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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 146 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 EQBK EQUITY BANCSHARES INC Financial Services 22,827.0 $1.0M 0.00% NEW $44.65 +4.4%
2902 CLDT CHATHAM LODGING TR Real Estate 149,630.0 $1.0M 0.00% NEW $6.81 +96.2%
2903 PNRG PRIMEENERGY RESOURCES CORP Energy 5,949.0 $1.0M 0.00% NEW $171.00 +2.5%
2904 HBCP HOME BANCORP INC Financial Services 17,553.0 $1.0M 0.00% NEW $57.80 +14.7%
2905 CAR CALL AVIS BUDGET GROUP Industrials 7,900.0 $1.0M 0.00% NEW $128.32 +46.8%
2906 APOS CALL APOLLO GLOBAL MGMT INC Financial Services 7,000.0 $1.0M 0.00% NEW $144.76 -82.3%
2907 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 42,405.0 $1.0M 0.00% NEW $23.84 +18.6%
2908 WHR CALL WHIRLPOOL CORP Consumer Cyclical 14,000.0 $1.0M 0.00% NEW $72.14 -46.1%
2909 CLX PUT CLOROX CO DEL Consumer Defensive 10,000.0 $1.0M 0.00% NEW $100.83 -5.0%
2910 DHI PUT D R HORTON INC Consumer Cyclical 7,000.0 $1.0M 0.00% NEW $144.03 +9.6%
2911 PUT BUNGE GLOBAL SA 11,300.0 $1.0M 0.00% NEW $89.08
2912 SWX SOUTHWEST GAS HLDGS INC Utilities 12,573.0 $1.0M 0.00% NEW $80.02 +10.6%
2913 FSBW FS BANCORP INC Financial Services 24,435.0 $1.0M 0.00% NEW $41.17 +1.3%
2914 BK TECHNOLOGIES CORPORATION 13,479.0 $1.0M 0.00% NEW $74.59
2915 DOW PUT DOW INC Basic Materials 43,000.0 $1.0M 0.00% NEW $23.38 +35.7%
2916 OKLO CALL OKLO INC Utilities 14,000.0 $1.0M 0.00% NEW $71.76 -14.8%
2917 VPG VISHAY PRECISION GROUP INC Technology 26,050.0 $1.0M 0.00% NEW $38.50 +267.1%
2918 FXG FIRST TR EXCHANGE TRADED FD 16,501.0 $1.0M 0.00% NEW $60.68 +1.3%
2919 CWT CALIFORNIA WTR SVC GROUP Utilities 23,076.0 $1000K 0.00% NEW $43.33 +4.3%
2920 KMDA KAMADA LTD Healthcare 140,682.0 $993K 0.00% NEW $7.06 +3.5%
Page 146 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%