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Portfolio (Quarterly) Guide ↗

SIG BROKERAGE, LP

· CIK 0001094429
13F Portfolio $3.8B AUM 769 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 358 New 161 Added 133 Reduced 245 Exited
Page 16 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BB CALL BLACKBERRY LTD Technology 80,000.0 $259K 0.01% NEW $3.24 +105.2%
302 CSGP COSTAR GROUP INC Real Estate 6,424.0 $259K 0.01% NEW $40.34 -15.9%
303 CALL FORTE BIOSCIENCES INC 10,000.0 $259K 0.01% NEW $25.90
304 MPC MARATHON PETE CORP Energy 1,055.0 $258K 0.01% NEW $244.18 +1.7%
305 CIFR PUT CIPHER DIGITAL INC Financial Services 20,000.0 $257K 0.01% NEW $12.87 +67.2%
306 NYT NEW YORK TIMES CO MTN BE Communication Services 3,030.0 $254K 0.01% NEW $83.73 -11.3%
307 FCX FREEPORT MCMORAN INC Basic Materials 4,270.0 $251K 0.01% NEW $58.78 +6.0%
308 ESTC CALL ELASTIC N V Technology 5,000.0 $250K 0.01% NEW $49.99 +7.7%
309 BTDR CALL BITDEER TECHNOLOGIES GROUP Technology 28,800.0 $249K 0.01% NEW $8.65 +72.5%
310 LNC PUT LINCOLN NATL CORP IND Financial Services 7,000.0 $248K 0.01% NEW $35.50 +1.4%
311 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 12,023.0 $247K 0.01% NEW $20.53 -22.7%
312 DAL DELTA AIR LINES INC Industrials 3,675.0 $244K 0.01% NEW $66.48 +13.8%
313 LNG CHENIERE ENERGY INC Energy 853.0 $242K 0.01% NEW $283.76 -15.3%
314 SCCO CALL SOUTHERN COPPER CORP Basic Materials 1,400.0 $241K 0.01% NEW $172.06 +1.2%
315 BROS DUTCH BROS INC Consumer Cyclical 4,665.0 $236K 0.01% NEW $50.66 +5.5%
316 PSX PHILLIPS 66 Energy 1,273.0 $232K 0.01% NEW $182.18 -1.6%
317 SYM SYMBOTIC INC Industrials 4,324.0 $230K 0.01% NEW $53.20 -6.1%
318 SNAP CALL SNAP INC Communication Services 50,000.0 $230K 0.01% NEW $4.60 +22.3%
319 SNAP PUT SNAP INC Communication Services 50,000.0 $230K 0.01% NEW $4.60 +22.3%
320 OWL PUT BLUE OWL CAPITAL INC Financial Services 25,000.0 $228K 0.01% NEW $9.13 +11.7%
Page 16 of 18  ·  358 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
Financial Services 20.4%
Healthcare 19.6%
Technology 18.7%
Consumer Cyclical 11.1%
Communication Services 10.3%
Industrials 7.0%
Energy 5.1%
Consumer Defensive 3.3%
Basic Materials 2.4%
Utilities 1.6%