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Portfolio (Quarterly) Guide ↗

SG Americas Securities, LLC

· CIK 0001313360
13F Portfolio $92.9B AUM 3,194 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 287 New 1251 Added 1532 Reduced 709 Exited
Page 53 of 77  ·  1,532 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 AMRC AMERESCO INC CL A Industrials 14,215.0 $362K -128K -90.0% $25.47 +15.9%
1042 ESI ELEMENT SOLUTIONS INC COM Basic Materials 10,612.0 $362K -22K -67.0% $34.11 +15.7%
1043 WTTR SELECT WATER SOLUTIONS INC CL A COM Utilities 23,568.0 $361K -39K -62.1% $15.32 +30.8%
1044 COLM COLUMBIA SPORTSWEAR CO COM Consumer Cyclical 6,581.0 $361K -27K -80.2% $54.85 +6.8%
1045 RIG TRANSOCEAN LTD REGISTERED Energy 54,204.0 $359K -566K -91.3% $6.62 +12.5%
1046 BUR BURFORD CAPITAL LIMITED ORD Financial Services 79,245.0 $358K -795K -90.9% $4.52 +3.2%
1047 CNS COHEN & STEERS INC COM Financial Services 5,706.0 $357K -12K -67.4% $62.57 +14.6%
1048 LXU LSB INDS INC COM Basic Materials 23,658.0 $353K -15K -39.5% $14.92 -8.1%
1049 CAC CAMDEN NATL CORP COM Financial Services 7,413.0 $352K -1K -14.1% $47.48 +3.6%
1050 LIBERTY GLOBAL LTD COM CL C 29,911.0 $351K -6K -15.6% $11.73
1051 CALL BOOKING HOLDINGS INC 2,400.0 $351K -4K -61.3% $146.25
1052 DHIL DIAMOND HILL INVT GROUP INC COM NEW Financial Services 2,030.0 $349K -830.0 -29.0% $171.92 +1.8%
1053 CRNX CRINETICS PHARMACEUTICALS IN COM Healthcare 9,571.0 $348K -12K -56.1% $36.36 -3.9%
1054 WEN WENDYS CO COM Consumer Cyclical 50,001.0 $348K -76K -60.3% $6.96 +16.7%
1055 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 716.0 $347K -922.0 -56.3% $484.64 -4.1%
1056 KTB KONTOOR BRANDS INC COM Consumer Cyclical 4,926.0 $346K -10K -67.5% $70.24 -8.8%
1057 USAR USA RARE EARTH INC COM Basic Materials 22,653.0 $343K -17K -42.9% $15.14 +31.9%
1058 MSGS MADISON SQUARE GRDN SPRT COR CL A Communication Services 1,065.0 $342K -6K -84.0% $321.13 +10.0%
1059 HZO MARINEMAX INC COM Consumer Cyclical 12,646.0 $342K -21K -62.4% $27.04 +16.8%
1060 BLTE BELITE BIO INC SPONSORED ADS Healthcare 2,144.0 $342K -611.0 -22.2% $159.51 -10.1%
Page 53 of 77  ·  1,532 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 26.7%
Communication Services 16.0%
Financial Services 15.3%
Healthcare 10.4%
Industrials 8.5%
Consumer Cyclical 7.8%
Consumer Defensive 4.3%
Real Estate 3.8%
Energy 2.8%
Basic Materials 2.6%