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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 78 of 101  ·  2,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 GGAL PUT GRUPO FINANCIERO GALICIA S.A SPONSORED ADR Financial Services 29,800.0 $1.4M 0.01% -12K -29.6% $46.71 +0.7%
1542 KSS CALL KOHLS CORP COM Consumer Cyclical 107,500.0 $1.4M 0.01% -306K -74.0% $12.90 +4.3%
1543 ZIM ZIM INTEGRATED SHIPPING SERV SHS Industrials 52,530.0 $1.4M 0.01% -150K -74.0% $26.35 -4.4%
1544 BALL CALL BALL CORP COM Consumer Cyclical 23,300.0 $1.4M 0.01% -21K -47.3% $59.11 -3.4%
1545 BK PUT BANK NEW YORK MELLON CORP COM Financial Services 11,600.0 $1.4M 0.01% -32K -73.3% $118.63 +18.9%
1546 TFC CALL TRUIST FINL CORP COM Financial Services 29,800.0 $1.4M 0.01% -79K -72.6% $45.97 +5.6%
1547 STLA CALL STELLANTIS N.V SHS Consumer Cyclical 192,700.0 $1.4M 0.01% -1.2M -86.2% $7.09 +15.7%
1548 SDGR SCHRODINGER INC COM Healthcare 120,054.0 $1.4M 0.01% +47K +64.5% $11.36 +20.1%
1549 UUUU PUT ENERGY FUELS INC COM NEW Energy 74,000.0 $1.4M 0.01% +32K +77.9% $18.25 -1.0%
1550 AZTA AZENTA INC COM Healthcare 63,796.0 $1.3M 0.01% -17K -20.8% $21.13 -1.3%
1551 MSTR CALL STRATEGY INC CL A NEW Technology 10,800.0 $1.3M 0.01% -12K -53.2% $124.80 +25.3%
1552 MDT CALL MEDTRONIC PLC SHS Healthcare 15,500.0 $1.3M 0.01% -114K -88.0% $86.65 -10.6%
1553 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 62,926.0 $1.3M 0.01% NEW $21.18 +4.3%
1554 CBZ CBIZ INC COM Industrials 49,522.0 $1.3M 0.01% NEW $26.85 +17.8%
1555 ZETA PUT ZETA GLOBAL HOLDINGS CORP CL A Technology 83,500.0 $1.3M 0.01% -126K -60.1% $15.92 +25.5%
1556 WVE WAVE LIFE SCIENCES LTD SHS Healthcare 183,331.0 $1.3M 0.01% NEW $7.25 -11.7%
1557 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials 156,734.0 $1.3M 0.01% +118K +303.5% $8.45 +44.5%
1558 AEP PUT AMERICAN ELEC PWR CO INC COM Utilities 10,100.0 $1.3M 0.01% -12K -54.1% $131.08 -0.6%
1559 IYR CALL ISHARES TR U.S. REAL ES ETF 14,000.0 $1.3M 0.01% -48K -77.2% $94.56 +9.2%
1560 NEXT CALL NEXTDECADE CORP COM Energy 172,400.0 $1.3M 0.01% -67K -28.0% $7.66 +4.3%
Page 78 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%