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Portfolio (Quarterly) Guide ↗

Laurion Capital Management LP

· CIK 0001390202
13F Portfolio $2.7B AUM 306 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 193 New 27 Added 61 Reduced 119 Exited
Page 10 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RRR RED ROCK RESORTS INC Consumer Cyclical 12,356.0 $765K 0.03% NEW $61.95 -9.7%
182 SIRIUSPOINT LTD 34,919.0 $764K 0.03% NEW $21.89
183 GEO GEO GROUP INC NEW Industrials 47,195.0 $761K 0.03% NEW $16.12 +40.3%
184 KNTK KINETIK HOLDINGS INC Energy 21,043.0 $759K 0.03% NEW $36.05 +36.8%
185 FBP FIRST BANCORP P R Financial Services 36,584.0 $758K 0.03% NEW $20.73 +17.8%
186 EVER EVERQUOTE INC Communication Services 28,056.0 $758K 0.03% NEW $27.00 -30.2%
187 SNEX STONEX GROUP INC Financial Services 7,947.0 $756K 0.03% NEW $95.13 +18.3%
188 BCC BOISE CASCADE CO DEL Basic Materials 10,233.0 $753K 0.03% NEW $73.60 -8.0%
189 AVPT AVEPOINT INC Technology 54,096.0 $751K 0.03% NEW $13.89 -25.5%
190 KMT KENNAMETAL INC Industrials 26,407.0 $750K 0.03% NEW $28.41 +27.7%
191 SPXC SPX TECHNOLOGIES INC Industrials 3,744.0 $749K 0.03% NEW $200.06 +7.8%
192 CALUMET INC 37,631.0 $748K 0.03% NEW $19.87
193 SIGI SELECTIVE INS GROUP INC Financial Services 8,935.0 $748K 0.03% NEW $83.67 +8.6%
194 TNET TRINET GROUP INC Industrials 12,634.0 $747K 0.03% NEW $59.13 -28.2%
195 TDS TELEPHONE & DATA SYS INC Communication Services 18,154.0 $744K 0.03% NEW $41.00 -4.2%
196 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 27,741.0 $737K 0.03% NEW $26.58 +22.8%
197 AESI ATLAS ENERGY SOLUTIONS INC Energy 78,081.0 $736K 0.03% NEW $9.42 +106.1%
198 CHEF CHEFS WHSE INC Consumer Defensive 11,765.0 $733K 0.03% NEW $62.33 +22.0%
199 SLVM SYLVAMO CORP Basic Materials 15,192.0 $731K 0.03% NEW $48.15 -21.3%
200 PLMR PALOMAR HLDGS INC Financial Services 5,428.0 $731K 0.03% NEW $134.76 -16.1%
Page 10 of 16  ·  306 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
Communication Services 30.9%
Healthcare 22.8%
Technology 21.5%
Industrials 10.8%
Financial Services 5.4%
Consumer Cyclical 5.1%
Basic Materials 1.5%
Energy 1.3%
Consumer Defensive 0.4%
Utilities 0.3%