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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 39 of 234  ·  4,674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 OKEANIS ECO TANKERS COR 111,104.0 $5.6M 0.02% -66K -37.4% $50.12
762 SHAK SHAKE SHACK INC Consumer Cyclical 99,392.0 $5.6M 0.02% -13K -11.9% $56.02 +35.3%
763 COHR CALL COHERENT CORP Technology 14,100.0 $5.6M 0.02% -16K -53.0% $394.47 -26.6%
764 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 60,361.0 $5.6M 0.02% NEW $92.09 -3.2%
765 ONTO ONTO INNOVATION INC Technology 14,676.0 $5.6M 0.02% +4K +41.2% $378.45 -22.5%
766 LNG CALL CHENIERE ENERGY INC Energy 23,200.0 $5.5M 0.02% +20K +673.3% $239.01 +16.1%
767 DRAM ROUNDHILL ETF TRUST 74,972.0 $5.5M 0.02% NEW $73.85 -21.9%
768 CVNA PUT CARVANA CO Consumer Cyclical 84,000.0 $5.5M 0.02% +79K +1687.2% $65.82 +6.2%
769 ALLE ALLEGION PLC Industrials 39,335.0 $5.5M 0.02% -61K -60.9% $140.49 +15.5%
770 SOUTHERN CO 5,000,000.0 $5.5M 0.02% $1.10
771 INTU CALL INTUIT Technology 21,100.0 $5.5M 0.02% +5K +28.7% $261.00 +40.6%
772 WDAY CALL WORKDAY INC Technology 44,900.0 $5.5M 0.02% -25K -35.7% $122.42 +63.4%
773 F FORD MTR CO Consumer Cyclical 395,263.0 $5.5M 0.02% +359K +997.1% $13.90 +3.7%
774 FAST CALL FASTENAL CO Industrials 114,200.0 $5.5M 0.02% -36K -23.8% $48.03 +6.7%
775 EBAY CALL EBAY INC. Consumer Cyclical 49,000.0 $5.5M 0.02% +24K +97.6% $111.75 -6.8%
776 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 463,475.0 $5.5M 0.02% NEW $11.81 -17.3%
777 PSX CALL PHILLIPS 66 Energy 32,300.0 $5.5M 0.02% +11K +50.9% $169.05 +43.7%
778 LMT PUT LOCKHEED MARTIN CORP Industrials 10,700.0 $5.5M 0.02% +8K +269.0% $509.46 +10.6%
779 WILLIS LEASE FIN CORP 5,000,000.0 $5.4M 0.02% NEW $1.09
780 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 61,174.0 $5.4M 0.02% -59K -49.0% $88.60 -36.6%
Page 39 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%