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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 48 of 65  ·  1,289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 UBS PUT UBS GROUP AG Financial Services 61,800.0 $2.4M 0.00% +41K +192.9% $39.07 +18.5%
942 ACDC PROFRAC HLDG CORP Energy 388,964.0 $2.4M 0.00% +333K +592.8% $6.20 +29.7%
943 UTZ UTZ BRANDS INC Consumer Defensive 304,310.0 $2.4M 0.00% +62K +25.4% $7.92 -7.3%
944 EVEX EVE HLDG INC Industrials 958,923.0 $2.4M 0.00% +603K +169.7% $2.48 +16.1%
945 NSC NORFOLK SOUTHN CORP Industrials 8,254.0 $2.4M 0.00% +6K +222.2% $287.00 +11.5%
946 PATK PATRICK INDS INC Consumer Cyclical 21,214.0 $2.4M 0.00% +16K +333.6% $111.07 -18.7%
947 TEVA CALL TEVA PHARMACEUTICAL INDS LTD Healthcare 78,200.0 $2.4M 0.00% +71K +1050.0% $30.12 +13.0%
948 D PUT DOMINION ENERGY INC Utilities 38,100.0 $2.4M 0.00% +23K +149.0% $61.82 +9.3%
949 CALL SIX FLAGS ENTERTAINMENT CORP 131,800.0 $2.3M 0.00% +46K +52.9% $17.75
950 LILAK LIBERTY LATIN AMERICA LTD Communication Services 264,624.0 $2.3M 0.00% +214K +421.4% $8.82 -14.9%
951 HTH HILLTOP HLDGS INC Financial Services 64,587.0 $2.3M 0.00% +58K +881.4% $35.82 +2.7%
952 KVUE CALL KENVUE INC Consumer Defensive 133,600.0 $2.3M 0.00% +63K +90.3% $17.24 -0.3%
953 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 28,925.0 $2.3M 0.00% +1K +4.7% $79.33 -4.8%
954 AES CALL AES CORP Utilities 162,700.0 $2.3M 0.00% +87K +113.8% $14.09 +3.4%
955 REX REX AMERICAN RES CORP Basic Materials 50,300.0 $2.3M 0.00% +2K +3.9% $45.57 +10.3%
956 UAA CALL UNDER ARMOUR INC Consumer Cyclical 387,200.0 $2.3M 0.00% +337K +669.8% $5.91 -15.1%
957 CGNT COGNYTE SOFTWARE LTD Technology 280,998.0 $2.3M 0.00% +52K +22.5% $8.10 +23.3%
958 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 60,693.0 $2.3M 0.00% +38K +163.0% $37.45 +0.1%
959 IPI INTREPID POTASH INC Basic Materials 52,953.0 $2.3M 0.00% +32K +149.2% $42.77 -3.7%
960 NIOCORP DEVS LTD 505,835.0 $2.3M 0.00% +235K +87.1% $4.46
Page 48 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%