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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 25 of 38  ·  752 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PB PROSPERITY BANCSHARES INC Financial Services 8,023.0 $554K 0.01% NEW $69.11 +0.0%
482 SE SEA LTD Consumer Cyclical 4,344.0 $554K 0.01% NEW $127.57 -31.6%
483 AVAH AVEANNA HEALTHCARE HLDGS Healthcare 67,593.0 $552K 0.01% NEW $8.17 -6.1%
484 BANC BANC OF CALIFORNIA INC Financial Services 28,612.0 $552K 0.01% NEW $19.29 -2.5%
485 NEU NEWMARKET CORP Basic Materials 800.0 $550K 0.01% NEW $687.26 +4.8%
486 HRTG HERITAGE INSURANCE HLDGS Financial Services 18,748.0 $549K 0.01% NEW $29.26 -19.9%
487 THC TENET HEALTHCARE CORP Healthcare 2,712.0 $539K 0.01% NEW $198.72 -5.7%
488 NMFC NEW MTN FIN CORP Financial Services 58,368.0 $538K 0.01% NEW $9.21 -12.9%
489 HZO MARINEMAX INC Consumer Cyclical 22,172.0 $537K 0.01% NEW $24.23 +41.1%
490 HPQ HP INC Technology 23,826.0 $531K 0.01% NEW $22.28 -1.7%
491 HL HECLA MNG CO Basic Materials 27,423.0 $526K 0.01% NEW $19.19 -9.8%
492 VEON LTD 9,875.0 $519K 0.01% NEW $52.57
493 DLX DELUXE CORP Communication Services 23,226.0 $519K 0.01% NEW $22.33 +5.6%
494 HTGC HERCULES CAPITAL INC Financial Services 27,400.0 $516K 0.01% NEW $18.82 -17.8%
495 SOFI SOFI TECHNOLOGIES INC Financial Services 19,530.0 $511K 0.01% NEW $26.18 -40.1%
496 ACM AECOM Industrials 5,361.0 $511K 0.01% NEW $95.33 -26.4%
497 OSG OCTAVE SPECIALTY GROUP INC Financial Services 65,647.0 $511K 0.01% NEW $7.78 -26.2%
498 SMTC SEMTECH CORP Technology 6,918.0 $510K 0.01% NEW $73.69 +92.5%
499 CLX CLOROX CO DEL Consumer Defensive 5,000.0 $504K 0.01% NEW $100.83 -5.6%
500 XLK SELECT SECTOR SPDR TR 3,487.0 $502K 0.01% NEW $143.97 +24.1%
Page 25 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%