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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 35 of 57  ·  1,130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SIGI SELECTIVE INS GROUP INC Financial Services 5,399.0 $407K 0.00% NEW $75.39 +17.0%
682 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 21,877.0 $405K 0.00% NEW $18.49 +13.4%
683 CNXN PC CONNECTION INC Technology 6,911.0 $404K 0.00% NEW $58.46 +11.6%
684 BKR BAKER HUGHES COMPANY Energy 6,600.0 $400K 0.00% NEW $60.68 +7.9%
685 CSGP COSTAR GROUP INC Real Estate 9,789.0 $400K 0.00% NEW $40.88 -18.8%
686 APH AMPHENOL CORP Technology 3,355.0 $400K 0.00% NEW $119.15 +0.0%
687 PRG PROG HOLDINGS INC Industrials 13,905.0 $399K 0.00% NEW $28.69 +17.6%
688 TWFG INC 21,683.0 $399K 0.00% NEW $18.39
689 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 16,419.0 $394K 0.00% NEW $23.99 -7.3%
690 BLD TOPBUILD COR Industrials 1,110.0 $390K 0.00% +61.0 +5.8% $351.30 +13.4%
691 GILT GILAT SATELLITE NETWORKS LTD Technology 25,872.0 $389K 0.00% +10K +67.7% $15.02 +2.4%
692 EVER EVERQUOTE INC Communication Services 25,120.0 $387K 0.00% NEW $15.42 +18.2%
693 PNC PNC FINL SVCS GROUP INC Financial Services 1,920.0 $387K 0.00% NEW $201.66 +6.0%
694 FCN FTI CONSULTING INC Industrials 2,189.0 $387K 0.00% -17K -88.9% $176.77 -13.0%
695 MTX MINERALS TECHNOLOGIES INC Basic Materials 5,408.0 $384K 0.00% NEW $70.92 +7.1%
696 KLIC KULICKE & SOFFA INDS INC Technology 5,833.0 $383K 0.00% -9K -59.3% $65.72 +51.2%
697 FLS FLOWSERVE CORP Industrials 5,198.0 $382K 0.00% NEW $73.51 -10.3%
698 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 7,234.0 $382K 0.00% NEW $52.75 -6.1%
699 GSR IV ACQUISITION CORP 178,568.0 $381K 0.00% NEW $2.14
700 CHWY CHEWY INC Consumer Cyclical 14,090.0 $380K 0.00% -1K -7.0% $27.00 -27.2%
Page 35 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%