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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 48 of 62  ·  1,227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 VFC CALL V F CORP COM Consumer Cyclical 83,100.0 $1.4M 0.01% -43K -33.9% $16.99 -4.3%
942 ANF PUT ABERCROMBIE & FITCH CO CL A Consumer Cyclical 15,400.0 $1.4M 0.01% -94K -85.9% $91.37 -17.6%
943 PUT FLUTTER ENTMT PLC SHS 13,800.0 $1.4M 0.01% -6K -29.2% $101.95
944 ORI OLD REP INTL CORP COM Financial Services 35,198.0 $1.4M 0.01% -48K -57.5% $39.90 -1.6%
945 LOGI CALL LOGITECH INTL S A SHS Technology 15,400.0 $1.4M 0.01% -4K -20.6% $91.12 +21.7%
946 NXT CALL NEXTPOWER INC CLASS A COM Technology 11,600.0 $1.4M 0.01% -41K -77.9% $120.55 +8.5%
947 PUT EXPAND ENERGY CORPORATION COM 12,700.0 $1.4M 0.01% -56K -81.4% $109.78
948 GGAL PUT GRUPO FINANCIERO GALICIA S.A SPONSORED ADR Financial Services 29,800.0 $1.4M 0.01% -12K -29.6% $46.71 -3.3%
949 KSS CALL KOHLS CORP COM Consumer Cyclical 107,500.0 $1.4M 0.01% -306K -74.0% $12.90 -0.0%
950 ZIM ZIM INTEGRATED SHIPPING SERV SHS Industrials 52,530.0 $1.4M 0.01% -150K -74.0% $26.35 -4.3%
951 BALL CALL BALL CORP COM Consumer Cyclical 23,300.0 $1.4M 0.01% -21K -47.3% $59.11 -4.5%
952 BK PUT BANK NEW YORK MELLON CORP COM Financial Services 11,600.0 $1.4M 0.01% -32K -73.3% $118.63 +19.0%
953 TFC CALL TRUIST FINL CORP COM Financial Services 29,800.0 $1.4M 0.01% -79K -72.6% $45.97 +5.4%
954 STLA CALL STELLANTIS N.V SHS Consumer Cyclical 192,700.0 $1.4M 0.01% -1.2M -86.2% $7.09 +10.8%
955 AZTA AZENTA INC COM Healthcare 63,796.0 $1.3M 0.01% -17K -20.8% $21.13 -2.9%
956 MSTR CALL STRATEGY INC CL A NEW Technology 10,800.0 $1.3M 0.01% -12K -53.2% $124.80 +28.9%
957 MDT CALL MEDTRONIC PLC SHS Healthcare 15,500.0 $1.3M 0.01% -114K -88.0% $86.65 -10.3%
958 ZETA PUT ZETA GLOBAL HOLDINGS CORP CL A Technology 83,500.0 $1.3M 0.01% -126K -60.1% $15.92 +22.3%
959 AEP PUT AMERICAN ELEC PWR CO INC COM Utilities 10,100.0 $1.3M 0.01% -12K -54.1% $131.08 +0.2%
960 IYR CALL ISHARES TR U.S. REAL ES ETF 14,000.0 $1.3M 0.01% -48K -77.2% $94.56 +9.1%
Page 48 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%