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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 80 of 101  ·  2,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 GSK CALL GSK PLC SPONSORED ADR Healthcare 22,900.0 $1.3M 0.01% -55K -70.6% $55.19 -6.3%
1582 SRE CALL SEMPRA COM Utilities 13,000.0 $1.3M 0.01% -5K -27.0% $97.17 -6.0%
1583 KBE PUT SPDR SERIES TRUST STATE STREET SPD 21,200.0 $1.3M 0.01% -80K -79.0% $59.55 +6.9%
1584 SBSW PUT SIBANYE STILLWATER LTD SPONSORED ADR Basic Materials 102,400.0 $1.3M 0.01% +44K +75.3% $12.32 -3.4%
1585 IIPR INNOVATIVE INDL PPTYS INC COM Real Estate 25,134.0 $1.3M 0.01% -2K -8.3% $50.16 +15.2%
1586 MOS CALL MOSAIC CO COM Basic Materials 49,400.0 $1.3M 0.01% -75K -60.4% $25.50 -7.9%
1587 NOK PUT NOKIA CORP SPONSORED ADR Technology 156,200.0 $1.3M 0.01% NEW $8.04 +94.7%
1588 BBWI CALL BATH & BODY WORKS INC COM Consumer Cyclical 67,200.0 $1.3M 0.01% -283K -80.8% $18.67 +5.0%
1589 SAIC SCIENCE APPLICATIONS INTL CO COM Technology 13,201.0 $1.3M 0.01% -10K -43.1% $94.92 +6.1%
1590 PAY PAYMENTUS HOLDINGS INC COM CL A Technology 49,189.0 $1.2M 0.01% -3K -5.3% $25.40 -8.6%
1591 PCG PUT PG&E CORP COM Utilities 71,000.0 $1.2M 0.01% -149K -67.7% $17.57 -5.4%
1592 LNN LINDSAY CORP COM Industrials 10,453.0 $1.2M 0.01% NEW $119.07 -6.8%
1593 CAG CONAGRA BRANDS INC COM Consumer Defensive 78,837.0 $1.2M 0.01% -30K -27.5% $15.72 -14.5%
1594 AGNC CALL AGNC INVT CORP COM Real Estate 123,400.0 $1.2M 0.01% +32K +35.0% $10.03 +4.9%
1595 JJSF J & J SNACK FOODS CORP COM Consumer Defensive 15,605.0 $1.2M 0.01% NEW $79.27 -3.7%
1596 COPX PUT GLOBAL X FDS GLOBAL X COPPER 16,200.0 $1.2M 0.01% +2K +13.3% $76.35 +12.8%
1597 IRM CALL IRON MTN INC DEL COM Real Estate 12,100.0 $1.2M 0.01% -59K -82.9% $102.14 +24.9%
1598 OTTR OTTER TAIL CORP COM Utilities 14,022.0 $1.2M 0.01% -1K -8.8% $87.77 +0.4%
1599 FIS PUT FIDELITY NATL INFORMATION SV COM Technology 26,200.0 $1.2M 0.01% -6K -18.9% $46.91 -10.1%
1600 TRIPLE FLAG PRECIOUS METAL COM 35,394.0 $1.2M 0.01% NEW $34.71
Page 80 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%