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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 198 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 OSK PUT OSHKOSH CORP Industrials 600.0 $92K NEW $153.48 +2.4%
3942 FNF FIDELITY NATL FINL INC Financial Services 1,943.0 $92K NEW $47.16 +0.3%
3943 CCOI CALL COGENT COMM HOLDINGS INC Communication Services 6,600.0 $92K NEW $13.88 -33.9%
3944 LZ CALL LEGALZOOM COM INC Industrials 14,900.0 $91K NEW $6.13 -4.8%
3945 FIGS CALL FIGS INC Consumer Cyclical 8,900.0 $91K -15K -62.3% $10.23 +43.5%
3946 TAL CALL TAL ED GROUP Consumer Defensive 9,500.0 $91K NEW $9.57 +18.3%
3947 GENI PUT GENIUS SPORTS LIMITED Communication Services 15,000.0 $91K -15K -50.3% $6.06 +33.0%
3948 ADNT PUT ADIENT PLC Consumer Cyclical 4,900.0 $90K +4K +1125.0% $18.38 +8.9%
3949 GRAL GRAIL INC Healthcare 1,319.0 $90K +1K +449.6% $68.27 +16.5%
3950 OKE ONEOK INC NEW Energy 1,035.0 $90K -2K -70.0% $86.94 +7.3%
3951 WSO WATSCO INC Industrials 215.0 $90K NEW $416.73 -25.1%
3952 ROMAN DBDR ACQUISITION CORP 363,771.0 $89K $0.25
3953 GL CALL GLOBE LIFE INC Financial Services 500.0 $89K NEW $178.68 -4.3%
3954 PVH PUT PVH CORPORATION Consumer Cyclical 1,200.0 $89K -8K -86.7% $74.26 +5.7%
3955 CWEN PUT CLEARWAY ENERGY INC Utilities 2,600.0 $89K -1K -31.6% $34.18 -4.7%
3956 GRAL PUT GRAIL INC Healthcare 1,300.0 $89K +700.0 +116.7% $68.27 +16.5%
3957 VMC CALL VULCAN MATLS CO Basic Materials 300.0 $89K -1K -81.2% $295.01 -6.4%
3958 VERX CALL VERTEX INC Technology 7,700.0 $88K NEW $11.48 +17.3%
3959 D DOMINION ENERGY INC Utilities 1,294.0 $88K -5K -79.3% $68.29 -2.5%
3960 CARR CARRIER GLOBAL CORPORATION Industrials 1,201.0 $88K -26K -95.6% $73.35 -17.7%
Page 198 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%