Paul Glazer's portfolio
In the Q2 2026 13F, filed August 17, 2026, Glazer Capital reported 415 US stock positions worth $3.9B. The largest was Janus Henderson Group (JHG) at 8.3% of the portfolio. New positions: Nuvalent (NUVL), Apogee Therapeutics (APGE) and Topbuild (BLD). Added to: Janus Henderson Group (JHG) and Select Medical Holdings (SEM). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- NuvalentNUVL$219M
- Apogee TherapeuticsAPGE$218M
- TopbuildBLD$210M
- Catalyst PharmaceuticalsCPRX$113M
- Hudbay MineralsHBM$84M
- Caesars EntertainmentCZR$73M
- Esperion TherapeuticsESPR$71M
- Sila Realty TrustSILA$68M
- Global Business TravelGBTG$48M
- Organon & CoOGN$37M
Added to
Trimmed
- DigitalbridgeDBRG$78M
- Warner Bros DiscoveryWBD$23M
- GigCapital8GIW$22M
- GigCapital9GIX$22M
- Brighthouse FinancialBHF$16M
- D. Boral Acquisition IDBCA$16M
- GSR IV Acquisition Corp. Class A ordinary shareGSRF$15M
- Berto AcquisitionTACO$15M
- Electronic ArtsEA$13M
- Cal Redwood AcquisitionCRAQ$13M
Sold out
None this quarter.
Holdings
415 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Janus Henderson GroupJHG | 8.25% | $324M | 6,234,419 | Added |
| NuvalentNUVL | 5.57% | $219M | 1,769,665 | New |
| Apogee TherapeuticsAPGE | 5.55% | $218M | 1,641,042 | New |
| TopbuildBLD | 5.34% | $210M | 492,249 | New |
| Select Medical HoldingsSEM | 4.51% | $177M | 10,744,069 | Added |
| Catalyst PharmaceuticalsCPRX | 2.88% | $113M | 3,602,865 | New |
| Hudbay MineralsHBM | 2.13% | $84M | 3,550,164 | New |
| DigitalbridgeDBRG | 1.98% | $78M | 4,927,041 | Trimmed |
| Chart IndustriesGTLS | 1.90% | $75M | 357,757 | Added |
| Caesars EntertainmentCZR | 1.85% | $73M | 2,412,764 | New |
| Esperion TherapeuticsESPR | 1.80% | $71M | 22,416,339 | New |
| Webster FinancialWBS | 1.76% | $69M | 905,957 | Added |
| Sila Realty TrustSILA | 1.73% | $68M | 2,241,969 | New |
| PenumbraPEN | 1.27% | $50M | 158,127 | Added |
| Global Business TravelGBTG | 1.22% | $48M | 5,115,013 | New |
| Organon & CoOGN | 0.95% | $37M | 2,745,000 | New |
| ArcosaACA | 0.93% | $36M | 250,095 | New |
| WSRWSR | 0.91% | $36M | 1,883,574 | New |
| TBRGTBRG | 0.80% | $32M | 1,204,554 | New |
| Liberty Broadband Srs CLBRDK | 0.76% | $30M | 895,704 | Added |
| Clear Channel Outdoor Hldgs | 0.76% | $30M | 12,298,891 | Held |
| Emerald Expositions EventsEEX | 0.75% | $30M | 5,868,381 | New |
| RokuROKU | 0.71% | $28M | 200,666 | New |
| The AESAES | 0.63% | $25M | 1,689,649 | Added |
| Drugs Made In Amer Acq Ii | 0.60% | $24M | 2,343,278 | Held |
| Warner Bros DiscoveryWBD | 0.59% | $23M | 868,245 | Trimmed |
| GigCapital8GIW | 0.56% | $22M | 3,659,520 | Trimmed |
| GigCapital9GIX | 0.56% | $22M | 3,674,283 | Trimmed |
| Eqv Ventures Ac Corp. Ii | 0.53% | $21M | 2,032,038 | Held |
| Fifth Era Acquisition Corp IFERA | 0.48% | $19M | 1,800,228 | Added |
| TXNM EnergyTXNM | 0.47% | $18M | 323,587 | New |
| Axiom Intelligence Ac Corp 1 | 0.42% | $17M | 1,599,981 | Held |
| Brighthouse FinancialBHF | 0.42% | $16M | 260,639 | Trimmed |
| OTG Acquisition Corp. IOTGA | 0.42% | $16M | 2,000,000 | Added |
| Xsolla SPAC 1XSLL | 0.41% | $16M | 2,356,505 | Added |
| D. Boral Acquisition IDBCA | 0.41% | $16M | 2,112,508 | Trimmed |
| Oyster Enterprises Ii Acquis | 0.41% | $16M | 1,562,348 | Held |
| New Providence Acquisition C | 0.40% | $16M | 1,521,533 | Held |
| GSR IV Acquisition Corp. Class A ordinary shareGSRF | 0.40% | $15M | 1,601,815 | Trimmed |
| Berto AcquisitionTACO | 0.39% | $15M | 1,675,977 | Trimmed |
| Meshflow AcquisitionMESH | 0.39% | $15M | 1,950,576 | Added |
| SC II AcquisitionSCII | 0.38% | $15M | 2,775,561 | Added |
| Quantum Leap Acquisition Cor | 0.38% | $15M | 1,502,368 | Held |
| Cross Country HealthcareCCRN | 0.37% | $15M | 1,111,727 | New |
| Alussa Energy Acquisit | 0.37% | $15M | 1,450,876 | Held |
| Keystone AcquisitionKEYY | 0.37% | $14M | 2,105,266 | New |
| Bio-TechneTECH | 0.36% | $14M | 200,000 | New |
| Apex Treas | 0.36% | $14M | 1,401,165 | Held |
| M3-Brigade Acquisition VIMBVI | 0.35% | $14M | 1,736,872 | Added |
| K&F Growth Acquisition | 0.35% | $14M | 1,299,999 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Paul Glazer own?
In the Q2 2026 13F, Glazer Capital reported 415 US stock positions worth $3.9B. The largest: Janus Henderson Group (JHG) 8.3%, Nuvalent (NUVL) 5.6%, Apogee Therapeutics (APGE) 5.5%, Topbuild (BLD) 5.3%, Select Medical Holdings (SEM) 4.5%.
What did Paul Glazer buy last quarter?
In Q2 2026: new position in Nuvalent (NUVL); new position in Apogee Therapeutics (APGE); new position in Topbuild (BLD); added to Janus Henderson Group (JHG); added to Select Medical Holdings (SEM); added to Chart Industries (GTLS).
What did Paul Glazer sell last quarter?
In Q2 2026: cut Digitalbridge (DBRG); cut Warner Bros Discovery (WBD); cut GigCapital8 (GIW).
When is Paul Glazer's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.