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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 45 of 54  ·  1,074 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 RSG PUT REPUBLIC SVCS INC Industrials 1,400.0 $307K NEW $219.02 -4.9%
882 CBRL CALL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 10,800.0 $304K NEW $28.11 +4.3%
883 ALCO ALICO INC Consumer Defensive 7,330.0 $302K NEW $41.26 -2.5%
884 RDY DR REDDYS LABS LTD Healthcare 21,800.0 $302K NEW $13.85 -1.7%
885 AIG CALL AMERICAN INTL GROUP INC Financial Services 4,000.0 $301K NEW $75.25 +4.1%
886 ASC ARDMORE SHIPPING CORP Industrials 19,700.0 $300K NEW $15.25 +26.4%
887 PID INVESCO EXCHANGE TRADED FD T 13,500.0 $300K NEW $22.25 +2.9%
888 PHR PHREESIA INC Healthcare 35,800.0 $300K NEW $8.38 +4.7%
889 LAD CALL LITHIA MTRS INC Consumer Cyclical 1,200.0 $300K NEW $249.72 +4.9%
890 OPRA OPERA LTD Communication Services 20,900.0 $298K NEW $14.26 +25.5%
891 SVCO SILVACO GROUP INC Technology 41,933.0 $297K NEW $7.08 +42.5%
892 CME CALL CME GROUP INC Financial Services 1,000.0 $295K NEW $295.35 +3.3%
893 CME PUT CME GROUP INC Financial Services 1,000.0 $295K NEW $295.35 +3.3%
894 SATS ECHOSTAR CORP Technology 2,517.0 $295K NEW $117.07 +17.2%
895 HUBB CALL HUBBELL INC Industrials 600.0 $294K NEW $490.74 -2.2%
896 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 52,500.0 $293K NEW $5.58 +67.4%
897 VEGN ETF SER SOLUTIONS 5,100.0 $288K NEW $56.50 +25.8%
898 LW CALL LAMB WESTON HLDGS INC Consumer Defensive 6,800.0 $287K NEW $42.26 +4.3%
899 MPLT MAPLIGHT THERAPEUTICS INC Healthcare 14,098.0 $287K NEW $20.33 +30.3%
900 CALM PUT CAL MAINE FOODS INC Consumer Defensive 3,600.0 $285K NEW $79.15 -1.9%
Page 45 of 54  ·  1,074 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%