAGWSCAGE FUTU$6,3920.00%127,590CommonSOLE
09973D113BRLSWBOREALIS F$5,3570.00%70,030CommonSOLE
456948116MSAIWMULTISENSO$4,8760.00%142,585CommonSOLE
09769B115BSLKWBOLT PROJS$4,4140.00%110,914CommonSOLE
G7606H116RDZNWROADZEN IN$4,2050.00%65,696CommonSOLE
337932107FEFIRSTENERG$3,2500.00%26,000PUTSOLE
87169M113OPTXWSYNTEC OPT$2,7770.00%32,034CommonSOLE
104932116BNAIWBRAND ENGA$2,4190.00%150,251CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.