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Portfolio (Quarterly) Guide ↗

Walleye Capital LLC

· CIK 0001758720
13F Portfolio $24.0B AUM 4,317 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 685 New 1284 Added 2237 Reduced 855 Exited
Page 86 of 216  ·  4,317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 76,416.0 $1.5M 0.01% -37K -32.6% $19.78 -0.9%
1702 DSX DIANA SHIPPING INC Industrials 603,505.0 $1.5M 0.01% NEW $2.50 +8.0%
1703 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,481.0 $1.5M 0.01% +303.0 +5.8% $275.18 -7.7%
1704 IP INTERNATIONAL PAPER CO Consumer Cyclical 42,140.0 $1.5M 0.01% -21K -33.1% $35.70 -11.8%
1705 MKC PUT MCCORMICK & CO INC Consumer Defensive 29,800.0 $1.5M 0.01% -8K -21.6% $50.44 -6.9%
1706 SEDG CALL SOLAREDGE TECHNOLOGIES INC Energy 29,400.0 $1.5M 0.01% -58K -66.2% $51.05 +10.1%
1707 CHRD CHORD ENERGY CORPORATION Energy 10,552.0 $1.5M 0.01% NEW $142.18 +0.5%
1708 MIAMI INTL HLDGS INC 38,522.0 $1.5M 0.01% +29K +307.1% $38.92
1709 AA CALL ALCOA CORP Basic Materials 22,600.0 $1.5M 0.01% -151K -87.0% $66.33 -0.1%
1710 OTIS OTIS WORLDWIDE CORP Industrials 19,391.0 $1.5M 0.01% -160K -89.2% $77.08 -7.1%
1711 SBSW PUT SIBANYE STILLWATER LTD Basic Materials 121,300.0 $1.5M 0.01% -250K -67.3% $12.32 -3.9%
1712 CROX PUT CROCS INC Consumer Cyclical 18,000.0 $1.5M 0.01% -30K -62.5% $83.02 +31.2%
1713 AGI ALAMOS GOLD INC Basic Materials 33,631.0 $1.5M 0.01% +1K +4.0% $44.43 -11.7%
1714 ALL CALL ALLSTATE CORP Financial Services 7,200.0 $1.5M 0.01% -18K -71.8% $207.34 +3.4%
1715 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 18,388.0 $1.5M 0.01% NEW $80.94 +0.5%
1716 PPG PUT PPG INDS INC Basic Materials 13,900.0 $1.5M 0.01% -37K -72.6% $106.88 -2.3%
1717 ELVN ENLIVEN THERAPEUTICS INC Healthcare 37,827.0 $1.5M 0.01% NEW $39.20 +7.8%
1718 PNW PUT PINNACLE WEST CAP CORP Utilities 14,700.0 $1.5M 0.01% NEW $100.75 +1.2%
1719 EMN CALL EASTMAN CHEM CO Basic Materials 19,400.0 $1.5M 0.01% -37K -65.6% $76.32 -4.1%
1720 CVNA PUT CARVANA CO Consumer Cyclical 4,700.0 $1.5M 0.01% -9K -64.7% $314.38 -79.5%
Page 86 of 216  ·  4,317 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 21.8%
Technology 19.8%
Consumer Cyclical 16.7%
Industrials 11.5%
Healthcare 9.2%
Communication Services 6.9%
Energy 4.3%
Basic Materials 3.9%
Consumer Defensive 2.9%
Real Estate 1.5%