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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 72 of 101  ·  2,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 XEL CALL XCEL ENERGY INC COM Utilities 22,200.0 $1.8M 0.01% +10K +86.5% $79.44 +2.0%
1422 CCS CENTURY COMMUNITIES INC COM Consumer Cyclical 30,734.0 $1.8M 0.01% +13K +75.7% $57.38 -5.6%
1423 CVE PUT CENOVUS ENERGY INC COM Energy 66,300.0 $1.8M 0.01% -75K -53.1% $26.53 +6.3%
1424 RKT CALL ROCKET COS INC COM CL A Financial Services 123,300.0 $1.8M 0.01% -283K -69.7% $14.25 +0.1%
1425 IRIDIUM COMMUNICATIONS INC COM 63,259.0 $1.8M 0.01% -315K -83.3% $27.74
1426 AEO PUT AMERICAN EAGLE OUTFITTERS IN COM Consumer Cyclical 105,000.0 $1.8M 0.01% -243K -69.8% $16.70 +5.1%
1427 LUV CALL SOUTHWEST AIRLS CO COM Industrials 46,600.0 $1.8M 0.01% -506K -91.6% $37.57 +16.3%
1428 BKR CALL BAKER HUGHES COMPANY CL A Energy 28,600.0 $1.7M 0.01% -37K -56.6% $61.05 +3.5%
1429 RKT PUT ROCKET COS INC COM CL A Financial Services 122,500.0 $1.7M 0.01% -139K -53.1% $14.25 +0.1%
1430 ABT CALL ABBOTT LABORATORIES COM Healthcare 17,000.0 $1.7M 0.01% -33K -66.0% $102.67 -16.5%
1431 AR PUT ANTERO RESOURCES CORP COM Energy 41,100.0 $1.7M 0.01% -30K -42.2% $42.44 -17.3%
1432 GEHC CALL GE HEALTHCARE TECHNOLOGIES I COMMON STOCK Healthcare 24,500.0 $1.7M 0.01% -22K -47.1% $71.18 -10.3%
1433 CTAS CALL CINTAS CORP COM Industrials 10,300.0 $1.7M 0.01% -57K -84.7% $169.14 +0.4%
1434 FEZ CALL SPDR INDEX SHS FDS STATE STREET SPD 27,900.0 $1.7M 0.01% -111K -79.9% $62.08 +9.9%
1435 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 20,420.0 $1.7M 0.01% NEW $84.60 +1.4%
1436 Z CALL ZILLOW GROUP INC CL C CAP STK Communication Services 41,700.0 $1.7M 0.01% +10K +31.1% $41.38 -12.9%
1437 AIG PUT AMERICAN INTL GROUP INC COM NEW Financial Services 22,900.0 $1.7M 0.01% +700.0 +3.1% $75.25 +0.0%
1438 AMLP ALPS ETF TR ALERIAN MLP 32,700.0 $1.7M 0.01% NEW $52.64 +0.1%
1439 NICE PUT NICE LTD SPONSORED ADR Technology 15,600.0 $1.7M 0.01% -2K -12.4% $110.26 -17.3%
1440 ANGLOGOLD ASHANTI PLC COM SHS 17,646.0 $1.7M 0.01% NEW $97.36
Page 72 of 101  ·  2,005 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%