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Portfolio (Quarterly) Guide ↗

SIG BROKERAGE, LP

· CIK 0001094429
13F Portfolio $3.8B AUM 769 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 358 New 161 Added 133 Reduced 245 Exited
Page 15 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MPWR PUT MONOLITHIC PWR SYS INC Technology 300.0 $328K 0.01% NEW — $1093.35 +23.6%
282 ORLA CALL ORLA MNG LTD NEW Basic Materials 20,000.0 $323K 0.01% NEW — $16.13 -41.5%
283 BBY PUT BEST BUY INC Consumer Cyclical 5,000.0 $321K 0.01% NEW — $64.20 +40.0%
284 KMX CARMAX INC Consumer Cyclical 7,576.0 $315K 0.01% NEW — $41.58 +36.0%
285 SUI CALL SUN CMNTYS INC Real Estate 2,500.0 $315K 0.01% NEW — $125.96 -10.9%
286 ICLR CALL ICON PLC Healthcare 2,800.0 $310K 0.01% NEW — $110.66 +58.7%
287 ICLR PUT ICON PLC Healthcare 2,800.0 $310K 0.01% NEW — $110.66 +58.7%
288 WFC WELLS FARGO & CO Financial Services 3,851.0 $307K 0.01% NEW — $79.61 +1.5%
289 ATI ATI INC Industrials 2,102.0 $306K 0.01% NEW — $145.46 +24.2%
290 — BARNES & NOBLE ED INC — 34,605.0 $306K 0.01% NEW — $8.83 —
291 TXN PUT TEXAS INSTRS INC Technology 1,500.0 $291K 0.01% NEW — $194.14 +43.4%
292 TKR TIMKEN CO Industrials 2,821.0 $284K 0.01% NEW — $100.57 +16.1%
293 LYB CALL LYONDELLBASELL INDUSTRIES NV Basic Materials 3,500.0 $282K 0.01% NEW — $80.56 -27.7%
294 CLS CALL CELESTICA INC Technology 1,000.0 $282K 0.01% NEW — $281.68 +26.6%
295 CLS PUT CELESTICA INC Technology 1,000.0 $282K 0.01% NEW — $281.68 +26.6%
296 COF CAPITAL ONE FINL CORP Financial Services 1,543.0 $281K 0.01% NEW — $182.43 +7.7%
297 DG PUT DOLLAR GEN CORP Consumer Defensive 2,300.0 $273K 0.01% NEW — $118.73 +4.8%
298 GTLB CALL GITLAB INC Technology 12,500.0 $270K 0.01% NEW — $21.64 +113.5%
299 — CALL HYCROFT MINING HOLDING CORP — 7,500.0 $264K 0.01% NEW — $35.20 —
300 AEO PUT AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 15,700.0 $262K 0.01% NEW — $16.70 +3.7%
Page 15 of 18  ·  358 positions

① 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
Financial Services 20.2%
Healthcare 19.6%
Technology 18.7%
Consumer Cyclical 11.2%
Communication Services 10.3%
Industrials 7.1%
Energy 5.2%
Consumer Defensive 3.3%
Basic Materials 2.4%
Utilities 1.6%