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Portfolio (Quarterly) Guide ↗

WOLVERINE ASSET MANAGEMENT LLC

· CIK 0001279891
13F Portfolio $12.7B AUM 1,648 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1648 New
Page 13 of 83  ·  1,648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CENTURION ACQUISITION CORP 961,405.0 $10.2M 0.08% NEW $10.65
242 SIZZLE ACQUISITION CORP. II 1,001,497.0 $10.2M 0.08% NEW $10.16
243 GP-ACT III ACQUISITION CORP 951,749.0 $10.2M 0.08% NEW $10.69
244 NKE PUT NIKE INC Consumer Cyclical 159,000.0 $10.1M 0.08% NEW $63.71 -34.3%
245 MSFT MICROSOFT CORP Technology 20,862.0 $10.1M 0.08% NEW $483.62 -12.8%
246 MLAC MOUNTAIN LAKE ACQUISITION CO Financial Services 963,368.0 $10.0M 0.08% NEW $10.40 +1.8%
247 DIS PUT DISNEY WALT CO Communication Services 87,300.0 $9.9M 0.08% NEW $113.77 -9.7%
248 DJT PUT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 734,100.0 $9.7M 0.08% NEW $13.24 -34.5%
249 ZTO EXPRESS CAYMAN INC 10,050,000.0 $9.6M 0.07% NEW $0.95
250 AI INFRASTRUCTURE ACQUISI 950,828.0 $9.5M 0.07% NEW $9.94
251 CORZ PUT CORE SCIENTIFIC INC NEW Technology 647,700.0 $9.4M 0.07% NEW $14.56 +66.3%
252 ARMOUR RESIDENTIAL REIT INC 531,021.0 $9.4M 0.07% NEW $17.69
253 QXO INC 170,148.0 $9.4M 0.07% NEW $55.15
254 LUNR PUT INTUITIVE MACHINES INC Industrials 571,100.0 $9.3M 0.07% NEW $16.23 +108.8%
255 NRG PUT NRG ENERGY INC Utilities 57,200.0 $9.1M 0.07% NEW $159.24 -19.7%
256 ESRT EMPIRE ST RLTY TR INC Real Estate 1,396,100.0 $9.1M 0.07% NEW $6.52 -17.5%
257 PENNYMAC CORP 9,000,000.0 $9.0M 0.07% NEW $1.00
258 TXN CALL TEXAS INSTRS INC Technology 51,600.0 $9.0M 0.07% NEW $173.49 +74.5%
259 MRK CALL MERCK & CO INC Healthcare 84,500.0 $8.9M 0.07% NEW $105.26 +5.8%
260 CIM CHIMERA INVT CORP Real Estate 713,039.0 $8.9M 0.07% NEW $12.43 +5.7%
Page 13 of 83  ·  1,648 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
Financial Services 54.0%
Real Estate 10.6%
Industrials 7.7%
Technology 5.5%
Communication Services 5.2%
Consumer Cyclical 4.9%
Basic Materials 4.1%
Energy 4.1%
Healthcare 1.9%
Consumer Defensive 1.4%