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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 19 of 38  ·  752 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HRL HORMEL FOODS CORP Consumer Defensive 41,852.0 $992K 0.02% NEW $23.70 -11.1%
362 OZK BANK OZK LITTLE ROCK ARK Financial Services 21,509.0 $990K 0.02% NEW $46.02 +4.7%
363 VOYA VOYA FINANCIAL INC Financial Services 13,265.0 $988K 0.02% NEW $74.49 +10.6%
364 CRVL CORVEL CORP Financial Services 14,581.0 $987K 0.02% NEW $67.67 -9.1%
365 TPH TRI POINTE HOMES INC Consumer Cyclical 31,231.0 $983K 0.02% NEW $31.47 +49.2%
366 SITE CTRS CORP 152,783.0 $981K 0.02% NEW $6.42
367 BKD BROOKDALE SR LIVING INC Healthcare 89,455.0 $965K 0.02% NEW $10.79 +24.0%
368 GLPI GAMING & LEISURE PPTYS INC Real Estate 21,519.0 $962K 0.02% NEW $44.69 +6.3%
369 CMCSA COMCAST CORP NEW Communication Services 32,075.0 $959K 0.02% NEW $29.89 -16.1%
370 COLD AMERICOLD REALTY TRUST INC Real Estate 74,487.0 $958K 0.02% NEW $12.86 +12.3%
371 SHC SOTERA HEALTH CO Healthcare 53,711.0 $947K 0.02% NEW $17.64 -11.8%
372 TFC TRUIST FINL CORP Financial Services 19,026.0 $936K 0.02% NEW $49.21 -2.5%
373 DXC DXC TECHNOLOGY CO Technology 63,290.0 $927K 0.02% NEW $14.65 -37.0%
374 TCOM TRIP COM GROUP LTD Consumer Cyclical 12,734.0 $916K 0.02% NEW $71.91 -32.5%
375 ARI APOLLO COML REAL EST FIN Real Estate 94,400.0 $914K 0.02% NEW $9.68 +13.1%
376 WT WISDOMTREE INC Financial Services 74,897.0 $913K 0.02% NEW $12.19 +57.7%
377 ZM ZOOM COMMUNICATIONS INC Technology 10,512.0 $907K 0.02% NEW $86.29 +15.2%
378 WKC WORLD KINECT CORPORATION Energy 38,540.0 $903K 0.02% NEW $23.43 +24.2%
379 ARCB ARCBEST CORP Industrials 12,053.0 $894K 0.02% NEW $74.19 +67.7%
380 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 69,889.0 $881K 0.02% NEW $12.60 -1.4%
Page 19 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%