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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 82 of 101  ·  2,005 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 UAL CALL UNITED AIRLS HLDGS INC COM Industrials 12,700.0 $1.2M 0.01% -242K -95.0% $92.07 +15.0%
1622 HOG PUT HARLEY DAVIDSON INC COM Consumer Cyclical 57,700.0 $1.2M 0.01% +20K +55.1% $20.22 +14.8%
1623 BALL PUT BALL CORP COM Consumer Cyclical 19,700.0 $1.2M 0.01% -32K -62.2% $59.11 -4.3%
1624 PBI PITNEY BOWES INC COM Industrials 104,736.0 $1.2M 0.01% +50K +90.0% $11.05 +40.4%
1625 NTAP PUT NETAPP INC COM Technology 11,300.0 $1.2M 0.01% -30K -72.4% $102.39 +35.7%
1626 SKM SK TELECOM CO LTD SPONSORED ADR Communication Services 39,288.0 $1.2M 0.01% NEW $29.29 +31.9%
1627 PR PUT PERMIAN RESOURCES CORP CLASS A COM Energy 53,900.0 $1.1M 0.01% NEW $21.32 -7.9%
1628 SM PUT SM ENERGY COMPANY COM Energy 36,700.0 $1.1M 0.01% NEW $31.18 +2.0%
1629 POET CALL POET TECHNOLOGIES INC COM NEW Technology 192,200.0 $1.1M 0.01% NEW $5.94 +124.7%
1630 EQNR CALL EQUINOR ASA SPONSORED ADR Energy 26,800.0 $1.1M 0.01% -42K -60.8% $42.20 -10.6%
1631 CHD CALL CHURCH & DWIGHT CO INC COM Consumer Defensive 12,100.0 $1.1M 0.01% NEW $93.32 +3.6%
1632 PUT AMCOR PLC ORD 28,380.0 $1.1M 0.01% -68K -70.5% $39.75
1633 HBAN CALL HUNTINGTON BANCSHARES INC COM Financial Services 71,700.0 $1.1M 0.01% -2K -2.3% $15.65 +2.6%
1634 IVZ PUT INVESCO LTD SHS Financial Services 46,100.0 $1.1M 0.01% -22K -32.0% $24.29 +14.0%
1635 CRNX CRINETICS PHARMACEUTICALS IN COM Healthcare 30,728.0 $1.1M 0.01% NEW $36.32 +1.3%
1636 MCHI CALL ISHARES TR MSCI CHINA ETF 19,600.0 $1.1M 0.01% -126K -86.5% $56.18 -0.1%
1637 BCE CALL BCE INC COM NEW Communication Services 43,600.0 $1.1M 0.01% -243K -84.8% $25.24 -1.7%
1638 JBLU JETBLUE AIRWAYS CORP COM Industrials 248,900.0 $1.1M 0.01% -1.1M -81.9% $4.42 +19.5%
1639 WLDN WILLDAN GROUP INC COM Industrials 14,356.0 $1.1M 0.01% NEW $76.56 +22.2%
1640 SRE PUT SEMPRA COM Utilities 11,300.0 $1.1M 0.01% -800.0 -6.6% $97.17 -5.8%
Page 82 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%