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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 64 of 103  ·  2,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ESEA EUROSEAS LTD Industrials 83,967.0 $5.6M 0.01% +53K +168.5% $66.85 +12.1%
1262 VFF VILLAGE FARMS INTL INC Consumer Defensive 1,975,053.0 $5.6M 0.01% +515K +35.2% $2.84 -9.2%
1263 GWW WW GRAINGER INC Industrials 5,120.0 $5.6M 0.01% +720.0 +16.4% $1090.81 +13.6%
1264 ODV OSISKO DEVELOPMENT CORP Basic Materials 1,715,228.0 $5.6M 0.00% +461K +36.7% $3.25 -16.0%
1265 CAC CAMDEN NATL CORP Financial Services 117,368.0 $5.6M 0.00% +40K +52.5% $47.45 +4.2%
1266 TWI TITAN INTL INC ILL Industrials 805,319.0 $5.6M 0.00% +147K +22.3% $6.91 +5.8%
1267 FRST PRIMIS FINANCIAL CORP Financial Services 418,376.0 $5.6M 0.00% +277K +195.9% $13.28 +8.2%
1268 EYPT EYEPOINT INC Healthcare 430,315.0 $5.5M 0.00% +292K +210.8% $12.89 -0.9%
1269 FFIN FIRST FINL BANKSHARES INC Financial Services 188,342.0 $5.5M 0.00% +89K +88.7% $29.45 +9.3%
1270 ALB CALL ALBEMARLE CORP Basic Materials 30,800.0 $5.5M 0.00% +200.0 +0.7% $179.53 -5.4%
1271 DAVE INC 31,537.0 $5.5M 0.00% +10K +49.2% $174.09
1272 GILT GILAT SATELLITE NETWORKS LTD Technology 365,247.0 $5.5M 0.00% +246K +207.5% $15.02 +2.3%
1273 ASM AVINO SILVER & GOLD MINES LT Basic Materials 863,488.0 $5.5M 0.00% +749K +653.6% $6.32 +5.2%
1274 WSR WHITESTONE REIT Real Estate 337,595.0 $5.5M 0.00% +112K +49.4% $16.15 +17.5%
1275 SMP STANDARD MTR PRODS INC Consumer Cyclical 156,630.0 $5.4M 0.00% +116K +290.0% $34.74 +6.9%
1276 GM PUT GENERAL MTRS CO Consumer Cyclical 73,000.0 $5.4M 0.00% +66K +942.9% $74.50 +3.6%
1277 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 136,860.0 $5.4M 0.00% +126K +1144.2% $39.65 +26.2%
1278 NRIM NORTHRIM BANCORP INC Financial Services 236,565.0 $5.4M 0.00% +18K +8.1% $22.88 +7.0%
1279 CEG PUT CONSTELLATION ENERGY CORP Utilities 19,300.0 $5.4M 0.00% +5K +38.9% $279.25 +2.4%
1280 ZBIO ZENAS BIOPHARMA INC Healthcare 275,056.0 $5.4M 0.00% +260K +1721.6% $19.55 +0.1%
Page 64 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%