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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 76 of 84  ·  1,676 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 UAA CALL UNDER ARMOUR INC Consumer Cyclical 35,300.0 $226K 0.00% +7K +23.0% $6.39 -17.1%
1502 FN CALL FABRINET Technology 400.0 $225K 0.00% +200.0 +100.0% $562.08 -20.9%
1503 YETI CALL YETI HLDGS INC Consumer Cyclical 4,500.0 $223K 0.00% +500.0 +12.5% $49.56 -11.2%
1504 LBRT PUT LIBERTY ENERGY INC Energy 8,500.0 $223K 0.00% +7K +507.1% $26.19 -26.5%
1505 CCS CENTURY COMMUNITIES INC Consumer Cyclical 3,099.0 $222K 0.00% +863.0 +38.6% $71.66 -3.1%
1506 FN FABRINET Technology 394.0 $221K 0.00% +235.0 +147.8% $562.08 -20.9%
1507 PUT GLOBUS MED INC 2,800.0 $221K 0.00% +300.0 +12.0% $79.01
1508 BB PUT BLACKBERRY LTD Technology 17,400.0 $220K 0.00% +16K +987.5% $12.65 -35.7%
1509 PRIM CALL PRIMORIS SVCS CORP Industrials 2,200.0 $218K 0.00% +1K +175.0% $99.12 -20.1%
1510 CGNT CALL COGNYTE SOFTWARE LTD Technology 24,700.0 $217K 0.00% +12K +94.5% $8.78 -1.8%
1511 POOL PUT POOL CORP Industrials 1,000.0 $215K 0.00% +600.0 +150.0% $214.90 -11.4%
1512 BLMN CALL BLOOMIN BRANDS INC Consumer Cyclical 23,500.0 $215K 0.00% +9K +57.7% $9.14 +14.7%
1513 DBI PUT DESIGNER BRANDS INC Consumer Cyclical 36,800.0 $215K 0.00% +37K +10000.0% $5.83 -1.5%
1514 GFI GOLD FIELDS LTD Basic Materials 6,357.0 $214K 0.00% +6K +10000.0% $33.59 +35.3%
1515 UAA UNDER ARMOUR INC Consumer Cyclical 33,363.0 $213K 0.00% +29K +721.5% $6.39 -17.1%
1516 GNTX GENTEX CORP Consumer Cyclical 8,392.0 $212K 0.00% +8K +10000.0% $25.27 -6.6%
1517 GTN CALL GRAY MEDIA INC Communication Services 52,700.0 $209K 0.00% +2K +5.0% $3.97 +23.7%
1518 EH PUT EHANG HLDGS LTD Industrials 31,900.0 $209K 0.00% +10K +49.1% $6.55 -16.0%
1519 BYD BOYD GAMING CORP Consumer Cyclical 2,359.0 $208K 0.00% +1K +151.8% $88.33 -8.4%
1520 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 21,465.0 $204K 0.00% +21K +3367.7% $9.51 -10.1%
Page 76 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%