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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $123.9B AUM 4,546 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1074 New 2043 Added 1209 Reduced 569 Exited
Page 59 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 AIG AMERICAN INTL GROUP INC Financial Services 96,180.0 $7.2M 0.01% +66K +217.4% $75.25 +4.5%
1162 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 274,542.0 $7.2M 0.01% +191K +229.5% $26.25 -10.7%
1163 SEANERGY MARITIME HLDGS CORP 556,456.0 $7.2M 0.01% +417K +300.0% $12.91
1164 IYH ISHARES TR 115,987.0 $7.1M 0.01% +75K +185.8% $61.64 +1.1%
1165 MTW MANITOWOC CO INC Industrials 612,139.0 $7.1M 0.01% +433K +241.4% $11.65 +0.3%
1166 MNKD MANNKIND CORP Healthcare 2,895,874.0 $7.1M 0.01% +1.7M +143.7% $2.45 +35.1%
1167 MRK CALL MERCK & CO INC Healthcare 58,900.0 $7.1M 0.01% +54K +1078.0% $120.29 -3.7%
1168 FLO FLOWERS FOODS INC Consumer Defensive 868,307.0 $7.1M 0.01% +475K +120.8% $8.15 -14.0%
1169 MTA METALLA RTY & STREAMING LTD Basic Materials 1,062,622.0 $7.0M 0.01% +394K +58.8% $6.63 +2.0%
1170 ORLA ORLA MNG LTD NEW Basic Materials 434,891.0 $7.0M 0.01% +138K +46.6% $16.13 -23.9%
1171 KD KYNDRYL HLDGS INC Technology 532,300.0 $7.0M 0.01% +320K +150.7% $13.12 -8.0%
1172 AWR AMER STATES WTR CO Utilities 92,153.0 $7.0M 0.01% +5K +5.1% $75.62 +0.9%
1173 WFRD WEATHERFORD INTL PLC Energy 73,496.0 $7.0M 0.01% +22K +43.8% $94.58 +17.8%
1174 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 70,612.0 $6.9M 0.01% +853.0 +1.2% $98.42 -4.1%
1175 SCHX SCHWAB STRATEGIC TR 270,336.0 $6.9M 0.01% +255K +1640.1% $25.64 +13.9%
1176 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 2,956,526.0 $6.9M 0.01% +1.5M +100.9% $2.34 +58.5%
1177 NTR NUTRIEN LTD Basic Materials 91,200.0 $6.9M 0.01% +75K +477.2% $75.46 -6.9%
1178 VTOL BRISTOW GROUP INC Energy 146,604.0 $6.9M 0.01% +126K +619.0% $46.89 -8.0%
1179 ORCL CALL ORACLE CORP Technology 46,700.0 $6.9M 0.01% +31K +191.9% $147.11 +29.0%
1180 BMRC BANK OF MARIN BANCORP Financial Services 266,577.0 $6.8M 0.01% +127K +90.9% $25.63 +2.4%
Page 59 of 103  ·  2,043 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 21.8%
Financial Services 15.2%
Healthcare 13.2%
Industrials 13.1%
Consumer Cyclical 11.6%
Energy 5.2%
Basic Materials 5.1%
Consumer Defensive 4.6%
Communication Services 4.0%
Real Estate 3.7%