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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 35 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 URBN URBAN OUTFITTERS INC Consumer Cyclical 11,932.0 $756K 0.01% -52K -81.3% $63.35 +13.1%
682 SWBI SMITH & WESSON BRANDS INC Industrials 52,619.0 $754K 0.01% NEW $14.33 +5.5%
683 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 75,234.0 $748K 0.01% +63K +532.5% $9.94 +1.0%
684 SLB SLB LIMITED Energy 14,445.0 $742K 0.01% -15K -50.6% $51.39 +11.5%
685 ELA ENVELA CORP Consumer Cyclical 44,356.0 $739K 0.01% NEW $16.66 +43.9%
686 NESR NATIONAL ENERGY SERVICES REU Energy 34,389.0 $738K 0.01% NEW $21.47 +22.4%
687 RANGE CAP ACQUISITION CORP 70,000.0 $736K 0.01% $10.52
688 ENOV ENOVIS CORPORATION Industrials 32,313.0 $735K 0.01% NEW $22.75 +8.1%
689 RVMD REVOLUTION MEDICINES INC Healthcare 7,525.0 $732K 0.01% NEW $97.25 +54.6%
690 CIM CALL CHIMERA INVT CORP Real Estate 58,200.0 $730K 0.01% -253K -81.3% $12.55 +5.9%
691 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 16,232.0 $728K 0.01% NEW $44.84 +6.6%
692 OKE ONEOK INC NEW Energy 8,035.0 $726K 0.01% NEW $90.39 +2.5%
693 RFIL RF INDS LTD Industrials 69,994.0 $722K 0.01% +53K +318.2% $10.31 +70.4%
694 CDNL CARDINAL INFRASTRUCTURE GROU Industrials 18,174.0 $721K 0.01% NEW $39.66 +26.2%
695 VITL VITAL FARMS INC Consumer Defensive 50,813.0 $717K 0.01% NEW $14.12 -33.2%
696 TER TERADYNE INC Technology 2,413.0 $715K 0.01% -2K -45.2% $296.46 +16.2%
697 WLY WILEY JOHN & SONS INC Communication Services 18,768.0 $715K 0.01% NEW $38.10 +8.6%
698 PSKY PARAMOUNT SKYDANCE CORP Communication Services 79,062.0 $713K 0.01% -55K -40.9% $9.02 +12.3%
699 RKT PUT ROCKET COS INC Financial Services 50,000.0 $712K 0.01% -78K -61.0% $14.25 -4.4%
700 PRU PRUDENTIAL FINL INC Financial Services 7,290.0 $712K 0.01% NEW $97.69 +5.7%
Page 35 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%