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Portfolio (Quarterly) Guide ↗

CAXTON ASSOCIATES LLP

· CIK 0002051323
13F Portfolio $4.4B AUM 755 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 291 New 191 Added 238 Reduced 288 Exited
Page 8 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 80,456.0 $1.0M 0.02% +11K +15.1% $12.43 -0.1%
142 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 12,243.0 $991K 0.02% +3K +36.5% $80.95 -3.1%
143 ALB ALBEMARLE CORP Basic Materials 5,238.0 $940K 0.02% +2K +55.4% $179.53 -5.4%
144 GGG GRACO INC Industrials 11,055.0 $936K 0.02% +952.0 +9.4% $84.65 -11.0%
145 NWN NORTHWEST NAT HLDG CO Utilities 17,479.0 $930K 0.02% +2K +11.6% $53.22 -6.4%
146 CRS CARPENTER TECHNOLOGY CORP Industrials 2,357.0 $929K 0.02% +287.0 +13.9% $394.15 +11.2%
147 HOOD ROBINHOOD MKTS INC Financial Services 13,374.0 $927K 0.02% +11K +432.4% $69.30 +9.6%
148 WKC WORLD KINECT CORPORATION Energy 39,531.0 $912K 0.02% +991.0 +2.6% $23.07 +26.1%
149 KN KNOWLES CORP Technology 34,485.0 $886K 0.02% +3K +10.9% $25.68 +37.2%
150 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 72,160.0 $799K 0.02% +45K +165.5% $11.07 -23.3%
151 STRA STRATEGIC ED INC Consumer Defensive 9,418.0 $781K 0.02% +2K +21.0% $82.96 -3.6%
152 HOMB HOME BANCSHARES INC Financial Services 26,813.0 $722K 0.02% +13K +94.0% $26.93 -1.2%
153 DV DOUBLEVERIFY HLDGS INC Technology 73,725.0 $700K 0.02% +18K +32.1% $9.50 +0.2%
154 TRN TRINITY INDS INC Industrials 21,442.0 $690K 0.02% +5K +29.6% $32.18 +4.9%
155 GATX GATX CORP Industrials 3,988.0 $681K 0.01% +2K +167.3% $170.74 +1.3%
156 SF STIFEL FINL CORP Financial Services 9,012.0 $666K 0.01% +2K +32.9% $73.92 -1.1%
157 THC TENET HEALTHCARE CORP Healthcare 3,435.0 $648K 0.01% +723.0 +26.7% $188.71 -0.7%
158 BANC BANC OF CALIFORNIA INC Financial Services 32,932.0 $579K 0.01% +4K +15.1% $17.58 +7.0%
159 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 11,826.0 $557K 0.01% +2K +21.9% $47.14 -16.2%
160 NFLX NETFLIX INC. Communication Services 5,771.0 $555K 0.01% +960.0 +19.9% $96.15 -7.1%
Page 8 of 10  ·  191 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 38.6%
Communication Services 18.7%
Industrials 11.5%
Consumer Cyclical 8.8%
Financial Services 5.1%
Energy 4.4%
Healthcare 4.0%
Basic Materials 2.8%
Consumer Defensive 2.4%
Utilities 1.8%