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Portfolio (Quarterly) Guide ↗

Tudor Investment Corp

· CIK 0000923093
13F Portfolio $54.0B AUM 3,423 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 3419 New 2 Added 1 Reduced
Page 107 of 172  ·  3,422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 PMT Pennymac Mortgage Investment Trust - US REIT Real Estate 99,546.0 $1.2M 0.00% NEW $12.55 -16.4%
2122 REPL Replimune Group Inc - US Healthcare 128,380.0 $1.2M 0.00% NEW $9.72 -51.6%
2123 ARES PUT Ares Management Corp - US Financial Services 7,700.0 $1.2M 0.00% NEW $161.63 -21.7%
2124 APD PUT Air Products And Chemicals Inc - US Basic Materials 5,000.0 $1.2M 0.00% NEW $247.02 +15.6%
2125 DCO Ducommun Inc - US Industrials 12,962.0 $1.2M 0.00% NEW $95.13 +56.5%
2126 SN CALL SharkNinja Inc Consumer Cyclical 11,000.0 $1.2M 0.00% NEW $111.90 +4.5%
2127 ITGR CALL Integer Holdings Corp - US Healthcare 15,600.0 $1.2M 0.00% NEW $78.43 +13.5%
2128 XLV CALL State Street Health Care Select Sector SPDR ETF - 7,900.0 $1.2M 0.00% NEW $154.80 -3.9%
2129 CF CALL Cf Industries Holdings Inc - US Basic Materials 15,800.0 $1.2M 0.00% NEW $77.34 +50.4%
2130 CHRW PUT Ch Robinson Worldwide Inc - US Industrials 7,600.0 $1.2M 0.00% NEW $160.76 +9.8%
2131 GSK CALL GSK PLC - US ADR Healthcare 24,900.0 $1.2M 0.00% NEW $49.04 +5.2%
2132 FRPT CALL Freshpet Inc - US Consumer Defensive 20,000.0 $1.2M 0.00% NEW $60.93 -14.1%
2133 CALM Cal-Maine Foods Inc - US Consumer Defensive 15,242.0 $1.2M 0.00% NEW $79.57 -4.4%
2134 EVTC Evertec Inc - US Technology 41,609.0 $1.2M 0.00% NEW $29.09 -17.8%
2135 CDW Cdw Corp/De - US Technology 8,884.0 $1.2M 0.00% NEW $136.20 -16.2%
2136 Blue Foundry Bancorp - US 97,253.0 $1.2M 0.00% NEW $12.43
2137 CCO Clear Channel Outdoor Holdings Inc - US Communication Services 545,310.0 $1.2M 0.00% NEW $2.21 +8.6%
2138 AES PUT Aes Corp/The - US Utilities 83,900.0 $1.2M 0.00% NEW $14.34 +2.4%
2139 KIE PUT State Street SPDR S&P Insurance ETF - US ETP 20,000.0 $1.2M 0.00% NEW $60.15 -6.4%
2140 KRC Kilroy Realty Corp - US REIT Real Estate 32,076.0 $1.2M 0.00% NEW $37.37 -6.4%
Page 107 of 172  ·  3,422 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.3%
Financial Services 20.2%
Consumer Cyclical 12.8%
Industrials 11.5%
Healthcare 9.8%
Communication Services 7.4%
Energy 5.4%
Basic Materials 4.1%
Real Estate 3.5%
Consumer Defensive 2.2%