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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 74 of 101  ·  2,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 ACI CALL ALBERTSONS COS INC COMMON STOCK Consumer Defensive 95,500.0 $1.6M 0.01% -83K -46.4% $17.04 -5.9%
1462 DG CALL DOLLAR GEN CORP COM Consumer Defensive 13,700.0 $1.6M 0.01% -119K -89.7% $118.73 -12.1%
1463 CXT CRANE NXT CO COM Industrials 40,004.0 $1.6M 0.01% NEW $40.59 -3.7%
1464 PBR PUT PETROLEO BRASILEIRO S A SPONSORED ADR Energy 78,200.0 $1.6M 0.01% -122K -61.0% $20.75 -8.6%
1465 EIX CALL EDISON INTL COM Utilities 22,100.0 $1.6M 0.01% -36K -61.9% $73.18 -2.1%
1466 CIBR FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF 25,800.0 $1.6M 0.01% -300.0 -1.1% $62.68 +30.9%
1467 JANX JANUX THERAPEUTICS INC COM Healthcare 115,867.0 $1.6M 0.01% NEW $13.90 +3.9%
1468 SHAK SHAKE SHACK INC CL A Consumer Cyclical 18,099.0 $1.6M 0.01% -28K -60.7% $88.47 -27.2%
1469 RF PUT REGIONS FINANCIAL CORP NEW COM Financial Services 61,200.0 $1.6M 0.01% +16K +34.8% $26.12 +7.5%
1470 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 12,487.0 $1.6M 0.01% NEW $127.71 +4.6%
1471 PCAR PUT PACCAR INC COM Industrials 13,800.0 $1.6M 0.01% -1K -8.0% $115.50 -2.8%
1472 GRAB GRAB HOLDINGS LIMITED CLASS A ORD Technology 435,389.0 $1.6M 0.01% NEW $3.66 -0.5%
1473 DD PUT DUPONT DE NEMOURS INC COM Basic Materials 34,700.0 $1.6M 0.01% +16K +82.6% $45.80 +4.1%
1474 JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS Consumer Cyclical 230,284.0 $1.6M 0.01% +111K +93.0% $6.90 +7.7%
1475 Q QNITY ELECTRONICS INC COMMON STOCK Technology 13,737.0 $1.6M 0.01% -21K -60.2% $115.38 +37.9%
1476 BN CALL BROOKFIELD CORP CL A LTD VT SH Financial Services 39,100.0 $1.6M 0.01% +6K +18.1% $40.47 +13.7%
1477 VIAV PUT VIAVI SOLUTIONS INC COM Technology 47,400.0 $1.6M 0.01% +24K +98.3% $33.28 +59.4%
1478 PAGAYA TECHNOLOGIES LTD CL A NEW 135,298.0 $1.6M 0.01% -52K -27.8% $11.65
1479 VENTURE GLOBAL INC COM CL A 99,772.0 $1.6M 0.01% +53K +111.3% $15.76
1480 HUN HUNTSMAN CORP COM Basic Materials 117,979.0 $1.6M 0.01% -48K -28.8% $13.31 +11.5%
Page 74 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%