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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 28 of 65  ·  1,284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 CVI PUT CVR ENERGY INC Energy 80,000.0 $2.7M 0.01% +75K +1381.5% $33.65 -1.3%
542 GDDY CALL GODADDY INC Technology 32,500.0 $2.7M 0.01% +20K +162.1% $82.67 +8.3%
543 HII PUT HUNTINGTON INGALLS INDS INC Industrials 7,000.0 $2.7M 0.01% +6K +1300.0% $379.90 -16.5%
544 BIOA BIOAGE LABS INC Healthcare 151,674.0 $2.7M 0.01% +17K +12.5% $17.49 -7.6%
545 OMC CALL OMNICOM GROUP INC Communication Services 35,200.0 $2.7M 0.01% +3K +10.0% $75.31 -6.2%
546 EQX PUT EQUINOX GOLD CORP Basic Materials 182,800.0 $2.6M 0.01% +67K +58.3% $14.46 -16.7%
547 SSNC SS&C TECH HLDGS Technology 39,070.0 $2.6M 0.01% +39K +10000.0% $67.57 -1.5%
548 IT CALL GARTNER INC Technology 16,600.0 $2.6M 0.01% +13K +418.8% $158.34 -2.7%
549 CALL CANADIAN PACIFIC KANSAS CITY 33,400.0 $2.6M 0.01% +10K +42.7% $78.66
550 ROK CALL ROCKWELL AUTOMATION INC Industrials 7,300.0 $2.6M 0.01% +6K +508.3% $358.88 +19.9%
551 SYNA SYNAPTICS INC Technology 37,325.0 $2.6M 0.01% +37K +10000.0% $70.04 +81.4%
552 AESI ATLAS ENERGY SOLUTIONS INC Energy 198,889.0 $2.6M 0.01% +74K +59.5% $13.12 +50.6%
553 ALK ALASKA AIR GROUP INC Industrials 70,944.0 $2.6M 0.01% +60K +523.6% $36.78 +5.0%
554 TRGP PUT TARGA RES CORP Energy 10,400.0 $2.6M 0.01% +6K +112.2% $250.73 +8.2%
555 TSN CALL TYSON FOODS INC Consumer Defensive 40,400.0 $2.6M 0.01% +19K +86.2% $64.07 +2.9%
556 ROK PUT ROCKWELL AUTOMATION INC Industrials 7,200.0 $2.6M 0.01% +7K +7100.0% $358.88 +19.9%
557 INFINITY NAT RES INC 146,557.0 $2.6M 0.01% +62K +74.0% $17.61
558 M MACYS INC Consumer Cyclical 141,770.0 $2.6M 0.01% +48K +51.5% $18.09 +8.6%
559 WEC PUT WEC ENERGY GROUP INC Utilities 22,100.0 $2.6M 0.01% +12K +118.8% $115.77 -4.4%
560 DVA PUT DAVITA INC Healthcare 16,600.0 $2.6M 0.01% +12K +253.2% $153.69 +27.0%
Page 28 of 65  ·  1,284 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
Financial Services 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%