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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 15 of 38  ·  752 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 LUV SOUTHWEST AIRLS CO Industrials 33,247.0 $1.4M 0.03% NEW $41.33 -1.3%
282 UNP UNION PAC CORP Industrials 5,910.0 $1.4M 0.03% NEW $231.32 +14.9%
283 XERS XERIS BIOPHARMA HOLDINGS Healthcare 174,102.0 $1.4M 0.03% NEW $7.85 -20.6%
284 CIVITAS RESOURCES INC 50,342.0 $1.4M 0.03% NEW $27.09
285 GNL GLOBAL NET LEASE INC Real Estate 158,035.0 $1.4M 0.03% NEW $8.60 +9.1%
286 ASTS AST SPACEMOBILE INC Technology 18,658.0 $1.4M 0.03% NEW $72.63 +32.5%
287 IBB ISHARES TR 8,010.0 $1.4M 0.03% NEW $168.77 +0.2%
288 STAG STAG INDL INC Real Estate 36,752.0 $1.4M 0.03% NEW $36.76 +4.2%
289 ARCC ARES CAPITAL CORP Financial Services 66,689.0 $1.3M 0.03% NEW $20.23 -7.4%
290 IDA IDACORP INC Utilities 10,562.0 $1.3M 0.03% NEW $126.56 +11.9%
291 OMC OMNICOM GROUP INC Communication Services 16,488.0 $1.3M 0.03% NEW $80.75 -8.6%
292 KMX CARMAX INC Consumer Cyclical 34,438.0 $1.3M 0.03% NEW $38.64 +0.7%
293 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 10,550.0 $1.3M 0.03% NEW $125.87 -39.2%
294 CSIQ CANADIAN SOLAR INC Energy 55,212.0 $1.3M 0.03% NEW $23.77 -23.9%
295 MCK MCKESSON CORP Healthcare 1,597.0 $1.3M 0.03% NEW $820.29 -6.6%
296 IPGP IPG PHOTONICS CORP Technology 18,277.0 $1.3M 0.03% NEW $71.60 +68.3%
297 ADPT ADAPTIVE BIOTECHNOLOGIES Healthcare 80,417.0 $1.3M 0.03% NEW $16.24 -14.6%
298 BCC BOISE CASCADE CO DEL Basic Materials 17,674.0 $1.3M 0.03% NEW $73.60 -8.8%
299 PCRX PACIRA BIOSCIENCES INC Healthcare 49,996.0 $1.3M 0.03% NEW $25.88 -9.3%
300 EFC ELLINGTON FINANCIAL INC Real Estate 93,816.0 $1.3M 0.03% NEW $13.58 -0.1%
Page 15 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 27.7%
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%