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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 179 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3561 R CALL RYDER SYS INC Industrials 700.0 $185K 0.00% +500.0 +250.0% $263.77 -5.3%
3562 SMPL PUT SIMPLY GOOD FOODS CO Consumer Defensive 13,900.0 $185K 0.00% -4K -20.6% $13.28 -18.1%
3563 URBN PUT URBAN OUTFITTERS INC Consumer Cyclical 2,600.0 $184K 0.00% +2K +2500.0% $70.86 +4.8%
3564 BTU PEABODY ENGR CORP Energy 7,958.0 $184K 0.00% -187K -95.9% $23.12 +19.4%
3565 SMFG CALL SUMITOMO MITSUI FIN GRP INC Financial Services 7,800.0 $184K 0.00% NEW $23.58 +6.2%
3566 CME CME GROUP INC Financial Services 832.0 $184K 0.00% -64K -98.7% $220.83 +24.5%
3567 BKD BROOKDALE SR LIVING INC Healthcare 11,385.0 $183K 0.00% NEW $16.09 -26.7%
3568 FSM CALL FORTUNA MNG CORP Basic Materials 21,600.0 $183K 0.00% -5K -20.0% $8.45 +42.8%
3569 MED CALL MEDIFAST INC Consumer Cyclical 17,200.0 $182K 0.00% -39K -69.2% $10.61 +12.6%
3570 HUN HUNTSMAN CORP Basic Materials 17,132.0 $182K 0.00% +16K +1966.6% $10.62 -6.1%
3571 ALGM ALLEGRO MICROSYSTEMS INC Technology 2,595.0 $181K 0.00% -128K -98.0% $69.62 -46.6%
3572 STUBHUB HLDGS INC 14,001.0 $180K 0.00% +12K +475.5% $12.87
3573 VNOM VIPER ENERGY INC Energy 4,247.0 $180K 0.00% -4K -47.2% $42.40 +6.8%
3574 SJM PUT SMUCKER J M CO Consumer Defensive 1,600.0 $180K 0.00% -31K -95.1% $112.50 +10.5%
3575 AOSL CALL ALPHA & OMEGA SEMICONDUCTOR Technology 3,800.0 $180K 0.00% NEW $47.33 -44.2%
3576 GSAT PUT GLOBALSTAR INC Communication Services 2,200.0 $179K 0.00% -8K -79.2% $81.29 +1.3%
3577 CTVA PUT CORTEVA INC Basic Materials 2,100.0 $178K 0.00% -36K -94.5% $84.69 -3.4%
3578 TERRESTRIAL ENERGY INC 52,616.0 $178K 0.00% -87K -62.4% $3.38
3579 GXO PUT GXO LOGISTICS INCORPORATED Industrials 3,500.0 $177K 0.00% -4K -54.0% $50.70 -9.8%
3580 EOSE EOS ENERGY ENTERPRISES INC Industrials 30,176.0 $177K 0.00% +27K +960.7% $5.88 -35.2%
Page 179 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%