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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 122 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2421 GPK CALL GRAPHIC PACKAGING HLDG CO Consumer Cyclical 66,600.0 $704K 0.00% -57K -46.1% $10.57 +7.2%
2422 VVV CALL VALVOLINE INC Energy 17,800.0 $704K 0.00% +4K +25.4% $39.54 -19.1%
2423 BROS PUT DUTCH BROS INC Consumer Cyclical 9,800.0 $704K 0.00% -9K -47.3% $71.81 -29.4%
2424 TNL CALL TRAVEL PLUS LEISURE CO Consumer Cyclical 9,200.0 $703K 0.00% +800.0 +9.5% $76.43 -6.2%
2425 RRR CALL RED ROCK RESORTS INC Consumer Cyclical 10,800.0 $703K 0.00% +8K +332.0% $65.06 -10.2%
2426 ENS CALL ENERSYS Industrials 3,000.0 $701K 0.00% +800.0 +36.4% $233.82 -18.3%
2427 TRIP CALL TRIPADVISOR INC Consumer Cyclical 51,100.0 $701K 0.00% -39K -43.2% $13.71 -28.6%
2428 TSAKOS ENERGY NAVIGATION LTD 19,801.0 $700K 0.00% -267K -93.1% $35.37
2429 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 9,450.0 $700K 0.00% -9K -48.6% $74.04 +8.6%
2430 GPI PUT GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2,400.0 $699K 0.00% -1K -31.4% $291.17 -10.0%
2431 HCC PUT WARRIOR MET COAL INC Energy 8,600.0 $698K 0.00% -100.0 -1.1% $81.16 +33.4%
2432 PUT IQVIA HLDGS INC 3,600.0 $696K 0.00% -500.0 -12.2% $193.22
2433 NVT CALL NVENT ELEC PLC Industrials 4,100.0 $695K 0.00% -17K -80.2% $169.61 -8.3%
2434 AG PUT FIRST MAJESTIC SILVER CORP Basic Materials 41,000.0 $695K 0.00% -97K -70.3% $16.96 +28.2%
2435 XP PUT XP INC Financial Services 42,700.0 $694K 0.00% +19K +83.3% $16.26 +8.7%
2436 OWL PUT BLUE OWL CAPITAL INC Financial Services 79,200.0 $693K 0.00% -1.2M -93.8% $8.75 +37.4%
2437 TLN PUT TALEN ENERGY CORP Utilities 1,800.0 $692K 0.00% -700.0 -28.0% $384.26 -20.7%
2438 SHW PUT SHERWIN WILLIAMS CO Basic Materials 2,000.0 $689K 0.00% +500.0 +33.3% $344.32 +0.3%
2439 PPL PUT PPL CORP Utilities 18,900.0 $687K 0.00% -73K -79.5% $36.35 -5.3%
2440 FWRD FORWARD AIR CORP Industrials 50,802.0 $686K 0.00% NEW $13.51 +31.0%
Page 122 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%