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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 58 of 225  ·  4,487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 CCL PUT CARNIVAL CORP Consumer Cyclical 166,200.0 $5.1M 0.02% NEW $30.54 -14.3%
1142 KKR CALL KKR & CO INC Financial Services 39,800.0 $5.1M 0.02% NEW $127.48 -25.7%
1143 CPB PUT THE CAMPBELLS COMPANY Consumer Defensive 181,300.0 $5.1M 0.02% NEW $27.87 -28.1%
1144 ADM PUT ARCHER DANIELS MIDLAND CO Consumer Defensive 87,700.0 $5.0M 0.01% NEW $57.49 +34.1%
1145 PEABODY ENGR CORP 3,000,000.0 $5.0M 0.01% NEW $1.68
1146 XLV PUT SELECT SECTOR SPDR TR 32,500.0 $5.0M 0.01% NEW $154.80 -4.3%
1147 DKS CALL DICKS SPORTING GOODS INC Consumer Cyclical 25,400.0 $5.0M 0.01% NEW $197.97 +12.0%
1148 AG PUT FIRST MAJESTIC SILVER CORP Basic Materials 301,500.0 $5.0M 0.01% NEW $16.66 +19.4%
1149 COIN CALL COINBASE GLOBAL INC Financial Services 22,200.0 $5.0M 0.01% NEW $226.14 -14.4%
1150 ALLY CALL ALLY FINL INC Financial Services 110,800.0 $5.0M 0.01% NEW $45.29 -5.6%
1151 TTAN CALL SERVICETITAN INC Technology 47,000.0 $5.0M 0.01% NEW $106.50 -41.1%
1152 BLDR CALL BUILDERS FIRSTSOURCE INC Industrials 48,600.0 $5.0M 0.01% NEW $102.89 -28.2%
1153 GSAT CALL GLOBALSTAR INC Communication Services 81,900.0 $5.0M 0.01% NEW $61.04 +35.5%
1154 CHWY CALL CHEWY INC Consumer Cyclical 151,200.0 $5.0M 0.01% NEW $33.05 -39.7%
1155 REDWOOD TRUST INC 5,000,000.0 $5.0M 0.01% NEW $1.00
1156 BKR PUT BAKER HUGHES COMPANY Energy 109,400.0 $5.0M 0.01% NEW $45.54 +44.5%
1157 EQX CALL EQUINOX GOLD CORP Basic Materials 354,700.0 $5.0M 0.01% NEW $14.04 -12.3%
1158 EOSE PUT EOS ENERGY ENTERPRISES INC Industrials 433,800.0 $5.0M 0.01% NEW $11.46 -28.7%
1159 HWM PUT HOWMET AEROSPACE INC Industrials 24,100.0 $4.9M 0.01% NEW $205.02 +26.8%
1160 BMNR PUT BITMINE IMMERSION TECNOLOGIE Financial Services 181,600.0 $4.9M 0.01% NEW $27.15 -27.8%
Page 58 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%