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Portfolio (Quarterly) Guide ↗

Point72 Asset Management, L.P.

· CIK 0001603466
13F Portfolio $90.7B AUM 3,923 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1078 New 1315 Added 1437 Reduced 859 Exited
Page 40 of 54  ·  1,078 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RRBI RED RIVER BANCSHARES INC Financial Services 2,903.0 $265K NEW $91.28 +10.4%
782 WYFI CALL WHITEFIBER INC Technology 6,800.0 $264K NEW $38.85 -45.5%
783 HBAN PUT HUNTINGTON BANCSHARES INC Financial Services 14,900.0 $264K NEW $17.73 -4.1%
784 HDSN HUDSON TECHNOLOGIES INC Basic Materials 45,731.0 $262K NEW $5.74 -3.0%
785 EGAN EGAIN CORP Technology 41,589.0 $262K NEW $6.30 +15.2%
786 CPRI CALL CAPRI HOLDINGS LIMITED Consumer Cyclical 14,100.0 $262K NEW $18.57 -25.8%
787 TSEM TOWER SEMICONDUCTOR LTD Technology 1,000.0 $261K NEW $260.64 -14.1%
788 PBI CALL PITNEY BOWES INC Industrials 14,800.0 $259K NEW $17.52 -7.7%
789 MNSB MAINSTREET BANCSHARES INC Financial Services 10,488.0 $259K NEW $24.69 +2.3%
790 GREIF INC 2,737.0 $256K NEW $93.54
791 MTD CALL METTLER TOLEDO INTERNATIONAL Healthcare 200.0 $256K NEW $1277.51 +9.1%
792 MTD PUT METTLER TOLEDO INTERNATIONAL Healthcare 200.0 $256K NEW $1277.51 +9.1%
793 BHR BRAEMAR HOTELS & RESORTS INC Real Estate 117,606.0 $254K NEW $2.16 -6.0%
794 FCCO FIRST CMNTY CORP S C Financial Services 7,751.0 $253K NEW $32.68 +3.9%
795 LGND PUT LIGAND PHARMACEUTICALS INC Healthcare 800.0 $253K NEW $316.09 -9.1%
796 VRSK CALL VERISK ANALYTICS INC Industrials 1,400.0 $251K NEW $179.53 +4.5%
797 DBI DESIGNER BRANDS INC Consumer Cyclical 42,772.0 $249K NEW $5.83 -1.5%
798 FF FUTUREFUEL CORP Basic Materials 55,149.0 $249K NEW $4.52 +23.5%
799 GSM FERROGLOBE PLC Basic Materials 78,063.0 $248K NEW $3.18 +21.1%
800 CRS CALL CARPENTER TECHNOLOGY CORP Industrials 400.0 $247K NEW $616.84 -20.7%
Page 40 of 54  ·  1,078 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 31.8%
Industrials 12.4%
Healthcare 11.6%
Consumer Cyclical 11.0%
Financial Services 10.5%
Consumer Defensive 5.5%
Utilities 4.3%
Energy 4.3%
Communication Services 4.0%
Basic Materials 2.7%