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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 22 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 COCO PUT VITA COCO CO INC Consumer Defensive 4,100.0 $196K 0.00% NEW $47.91 +59.6%
422 AVO MISSION PRODUCE INC Consumer Defensive 14,220.0 $196K 0.00% NEW $13.76 -11.8%
423 CNI CANADIAN NATL RY CO Industrials 1,869.0 $192K 0.00% NEW $102.77 +10.3%
424 PLUG PLUG PWR INC Industrials 84,929.0 $192K 0.00% NEW $2.26 +48.5%
425 FLNG PUT FLEX LNG LTD Energy 6,200.0 $184K 0.00% NEW $29.71 +9.5%
426 ANGI CALL ANGI INC Communication Services 26,500.0 $182K 0.00% NEW $6.85 -25.8%
427 MATX CALL MATSON INC Industrials 1,100.0 $180K 0.00% NEW $163.94 +10.8%
428 PUT THOMSON REUTERS CORP 2,000.0 $180K 0.00% NEW $89.98
429 FIGR CALL FIGURE TECHNOLOGY SOLUTIO Financial Services 5,300.0 $180K 0.00% NEW $33.95 +7.0%
430 HYCROFT MINING HOLDING CORP 4,990.0 $176K 0.00% NEW $35.20
431 WHD PUT CACTUS INC Energy 3,700.0 $175K 0.00% NEW $47.37 +28.6%
432 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 526.0 $174K 0.00% NEW $330.63 -5.9%
433 EC CALL ECOPETROL S A Energy 11,200.0 $168K 0.00% NEW $14.99 -8.1%
434 USFD PUT US FOODS HLDG CORP Consumer Defensive 1,800.0 $166K 0.00% NEW $92.21 -11.6%
435 PSMT CALL PRICESMART INC Consumer Defensive 1,100.0 $166K 0.00% NEW $150.50 +9.4%
436 PUT ETORO GROUP LTD 5,500.0 $165K 0.00% NEW $30.03
437 TDOC PUT TELADOC HEALTH INC Healthcare 30,200.0 $165K 0.00% NEW $5.45 +21.9%
438 MANH PUT MANHATTAN ASSOCIATES INC Technology 1,200.0 $160K 0.00% NEW $133.12 +2.2%
439 GPRK GEOPARK LTD Energy 16,700.0 $159K 0.00% NEW $9.50 +10.0%
440 PZG PARAMOUNT GOLD NEV CORP Basic Materials 94,936.0 $158K 0.00% NEW $1.66 -19.3%
Page 22 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%