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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 47 of 62  ·  1,227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 DUK PUT DUKE ENERGY CORP NEW COM NEW Utilities 11,500.0 $1.5M 0.01% -28K -71.2% $130.94 -4.6%
922 GEO CALL GEO GROUP INC COM Industrials 89,300.0 $1.5M 0.01% -92K -50.7% $16.81 +34.9%
923 SYY CALL SYSCO CORP COM Consumer Defensive 21,000.0 $1.5M 0.01% -13K -37.7% $71.33 +5.6%
924 LOGI PUT LOGITECH INTL S A SHS Technology 16,400.0 $1.5M 0.01% -10K -37.4% $91.12 +22.2%
925 TOST PUT TOAST INC CL A Technology 56,000.0 $1.5M 0.01% -25K -31.2% $26.51 -12.0%
926 LVS PUT LAS VEGAS SANDS CORP COM Consumer Cyclical 27,200.0 $1.5M 0.01% -26K -49.2% $53.88 -7.7%
927 BAX CALL BAXTER INTL INC COM Healthcare 87,100.0 $1.5M 0.01% -26K -22.6% $16.80 +15.4%
928 CDE PUT COEUR MNG INC COM NEW Basic Materials 77,900.0 $1.5M 0.01% -283K -78.4% $18.77 -2.1%
929 PUT GALAXY DIGITAL INC. CL A 78,900.0 $1.5M 0.01% -10K -11.6% $18.45
930 IOT PUT SAMSARA INC COM CL A Technology 45,800.0 $1.5M 0.01% -5K -9.5% $31.69 -1.7%
931 STM CALL STMICROELECTRONICS N V NY REGISTRY Technology 41,900.0 $1.4M 0.01% -155K -78.7% $34.55 +104.6%
932 PRDO PERDOCEO ED CORP COM Consumer Defensive 38,884.0 $1.4M 0.01% -54K -57.9% $37.21 -8.9%
933 FITB PUT FIFTH THIRD BANCORP COM Financial Services 31,000.0 $1.4M 0.01% -101K -76.5% $46.46 +7.2%
934 MOS PUT MOSAIC CO COM Basic Materials 56,300.0 $1.4M 0.01% -88K -61.0% $25.50 -11.3%
935 MSGE PUT SPHERE ENTERTAINMENT CO CL A Communication Services 12,200.0 $1.4M 0.01% -6K -34.0% $117.40 -39.9%
936 RH CALL RH COM Consumer Cyclical 10,200.0 $1.4M 0.01% -68K -86.9% $139.82 -1.0%
937 PCG CALL PG&E CORP COM Utilities 81,100.0 $1.4M 0.01% -323K -79.9% $17.57 -6.5%
938 XHB CALL SPDR SERIES TRUST STATE STREET SPD 14,400.0 $1.4M 0.01% -128K -89.9% $98.72 +3.7%
939 SRPT CALL SAREPTA THERAPEUTICS INC COM Healthcare 65,000.0 $1.4M 0.01% -88K -57.5% $21.76 -23.4%
940 WHR PUT WHIRLPOOL CORP COM Consumer Cyclical 26,200.0 $1.4M 0.01% -107K -80.3% $53.92 -20.9%
Page 47 of 62  ·  1,227 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 26.1%
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%