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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 24 of 35  ·  685 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 RRR CALL RED ROCK RESORTS INC Consumer Cyclical 2,500.0 $133K 0.00% NEW $53.36 -2.3%
462 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 10,702.0 $133K 0.00% NEW $12.43 -4.5%
463 LIFEZONE METALS LIMITED 38,451.0 $129K 0.00% NEW $3.36
464 CCS CENTURY COMMUNITIES INC Consumer Cyclical 2,236.0 $128K 0.00% NEW $57.38 -17.6%
465 PCVX PUT VAXCYTE INC Healthcare 2,200.0 $128K 0.00% NEW $58.11 -17.2%
466 DCI CALL DONALDSON INC Industrials 1,500.0 $127K 0.00% NEW $84.87 -4.5%
467 DLB PUT DOLBY LABORATORIES INC Technology 2,100.0 $126K 0.00% NEW $60.06 -9.6%
468 MTD PUT METTLER TOLEDO INTERNATIONAL Healthcare 100.0 $126K 0.00% NEW $1261.20 -15.0%
469 HLN HALEON PLC Healthcare 12,582.0 $126K 0.00% NEW $10.01 -8.2%
470 MATX MATSON INC Industrials 763.0 $125K 0.00% NEW $163.94 +10.2%
471 NE CALL NOBLE CORP PLC Energy 2,500.0 $123K 0.00% NEW $49.07 +10.1%
472 LEA CALL LEAR CORP Consumer Cyclical 1,000.0 $121K 0.00% NEW $121.08 +5.5%
473 WAT CALL WATERS CORP Healthcare 400.0 $119K NEW $297.80 +10.7%
474 PENG CALL PENGUIN SOLUTIONS INC Technology 6,600.0 $116K NEW $17.60 +155.7%
475 CWEN CALL CLEARWAY ENERGY INC Utilities 2,900.0 $114K NEW $39.29 -8.6%
476 VLRS PUT CONTROLADORA VUELA COMP DE A Industrials 15,700.0 $114K NEW $7.24 -14.6%
477 CALL QIAGEN NV 2,800.0 $112K NEW $40.04
478 MTH CALL MERITAGE HOMES CORP Consumer Cyclical 1,800.0 $111K NEW $61.84 -3.7%
479 AWK AMERICAN WTR WKS CO INC NEW Utilities 803.0 $109K NEW $136.09 -8.2%
480 CCS PUT CENTURY COMMUNITIES INC Consumer Cyclical 1,900.0 $109K NEW $57.38 -17.6%
Page 24 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%