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Portfolio (Quarterly) Guide ↗

CAPITAL FUND MANAGEMENT S.A.

· CIK 0001323645
13F Portfolio $36.0B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2325 New
Page 89 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 193,016.0 $1.8M 0.01% NEW $9.22 -7.6%
1762 CNX CNX RES CORP COM Energy 48,356.0 $1.8M 0.01% NEW $36.77 -6.0%
1763 GRRR GORILLA TECHNOLOGY GROUP INC SHS NEW Technology 162,436.0 $1.8M 0.01% NEW $10.92 +43.5%
1764 HUN CALL HUNTSMAN CORP COM Basic Materials 177,300.0 $1.8M 0.01% NEW $10.00 +48.9%
1765 JBGS JBG SMITH PPTYS COM Real Estate 103,973.0 $1.8M 0.01% NEW $17.01 -12.0%
1766 BRBR CALL BELLRING BRANDS INC COMMON STOCK Consumer Defensive 66,100.0 $1.8M 0.01% NEW $26.73 -65.9%
1767 D PUT DOMINION ENERGY INC COM Utilities 30,100.0 $1.8M 0.01% NEW $58.59 +14.9%
1768 MSGE PUT SPHERE ENTERTAINMENT CO CL A Communication Services 18,500.0 $1.8M 0.01% NEW $95.08 -25.5%
1769 BP CALL BP PLC SPONSORED ADR Energy 50,200.0 $1.7M 0.01% NEW $34.73 +18.9%
1770 HL HECLA MNG CO COM Basic Materials 90,805.0 $1.7M 0.01% NEW $19.19 -11.2%
1771 AWK CALL AMERICAN WTR WKS CO INC NEW COM Utilities 13,300.0 $1.7M 0.01% NEW $130.50 -4.1%
1772 NTLA INTELLIA THERAPEUTICS INC COM Healthcare 193,026.0 $1.7M 0.01% NEW $8.99 +43.9%
1773 ALLY PUT ALLY FINL INC COM Financial Services 38,300.0 $1.7M 0.01% NEW $45.29 -5.3%
1774 U HAUL HOLDING COMPANY COM SER N 37,013.0 $1.7M 0.01% NEW $46.74
1775 KBH CALL KB HOME COM Consumer Cyclical 30,600.0 $1.7M 0.01% NEW $56.41 -10.0%
1776 STT STATE STR CORP COM Financial Services 13,326.0 $1.7M 0.01% NEW $129.01 +20.9%
1777 PUT ASTRAZENECA PLC SPONSORED ADR 18,700.0 $1.7M 0.01% NEW $91.93
1778 AKAM CALL AKAMAI TECHNOLOGIES INC COM Technology 19,700.0 $1.7M 0.01% NEW $87.25 +66.5%
1779 VISN CALL COMMSCOPE HLDG CO INC COM Technology 94,700.0 $1.7M 0.01% NEW $18.13 -30.7%
1780 ODFL CALL OLD DOMINION FREIGHT LINE IN COM Industrials 10,900.0 $1.7M 0.01% NEW $156.80 +40.8%
Page 89 of 117  ·  2,325 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 26.4%
Financial Services 15.7%
Consumer Cyclical 13.3%
Industrials 12.9%
Healthcare 8.6%
Communication Services 4.7%
Energy 4.7%
Consumer Defensive 4.6%
Basic Materials 4.5%
Utilities 3.6%