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Portfolio (Quarterly) Guide ↗

SIG North Trading, ULC

· CIK 0001868643
13F Portfolio $5.5B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 274 New
Page 10 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UUUU PUT ENERGY FUELS INC Energy 85,800.0 $1.2M 0.02% NEW $14.54 +15.4%
182 MEOH PUT METHANEX CORP Basic Materials 30,600.0 $1.2M 0.02% NEW $39.72 +50.1%
183 CALL GRANITE REAL ESTATE INVT TR 20,500.0 $1.2M 0.02% NEW $59.19
184 ORLA PUT ORLA MNG LTD NEW Basic Materials 90,000.0 $1.2M 0.02% NEW $13.47 -8.8%
185 CAE CAE INC Industrials 39,498.0 $1.2M 0.02% NEW $30.42 -11.4%
186 GIL CALL GILDAN ACTIVEWEAR INC Consumer Cyclical 19,100.0 $1.2M 0.02% NEW $62.46 -6.9%
187 NEM PUT NEWMONT CORP Basic Materials 11,300.0 $1.1M 0.02% NEW $99.85 +8.5%
188 BHC PUT BAUSCH HEALTH COS INC Healthcare 160,400.0 $1.1M 0.02% NEW $6.95 -21.6%
189 ORLA ORLA MNG LTD NEW Basic Materials 79,947.0 $1.1M 0.02% NEW $13.47 -8.8%
190 PUT RB GLOBAL INC 10,300.0 $1.1M 0.02% NEW $102.87
191 ERO CALL ERO COPPER CORP Basic Materials 36,600.0 $1.0M 0.02% NEW $28.29 -5.5%
192 CANADIAN PACIFIC KANSAS CITY 13,962.0 $1.0M 0.02% NEW $73.63
193 UUUU CALL ENERGY FUELS INC Energy 69,700.0 $1.0M 0.02% NEW $14.54 +15.4%
194 GFL GFL ENVIRONMENTAL INC Industrials 21,767.0 $935K 0.02% NEW $42.95 -16.3%
195 FSM PUT FORTUNA MNG CORP Basic Materials 91,000.0 $893K 0.02% NEW $9.81 -4.0%
196 EGO CALL ELDORADO GOLD CORP NEW Basic Materials 24,500.0 $880K 0.02% NEW $35.92 -11.8%
197 AQN PUT ALGONQUIN PWR UTILS CORP Utilities 138,600.0 $852K 0.02% NEW $6.15 -3.9%
198 XLE SELECT SECTOR SPDR TR 18,546.0 $829K 0.01% NEW $44.71 +32.3%
199 STN CALL STANTEC INC Industrials 8,600.0 $811K 0.01% NEW $94.36 -18.5%
200 OVV PUT OVINTIV INC Energy 20,700.0 $811K 0.01% NEW $39.19 +50.2%
Page 10 of 14  ·  274 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
Financial Services 27.0%
Communication Services 25.7%
Energy 25.7%
Basic Materials 14.7%
Utilities 2.6%
Industrials 2.4%
Technology 1.2%
Consumer Cyclical 0.4%
Consumer Defensive 0.2%
Healthcare 0.1%