Top Holdings by value as of 2025-06-30:

1. HESS CORP - $212.2M (11%)
2. ANSYS INC - $157.3M (8%)
3. BLUEPRINT MEDICINES CORP - $135.9M (7%)
4. KELLANOVA - $113.7M (6%)
5. SPIRIT AEROSYSTEMS HLDGS INC - $108.4M (6%)

When compared to holdings as of 2025-03-31:

New Positions:

• AMERICAN AXLE & MFG HLDGS IN (Call)
• AVIDXCHANGE HOLDINGS INC
• BLUEPRINT MEDICINES CORP
• BRIGHTHOUSE FINL INC
• CANTALOUPE INC
• ... and 19 more

Closed Positions:

• ACCOLADE INC
• AIR TRANSPORT SERVICES GRP I
• BEACON ROOFING SUPPLY INC
• BERRY GLOBAL GROUP INC
• CHIMERIX INC
• ... and 14 more

Increase Position by 25% or more:

• DUN & BRADSTREET HLDGS INC
• INTERPUBLIC GROUP COS INC
• JUNIPER NETWORKS INC
• MR COOPER GROUP INC
• PROASSURANCE CORP
• ... and 3 more

No Reduce Position by 25% or more

Alpine Associates Management Inc. is headquartered in Palm Beach, FL.

Source