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Portfolio (Quarterly) Guide ↗

CAPITAL FUND MANAGEMENT S.A.

· CIK 0001323645
13F Portfolio $22.1B AUM 2,005 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 307 New 465 Added 1227 Reduced 627 Exited
Page 9 of 32  ·  627 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 SHAK CALL SHAKE SHACK INC CL A Consumer Cyclical 55,000 $4.5M 0.01% SOLD
162 AAP PUT ADVANCE AUTO PARTS INC COM Consumer Cyclical 113,100 $4.4M 0.01% SOLD
163 INDA CALL ISHARES TR MSCI INDIA ETF 81,200 $4.4M 0.01% SOLD
164 NSA NATIONAL STORAGE AFFILIATES COM SHS BEN IN Real Estate 153,439 $4.3M 0.01% SOLD
165 KVUE PUT KENVUE INC COM Consumer Defensive 249,300 $4.3M 0.01% SOLD
166 BLDR CALL BUILDERS FIRSTSOURCE INC COM Industrials 41,600 $4.3M 0.01% SOLD
167 MDB MONGODB INC CL A Technology 10,029 $4.2M 0.01% SOLD
168 CHDN CHURCHILL DOWNS INC COM Consumer Cyclical 36,841 $4.2M 0.01% SOLD
169 CME PUT CME GROUP INC COM Financial Services 15,100 $4.1M 0.01% SOLD
170 SIRI CALL SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 206,205 $4.1M 0.01% SOLD
171 CHTR CHARTER COMMUNICATIONS INC N CL A Communication Services 19,518 $4.1M 0.01% SOLD
172 TECK CALL TECK RESOURCES LTD CL B Basic Materials 84,400 $4.0M 0.01% SOLD
173 CVE CENOVUS ENERGY INC COM Energy 238,007 $4.0M 0.01% SOLD
174 RY PUT ROYAL BK CDA COM Financial Services 23,600 $4.0M 0.01% SOLD
175 CALL CENCORA INC COM 11,900 $4.0M 0.01% SOLD
176 TECK PUT TECK RESOURCES LTD CL B Basic Materials 83,400 $4.0M 0.01% SOLD
177 SIRI PUT SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 199,600 $4.0M 0.01% SOLD
178 CPRI CAPRI HOLDINGS LIMITED SHS Consumer Cyclical 162,894 $4.0M 0.01% SOLD
179 GOOG ALPHABET INC CAP STK CL C Communication Services 12,654 $4.0M 0.01% SOLD
180 PUT BUNGE GLOBAL SA COM SHS 44,300 $3.9M 0.01% SOLD
Page 9 of 32  ·  627 positions
Sector Allocation
Technology 26.1%
Industrials 12.9%
Healthcare 12.5%
Consumer Cyclical 11.5%
Financial Services 11.2%
Energy 7.1%
Basic Materials 5.9%
Utilities 4.5%
Consumer Defensive 4.0%
Communication Services 3.2%