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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 7 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,197 $707K 0.01% SOLD
122 BH BIGLARI HLDGS INC Consumer Cyclical 2,126 $707K 0.01% SOLD
123 RGA REINSURANCE GRP OF AMERICA Financial Services 3,464 $705K 0.01% SOLD
124 AA ALCOA CORP Basic Materials 12,832 $682K 0.01% SOLD
125 COLL COLLEGIUM PHARMACEUTICAL Healthcare 13,794 $639K 0.01% SOLD
126 TRNS TRANSCAT INC Industrials 11,126 $631K 0.01% SOLD
127 CRMD CORMEDIX INC Healthcare 53,310 $620K 0.01% SOLD
128 SANM SANMINA CORPORATION Technology 4,122 $619K 0.01% SOLD
129 OPLN OPENLANE INC Consumer Cyclical 20,662 $615K 0.01% SOLD
130 FTRE FORTREA HLDGS INC Healthcare 35,330 $609K 0.01% SOLD
131 RSG REPUBLIC SVCS INC Industrials 2,806 $595K 0.01% SOLD
132 CSWC CAPITAL SOUTHWEST CORP Financial Services 26,267 $582K 0.01% SOLD
133 MELI MERCADOLIBRE INC Consumer Cyclical 283 $570K 0.01% SOLD
134 CRNC CERENCE INC Technology 53,257 $569K 0.01% SOLD
135 SE SEA LTD Consumer Cyclical 4,344 $554K 0.01% SOLD
136 AVAH AVEANNA HEALTHCARE HLDGS Healthcare 67,593 $552K 0.01% SOLD
137 HRTG HERITAGE INSURANCE HLDGS Financial Services 18,748 $549K 0.01% SOLD
138 VEON LTD 9,875 $519K 0.01% SOLD
139 OSG OCTAVE SPECIALTY GROUP INC Financial Services 65,647 $511K 0.01% SOLD
140 CLX CLOROX CO DEL Consumer Defensive 5,000 $504K 0.01% SOLD
Page 7 of 15  ·  288 positions
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%