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Portfolio (Quarterly) Guide ↗

SIMPLEX TRADING, LLC

· CIK 0001488542
13F Portfolio $149.1B AUM 10,161 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2204 New 2617 Added 3899 Reduced 1620 Exited
Page 128 of 447  ·  8,927 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 CALL MASCO CORP 15,900.0 $960K 0.00% +12K +341.7% $60.37
2542 CALL LAMB WESTON HLDGS INC 22,700.0 $959K 0.00% -40K -63.7% $42.26
2543 CALL DANA INC 28,500.0 $959K 0.00% +28K +10000.0% $33.65
2544 PUT TRANSUNION 13,800.0 $955K 0.00% +13K +1050.0% $69.19
2545 PUT ACADIA HEALTHCARE COMPANY IN 40,800.0 $954K 0.00% NEW $23.39
2546 PUT MID-AMER APT CMNTYS INC 7,800.0 $953K 0.00% +7K +1850.0% $122.12
2547 CALL KRISPY KREME INC 280,900.0 $952K 0.00% -470K -62.6% $3.39
2548 PUT BELLRING BRANDS INC 59,100.0 $951K 0.00% +36K +152.6% $16.09
2549 WEN WENDYS CO Consumer Cyclical 136,733.0 $950K 0.00% -36K -20.7% $6.95 +9.0%
2550 CALL W & T OFFSHORE INC 278,500.0 $950K 0.00% +75K +37.1% $3.41
2551 CALL BROOKFIELD RENEWABLE CORP 23,800.0 $948K 0.00% -42K -63.7% $39.83
2552 PUT CELCUITY INC 8,300.0 $947K 0.00% +7K +492.9% $114.14
2553 CALL VAALCO ENERGY INC 149,400.0 $947K 0.00% +106K +244.2% $6.34
2554 PUT ORUKA THERAPEUTICS INC 19,300.0 $947K 0.00% +19K +9550.0% $49.05
2555 PUT SUPER GROUP SGHC LIMITED 87,600.0 $946K 0.00% -12K -12.1% $10.80
2556 CALL ANNEXON INC 170,600.0 $945K 0.00% +4K +2.5% $5.54
2557 SG SWEETGREEN INC Consumer Cyclical 181,916.0 $944K 0.00% +82K +81.6% $5.19 +23.0%
2558 BWA BORGWARNER INC Consumer Cyclical 17,384.0 $943K 0.00% +17K +2423.1% $54.26 +19.3%
2559 SHLD GLOBAL X FDS 13,308.0 $943K 0.00% +8K +148.1% $70.84 -13.7%
2560 PUT HUDBAY MINERALS INC 45,100.0 $943K 0.00% +30K +196.7% $20.90
Page 128 of 447  ·  8,927 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 33.1%
Financial Services 16.1%
Communication Services 11.7%
Consumer Cyclical 11.2%
Healthcare 10.2%
Energy 4.4%
Industrials 4.3%
Basic Materials 4.1%
Consumer Defensive 2.3%
Real Estate 1.3%