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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 93 of 203  ·  4,041 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 TROX TRONOX HOLDINGS PLC Basic Materials 1,040,578.0 $4.3M 0.01% NEW $4.17 +77.5%
1842 PSN PARSONS CORP DEL Industrials 70,076.0 $4.3M 0.01% NEW $61.80 -15.5%
1843 ALB CALL ALBEMARLE CORP Basic Materials 30,600.0 $4.3M 0.01% NEW $141.44 +13.4%
1844 NATL NCR ATLEOS CORPORATION Technology 113,333.0 $4.3M 0.01% NEW $38.11 +14.5%
1845 REPL REPLIMUNE GROUP INC Healthcare 444,074.0 $4.3M 0.01% NEW $9.72 +4.8%
1846 PRGO PERRIGO CO PLC Healthcare 309,172.0 $4.3M 0.01% NEW $13.92 -26.4%
1847 CXW CORECIVIC INC Real Estate 224,809.0 $4.3M 0.01% NEW $19.11 +51.2%
1848 RES RPC INC Energy 789,104.0 $4.3M 0.01% NEW $5.44 +21.0%
1849 SOLARIS RES INC 538,414.0 $4.3M 0.01% NEW $7.97
1850 ASML PUT ASML HOLDING N V Technology 4,000.0 $4.3M 0.01% NEW $1069.86 +80.4%
1851 FLO FLOWERS FOODS INC Consumer Defensive 393,325.0 $4.3M 0.01% NEW $10.88 -28.5%
1852 GNL GLOBAL NET LEASE INC Real Estate 497,441.0 $4.3M 0.01% NEW $8.60 +7.2%
1853 SIDDHI ACQUISITION CORP 415,579.0 $4.3M 0.01% NEW $10.28
1854 IVZ INVESCO LTD Financial Services 162,111.0 $4.3M 0.01% NEW $26.27 +7.1%
1855 BLOCK INC 65,400.0 $4.3M 0.01% NEW $65.09
1856 FEIM FREQUENCY ELECTRS INC Technology 78,852.0 $4.2M 0.01% NEW $53.84 +35.3%
1857 PMT PENNYMAC MTG INVT TR Real Estate 337,851.0 $4.2M 0.01% NEW $12.55 -18.3%
1858 IDT IDT CORP Communication Services 82,558.0 $4.2M 0.01% NEW $51.21 +8.2%
1859 FORTUNA MNG CORP 2,500,000.0 $4.2M 0.01% NEW $1.69
1860 SNCY SUN CTRY AIRLS HLDGS INC Industrials 293,511.0 $4.2M 0.01% NEW $14.39 +12.4%
Page 93 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%