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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 45 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 HRL HORMEL FOODS CORP Consumer Defensive 68,885.0 $1.6M 0.01% NEW $23.70 -11.1%
882 AJG GALLAGHER ARTHUR J & CO Financial Services 6,276.0 $1.6M 0.01% NEW $258.79 -19.9%
883 CTAS CALL CINTAS CORP Industrials 8,600.0 $1.6M 0.01% NEW $188.07 -8.4%
884 EWZ CALL ISHARES INC 50,800.0 $1.6M 0.01% NEW $31.77 +16.5%
885 JOBY CALL JOBY AVIATION INC Industrials 122,200.0 $1.6M 0.01% NEW $13.20 -21.2%
886 RSG CALL REPUBLIC SVCS INC Industrials 7,600.0 $1.6M 0.01% NEW $211.93 +0.1%
887 HAL PUT HALLIBURTON CO Energy 56,900.0 $1.6M 0.01% NEW $28.26 +48.5%
888 OMC OMNICOM GROUP INC Communication Services 19,844.0 $1.6M 0.01% NEW $80.75 -8.6%
889 OKLO OKLO INC Utilities 22,252.0 $1.6M 0.01% NEW $71.76 -9.3%
890 PUT FLUTTER ENTMT PLC 7,400.0 $1.6M 0.01% NEW $215.04
891 WPM CALL WHEATON PRECIOUS METALS CORP Basic Materials 13,500.0 $1.6M 0.01% NEW $117.52 +8.2%
892 NVMI PUT NOVA LTD Technology 4,800.0 $1.6M 0.01% NEW $328.39 +51.2%
893 OXY CALL OCCIDENTAL PETE CORP Energy 38,200.0 $1.6M 0.01% NEW $41.12 +43.1%
894 GFS PUT GLOBALFOUNDRIES INC Technology 44,800.0 $1.6M 0.01% NEW $34.92 +133.0%
895 WMB CALL WILLIAMS COS INC Energy 25,500.0 $1.5M 0.01% NEW $60.11 +29.6%
896 EQIX EQUINIX INC Real Estate 2,000.0 $1.5M 0.01% NEW $766.16 +40.8%
897 MMM CALL 3M CO Industrials 9,500.0 $1.5M 0.01% NEW $160.10 -5.3%
898 EHC PUT ENCOMPASS HEALTH CORP Healthcare 14,300.0 $1.5M 0.01% NEW $106.14 -1.6%
899 RBLX CALL ROBLOX CORP Technology 18,700.0 $1.5M 0.01% NEW $81.03 -43.5%
900 WTW PUT WILLIS TOWERS WATSON PLC LTD Financial Services 4,600.0 $1.5M 0.01% NEW $328.60 -22.7%
Page 45 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%