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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 125 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 PVH PUT PVH CORPORATION Consumer Cyclical 9,000.0 $628K 0.00% +100.0 +1.1% $69.76 +38.5%
2482 POOL CALL POOL CORP Industrials 3,100.0 $627K 0.00% +2K +93.8% $202.33 -8.5%
2483 PH CALL PARKER-HANNIFIN CORP Industrials 700.0 $627K 0.00% NEW $895.24 -4.8%
2484 PH PUT PARKER-HANNIFIN CORP Industrials 700.0 $627K 0.00% +600.0 +600.0% $895.24 -4.8%
2485 CTRA CALL COTERRA ENERGY INC Energy 17,800.0 $625K 0.00% -48K -72.9% $35.14 -7.3%
2486 NVTS NAVITAS SEMICONDUCTOR CORP Technology 71,277.0 $625K 0.00% +71K +10000.0% $8.77 +238.2%
2487 AEO CALL AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 37,400.0 $625K 0.00% -239K -86.5% $16.70 +5.4%
2488 PUT CMB.TECH NV 48,900.0 $619K 0.00% +49K +10000.0% $12.65
2489 CGNX PUT COGNEX CORP Technology 12,600.0 $617K 0.00% +8K +152.0% $48.99 +35.4%
2490 AMPL AMPLITUDE INC Technology 90,262.0 $616K 0.00% -349K -79.4% $6.82 +0.9%
2491 A CALL AGILENT TECHNOLOGIES INC Healthcare 5,400.0 $615K 0.00% -14K -71.6% $113.98 +0.9%
2492 JBHT CALL HUNT J B TRANS SVCS INC Industrials 2,900.0 $615K 0.00% $211.90 +27.6%
2493 PNW PINNACLE WEST CAP CORP Utilities 6,098.0 $614K 0.00% NEW $100.75 +2.2%
2494 IESC IES HOLDINGS INC Industrials 1,288.0 $614K 0.00% NEW $476.47 +45.5%
2495 CFG PUT CITIZENS FINL GROUP INC Financial Services 10,200.0 $612K 0.00% +7K +183.3% $59.97 +5.5%
2496 OMC PUT OMNICOM GROUP INC Communication Services 8,100.0 $610K 0.00% -14K -63.5% $75.31 -0.3%
2497 INFINITE EAGLE ACQUISITION C 60,000.0 $610K 0.00% NEW $10.16
2498 SAIA SAIA INC Industrials 1,735.0 $609K 0.00% -27K -94.0% $351.28 +35.6%
2499 SHW CALL SHERWIN WILLIAMS CO Basic Materials 1,900.0 $609K 0.00% -700.0 -26.9% $320.55 -3.3%
2500 CTAS PUT CINTAS CORP Industrials 3,600.0 $609K 0.00% -18K -83.6% $169.14 +0.9%
Page 125 of 216  ·  4,317 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%