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Portfolio (Quarterly) Guide ↗

Twin Tree Management, LP

· CIK 0001535588
13F Portfolio $11.5B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1351 New
Page 40 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MT PUT ARCELORMITTAL SA LUXEMBOURG Basic Materials 50,500.0 $2.3M 0.02% NEW $45.57 +40.7%
782 HEI CALL HEICO CORP NEW Industrials 7,100.0 $2.3M 0.02% NEW $323.59 -6.9%
783 APLD PUT APPLIED DIGITAL CORP Technology 93,400.0 $2.3M 0.02% NEW $24.52 +95.8%
784 LPX PUT LOUISIANA PAC CORP Basic Materials 28,300.0 $2.3M 0.02% NEW $80.76 -13.2%
785 PG CALL PROCTER AND GAMBLE CO Consumer Defensive 15,800.0 $2.3M 0.02% NEW $143.31 -0.6%
786 XLE PUT SELECT SECTOR SPDR TR 50,100.0 $2.2M 0.02% NEW $44.71 +32.3%
787 MOS CALL MOSAIC CO NEW Basic Materials 92,700.0 $2.2M 0.02% NEW $24.09 -8.9%
788 D CALL DOMINION ENERGY INC Utilities 38,100.0 $2.2M 0.02% NEW $58.59 +16.6%
789 XBI PUT SPDR SERIES TRUST 18,300.0 $2.2M 0.02% NEW $121.93 +8.9%
790 AGNC CALL AGNC INVT CORP Real Estate 207,500.0 $2.2M 0.02% NEW $10.72 -4.3%
791 PCAR PACCAR INC Industrials 20,218.0 $2.2M 0.02% NEW $109.51 -0.2%
792 ELV CALL ELEVANCE HEALTH INC FORMERLY Healthcare 6,300.0 $2.2M 0.02% NEW $350.55 +11.2%
793 UNP UNION PAC CORP Industrials 9,543.0 $2.2M 0.02% NEW $231.32 +14.9%
794 ELAN CALL ELANCO ANIMAL HEALTH INC Healthcare 97,100.0 $2.2M 0.02% NEW $22.63 -5.8%
795 GLD SPDR GOLD TR Financial Services 5,491.0 $2.2M 0.02% NEW $396.31 +5.2%
796 DHI CALL D R HORTON INC Consumer Cyclical 15,100.0 $2.2M 0.02% NEW $144.03 +0.1%
797 CALL EXPAND ENERGY CORPORATION 19,700.0 $2.2M 0.02% NEW $110.36
798 MA PUT MASTERCARD INCORPORATED Financial Services 3,800.0 $2.2M 0.02% NEW $570.88 -12.5%
799 FHN CALL FIRST HORIZON CORPORATION Financial Services 90,700.0 $2.2M 0.02% NEW $23.90 +0.8%
800 HRL CALL HORMEL FOODS CORP Consumer Defensive 91,300.0 $2.2M 0.02% NEW $23.70 -11.1%
Page 40 of 68  ·  1,351 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 33.5%
Financial Services 14.1%
Consumer Cyclical 12.6%
Basic Materials 11.5%
Healthcare 9.2%
Industrials 7.0%
Communication Services 3.6%
Energy 3.6%
Consumer Defensive 3.3%
Utilities 1.2%