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Portfolio (Quarterly) Guide ↗

Magnetar Financial LLC

· CIK 0001352851
13F Portfolio $9.8B AUM 1,755 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 608 New 138 Added 171 Reduced 374 Exited
Page 2 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KEYS KEYSIGHT TECHNOLOGIES INC Technology 10,253.0 $2.8M 0.03% +4K +59.9% $269.41 +34.2%
22 VEEV VEEVA SYS INC Healthcare 15,674.0 $2.8M 0.03% +14K +695.6% $175.66 -11.0%
23 RGA REINSURANCE GROUP AMER INC Financial Services 13,408.0 $2.7M 0.03% +12K +782.7% $204.16 +3.4%
24 BNS BANK NOVA SCOTIA B C Financial Services 39,460.0 $2.7M 0.03% +32K +462.4% $69.31 +11.2%
25 VMI VALMONT INDS INC Industrials 6,246.0 $2.5M 0.03% +5K +284.8% $399.57 +29.0%
26 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 224,112.0 $2.4M 0.03% +208K +1325.6% $10.80 +22.6%
27 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 14,555.0 $2.4M 0.02% +8K +121.6% $165.14 +7.2%
28 SWX SOUTHWEST GAS HLDGS INC Utilities 27,530.0 $2.4M 0.02% +15K +121.2% $86.90 +3.0%
29 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 23,490.0 $2.2M 0.02% +21K +693.0% $92.04 -14.4%
30 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 65,685.0 $2.0M 0.02% +41K +162.8% $30.85 -9.4%
31 NTB BANK OF N T BUTTERFIELD & SO Financial Services 38,254.0 $2.0M 0.02% +18K +92.9% $52.48 +4.7%
32 TFII TRANSFORCE INC Industrials 18,276.0 $2.0M 0.02% +3K +16.8% $108.63 +31.4%
33 ULTA ULTA BEAUTY INC Consumer Cyclical 3,771.0 $2.0M 0.02% +140.0 +3.9% $522.71 -4.7%
34 STNG SCORPIO TANKERS INC Energy 26,328.0 $2.0M 0.02% +22K +552.2% $74.66 +10.8%
35 CENCORA INC 6,129.0 $1.9M 0.02% +4K +174.5% $309.93
36 BLDR BUILDERS FIRSTSOURCE INC Industrials 24,019.0 $1.9M 0.02% +12K +106.1% $78.85 -6.7%
37 DHIL DIAMOND HILL INVT GROUP INC Financial Services 10,971.0 $1.9M 0.02% +286.0 +2.7% $172.10 +1.7%
38 AFG AMERICAN FINANCIAL GROUP INC Financial Services 14,663.0 $1.9M 0.02% +11K +350.5% $127.71 +5.2%
39 IDT IDT CORP Communication Services 35,902.0 $1.8M 0.02% +19K +115.3% $49.10 +7.6%
40 ITRN ITURAN LOCATION AND CONTROL Technology 35,739.0 $1.8M 0.02% +24K +217.4% $49.01 +20.0%
Page 2 of 7  ·  138 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 67.9%
Financial Services 12.2%
Healthcare 5.4%
Industrials 4.9%
Communication Services 2.0%
Consumer Cyclical 1.7%
Consumer Defensive 1.7%
Basic Materials 1.6%
Energy 1.0%
Utilities 0.9%