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Portfolio (Quarterly) Guide ↗

TWO SIGMA INVESTMENTS, LP

· CIK 0001179392
13F Portfolio $70.9B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4041 New
Page 120 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2381 LANDBRIDGE COMPANY LLC 44,046.0 $2.2M 0.00% NEW $48.99
2382 MAS MASCO CORP Industrials 34,000.0 $2.2M 0.00% NEW $63.46 +17.2%
2383 ITRI ITRON INC Technology 23,226.0 $2.2M 0.00% NEW $92.86 -13.0%
2384 TRNS TRANSCAT INC Industrials 38,008.0 $2.2M 0.00% NEW $56.73 +63.7%
2385 COP CALL CONOCOPHILLIPS Energy 23,000.0 $2.2M 0.00% NEW $93.61 +15.1%
2386 MTW MANITOWOC CO INC Industrials 179,308.0 $2.1M 0.00% NEW $11.99 +9.8%
2387 FFLG FIDELITY COVINGTON TRUST 71,700.0 $2.1M 0.00% NEW $29.94 +15.8%
2388 ASPN ASPEN AEROGELS INC Industrials 757,419.0 $2.1M 0.00% NEW $2.83 +123.3%
2389 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 204,537.0 $2.1M 0.00% NEW $10.46 +53.3%
2390 MTDR MATADOR RES CO Energy 50,407.0 $2.1M 0.00% NEW $42.44 +16.8%
2391 TGLS TECNOGLASS INC Basic Materials 42,461.0 $2.1M 0.00% NEW $50.32 -8.6%
2392 NXDR NEXTDOOR HOLDINGS INC Communication Services 1,014,433.0 $2.1M 0.00% NEW $2.10 +4.8%
2393 NRGV ENERGY VAULT HOLDINGS INC Utilities 461,641.0 $2.1M 0.00% NEW $4.61 -11.1%
2394 EFC ELLINGTON FINANCIAL INC Real Estate 156,205.0 $2.1M 0.00% NEW $13.58 -1.0%
2395 CIVB CIVISTA BANCSHARES INC Financial Services 95,344.0 $2.1M 0.00% NEW $22.22 +20.8%
2396 LPL LG DISPLAY CO LTD Technology 503,204.0 $2.1M 0.00% NEW $4.21 +10.2%
2397 DIBS 1STDIBS COM INC Consumer Cyclical 353,330.0 $2.1M 0.00% NEW $5.99 -27.7%
2398 FSLR CALL FIRST SOLAR INC Energy 8,100.0 $2.1M 0.00% NEW $261.23 -1.4%
2399 CRMD CORMEDIX INC Healthcare 181,106.0 $2.1M 0.00% NEW $11.63 -25.5%
2400 IWD ISHARES TR 10,005.0 $2.1M 0.00% NEW $210.34 +15.1%
Page 120 of 203  ·  4,041 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
Technology 20.3%
Financial Services 16.7%
Industrials 14.1%
Healthcare 12.8%
Consumer Cyclical 11.9%
Consumer Defensive 5.7%
Basic Materials 4.6%
Energy 4.2%
Communication Services 3.9%
Real Estate 3.7%