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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 149 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 PPL PPL CORP Utilities 10,712.0 $389K 0.00% +10K +828.2% $36.35 -3.7%
2962 CBRL PUT CRACKER BARREL OLD CTRY STOR Consumer Cyclical 7,300.0 $389K 0.00% -11K -60.5% $53.30 +9.3%
2963 VFC V F CORP Consumer Cyclical 23,125.0 $386K 0.00% +17K +299.3% $16.68 -17.0%
2964 BCO BRINKS CO Industrials 4,082.0 $386K 0.00% -26K -86.6% $94.49 +17.5%
2965 AES AES CORP Utilities 26,220.0 $384K 0.00% -352.0 -1.3% $14.66 +0.5%
2966 MANE VERADERMICS INC Healthcare 3,123.0 $384K 0.00% NEW $122.94 -16.7%
2967 PRAA PRA GROUP INC Financial Services 20,207.0 $384K 0.00% -22K -51.6% $18.99 +3.6%
2968 RSI PUT RUSH STREET INTERACTIVE INC Consumer Cyclical 12,900.0 $384K 0.00% +4K +37.2% $29.74 -12.4%
2969 WCN CALL WASTE CONNECTIONS INC Industrials 2,300.0 $383K 0.00% NEW $166.69 -0.3%
2970 MBLY PUT MOBILEYE GLOBAL INC Consumer Cyclical 39,600.0 $383K 0.00% +23K +138.6% $9.68 -10.3%
2971 OPRA CALL OPERA LTD Communication Services 19,300.0 $383K 0.00% -20K -50.6% $19.83 -2.1%
2972 PZZA PUT PAPA JOHNS INTL INC Consumer Cyclical 10,400.0 $382K 0.00% -13K -55.9% $36.77 -34.4%
2973 OMER CALL OMEROS CORP Healthcare 40,100.0 $381K 0.00% +15K +62.4% $9.51 +102.7%
2974 UUUU PUT ENERGY FUELS INC Energy 26,300.0 $381K 0.00% -72K -73.2% $14.50 +10.1%
2975 RARE PUT ULTRAGENYX PHARMACEUTICAL IN Healthcare 11,400.0 $381K 0.00% -2K -11.6% $33.39 -20.8%
2976 ADT CALL ADT INC DEL Industrials 58,500.0 $380K 0.00% +3K +6.0% $6.50 +14.3%
2977 PAGAYA TECHNOLOGIES LTD 20,819.0 $380K 0.00% NEW $18.25
2978 AER PUT AERCAP HOLDINGS NV Industrials 2,600.0 $379K 0.00% -5K -65.3% $145.78 +1.1%
2979 HSTM HEALTHSTREAM INC Healthcare 13,902.0 $379K 0.00% -20K -59.1% $27.25 +5.9%
2980 V VISA INC Financial Services 1,104.0 $379K 0.00% -60K -98.2% $343.09 +12.0%
Page 149 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%