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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 24 of 44  ·  877 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WNC WABASH NATL CORP Industrials 158,712.0 $1.4M 0.00% NEW $8.62 -21.5%
462 WF WOORI FINL GROUP INC Financial Services 20,508.0 $1.4M 0.00% NEW $66.60 -8.4%
463 FIVE CALL FIVE BELOW INC Consumer Cyclical 5,900.0 $1.3M 0.00% NEW $228.48 -6.2%
464 EVER EVERQUOTE INC Communication Services 86,761.0 $1.3M 0.00% NEW $15.42 +19.8%
465 RIG PUT TRANSOCEAN LTD Energy 200,100.0 $1.3M 0.00% NEW $6.63 +12.4%
466 UHAL U HAUL HOLDING COMPANY Industrials 27,619.0 $1.3M 0.00% NEW $47.78 +2.5%
467 EFV ISHARES TR 17,451.0 $1.3M 0.00% NEW $74.35 +5.9%
468 Z PUT ZILLOW GROUP INC Communication Services 31,300.0 $1.3M 0.00% NEW $41.38 -13.0%
469 OMC PUT OMNICOM GROUP INC Communication Services 16,600.0 $1.3M 0.00% NEW $75.31 -4.6%
470 CRACKER BARREL OLD CTRY STOR 1,250,000.0 $1.2M 0.00% NEW $0.99
471 CALL IMMUNITYBIO INC 160,100.0 $1.2M 0.00% NEW $7.67
472 GILD GILEAD SCIENCES INC Healthcare 8,808.0 $1.2M 0.00% NEW $139.37 -6.4%
473 BNO CALL UNITED STS BRENT OIL FD LP Financial Services 70,000.0 $1.2M 0.00% NEW $17.53 +217.4%
474 CRESUD S A C I F Y A 96,340.0 $1.2M 0.00% NEW $12.72
475 THRM GENTHERM INC Consumer Cyclical 44,066.0 $1.2M 0.00% NEW $27.78 +7.8%
476 MTZ CALL MASTEC INC Industrials 3,800.0 $1.2M 0.00% NEW $321.74 +19.7%
477 CARS CARS COM INC Consumer Cyclical 148,681.0 $1.2M 0.00% NEW $8.12 +20.6%
478 MGRC MCGRATH RENTCORP Industrials 10,856.0 $1.2M 0.00% NEW $110.28 -0.3%
479 NORTHPOINTE BANCSHARES INC. 69,334.0 $1.2M 0.00% NEW $17.26
480 GT PUT GOODYEAR TIRE & RUBR CO Consumer Cyclical 180,100.0 $1.2M 0.00% NEW $6.63 -15.5%
Page 24 of 44  ·  877 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%