BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

CAXTON ASSOCIATES LLP

· CIK 0002051323
13F Portfolio $5.1B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 752 New
Page 14 of 38  ·  752 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 UNH UNITEDHEALTH GROUP INC Healthcare 4,664.0 $1.5M 0.03% NEW $330.11 +28.8%
262 IPAR INTERPARFUMS INC Consumer Defensive 18,047.0 $1.5M 0.03% NEW $84.83 +41.9%
263 CIM CHIMERA INVT CORP Real Estate 122,830.0 $1.5M 0.03% NEW $12.43 +4.6%
264 FLR FLUOR CORP NEW Industrials 38,121.0 $1.5M 0.03% NEW $39.63 +28.1%
265 BPOP POPULAR INC Financial Services 12,128.0 $1.5M 0.03% NEW $124.52 +37.3%
266 ORC ORCHID IS CAP INC Real Estate 209,184.0 $1.5M 0.03% NEW $7.20 -3.9%
267 KALU KAISER ALUMINUM CORP Basic Materials 12,958.0 $1.5M 0.03% NEW $114.86 +41.7%
268 GNW GENWORTH FINL INC Financial Services 163,760.0 $1.5M 0.03% NEW $9.03 +7.9%
269 KEY KEYCORP Financial Services 71,106.0 $1.5M 0.03% NEW $20.64 +14.0%
270 MPC MARATHON PETE CORP Energy 9,006.0 $1.5M 0.03% NEW $162.63 +84.0%
271 PGR PROGRESSIVE CORP Financial Services 6,423.0 $1.5M 0.03% NEW $227.72 -9.9%
272 SMH VANECK ETF TRUST 3,993.0 $1.4M 0.03% NEW $360.13 +64.0%
273 DNA GINKGO BIOWORKS HOLDINGS Healthcare 172,580.0 $1.4M 0.03% NEW $8.31 +8.3%
274 DX DYNEX CAP INC Real Estate 102,018.0 $1.4M 0.03% NEW $14.01 -4.9%
275 CHRD CHORD ENERGY CORPORATION Energy 15,385.0 $1.4M 0.03% NEW $92.70 +33.2%
276 EIX EDISON INTL Utilities 23,362.0 $1.4M 0.03% NEW $60.02 +27.8%
277 VLTO VERALTO CORP Industrials 14,011.0 $1.4M 0.03% NEW $99.78 -7.9%
278 SEIC SEI INVTS CO Financial Services 17,000.0 $1.4M 0.03% NEW $82.02 +19.7%
279 ECPG ENCORE CAP GROUP INC Financial Services 25,597.0 $1.4M 0.03% NEW $54.35 +65.3%
280 HWM HOWMET AEROSPACE INC Industrials 6,705.0 $1.4M 0.03% NEW $205.02 +36.2%
Page 14 of 38  ·  752 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
Consumer Cyclical 29.6%
Technology 27.6%
Energy 11.9%
Basic Materials 8.8%
Healthcare 6.7%
Communication Services 5.8%
Financial Services 3.3%
Industrials 3.2%
Real Estate 1.9%
Consumer Defensive 0.6%