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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 9 of 51  ·  1,013 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TS TENARIS S A Energy 36,651.0 $2.0M 0.01% NEW $55.49 -4.6%
162 FCEL PUT FUELCELL ENERGY INC Industrials 56,200.0 $2.0M 0.01% NEW $36.01 -39.7%
163 XBI SPDR SERIES TRUST 12,780.0 $2.0M 0.01% NEW $158.25 +1.2%
164 BERTO ACQUISITION CORP II 200,000.0 $2.0M 0.01% NEW $10.11
165 BBCP CONCRETE PUMPING HLDGS INC Industrials 167,633.0 $2.0M 0.01% NEW $12.05 -23.3%
166 BNL BROADSTONE NET LEASE INC Real Estate 96,319.0 $2.0M 0.01% NEW $20.67 +0.5%
167 NNBR NN INC Industrials 546,652.0 $2.0M 0.01% NEW $3.59 +7.0%
168 BB CALL BLACKBERRY LTD Technology 154,100.0 $1.9M 0.01% NEW $12.65 -32.2%
169 GIC GLOBAL INDUSTRIAL COMPANY Industrials 57,485.0 $1.9M 0.01% NEW $33.46 +16.7%
170 POST POST HLDGS INC Consumer Defensive 21,732.0 $1.9M 0.01% NEW $88.26 -9.6%
171 ARES MANAGEMENT CORPORATION 50,000.0 $1.9M 0.01% NEW $37.88
172 OII CALL OCEANEERING INTL INC Energy 46,000.0 $1.9M 0.01% NEW $40.52 +31.0%
173 WERN WERNER ENTERPRISES INC Industrials 42,649.0 $1.9M 0.01% NEW $43.61 -11.9%
174 SENS SENSEONICS HLDGS INC Healthcare 324,264.0 $1.8M 0.01% NEW $5.68 +53.0%
175 PRG PROG HOLDINGS INC Industrials 38,896.0 $1.8M 0.01% NEW $46.61 -10.9%
176 NBHC NATIONAL BK HLDGS CORP Financial Services 40,483.0 $1.8M 0.01% NEW $44.43 -3.2%
177 BYRN BYRNA TECHNOLOGIES INC Industrials 266,303.0 $1.8M 0.01% NEW $6.71 -41.9%
178 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 55,638.0 $1.8M 0.01% NEW $31.80 +10.4%
179 EOLS EVOLUS INC Healthcare 253,817.0 $1.8M 0.01% NEW $6.94 +17.9%
180 BCO CALL BRINKS CO Industrials 18,500.0 $1.7M 0.01% NEW $94.49 +15.5%
Page 9 of 51  ·  1,013 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%