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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 53 of 82  ·  1,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PLBY PLAYBOY INC Consumer Cyclical 206,213.0 $313K 0.00% +127K +159.9% $1.52 -16.4%
1042 UFPI UFP INDUSTRIES INC Basic Materials 3,392.0 $312K 0.00% NEW $92.12 -13.2%
1043 ALIT CALL ALIGHT INC Technology 535,900.0 $312K 0.00% +36K +7.2% $0.58 +38.7%
1044 EGHT 8X8 INC NEW Technology 187,968.0 $312K 0.00% NEW $1.66 +28.3%
1045 CIG CIA ENERGETICA DE MINAS GERA Utilities 130,231.0 $311K 0.00% NEW $2.39 -6.7%
1046 TLS TELOS CORP MD Technology 73,895.0 $310K 0.00% NEW $4.19 +11.7%
1047 EVTC EVERTEC INC Technology 10,969.0 $310K 0.00% NEW $28.22 -12.7%
1048 DLTR DOLLAR TREE INC Consumer Defensive 2,825.0 $309K 0.00% NEW $109.51 -12.6%
1049 AXP AMERICAN EXPRESS CO Financial Services 1,022.0 $309K 0.00% NEW $302.48 +2.4%
1050 CX CEMEX SA EURO MTN BE 144A Basic Materials 27,002.0 $309K 0.00% NEW $11.44 +10.1%
1051 TGS TRANSPORTADORA DE GAS DEL SU Energy 8,918.0 $309K 0.00% NEW $34.61 -17.3%
1052 BMO BANK MONTREAL MEDIUM Financial Services 2,274.0 $308K 0.00% NEW $135.34 +18.0%
1053 SCCO SOUTHERN COPPER CORP Basic Materials 1,781.0 $306K 0.00% +1K +132.2% $172.06 +1.2%
1054 NOV NOV INC Energy 16,280.0 $306K 0.00% NEW $18.81 +10.9%
1055 CMCL CALEDONIA MNG CORP Basic Materials 13,534.0 $306K 0.00% NEW $22.59 +2.2%
1056 FLUTTER ENTMT PLC 2,996.0 $305K 0.00% NEW $101.95
1057 BCE BCE INC Communication Services 12,094.0 $305K 0.00% -14K -53.7% $25.24 -3.4%
1058 ESE ESCO TECHNOLOGIES INC Technology 1,083.0 $305K 0.00% NEW $281.37 +4.2%
1059 RRGB RED ROBIN GOURMET BURGERS IN Consumer Cyclical 103,316.0 $303K 0.00% NEW $2.93 +55.3%
1060 MFG MIZUHO FINANCIAL GROUP INC Financial Services 38,040.0 $302K 0.00% -37K -49.1% $7.94 +16.8%
Page 53 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%