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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 101 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 KMX CARMAX INC Consumer Cyclical 21,568.0 $1.1M 0.00% -2K -10.3% $52.89 +20.7%
2002 CALL EXPAND ENERGY CORPORATION 12,500.0 $1.1M 0.00% +700.0 +5.9% $91.19
2003 CCB COASTAL FINL CORP WA Financial Services 14,706.0 $1.1M 0.00% NEW $77.51 -39.5%
2004 HAS CALL HASBRO INC Consumer Cyclical 13,800.0 $1.1M 0.00% +7K +115.6% $82.59 +16.6%
2005 POOL CALL POOL CORP Industrials 5,300.0 $1.1M 0.00% +2K +71.0% $214.90 -12.3%
2006 MCK CALL MCKESSON CORP Healthcare 1,500.0 $1.1M 0.00% -1K -46.4% $755.60 +18.7%
2007 PUT ANGLOGOLD ASHANTI PLC 14,000.0 $1.1M 0.00% -53K -79.0% $80.89
2008 MCO CALL MOODYS CORP Financial Services 2,500.0 $1.1M 0.00% +1K +108.3% $452.92 +13.6%
2009 OC CALL OWENS CORNING NEW Industrials 7,100.0 $1.1M 0.00% -18K -71.6% $158.96 -8.3%
2010 LNC PUT LINCOLN NATL CORP IND Financial Services 31,900.0 $1.1M 0.00% +16K +99.4% $35.35 +22.5%
2011 FNV PUT FRANCO NEV CORP Basic Materials 5,400.0 $1.1M 0.00% -3K -33.3% $208.44 +28.3%
2012 MET PUT METLIFE INC Financial Services 13,300.0 $1.1M 0.00% -6K -32.5% $84.61 +14.1%
2013 RJF PUT RAYMOND JAMES FINL INC Financial Services 7,400.0 $1.1M 0.00% -3K -26.0% $152.03 +16.2%
2014 CB PUT CHUBB LIMITED Financial Services 3,300.0 $1.1M 0.00% -2K -35.3% $340.74 +0.9%
2015 OGN CALL ORGANON & CO Healthcare 83,000.0 $1.1M 0.00% -112K -57.5% $13.54 +1.7%
2016 HRB CALL BLOCK H & R INC Consumer Cyclical 29,500.0 $1.1M 0.00% -70K -70.5% $38.08 +38.3%
2017 CCJ CALL CAMECO CORP Energy 11,000.0 $1.1M 0.00% -14K -55.5% $101.86 +5.4%
2018 CALL AMER SPORTS INC 33,100.0 $1.1M 0.00% +16K +88.1% $33.84
2019 WH PUT WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 13,300.0 $1.1M 0.00% -3K -18.9% $84.21 -8.8%
2020 AUPH AURINIA PHARMACEUTICALS INC Healthcare 65,696.0 $1.1M 0.00% -256K -79.6% $16.97 -2.5%
Page 101 of 234  ·  4,674 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%