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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 2 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JBT MAREL CORPORATION 15,000,000.0 $15.0M 0.06% NEW $1.00
22 XPO XPO INC Industrials 73,290.0 $14.3M 0.06% NEW $194.55 +4.1%
23 LSTR LANDSTAR SYS INC Industrials 85,863.0 $13.8M 0.06% NEW $160.31 +9.8%
24 GDXJ VANECK ETF TRUST 109,000.0 $13.1M 0.05% NEW $120.04 -2.2%
25 ALMONTY INDS INC 894,558.0 $13.0M 0.05% NEW $14.48
26 TGB TASEKO MINES LTD Basic Materials 1,975,144.0 $12.7M 0.05% NEW $6.45 +5.8%
27 ORACLE CORP 275,000.0 $12.7M 0.05% NEW $46.22
28 IRM IRON MTN INC DEL Real Estate 119,864.0 $12.2M 0.05% NEW $102.14 +23.4%
29 JAZZ INVESTMENTS I LTD 10,000,000.0 $12.2M 0.05% NEW $1.22
30 CALUMET INC 336,196.0 $12.1M 0.05% NEW $35.90
31 KT KT CORP Communication Services 524,071.0 $11.2M 0.05% NEW $21.45 -9.5%
32 WAY WAYSTAR HLDG CORP Technology 438,989.0 $10.6M 0.04% NEW $24.11 -23.8%
33 WHIRLPOOL CORP 250,000.0 $10.3M 0.04% NEW $41.20
34 SPIRIT AEROSYSTEMS INC 7,000,000.0 $10.3M 0.04% NEW $1.47
35 PPL CORP 200,000.0 $10.2M 0.04% NEW $51.16
36 VSE CORP 200,000.0 $10.1M 0.04% NEW $50.30
37 JETBLUE AIRWAYS CORP 10,000,000.0 $9.7M 0.04% NEW $0.97
38 TREX TREX INC Industrials 255,714.0 $9.3M 0.04% NEW $36.42 +5.8%
39 TFII TRANSFORCE INC Industrials 84,412.0 $9.2M 0.04% NEW $108.63 +28.9%
40 AZN CALL ASTRAZENECA PLC Healthcare 44,500.0 $8.8M 0.04% NEW $197.22 -7.1%
Page 2 of 35  ·  685 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%