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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $28.0B AUM 4,674 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1013 New 1676 Added 1862 Reduced
Page 46 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 GPK CALL GRAPHIC PACKAGING HLDG CO Consumer Cyclical 66,600.0 $704K 0.00% -57K -46.1% $10.57 +8.3%
902 BROS PUT DUTCH BROS INC Consumer Cyclical 9,800.0 $704K 0.00% -9K -47.3% $71.81 -27.7%
903 TRIP CALL TRIPADVISOR INC Consumer Cyclical 51,100.0 $701K 0.00% -39K -43.2% $13.71 -25.7%
904 TSAKOS ENERGY NAVIGATION LTD 19,801.0 $700K 0.00% -267K -93.1% $35.37
905 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 9,450.0 $700K 0.00% -9K -48.6% $74.04 +11.2%
906 GPI PUT GROUP 1 AUTOMOTIVE INC Consumer Cyclical 2,400.0 $699K 0.00% -1K -31.4% $291.17 -10.9%
907 HCC PUT WARRIOR MET COAL INC Energy 8,600.0 $698K 0.00% -100.0 -1.1% $81.16 +31.3%
908 PUT IQVIA HLDGS INC 3,600.0 $696K 0.00% -500.0 -12.2% $193.22
909 NVT CALL NVENT ELEC PLC Industrials 4,100.0 $695K 0.00% -17K -80.2% $169.61 -9.6%
910 AG PUT FIRST MAJESTIC SILVER CORP Basic Materials 41,000.0 $695K 0.00% -97K -70.3% $16.96 +22.8%
911 OWL PUT BLUE OWL CAPITAL INC Financial Services 79,200.0 $693K 0.00% -1.2M -93.8% $8.75 +33.5%
912 TLN PUT TALEN ENERGY CORP Utilities 1,800.0 $692K 0.00% -700.0 -28.0% $384.26 -20.5%
913 PPL PUT PPL CORP Utilities 18,900.0 $687K 0.00% -73K -79.5% $36.35 -3.6%
914 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 43,348.0 $686K 0.00% -31K -41.5% $15.82 +12.7%
915 PENN PUT PENN ENTERTAINMENT INC Consumer Cyclical 32,000.0 $684K 0.00% -20K -38.1% $21.36 -14.5%
916 MRSH PUT MARSH & MCLENNAN COS INC Financial Services 4,100.0 $683K 0.00% -2K -33.9% $166.67 +16.8%
917 CAG PUT CONAGRA BRANDS INC Consumer Defensive 50,500.0 $680K 0.00% -238K -82.5% $13.46 +23.8%
918 VITL PUT VITAL FARMS INC Consumer Defensive 58,200.0 $677K 0.00% -2K -3.3% $11.63 -4.7%
919 KSS KOHLS CORP Consumer Cyclical 37,999.0 $673K 0.00% -8K -17.5% $17.72 +3.3%
920 PUT ETSY INC 8,900.0 $670K 0.00% -4K -29.4% $75.33
Page 46 of 94  ·  1,862 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 26.8%
Financial Services 20.0%
Industrials 16.5%
Consumer Cyclical 12.2%
Healthcare 9.4%
Communication Services 3.7%
Consumer Defensive 3.4%
Energy 3.3%
Basic Materials 2.4%
Real Estate 1.6%