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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 123 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 GIL CALL GILDAN ACTIVEWEAR INC Consumer Cyclical 13,300.0 $686K 0.00% NEW $51.60 +3.2%
2442 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 43,348.0 $686K 0.00% -31K -41.5% $15.82 +7.8%
2443 KRT KARAT PACKAGING INC Consumer Cyclical 20,447.0 $684K 0.00% NEW $33.46 +48.8%
2444 PENN PUT PENN ENTERTAINMENT INC Consumer Cyclical 32,000.0 $684K 0.00% -20K -38.1% $21.36 -18.9%
2445 MRSH PUT MARSH & MCLENNAN COS INC Financial Services 4,100.0 $683K 0.00% -2K -33.9% $166.67 +14.0%
2446 VKTX PUT VIKING THERAPEUTICS INC Healthcare 17,500.0 $683K 0.00% +6K +57.7% $39.01 -13.2%
2447 RPAY REPAY HLDGS CORP Technology 162,353.0 $682K 0.00% NEW $4.20 -10.0%
2448 WIX CALL WIX COM LTD Technology 15,000.0 $681K 0.00% +700.0 +4.9% $45.37 +89.0%
2449 CAR CALL AVIS BUDGET GROUP INC Industrials 4,600.0 $680K 0.00% +4K +2200.0% $147.83 -5.6%
2450 CAG PUT CONAGRA BRANDS INC Consumer Defensive 50,500.0 $680K 0.00% -238K -82.5% $13.46 +19.0%
2451 FLNG PUT FLEX LNG LTD Energy 24,200.0 $679K 0.00% +18K +290.3% $28.06 +11.6%
2452 ARKK ARK ETF TR 8,392.0 $678K 0.00% NEW $80.82 +8.2%
2453 VITL PUT VITAL FARMS INC Consumer Defensive 58,200.0 $677K 0.00% -2K -3.3% $11.63 -10.2%
2454 AMTM PUT AMENTUM HOLDINGS INC Industrials 32,700.0 $676K 0.00% +21K +181.9% $20.67 -1.2%
2455 PLAB PHOTRONICS INC Technology 20,768.0 $676K 0.00% NEW $32.53 -7.0%
2456 RDW PUT REDWIRE CORPORATION Industrials 55,100.0 $674K 0.00% NEW $12.23 -7.8%
2457 LINC PUT LINCOLN EDL SVCS CORP Consumer Defensive 13,500.0 $674K 0.00% NEW $49.90 -49.2%
2458 KSS KOHLS CORP Consumer Cyclical 37,999.0 $673K 0.00% -8K -17.5% $17.72 +2.4%
2459 UNM PUT UNUM GROUP Financial Services 7,500.0 $670K 0.00% +4K +87.5% $89.40 +3.4%
2460 PUT ETSY INC 8,900.0 $670K 0.00% -4K -29.4% $75.33
Page 123 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%