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Portfolio (Quarterly) Guide ↗

Ionic Capital Management LLC

· CIK 0001386462
13F Portfolio $1.4B AUM 165 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 71 New 41 Added 32 Reduced 53 Exited
Page 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SOUTHLAND HLDGS INC 220,489.0 $8K 0.00% -33K -12.9% $0.03
162 BOREALIS FOODS INC 70,000.0 $5K $0.08
163 BITCOIN DEPOT INC 165,132.0 $4K +100K +153.5% $0.02
164 RENEW ENERGY GLOBAL PLC 200,000.0 $2K $0.01
165 USGO US GOLDMINING INC Basic Materials 100.0 $1K NEW $11.63 -4.8%
Page 9 of 9  ·  165 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 32.3%
Financial Services 25.5%
Consumer Cyclical 13.1%
Industrials 9.9%
Basic Materials 9.4%
Communication Services 4.1%
Consumer Defensive 3.0%
Healthcare 1.4%
Utilities 0.8%
Energy 0.4%