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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 197 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3921 CC CHEMOURS CO Basic Materials 4,628.0 $95K -143K -96.9% $20.52 -22.2%
3922 LGND PUT LIGAND PHARMACEUTICALS INC Healthcare 300.0 $95K NEW $316.09 -9.4%
3923 GCO PUT GENESCO INC Consumer Cyclical 2,800.0 $95K NEW $33.77 +3.8%
3924 HGV PUT HILTON GRAND VACATIONS INC Consumer Cyclical 1,800.0 $94K $52.37 -13.9%
3925 WMS PUT ADVANCED DRAIN SYS INC DEL Industrials 600.0 $94K +200.0 +50.0% $156.96 -8.4%
3926 FOXA PUT FOX CORP Communication Services 1,800.0 $94K -8K -80.8% $52.16 +31.4%
3927 CALL QIAGEN NV 2,400.0 $94K -400.0 -14.3% $39.10
3928 DXC PUT DXC TECHNOLOGY CO Technology 10,600.0 $94K +10K +863.6% $8.85 +22.0%
3929 SXC CALL SUNCOKE ENERGY INC Energy 11,600.0 $93K NEW $8.05 +20.4%
3930 SXC PUT SUNCOKE ENERGY INC Energy 11,600.0 $93K NEW $8.05 +20.4%
3931 FBIN PUT FORTUNE BRANDS INNOVATIONS I Industrials 1,700.0 $93K NEW $54.90 -18.9%
3932 PUT GRAN TIERRA ENERGY INC 14,900.0 $93K -13K -47.0% $6.25
3933 SSNC PUT SS&C TECH HLDGS Technology 1,500.0 $93K NEW $62.05 +33.7%
3934 LW LAMB WESTON HLDGS INC Consumer Defensive 2,151.0 $93K -29K -93.1% $43.18 +24.3%
3935 ASST CALL STRIVE INC Communication Services 8,500.0 $93K NEW $10.91 +67.0%
3936 ATEX PUT ANTERIX INC Communication Services 900.0 $93K NEW $102.94 -9.4%
3937 WH CALL WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 1,100.0 $93K -1K -56.0% $84.21 -11.4%
3938 TTEK CALL TETRA TECH INC NEW Industrials 3,200.0 $92K NEW $28.89 +28.1%
3939 WEN ACQUISITION CORP 260,447.0 $92K $0.35
3940 MTH PUT MERITAGE HOMES CORP Consumer Cyclical 1,100.0 $92K NEW $83.85 -14.5%
Page 197 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%