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Portfolio (Quarterly) Guide ↗

ExodusPoint Capital Management, LP

· CIK 0001736225
13F Portfolio $12.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1473 New
Page 60 of 74  ·  1,473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 BYRN BYRNA TECHNOLOGIES INC Industrials 30,874.0 $518K 0.00% NEW $16.79 -63.6%
1182 ASIX ADVANSIX INC Basic Materials 29,911.0 $517K 0.00% NEW $17.30 +30.8%
1183 MBI MBIA INC Financial Services 70,652.0 $506K 0.00% NEW $7.16 -18.2%
1184 LEGH LEGACY HOUSING CORP Consumer Cyclical 25,526.0 $498K 0.00% NEW $19.52 +22.2%
1185 VOYA VOYA FINANCIAL INC Financial Services 6,666.0 $497K 0.00% NEW $74.49 +8.7%
1186 OMDA OMADA HEALTH INC Healthcare 31,320.0 $494K 0.00% NEW $15.78 +4.6%
1187 NPCE NEUROPACE INC Healthcare 31,803.0 $491K 0.00% NEW $15.44 +9.4%
1188 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 16,776.0 $491K 0.00% NEW $29.26 -24.6%
1189 SMURFIT WESTROCK PLC 12,671.0 $490K 0.00% NEW $38.67
1190 NRDS NERDWALLET INC Financial Services 36,156.0 $490K 0.00% NEW $13.55 -37.2%
1191 OKEANIS ECO TANKERS COR 14,461.0 $489K 0.00% NEW $33.84
1192 MIAMI INTL HLDGS INC 10,970.0 $487K 0.00% NEW $44.38
1193 TNK TEEKAY TANKERS LTD Energy 9,064.0 $484K 0.00% NEW $53.42 +37.8%
1194 HLN HALEON PLC Healthcare 47,356.0 $479K 0.00% NEW $10.11 -8.0%
1195 ALDX ALDEYRA THERAPEUTICS INC Healthcare 92,390.0 $479K 0.00% NEW $5.18 -67.5%
1196 RNGR RANGER ENERGY SVCS INC Energy 33,949.0 $475K 0.00% NEW $13.98 +9.9%
1197 THE BALDWIN INSURANCE GRP IN 19,612.0 $471K 0.00% NEW $24.03
1198 FCPT FOUR CORNERS PPTY TR INC Real Estate 20,158.0 $465K 0.00% NEW $23.06 +8.2%
1199 HMN HORACE MANN EDUCATORS CORP N Financial Services 10,043.0 $464K 0.00% NEW $46.18 +0.3%
1200 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 16,634.0 $456K 0.00% NEW $27.39 -0.7%
Page 60 of 74  ·  1,473 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 29.6%
Healthcare 12.3%
Industrials 11.3%
Financial Services 10.0%
Consumer Cyclical 9.3%
Utilities 7.9%
Consumer Defensive 5.2%
Basic Materials 4.4%
Real Estate 3.5%
Energy 3.4%