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Portfolio (Quarterly) Guide ↗

Centiva Capital, LP

· CIK 0001692507
13F Portfolio $13.6B AUM 1,624 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 892 New 335 Added 271 Reduced 535 Exited
Page 34 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SON SONOCO PRODS CO Consumer Cyclical 14,928.0 $807K 0.01% NEW $54.09 -11.3%
662 SEANERGY MARITIME HLDGS CORP 62,521.0 $807K 0.01% +47K +301.0% $12.91
663 WEC WEC ENERGY GROUP INC Utilities 6,941.0 $804K 0.01% NEW $115.77 -4.4%
664 PSKY PUT PARAMOUNT SKYDANCE CORP Communication Services 89,000.0 $803K 0.01% -100K -52.9% $9.02 +12.3%
665 CAG CONAGRA BRANDS INC Consumer Defensive 50,910.0 $800K 0.01% -3K -6.1% $15.72 -14.9%
666 WEN WENDYS CO Consumer Cyclical 114,589.0 $796K 0.01% +75K +186.6% $6.95 +11.5%
667 MGY MAGNOLIA OIL & GAS CORP Energy 25,152.0 $794K 0.01% NEW $31.57 -7.4%
668 VZ VERIZON COMMUNICATIONS INC Communication Services 15,669.0 $787K 0.01% -62K -79.8% $50.20 -4.7%
669 BTBT BIT DIGITAL INC Financial Services 596,289.0 $781K 0.01% $1.31 +48.1%
670 GGB GERDAU SA Basic Materials 215,253.0 $777K 0.01% NEW $3.61 +30.2%
671 LH LABCORP HOLDINGS INC Healthcare 2,900.0 $774K 0.01% NEW $266.81 -4.1%
672 ARM CALL ARM HOLDINGS PLC Technology 5,100.0 $772K 0.01% -207K -97.6% $151.28 +97.1%
673 NAK CALL NORTHERN DYNASTY MINERALS LT Basic Materials 550,000.0 $770K 0.01% -1.4M -72.4% $1.40 +52.9%
674 DDD 3D SYS CORP DEL Technology 409,510.0 $770K 0.01% NEW $1.88 +59.0%
675 NI NISOURCE INC Utilities 16,466.0 $768K 0.01% -99.0 -0.6% $46.66 +2.3%
676 NUTX NUTEX HEALTH INC Healthcare 8,075.0 $767K 0.01% NEW $95.04 +25.1%
677 SPRING VY ACQUISITION CORP I 75,000.0 $762K 0.01% -90K -54.5% $10.16
678 INDIGO ACQUISITION CORP 75,000.0 $760K 0.01% $10.14
679 TASK TASKUS INC Technology 113,300.0 $760K 0.01% -30K -20.9% $6.71 -10.3%
680 L LOEWS CORP Financial Services 7,112.0 $759K 0.01% NEW $106.74 +2.3%
Page 34 of 82  ·  1,624 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 28.1%
Communication Services 17.0%
Financial Services 13.3%
Consumer Cyclical 13.0%
Healthcare 8.5%
Industrials 8.3%
Energy 3.6%
Utilities 3.0%
Consumer Defensive 2.6%
Basic Materials 1.8%