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Portfolio (Quarterly) Guide ↗

K2 PRINCIPAL FUND, L.P.

· CIK 0001461790
13F Portfolio $1.4B AUM 487 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 212 New 74 Added 83 Reduced 135 Exited
Page 15 of 25  ·  487 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GENERAL PURP ACQUISITION COR 94,300.0 $944K 0.07% -6K -5.7% $10.01
282 NEW PROVIDENCE ACQUISITION C 89,644.0 $920K 0.06% NEW $10.26
283 ARCHIMEDES TECH SPAC PARTNER 87,900.0 $915K 0.06% $10.41
284 WIX CALL WIX COM LTD Technology 10,000.0 $901K 0.06% NEW $90.07 -39.3%
285 MPX MARINE PRODS CORP Consumer Cyclical 120,216.0 $874K 0.06% NEW $7.27 +12.5%
286 MBC MASTERBRAND INC Consumer Cyclical 105,046.0 $873K 0.06% +92K +677.2% $8.31 -15.8%
287 SERV PUT SERVE ROBOTICS INC Industrials 100,000.0 $844K 0.06% NEW $8.44 -2.4%
288 DELL PUT DELL TECHNOLOGIES INC Technology 5,000.0 $821K 0.06% NEW $164.13 +47.5%
289 BACC BLUE ACQUISITION CORP. Financial Services 79,015.0 $807K 0.06% NEW $10.21 +2.2%
290 BTU PEABODY ENGR CORP Energy 24,311.0 $801K 0.06% NEW $32.95 -27.7%
291 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 62,368.0 $786K 0.06% NEW $12.61 +3.1%
292 INSP CALL INSPIRE MED SYS INC Healthcare 15,000.0 $774K 0.05% NEW $51.58 -22.4%
293 OIM ONEIM ACQUISITION CORP Financial Services 77,232.0 $769K 0.05% NEW $9.96 +0.3%
294 COPX CALL GLOBAL X FDS 10,000.0 $764K 0.05% NEW $76.35 +7.2%
295 CEPS CANTOR EQUITY PARTNERS VI IN Financial Services 75,000.0 $758K 0.05% NEW $10.10 +0.2%
296 PLANET LABS PBC 44,114.0 $726K 0.05% -176K -80.0% $16.45
297 CRBG PUT COREBRIDGE FINL INC Financial Services 30,000.0 $716K 0.05% NEW $23.86 +15.5%
298 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,412.0 $715K 0.05% NEW $96.47 -0.6%
299 CODI COMPASS DIVERSIFIED Industrials 90,891.0 $714K 0.05% NEW $7.86 +52.9%
300 AGYS PUT AGILYSYS INC Technology 10,000.0 $711K 0.05% NEW $71.14 -1.3%
Page 15 of 25  ·  487 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
Financial Services 32.5%
Technology 10.0%
Consumer Cyclical 8.5%
Energy 8.3%
Industrials 8.2%
Communication Services 7.9%
Basic Materials 7.8%
Healthcare 6.1%
Utilities 6.1%
Real Estate 2.3%