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Portfolio (Quarterly) Guide ↗

Point72 Asset Management

· CIK 0001603466
13F Portfolio $78.1B AUM 3,704 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 877 New 1289 Added 1434 Reduced 1035 Exited
Page 47 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 RGR STURM RUGER & CO INC Industrials 66,900.0 $2.7M 0.00% +54K +413.7% $40.09 +0.2%
922 VAL CALL VALARIS LTD Energy 27,300.0 $2.7M 0.00% +4K +17.2% $98.04 +15.7%
923 IP PUT INTERNATIONAL PAPER CO Consumer Cyclical 74,900.0 $2.7M 0.00% +52K +224.2% $35.70 -14.8%
924 CEPU CENTRAL PUERTO S A Utilities 158,665.0 $2.7M 0.00% +17K +12.4% $16.83 -17.4%
925 CALL GALAXY DIGITAL INC. 143,700.0 $2.7M 0.00% +116K +409.6% $18.45
926 UMAC UNUSUAL MACHS INC Financial Services 213,093.0 $2.6M 0.00% +194K +1016.0% $12.40 +16.5%
927 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 105,692.0 $2.6M 0.00% +50K +89.2% $25.00 +15.2%
928 DRH DIAMONDROCK HOSPITALITY CO Real Estate 281,796.0 $2.6M 0.00% +268K +1988.0% $9.37 +13.2%
929 UPST CALL UPSTART HLDGS INC Financial Services 101,100.0 $2.6M 0.00% +24K +31.6% $25.65 +8.9%
930 CBL CBL & ASSOC PPTYS INC Real Estate 66,784.0 $2.6M 0.00% +53K +397.1% $38.43 +20.1%
931 CALL OUSTER INC 139,500.0 $2.6M 0.00% +33K +31.2% $18.37
932 TGB CALL TASEKO MINES LTD Basic Materials 396,600.0 $2.6M 0.00% +196K +97.7% $6.45 +1.1%
933 CALL FLUTTER ENTMT PLC 24,900.0 $2.5M 0.00% +22K +730.0% $101.95
934 MCB METROPOLITAN BK HLDG CORP Financial Services 30,120.0 $2.5M 0.00% +25K +483.5% $83.29 +5.9%
935 FRO CALL FRONTLINE PLC Energy 71,300.0 $2.5M 0.00% +62K +642.7% $34.86 +8.3%
936 FET FORUM ENERGY TECHNOLOGIES IN Energy 41,919.0 $2.5M 0.00% +35K +480.1% $58.66 -1.1%
937 AMAL AMALGAMATED FINANCIAL CORP Financial Services 63,170.0 $2.5M 0.00% +37K +143.1% $38.87 +3.0%
938 NWPX NWPX INFRASTRUCTURE INC Industrials 31,523.0 $2.5M 0.00% +27K +682.2% $77.86 +42.7%
939 LW PUT LAMB WESTON HLDGS INC Consumer Defensive 57,900.0 $2.4M 0.00% +25K +78.2% $42.26 +3.3%
940 BUG CALL GLOBAL X FDS 96,400.0 $2.4M 0.00% +75K +344.2% $25.11 +30.4%
Page 47 of 65  ·  1,289 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 28.2%
Consumer Cyclical 12.8%
Healthcare 12.8%
Industrials 11.8%
Financial Services 9.7%
Consumer Defensive 6.1%
Communication Services 5.3%
Energy 4.4%
Utilities 3.2%
Basic Materials 3.1%