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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $240.3B AUM 5,624 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 710 New 2283 Added 2325 Reduced 1038 Exited
Page 253 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
5041 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 26,563.0 $277K -1.2M -97.8% $10.42 +28.4%
5042 STHO STAR HLDGS Real Estate 36,563.0 $277K -22K -38.1% $7.57 +12.9%
5043 SHV ISHARES TR 2,503.0 $276K NEW $110.39 -0.1%
5044 ONITY GROUP INC 7,033.0 $276K -149.0 -2.1% $39.27
5045 EFSI EAGLE FINL SVCS INC Financial Services 7,883.0 $276K +2K +26.1% $34.98 +12.9%
5046 CTO CTO RLTY GROWTH INC NEW Real Estate 14,909.0 $276K NEW $18.49 +10.8%
5047 APG API GROUP CORP Industrials 6,803.0 $276K -407K -98.3% $40.52 +2.4%
5048 LWAY LIFEWAY FOODS INC Consumer Defensive 14,228.0 $275K -43K -75.3% $19.34 +29.8%
5049 SCHI SCHWAB STRATEGIC TR 12,089.0 $274K NEW $22.68 -0.8%
5050 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 11,898.0 $273K -208K -94.6% $22.95 +5.1%
5051 NOA NORTH AMERN CONSTR GROUP LTD Energy 20,255.0 $273K -319K -94.0% $13.48 +7.3%
5052 BOLD EAGLE ACQUISITION CORP 1,300,000.0 $273K $0.21
5053 PFIS PEOPLES FINL SVCS CORP Financial Services 5,118.0 $273K NEW $53.33 +10.1%
5054 CALL VENTURE GLOBAL INC 17,300.0 $273K NEW $15.76
5055 IDCC PUT INTERDIGITAL INC Technology 900.0 $272K NEW $302.00 -11.6%
5056 PEB PUT PEBBLEBROOK HOTEL TR Real Estate 21,500.0 $272K NEW $12.63 +17.7%
5057 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 19,174.0 $271K NEW $14.13 +9.6%
5058 GSAT GLOBALSTAR INC Communication Services 4,071.0 $270K -1K -21.9% $66.42 +24.5%
5059 FGBI FIRST GTY BANCSHARES INC Financial Services 33,280.0 $270K NEW $8.12 +9.6%
5060 PLTK PUT PLAYTIKA HLDG CORP Technology 96,100.0 $267K NEW $2.78 +25.5%
Page 253 of 282  ·  5,622 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 19.2%
Financial Services 16.8%
Industrials 13.1%
Healthcare 12.2%
Consumer Cyclical 9.0%
Communication Services 6.5%
Energy 6.1%
Basic Materials 5.3%
Utilities 4.2%
Real Estate 3.9%