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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 39 of 228  ·  4,546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 HCC WARRIOR MET COAL INC Energy 298,300.0 $27.8M 0.02% NEW $93.15 -8.3%
762 EC ECOPETROL S A Energy 1,853,290.0 $27.8M 0.02% +525K +39.5% $14.99 -7.5%
763 MAIN MAIN STR CAP CORP Financial Services 524,038.0 $27.8M 0.02% +452K +623.7% $52.96 -3.7%
764 TCBI TEXAS CAP BANCSHARES INC Financial Services 292,269.0 $27.7M 0.02% +102K +53.3% $94.88 +4.1%
765 NEM NEWMONT CORP Basic Materials 256,012.0 $27.7M 0.02% +247K +2652.8% $108.25 +0.1%
766 CNMD CONMED CORP Healthcare 782,540.0 $27.7M 0.02% +511K +187.9% $35.36 +4.7%
767 CGAU CENTERRA GOLD INC Basic Materials 1,552,279.0 $27.6M 0.02% +699K +81.8% $17.79 -6.6%
768 ALKS ALKERMES PLC Healthcare 780,683.0 $27.6M 0.02% -433K -35.7% $35.36 +4.5%
769 RHI ROBERT HALF INC. Industrials 1,085,041.0 $27.6M 0.02% -250K -18.7% $25.40 +3.3%
770 SHEL SHELL PLC Energy 295,700.0 $27.5M 0.02% +288K +3950.7% $93.00 -6.8%
771 LADR LADDER CAP CORP Real Estate 2,812,003.0 $27.5M 0.02% +1.6M +138.9% $9.77 +2.1%
772 AVPT AVEPOINT INC Technology 2,887,986.0 $27.5M 0.02% +1.8M +170.2% $9.51 +7.7%
773 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 304,787.0 $27.5M 0.02% +42K +16.2% $90.11 +14.1%
774 CF CF INDUSTRIES HOLD Basic Materials 209,967.0 $27.3M 0.02% -815K -79.5% $129.84 -6.3%
775 BIZD VANECK ETF TRUST 2,121,900.0 $27.2M 0.02% -130K -5.8% $12.80 -2.2%
776 XPLR INFRASTRUCTURE LP 2,550,238.0 $27.1M 0.02% +1.8M +235.4% $10.62
777 SF STIFEL FINL CORP Financial Services 366,321.0 $27.1M 0.02% +352K +2430.4% $73.92 -1.1%
778 BCC BOISE CASCADE CO DEL Basic Materials 355,858.0 $27.0M 0.02% +58K +19.5% $75.85 -11.5%
779 PCAR PACCAR INC Industrials 233,459.0 $27.0M 0.02% +176K +308.5% $115.50 -5.3%
780 OSCR OSCAR HEALTH INC Healthcare 2,349,525.0 $26.9M 0.02% -1.9M -44.1% $11.47 +93.0%
Page 39 of 228  ·  4,546 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%