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Portfolio (Quarterly) Guide ↗

Centiva Capital, LP

· CIK 0001692507
13F Portfolio $13.6B AUM 1,624 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 892 New 335 Added 271 Reduced 535 Exited
Page 14 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 USFD US FOODS HLDG CORP Consumer Defensive 9,986.0 $921K 0.01% NEW $92.21 -11.4%
262 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,718.0 $914K 0.01% NEW $136.09 -9.5%
263 TRUP TRUPANION INC Financial Services 35,582.0 $911K 0.01% NEW $25.61 -15.1%
264 SCI SERVICE CORP INTL Consumer Cyclical 10,996.0 $907K 0.01% NEW $82.51 -6.6%
265 ECPG ENCORE CAP GROUP INC Financial Services 12,916.0 $906K 0.01% NEW $70.12 +13.9%
266 TRS TRIMAS CORP Consumer Cyclical 25,139.0 $903K 0.01% NEW $35.94 +6.0%
267 UHS UNIVERSAL HLTH SVCS INC Healthcare 5,047.0 $903K 0.01% NEW $178.97 -8.7%
268 CW CURTISS WRIGHT CORP Industrials 1,320.0 $899K 0.01% NEW $681.12 +6.6%
269 PINNACLE FINL PARTNERS INC 10,352.0 $892K 0.01% NEW $86.14
270 BRBR BELLRING BRANDS INC Consumer Defensive 55,406.0 $891K 0.01% NEW $16.09 -44.5%
271 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 16,201.0 $888K 0.01% NEW $54.81 +9.2%
272 PAYS PAYSIGN INC Technology 148,292.0 $875K 0.01% NEW $5.90 +1.2%
273 PNR PENTAIR PLC Industrials 9,881.0 $861K 0.01% NEW $87.11 -15.0%
274 YUMC YUM CHINA HLDGS INC Consumer Cyclical 17,616.0 $859K 0.01% NEW $48.78 -8.2%
275 KTB KONTOOR BRANDS INC Consumer Cyclical 12,132.0 $853K 0.01% NEW $70.29 -8.6%
276 GCI LIBERTY INC 22,911.0 $853K 0.01% NEW $37.21
277 CACC CREDIT ACCEP CORP MICH Financial Services 2,012.0 $852K 0.01% NEW $423.46 +31.8%
278 SBLK STAR BULK CARRIERS CORP. Industrials 36,843.0 $846K 0.01% NEW $22.97 +16.4%
279 XPO XPO INC Industrials 4,341.0 $845K 0.01% NEW $194.55 +7.5%
280 RGNX REGENXBIO INC Healthcare 100,000.0 $838K 0.01% NEW $8.38 -32.5%
Page 14 of 45  ·  892 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 28.1%
Communication Services 17.0%
Financial Services 13.3%
Consumer Cyclical 13.0%
Healthcare 8.5%
Industrials 8.3%
Energy 3.6%
Utilities 3.0%
Consumer Defensive 2.6%
Basic Materials 1.8%