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Portfolio (Quarterly) Guide ↗

WOLVERINE ASSET MANAGEMENT LLC

· CIK 0001279891
13F Portfolio $10.4B AUM 1,678 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 390 New 387 Added 569 Reduced 360 Exited
Page 18 of 29  ·  569 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UNIT PUT UNITI GROUP LLC Real Estate 40,300.0 $378K 0.00% -126K -75.8% $9.38 +17.8%
342 RA BROOKFIELD REAL ASSETS INCOM Financial Services 28,813.0 $371K 0.00% -15K -33.6% $12.86 -2.2%
343 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,893.0 $356K 0.00% -1K -34.6% $188.00 +20.5%
344 YORKVILLE ACQUISITION CORP. 35,000.0 $354K 0.00% -10K -22.2% $10.11
345 CRITICAL METALS CORP 100,780.0 $351K 0.00% -13K -11.5% $3.48
346 FTAI AVIATION LTD 1,400.0 $343K 0.00% -4K -74.0% $245.00
347 MCD CALL MCDONALDS CORP Consumer Cyclical 1,100.0 $342K 0.00% -2K -60.7% $310.79 -11.1%
348 NIOCORP DEVS LTD 195,282.0 $334K 0.00% -49K -20.2% $1.71
349 IVT INVENTRUST PPTYS CORP Real Estate 10,861.0 $331K 0.00% -33K -75.3% $30.46 +2.9%
350 OGN PUT ORGANON & CO Healthcare 54,100.0 $324K 0.00% -10K -15.6% $5.99 +123.7%
351 WMT PUT WALMART INC Consumer Defensive 2,600.0 $323K 0.00% -20K -88.4% $124.28 +5.8%
352 UNFI UNITED NAT FOODS INC Consumer Defensive 7,157.0 $322K 0.00% -7K -50.6% $45.06 +12.2%
353 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 25,897.0 $321K 0.00% -157K -85.8% $12.40 +13.7%
354 PSA PUBLIC STORAGE OPER CO Real Estate 1,159.0 $314K 0.00% -11K -90.2% $270.88 +8.0%
355 ABBV PUT ABBVIE INC Healthcare 1,400.0 $304K 0.00% -64K -97.9% $217.49 -3.7%
356 WMT CALL WALMART INC Consumer Defensive 2,400.0 $298K 0.00% -6K -69.6% $124.28 +5.8%
357 RFI COHEN & STEERS TOTAL RETURN Financial Services 26,141.0 $291K 0.00% -64K -71.1% $11.14 +0.6%
358 IDE VOYA INFRASTRUCTURE INDLS & Financial Services 22,107.0 $276K 0.00% -2K -9.1% $12.48 +10.2%
359 HD HOME DEPOT INC Consumer Cyclical 832.0 $274K 0.00% -11K -92.9% $328.89 -9.5%
360 FSM PUT FORTUNA MNG CORP Basic Materials 27,400.0 $272K 0.00% -524K -95.0% $9.93 -3.8%
Page 18 of 29  ·  569 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
Financial Services 50.7%
Technology 11.4%
Real Estate 9.1%
Industrials 6.9%
Consumer Cyclical 6.5%
Communication Services 5.1%
Basic Materials 3.2%
Healthcare 2.8%
Energy 2.4%
Utilities 1.1%