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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 127 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 CLF PUT CLEVELAND-CLIFFS INC NEW Basic Materials 134,600.0 $1.8M 0.00% NEW $13.28 -7.5%
2522 FFIV CALL F5 INC Technology 7,000.0 $1.8M 0.00% NEW $255.26 +51.0%
2523 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 144,300.0 $1.8M 0.00% NEW $12.38 +7.2%
2524 UNTY UNITY BANCORP INC Financial Services 34,530.0 $1.8M 0.00% NEW $51.72 +7.2%
2525 ARTNA ARTESIAN RES CORP Utilities 56,466.0 $1.8M 0.00% NEW $31.61 +2.1%
2526 GSK GSK PLC Healthcare 36,300.0 $1.8M 0.00% NEW $49.04 +3.3%
2527 TERN TERNS PHARMACEUTICALS INC Healthcare 43,866.0 $1.8M 0.00% NEW $40.40 +31.1%
2528 UMH UMH PPTYS INC Real Estate 111,109.0 $1.8M 0.00% NEW $15.91 -5.3%
2529 MRBK MERIDIAN CORPORATION Financial Services 100,474.0 $1.8M 0.00% NEW $17.58 +9.5%
2530 SMDV PROSHARES TR 26,700.0 $1.8M 0.00% NEW $66.08 +13.0%
2531 SMBC SOUTHERN MO BANCORP INC Financial Services 29,760.0 $1.8M 0.00% NEW $59.12 +22.6%
2532 TCBX THIRD COAST BANCSHARES INC Financial Services 46,254.0 $1.8M 0.00% NEW $38.01 +2.6%
2533 NOV NOV INC Energy 112,120.0 $1.8M 0.00% NEW $15.63 +19.4%
2534 SUZ SUZANO S A Basic Materials 187,554.0 $1.8M 0.00% NEW $9.34 -10.2%
2535 PEPG PEPGEN INC Healthcare 267,425.0 $1.7M 0.00% NEW $6.51 -72.5%
2536 SBR SABINE RTY TR Energy 25,378.0 $1.7M 0.00% NEW $68.57 +5.4%
2537 DAN DANA INC Consumer Cyclical 73,068.0 $1.7M 0.00% NEW $23.76 +22.8%
2538 QUAD QUAD / GRAPHICS INC Industrials 275,996.0 $1.7M 0.00% NEW $6.27 +21.5%
2539 ASCENT INDUSTRIES CO 106,780.0 $1.7M 0.00% NEW $16.19
2540 ACRS ACLARIS THERAPEUTICS INC Healthcare 574,213.0 $1.7M 0.00% NEW $3.01 +49.5%
Page 127 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%