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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 28 of 57  ·  1,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FERG FERGUSON ENTERPRISES INC Industrials 3,163.0 $738K 0.01% -18K -85.2% $233.26 -5.7%
542 GPN GLOBAL PMTS INC Industrials 11,073.0 $734K 0.01% NEW $66.30 +1.9%
543 CNI CANADIAN NATL RY CO Industrials 7,119.0 $732K 0.01% -39K -84.4% $102.77 +8.8%
544 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 7,552.0 $722K 0.01% +2K +37.2% $95.60 +26.1%
545 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 27,594.0 $721K 0.01% NEW $26.13 -9.5%
546 CCRN CROSS CTRY HEALTHCARE INC Healthcare 76,689.0 $721K 0.01% -431K -84.9% $9.40 +39.4%
547 KMT KENNAMETAL INC Industrials 19,943.0 $721K 0.01% NEW $36.13 -3.3%
548 ACMR ACM RESH INC Technology 18,303.0 $720K 0.01% NEW $39.35 +68.9%
549 VRNS VARONIS SYS INC Technology 33,301.0 $715K 0.01% NEW $21.47 +34.0%
550 YOU CLEAR SECURE INC Technology 14,711.0 $712K 0.01% NEW $48.41 +22.2%
551 ALLY ALLY FINL INC Financial Services 18,022.0 $707K 0.01% -9K -33.8% $39.23 +4.1%
552 SAM BOSTON BEER INC Consumer Defensive 3,055.0 $704K 0.01% +2K +169.2% $230.40 -24.5%
553 VSEC VSE CORP Industrials 3,813.0 $703K 0.01% NEW $184.40 -8.9%
554 HNI HNI CORP Industrials 21,036.0 $702K 0.01% -41K -66.3% $33.39 -9.7%
555 RDWR RADWARE LTD Technology 26,626.0 $701K 0.01% -8K -24.0% $26.32 +6.2%
556 KEY KEYCORP Financial Services 35,900.0 $696K 0.01% NEW $19.40 +8.6%
557 RBCAA REPUBLIC BANCORP INC KY Financial Services 9,847.0 $695K 0.01% NEW $70.55 +9.2%
558 INSW INTERNATIONAL SEAWAYS INC Energy 9,507.0 $693K 0.01% NEW $72.88 +17.0%
559 COOPER COS INC 9,961.0 $690K 0.01% NEW $69.31
560 XANADU QUANTUM TECHNOLO LTD 90,000.0 $689K 0.01% NEW $7.66
Page 28 of 57  ·  1,130 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%