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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 72 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 FLO CALL FLOWERS FOODS INC Consumer Defensive 40,600.0 $321K 0.00% +14K +50.4% $7.90 -10.1%
1422 MUR MURPHY OIL CORP Energy 9,814.0 $320K 0.00% +9K +2429.4% $32.56 +17.6%
1423 KHC KRAFT HEINZ CO Consumer Defensive 13,412.0 $317K 0.00% +12K +1073.4% $23.62 +8.3%
1424 AEE CALL AMEREN CORP Utilities 2,800.0 $317K 0.00% +600.0 +27.3% $113.04 -3.8%
1425 BBAI CALL BIGBEAR AI HLDGS INC Technology 86,000.0 $316K 0.00% +24K +38.7% $3.67 -16.3%
1426 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 18,199.0 $315K 0.00% +7K +70.0% $17.31 +3.4%
1427 SHLS PUT SHOALS TECHNOLOGIES GROUP IN Energy 31,800.0 $315K 0.00% +25K +396.9% $9.90 -25.5%
1428 PCVX PUT VAXCYTE INC Healthcare 5,400.0 $314K 0.00% +3K +145.4% $58.13 +5.5%
1429 BTSG PUT BRIGHTSPRING HEALTH SVCS INC Healthcare 4,500.0 $314K 0.00% +4K +1400.0% $69.74 -14.6%
1430 SWBI SMITH & WESSON BRANDS INC Industrials 20,766.0 $312K 0.00% +17K +420.6% $15.04 -7.5%
1431 BBBY PUT BED BATH & BEYOND INC Consumer Cyclical 53,900.0 $312K 0.00% +51K +2056.0% $5.79 -26.1%
1432 DBI CALL DESIGNER BRANDS INC Consumer Cyclical 53,200.0 $310K 0.00% +33K +167.3% $5.83 -1.5%
1433 SEI SOLARIS ENERGY INFRAS INC Energy 3,832.0 $308K 0.00% +2K +97.9% $80.46 -32.6%
1434 CE PUT CELANESE CORP DEL Basic Materials 6,700.0 $308K 0.00% +6K +2133.3% $46.00 +2.1%
1435 RILY PUT BRC GROUP HOLDINGS INC Financial Services 38,300.0 $308K 0.00% +25K +181.6% $8.04 -13.8%
1436 GCT PUT GIGACLOUD TECHNOLOGY INC Technology 9,700.0 $307K 0.00% +5K +120.5% $31.60 +57.8%
1437 EXK PUT ENDEAVOUR SILVER CORP Basic Materials 37,000.0 $306K 0.00% +6K +18.2% $8.28 +32.5%
1438 GRRR PUT GORILLA TECHNOLOGY GROUP INC Technology 15,400.0 $306K 0.00% +500.0 +3.4% $19.88 -23.3%
1439 NOC PUT NORTHROP GRUMMAN CORP Industrials 600.0 $306K 0.00% +500.0 +500.0% $509.31 +10.7%
1440 SD CALL SANDRIDGE ENERGY INC Energy 22,300.0 $306K 0.00% +19K +619.4% $13.70 +4.7%
Page 72 of 84  ·  1,676 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 26.7%
Financial Services 20.3%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.8%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%