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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $32.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4487 New
Page 205 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4081 LII CALL LENNOX INTL INC Industrials 100.0 $49K NEW $485.58 -1.0%
4082 GLW CORNING INC Technology 554.0 $49K NEW $87.56 +119.2%
4083 CVI CALL CVR ENERGY INC Energy 1,900.0 $48K NEW $25.44 +25.2%
4084 TNET TRINET GROUP INC Industrials 816.0 $48K NEW $59.13 -27.9%
4085 OSG PUT OCTAVE SPECIALTY GROUP INC Financial Services 6,200.0 $48K NEW $7.78 -26.2%
4086 ACGL PUT ARCH CAP GROUP LTD Financial Services 500.0 $48K NEW $95.92 +0.2%
4087 PLTK CALL PLAYTIKA HLDG CORP Technology 12,100.0 $48K NEW $3.95 -11.6%
4088 RYAM PUT RAYONIER ADVANCED MATLS INC Basic Materials 8,100.0 $48K NEW $5.89 +44.1%
4089 TWST PUT TWIST BIOSCIENCE CORP Healthcare 1,500.0 $48K NEW $31.72 +69.2%
4090 CCCC CALL C4 THERAPEUTICS INC Healthcare 24,900.0 $48K NEW $1.91 +84.3%
4091 BOLD BOUNDLESS BIO INC Healthcare 39,624.0 $48K NEW $1.20 +20.8%
4092 BVN PUT COMPANIA DE MINAS BUENAVENTU Basic Materials 1,700.0 $47K NEW $27.83 +21.1%
4093 PUBM CALL PUBMATIC INC Technology 5,300.0 $47K NEW $8.87 +11.4%
4094 CMPS CALL COMPASS PATHWAYS PLC Healthcare 6,800.0 $47K NEW $6.90 +68.0%
4095 FLWS CALL 1 800 FLOWERS COM INC Consumer Cyclical 11,900.0 $47K NEW $3.93 +7.6%
4096 CRON CRONOS GROUP INC Healthcare 17,762.0 $47K NEW $2.63 +3.8%
4097 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 33,598.0 $47K NEW $1.39 -51.3%
4098 PLCE CHILDRENS PL INC NEW Consumer Cyclical 11,659.0 $46K NEW $3.98 -14.3%
4099 TROX TRONOX HOLDINGS PLC Basic Materials 11,068.0 $46K NEW $4.17 +91.1%
4100 SILVERBOX CORP IV 164,542.0 $46K NEW $0.28
Page 205 of 225  ·  4,487 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 20.7%
Healthcare 18.9%
Consumer Cyclical 15.5%
Financial Services 13.5%
Industrials 13.0%
Communication Services 7.4%
Basic Materials 4.2%
Energy 2.9%
Consumer Defensive 2.6%
Utilities 0.8%