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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 94 of 117  ·  2,325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 GKOS GLAUKOS CORP COM Healthcare 12,627.0 $1.4M 0.00% NEW $112.91 +1.8%
1862 RRC PUT RANGE RES CORP COM Energy 40,200.0 $1.4M 0.00% NEW $35.26 +13.6%
1863 LEVI CALL LEVI STRAUSS & CO NEW CL A COM STK Consumer Cyclical 68,300.0 $1.4M 0.00% NEW $20.74 +11.1%
1864 DTE DTE ENERGY CO COM Utilities 10,969.0 $1.4M 0.00% NEW $128.98 +12.1%
1865 SNDR SCHNEIDER NATIONAL INC CL B Industrials 53,310.0 $1.4M 0.00% NEW $26.53 +30.6%
1866 CSX CSX CORP COM Industrials 38,979.0 $1.4M 0.00% NEW $36.25 +28.6%
1867 DBX PUT DROPBOX INC CL A Technology 50,800.0 $1.4M 0.00% NEW $27.80 -4.7%
1868 CE PUT CELANESE CORP DEL COM Basic Materials 33,400.0 $1.4M 0.00% NEW $42.28 +23.9%
1869 URBN CALL URBAN OUTFITTERS INC COM Consumer Cyclical 18,700.0 $1.4M 0.00% NEW $75.26 +0.2%
1870 KR CALL KROGER CO COM Consumer Defensive 22,500.0 $1.4M 0.00% NEW $62.48 +3.3%
1871 PD PAGERDUTY INC COM Technology 107,179.0 $1.4M 0.00% NEW $13.11 -45.2%
1872 TSEM PUT TOWER SEMICONDUCTOR LTD SHS NEW Technology 11,900.0 $1.4M 0.00% NEW $117.42 +145.7%
1873 NVT PUT NVENT ELECTRIC PLC SHS Industrials 13,700.0 $1.4M 0.00% NEW $101.97 +66.0%
1874 KMB PUT KIMBERLY-CLARK CORP COM Consumer Defensive 13,800.0 $1.4M 0.00% NEW $100.89 -2.1%
1875 AMLP CALL ALPS ETF TR ALERIAN MLP 29,500.0 $1.4M 0.00% NEW $47.02 +13.4%
1876 BHF PUT BRIGHTHOUSE FINL INC COM Financial Services 21,400.0 $1.4M 0.00% NEW $64.79 -3.3%
1877 FLS FLOWSERVE CORP COM Industrials 19,968.0 $1.4M 0.00% NEW $69.38 +5.7%
1878 CNK CINEMARK HLDGS INC COM Communication Services 59,543.0 $1.4M 0.00% NEW $23.24 +17.5%
1879 CDW CDW CORP COM Technology 10,129.0 $1.4M 0.00% NEW $136.20 -20.3%
1880 XYL CALL XYLEM INC COM Industrials 10,100.0 $1.4M 0.00% NEW $136.18 -19.0%
Page 94 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%