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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 58 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 WHR PUT WHIRLPOOL CORP Consumer Cyclical 15,100.0 $814K 0.00% -75K -83.3% $53.92 -23.0%
1142 SMR PUT NUSCALE PWR CORP Utilities 75,000.0 $813K 0.00% -138K -64.7% $10.84 -4.2%
1143 BTU PUT PEABODY ENGR CORP Energy 24,600.0 $811K 0.00% -116K -82.5% $32.95 -25.9%
1144 NU PUT NU HLDGS LTD Financial Services 56,300.0 $809K 0.00% -38K -40.3% $14.37 -8.4%
1145 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 74,772.0 $808K 0.00% -37K -33.1% $10.80 +27.2%
1146 BNTX BIONTECH SE Healthcare 9,066.0 $806K 0.00% -8K -47.6% $88.88 +2.3%
1147 PINS CALL PINTEREST INC Communication Services 43,900.0 $805K 0.00% -53K -54.5% $18.34 +2.6%
1148 BALL PUT BALL CORP Consumer Cyclical 13,600.0 $804K 0.00% -10K -43.3% $59.11 -4.7%
1149 CEG CONSTELLATION ENERGY CORP Utilities 2,871.0 $802K 0.00% -7K -70.7% $279.25 +2.4%
1150 TLN PUT TALEN ENERGY CORP Utilities 2,500.0 $798K 0.00% -18K -87.9% $319.23 +7.9%
1151 HUN PUT HUNTSMAN CORP Basic Materials 59,500.0 $792K 0.00% -299K -83.4% $13.31 +8.0%
1152 WING PUT WINGSTOP INC Consumer Cyclical 5,100.0 $790K 0.00% -21K -80.5% $154.97 -17.3%
1153 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 225,136.0 $790K 0.00% -303K -57.4% $3.51 +9.7%
1154 NTAP CALL NETAPP INC Technology 7,700.0 $788K 0.00% -16K -67.0% $102.39 +21.1%
1155 FOXA CALL FOX CORP Communication Services 13,500.0 $788K 0.00% -7K -35.4% $58.40 +10.0%
1156 ANF PUT ABERCROMBIE & FITCH CO Consumer Cyclical 8,600.0 $786K 0.00% -37K -81.0% $91.37 -16.3%
1157 CVE CENOVUS ENERGY INC Energy 29,540.0 $784K 0.00% -16K -34.6% $26.53 +14.2%
1158 GTLB PUT GITLAB INC Technology 36,100.0 $781K 0.00% -23K -38.5% $21.64 +18.4%
1159 FIVN FIVE9 INC Technology 51,462.0 $781K 0.00% -27K -34.5% $15.17 +44.0%
1160 SGML CALL SIGMA LITHIUM CORPORATION Basic Materials 63,200.0 $780K 0.00% -46K -41.9% $12.34 +24.3%
Page 58 of 112  ·  2,237 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%