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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 171 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3401 UAA CALL UNDER ARMOUR INC Consumer Cyclical 35,300.0 $226K 0.00% +7K +23.0% $6.39 -16.0%
3402 GOOS CALL CANADA GOOSE HLDGS INC Consumer Cyclical 23,700.0 $225K 0.00% -23K -49.5% $9.51 -12.9%
3403 GRAL CALL GRAIL INC Healthcare 3,300.0 $225K 0.00% -4K -52.9% $68.27 +12.2%
3404 BTG PUT B2GOLD CORP Basic Materials 60,200.0 $225K 0.00% -23K -27.3% $3.74 +52.9%
3405 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 4,774.0 $225K 0.00% -83K -94.5% $47.13 -2.1%
3406 FN CALL FABRINET Technology 400.0 $225K 0.00% +200.0 +100.0% $562.08 -25.1%
3407 RL RALPH LAUREN CORP Consumer Cyclical 560.0 $225K 0.00% -858.0 -60.5% $401.41 -7.6%
3408 SII PUT SPROTT INC Financial Services 2,000.0 $225K 0.00% -14K -87.9% $112.35 +20.6%
3409 KBR PUT KBR INC Industrials 6,500.0 $224K 0.00% NEW $34.53 +9.2%
3410 VZ VERIZON COMMUNICATIONS INC Communication Services 5,287.0 $224K 0.00% -295K -98.2% $42.34 +18.4%
3411 MEI PUT METHODE ELECTRS INC Technology 11,800.0 $224K 0.00% NEW $18.97 -26.0%
3412 SITM CALL SITIME CORP Technology 300.0 $224K 0.00% -900.0 -75.0% $745.56 -22.1%
3413 UNM CALL UNUM GROUP Financial Services 2,500.0 $224K 0.00% -5K -66.2% $89.40 +0.1%
3414 YETI CALL YETI HLDGS INC Consumer Cyclical 4,500.0 $223K 0.00% +500.0 +12.5% $49.56 -13.1%
3415 BKU CALL BANKUNITED INC Financial Services 4,600.0 $223K 0.00% NEW $48.45 -4.5%
3416 NEWHOLD INVT CORP III 106,100.0 $223K 0.00% NEW $2.10
3417 GIS CALL GENERAL MILLS INC Consumer Defensive 6,400.0 $223K 0.00% -228K -97.3% $34.80 +17.6%
3418 LBRT PUT LIBERTY ENERGY INC Energy 8,500.0 $223K 0.00% +7K +507.1% $26.19 -29.4%
3419 ADNT CALL ADIENT PLC Consumer Cyclical 12,100.0 $222K 0.00% -8K -40.4% $18.38 +3.3%
3420 CCS CENTURY COMMUNITIES INC Consumer Cyclical 3,099.0 $222K 0.00% +863.0 +38.6% $71.66 -3.1%
Page 171 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%