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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $32.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4487 New
Page 190 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3781 CVI CVR ENERGY INC Energy 4,886.0 $124K NEW $25.44 +25.2%
3782 RNG PUT RINGCENTRAL INC Technology 4,300.0 $124K NEW $28.88 +50.7%
3783 INDI PUT INDIE SEMICONDUCTOR INC Technology 35,000.0 $124K NEW $3.53 +18.4%
3784 SRI STONERIDGE INC Consumer Cyclical 21,330.0 $124K NEW $5.79 +19.0%
3785 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 5,179.0 $123K NEW $23.84 +1.5%
3786 AMT PUT AMERICAN TOWER CORP NEW Real Estate 700.0 $123K NEW $175.57 +4.7%
3787 KEYS PUT KEYSIGHT TECHNOLOGIES INC Technology 600.0 $122K NEW $203.19 +66.1%
3788 VRSK VERISK ANALYTICS INC Industrials 542.0 $121K NEW $223.69 -23.7%
3789 MBC MASTERBRAND INC Consumer Cyclical 10,980.0 $121K NEW $11.04 -31.2%
3790 PUT CALUMET INC 6,100.0 $121K NEW $19.87
3791 EDU PUT NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 2,200.0 $121K NEW $55.03 -13.6%
3792 MUSA PUT MURPHY USA INC Consumer Cyclical 300.0 $121K NEW $403.52 +34.9%
3793 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 3,759.0 $121K NEW $32.14 -5.7%
3794 BIRKENSTOCK HOLDING PLC 2,953.0 $121K NEW $40.90
3795 FG MERGER II CORP 219,289.0 $121K NEW $0.55
3796 APLS CALL APELLIS PHARMACEUTICALS INC Healthcare 4,800.0 $121K NEW $25.12 +63.3%
3797 OAKTREE ACQUISITION CORP III 169,502.0 $120K NEW $0.71
3798 PUT SPIRE GLOBAL INC 16,000.0 $120K NEW $7.50
3799 MNSO CALL MINISO GROUP HLDG LTD Consumer Cyclical 6,400.0 $120K NEW $18.75 -26.7%
3800 MTSI PUT MACOM TECH SOLUTIONS HLDGS I Technology 700.0 $120K NEW $171.28 +122.1%
Page 190 of 225  ·  4,487 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 20.7%
Healthcare 18.9%
Consumer Cyclical 15.5%
Financial Services 13.5%
Industrials 13.0%
Communication Services 7.4%
Basic Materials 4.2%
Energy 2.9%
Consumer Defensive 2.6%
Utilities 0.8%