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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 83 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 SN CALL SHARKNINJA INC Consumer Cyclical 300.0 $46K -1K -80.0% $152.27 +18.7%
1642 SGRY PUT SURGERY PARTNERS INC Healthcare 2,700.0 $45K -16K -85.8% $16.80 -13.6%
1643 DAVA PUT ENDAVA PLC Technology 15,800.0 $45K -26K -61.8% $2.83 +12.7%
1644 MAT MATTEL INC Consumer Cyclical 3,183.0 $44K -359K -99.1% $13.88 +4.5%
1645 BBWI PUT BATH & BODY WORKS INC Consumer Cyclical 1,900.0 $44K -36K -95.0% $23.13 -15.9%
1646 TPL CALL TEXAS PACIFIC LAND CORPORATI Energy 100.0 $44K -1K -90.9% $437.64 -12.3%
1647 HELE PUT HELEN OF TROY LTD Consumer Defensive 1,500.0 $44K -2K -51.6% $29.07 -0.0%
1648 ES PUT EVERSOURCE ENERGY Utilities 600.0 $43K -2K -77.8% $72.27 -2.9%
1649 ODFL CALL OLD DOMINION FREIGHT LINE IN Industrials 200.0 $43K -6K -96.6% $216.60 -4.7%
1650 EVR EVERCORE INC Financial Services 126.0 $43K -6K -98.0% $341.44 -14.5%
1651 DAC DANAOS CORPORATION Industrials 348.0 $43K -2K -81.3% $122.37 +22.4%
1652 APPS DIGITAL TURBINE INC Technology 3,294.0 $42K -6K -65.9% $12.90 -15.7%
1653 EXTR PUT EXTREME NETWORKS INC Technology 1,300.0 $42K -4K -72.9% $32.37 -28.9%
1654 WSM WILLIAMS SONOMA INC Consumer Cyclical 178.0 $41K -15K -98.8% $233.10 +1.9%
1655 BKR BAKER HUGHES COMPANY Energy 743.0 $41K -34K -97.9% $55.50 +12.3%
1656 ULS UL SOLUTIONS INC Industrials 403.0 $41K -3K -86.5% $101.86 -26.3%
1657 CASY CASEYS GEN STORES INC Consumer Cyclical 51.0 $41K -126.0 -71.2% $794.78 +5.2%
1658 CALL SIX FLAGS ENTERTAINMENT CORP 1,900.0 $40K -3K -59.6% $21.30
1659 MPC MARATHON PETE CORP Energy 158.0 $40K -3K -95.6% $255.67 +41.1%
1660 SFM SPROUTS FMRS MKT INC Consumer Defensive 474.0 $40K -11K -96.0% $84.58 -4.1%
Page 83 of 94  ·  1,862 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%