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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 13 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MGA MAGNA INTL INC Consumer Cyclical 7,696.0 $410K 0.01% NEW $53.30 +18.4%
242 AQN CALL ALGONQUIN PWR UTILS CORP Utilities 66,400.0 $408K 0.01% NEW $6.15 -3.9%
243 ASTL PUT ALGOMA STL GROUP INC Basic Materials 99,400.0 $408K 0.01% NEW $4.10 +15.4%
244 OR OR ROYALTIES INC. Basic Materials 11,197.0 $396K 0.01% NEW $35.39 +0.5%
245 FSM CALL FORTUNA MNG CORP Basic Materials 38,600.0 $379K 0.01% NEW $9.81 -4.0%
246 NG PUT NOVAGOLD RES INC Basic Materials 40,400.0 $377K 0.01% NEW $9.32 -16.7%
247 PUT LITHIUM AMERS CORP NEW 81,300.0 $354K 0.01% NEW $4.36
248 SSRM CALL SSR MINING IN Basic Materials 14,200.0 $311K 0.01% NEW $21.92 +40.2%
249 CAE PUT CAE INC Industrials 10,100.0 $307K 0.01% NEW $30.42 -11.4%
250 SVM PUT SILVERCORP METALS INC Basic Materials 36,600.0 $305K 0.01% NEW $8.34 +50.6%
251 STN STANTEC INC Industrials 3,150.0 $297K 0.01% NEW $94.36 -18.5%
252 HUT 8 CORP 6,202.0 $285K 0.01% NEW $45.94
253 ERO PUT ERO COPPER CORP Basic Materials 9,800.0 $277K 0.01% NEW $28.29 -5.5%
254 ERO ERO COPPER CORP Basic Materials 9,705.0 $275K 0.01% NEW $28.29 -5.5%
255 CRON CRONOS GROUP INC Healthcare 103,068.0 $271K 0.01% NEW $2.63 +3.8%
256 BB PUT BLACKBERRY LTD Technology 70,200.0 $266K 0.01% NEW $3.79 +75.5%
257 AURORA CANNABIS INC 61,734.0 $261K 0.01% NEW $4.22
258 BLDP CALL BALLARD PWR SYS INC NEW Industrials 100,800.0 $256K 0.01% NEW $2.54 +113.8%
259 TLRY PUT TILRAY BRANDS INC Healthcare 27,780.0 $251K 0.01% NEW $9.03 -40.1%
260 CALL TRIPLE FLAG PRECIOUS METAL 7,500.0 $249K 0.01% NEW $33.22
Page 13 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%