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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 85 of 172  ·  3,422 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 SJM CALL J M Smucker Co/The - US Consumer Defensive 24,700.0 $2.4M 0.00% NEW $97.81 +13.3%
1682 USAR PUT USA Rare Earth Inc - US Basic Materials 202,200.0 $2.4M 0.00% NEW $11.90 +107.1%
1683 CHCT Community Healthcare Trust Inc - US REIT Real Estate 146,527.0 $2.4M 0.00% NEW $16.42 +6.2%
1684 BROS CALL Dutch Bros Inc - US Consumer Cyclical 39,200.0 $2.4M 0.00% NEW $61.22 +15.5%
1685 EIX PUT Edison International - US Utilities 39,900.0 $2.4M 0.00% NEW $60.02 +19.8%
1686 MCW Mister Car Wash Inc - US Consumer Cyclical 430,352.0 $2.4M 0.00% NEW $5.56 +27.7%
1687 ROL Rollins Inc - US Consumer Cyclical 39,831.0 $2.4M 0.00% NEW $60.02 -25.1%
1688 BMO CALL Bank Of Montreal - US Financial Services 18,400.0 $2.4M 0.00% NEW $129.79 +31.6%
1689 Truecar Inc - US 1,054,721.0 $2.4M 0.00% NEW $2.26
1690 LUV PUT Southwest Airlines Co - US Industrials 57,600.0 $2.4M 0.00% NEW $41.33 +16.1%
1691 BTI CALL British American Tobacco Plc - US ADR Consumer Defensive 42,000.0 $2.4M 0.00% NEW $56.62 +4.0%
1692 TVTX Travere Therapeutics Inc - US Healthcare 62,186.0 $2.4M 0.00% NEW $38.21 +44.3%
1693 TNDM Tandem Diabetes Care Inc - US Healthcare 108,063.0 $2.4M 0.00% NEW $21.98 -30.4%
1694 GNRC PUT Generac Holdings Inc - US Industrials 17,400.0 $2.4M 0.00% NEW $136.37 +104.7%
1695 MTH Meritage Homes Corp - US Consumer Cyclical 35,991.0 $2.4M 0.00% NEW $65.80 +15.1%
1696 FICO PUT Fair Isaac Corp - US Technology 1,400.0 $2.4M 0.00% NEW $1690.62 -35.1%
1697 NBR Nabors Industries Ltd - US Energy 43,433.0 $2.4M 0.00% NEW $54.30 +60.3%
1698 STRL CALL Sterling Infrastructure Inc - US Industrials 7,700.0 $2.4M 0.00% NEW $306.23 +181.4%
1699 GABC German American Bancorp Inc - US Financial Services 60,070.0 $2.4M 0.00% NEW $39.18 +14.8%
1700 ORLY CALL O'Reilly Automotive Inc - US Consumer Cyclical 25,800.0 $2.4M 0.00% NEW $91.21 -4.8%
Page 85 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%