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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 88 of 112  ·  2,237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 GO CALL GROCERY OUTLET HLDG CORP Consumer Defensive 25,300.0 $178K 0.00% -67K -72.5% $7.05 +7.7%
1742 ALKS ALKERMES PLC Healthcare 5,029.0 $178K 0.00% -17K -76.7% $35.36 +4.6%
1743 TPC CALL TUTOR PERINI CORP Industrials 2,300.0 $178K 0.00% -1K -36.1% $77.19 -2.3%
1744 URBN CALL URBAN OUTFITTERS INC Consumer Cyclical 2,800.0 $177K 0.00% -2K -47.2% $63.35 +9.9%
1745 CNX CALL CNX RES CORP Energy 4,600.0 $177K 0.00% -1K -19.3% $38.55 -5.2%
1746 EXPD EXPEDITORS INTL WASH INC Industrials 1,238.0 $177K 0.00% -15K -92.6% $143.23 +9.5%
1747 IONQ IONQ INC Technology 6,126.0 $177K 0.00% -123.0 -2.0% $28.83 +71.0%
1748 LSCC CALL LATTICE SEMICONDUCTOR CORP Technology 1,900.0 $176K 0.00% -1K -40.6% $92.76 +32.8%
1749 CENX PUT CENTURY ALUM CO Basic Materials 3,000.0 $176K 0.00% -32K -91.3% $58.69 -6.4%
1750 WSC CALL WILLSCOT HLDGS CORP Industrials 10,100.0 $175K 0.00% -45K -81.7% $17.36 +38.2%
1751 EMN EASTMAN CHEM CO Basic Materials 2,295.0 $175K 0.00% -10K -80.6% $76.32 -7.0%
1752 AVTR PUT AVANTOR INC Healthcare 22,300.0 $175K 0.00% -55K -71.1% $7.84 -2.6%
1753 WGO PUT WINNEBAGO INDS INC Consumer Cyclical 5,600.0 $174K 0.00% -12K -68.2% $30.99 -6.3%
1754 ACHC CALL ACADIA HEALTHCARE COMPANY IN Healthcare 7,400.0 $173K 0.00% -102K -93.2% $23.39 +6.5%
1755 SAIL PUT SAILPOINT INC Technology 13,000.0 $172K 0.00% -7K -35.6% $13.24 +10.2%
1756 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 3,687.0 $171K 0.00% -18K -83.1% $46.36 -3.3%
1757 WYNN WYNN RESORTS LTD Consumer Cyclical 1,683.0 $171K 0.00% -84.0 -4.8% $101.55 -5.9%
1758 HRL CALL HORMEL FOODS CORP Consumer Defensive 7,500.0 $170K 0.00% -41K -84.6% $22.65 -10.0%
1759 WM WASTE MGMT INC DEL Industrials 736.0 $169K 0.00% -29K -97.6% $229.79 -3.1%
1760 DE CALL DEERE & CO Industrials 300.0 $169K 0.00% -21K -98.6% $563.30 +0.2%
Page 88 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%