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Portfolio (Quarterly) Guide ↗

SIG North Trading, ULC

· CIK 0001868643
13F Portfolio $5.0B AUM 286 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 130 Added 127 Reduced 12 Exited
Page 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ERO CALL ERO COPPER CORP Basic Materials 41,600.0 $1.1M 0.02% +5K +13.7% $26.67 +0.2%
102 AQN PUT ALGONQUIN POWER & UTILITIES Utilities 162,300.0 $997K 0.02% +24K +17.1% $6.14 -3.7%
103 ASTL CALL ALGOMA STL GROUP INC Basic Materials 213,300.0 $881K 0.02% +59K +38.1% $4.13 +14.5%
104 PUT GALAXY DIGITAL INC. 47,500.0 $876K 0.02% +19K +67.2% $18.45
105 MGA MAGNA INTL INC Consumer Cyclical 15,566.0 $869K 0.02% +8K +102.3% $55.81 +13.0%
106 TLRY CALL TILRAY BRANDS INC Healthcare 115,970.0 $750K 0.01% +36K +45.3% $6.47 -16.4%
107 SSRM CALL SSR MINING IN Basic Materials 25,400.0 $747K 0.01% +11K +78.9% $29.40 +4.6%
108 GFL CALL GFL ENVIRONMENTAL INC Industrials 17,800.0 $743K 0.01% +3K +22.8% $41.72 -13.8%
109 ASTL ALGOMA STL GROUP INC Basic Materials 171,817.0 $710K 0.01% +70K +68.6% $4.13 +14.5%
110 GFL PUT GFL ENVIRONMENTAL INC Industrials 15,800.0 $659K 0.01% +4K +35.0% $41.72 -13.8%
111 FSM CALL FORTUNA MNG CORP Basic Materials 64,100.0 $637K 0.01% +26K +66.1% $9.93 -5.1%
112 ERO ERO COPPER CORP Basic Materials 23,824.0 $635K 0.01% +14K +145.5% $26.67 +0.2%
113 ERO PUT ERO COPPER CORP Basic Materials 23,700.0 $632K 0.01% +14K +141.8% $26.67 +0.2%
114 SSRM PUT SSR MINING IN Basic Materials 21,300.0 $626K 0.01% +600.0 +2.9% $29.40 +4.6%
115 OR OR ROYALTIES INC. Basic Materials 15,869.0 $603K 0.01% +5K +41.7% $38.02 -6.4%
116 BLDP CALL BALLARD PWR SYS INC NEW Industrials 232,800.0 $563K 0.01% +132K +130.9% $2.42 +124.4%
117 SVM PUT SILVERCORP METALS INC Basic Materials 50,700.0 $545K 0.01% +14K +38.5% $10.74 +16.9%
118 BEPC PUT BROOKFIELD RENEWABLE CORP Utilities 13,300.0 $530K 0.01% +200.0 +1.5% $39.83 -5.5%
119 NG CALL NOVAGOLD RESOURCES INC Basic Materials 54,200.0 $487K 0.01% +9K +20.2% $8.98 -13.6%
120 LSPD PUT LIGHTSPEED COMMERCE INC Technology 53,300.0 $478K 0.01% +3K +5.1% $8.96 -6.6%
Page 6 of 7  ·  130 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
Communication Services 39.6%
Financial Services 27.3%
Basic Materials 17.2%
Energy 8.3%
Utilities 2.9%
Technology 1.9%
Industrials 1.8%
Consumer Cyclical 0.5%
Healthcare 0.2%
Consumer Defensive 0.2%