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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 17 of 31  ·  608 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HUN HUNTSMAN CORP Basic Materials 34,065.0 $453K 0.01% NEW $13.31 +2.9%
322 UEC URANIUM ENERGY CORP Energy 33,225.0 $449K 0.01% NEW $13.50 +1.1%
323 CENX CENTURY ALUM CO Basic Materials 7,437.0 $436K 0.00% NEW $58.69 -6.4%
324 CSV CARRIAGE SVCS INC Consumer Cyclical 9,439.0 $431K 0.00% NEW $45.66 -5.3%
325 INTA INTAPP INC Technology 16,578.0 $426K 0.00% NEW $25.69 -18.3%
326 TTMI TTM TECHNOLOGIES INC Technology 4,358.0 $425K 0.00% NEW $97.42 +71.8%
327 IQVIA HLDGS INC 2,550.0 $424K 0.00% NEW $166.16
328 CECO CECO ENVIRONMENTAL CORP Industrials 7,065.0 $421K 0.00% NEW $59.58 +33.3%
329 TGTX TG THERAPEUTICS INC Healthcare 12,617.0 $419K 0.00% NEW $33.22 +18.9%
330 APPF APPFOLIO INC Technology 2,651.0 $418K 0.00% NEW $157.82 +0.1%
331 SWIM LATHAM GROUP INC Industrials 77,515.0 $416K 0.00% NEW $5.37 -11.4%
332 LYTS LSI INDS INC OHIO Technology 22,284.0 $414K 0.00% NEW $18.60 +25.4%
333 BLEICHROEDER ACQUISITI CORP 433,331.0 $412K 0.00% NEW $0.95
334 NEXA NEXA RESOURCES SA Basic Materials 38,874.0 $412K 0.00% NEW $10.59 +40.2%
335 CXM SPRINKLR INC Technology 68,278.0 $410K 0.00% NEW $6.00 -14.8%
336 SIGI SELECTIVE INS GROUP INC Financial Services 5,399.0 $407K 0.00% NEW $75.39 +17.0%
337 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 21,877.0 $405K 0.00% NEW $18.49 +13.5%
338 CNXN PC CONNECTION INC Technology 6,911.0 $404K 0.00% NEW $58.46 +11.6%
339 BKR BAKER HUGHES COMPANY Energy 6,600.0 $400K 0.00% NEW $60.68 +9.1%
340 CSGP COSTAR GROUP INC Real Estate 9,789.0 $400K 0.00% NEW $40.88 -20.1%
Page 17 of 31  ·  608 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%