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Portfolio (Quarterly) Guide ↗

MILLENNIUM MANAGEMENT LLC

· CIK 0001273087
13F Portfolio $276.3B AUM 5,798 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 1056 New 2007 Added 2342 Reduced 882 Exited
Page 55 of 101  ·  2,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CLF CALL CLEVELAND-CLIFFS INC NEW Basic Materials 1,551,500.0 $14.6M 0.01% +1.1M +267.4% $9.39 +20.0%
1082 PGR PUT PROGRESSIVE CORP Financial Services 66,400.0 $14.5M 0.01% +41K +159.4% $218.45 +0.4%
1083 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 649,069.0 $14.5M 0.01% +540K +494.9% $22.34 +4.7%
1084 PATHWARD FINANCIAL INC 166,532.0 $14.5M 0.01% +78K +87.1% $87.06
1085 DK DELEK US HLDGS INC NEW Energy 284,251.0 $14.4M 0.01% +8K +2.7% $50.81 +40.7%
1086 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 198,381.0 $14.4M 0.01% +73K +58.1% $72.51 +11.5%
1087 PRAA PRA GROUP INC Financial Services 753,597.0 $14.3M 0.01% +465K +161.2% $18.99 +3.1%
1088 B PUT BARRICK MNG CORP Basic Materials 388,900.0 $14.3M 0.01% +94K +31.7% $36.73 +29.6%
1089 LAD LITHIA MTRS INC Consumer Cyclical 49,139.0 $14.3M 0.01% +48K +3122.2% $290.49 +27.6%
1090 CLS PUT CELESTICA INC Technology 39,000.0 $14.2M 0.01% +27K +233.3% $364.80 -18.7%
1091 SAIC SCIENCE APPLICATIONS INTL CO Technology 128,302.0 $14.2M 0.01% +70K +119.0% $110.41 +16.0%
1092 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 271,478.0 $14.2M 0.01% +243K +843.9% $52.17 -13.7%
1093 CERIBELL INC 727,225.0 $14.1M 0.01% +175K +31.7% $19.45
1094 KRMN KARMAN HLDGS INC Industrials 283,305.0 $14.1M 0.01% +118K +71.1% $49.92 +7.0%
1095 MKC CALL MCCORMICK & CO INC Consumer Defensive 280,000.0 $14.1M 0.01% +110K +64.2% $50.42 +9.9%
1096 CHEF CHEFS WHSE INC Consumer Defensive 146,697.0 $14.1M 0.01% +103K +236.6% $96.10 +15.1%
1097 FORTE BIOSCIENCES INC 655,199.0 $13.9M 0.01% +317K +93.9% $21.25
1098 VALE PUT VALE S A Basic Materials 924,600.0 $13.9M 0.01% +459K +98.4% $15.04 -3.0%
1099 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 729,615.0 $13.9M 0.01% +263K +56.4% $19.01 -5.9%
1100 ALC PUT ALCON AG Healthcare 253,100.0 $13.8M 0.01% +109K +75.8% $54.64 +34.8%
Page 55 of 101  ·  2,007 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 21.9%
Financial Services 15.9%
Industrials 14.8%
Healthcare 12.3%
Consumer Cyclical 8.4%
Communication Services 5.2%
Basic Materials 4.6%
Energy 4.5%
Real Estate 4.4%
Consumer Defensive 4.1%