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Portfolio (Quarterly) Guide ↗

Skaana Management L.P.

· CIK 0001860998
13F Portfolio $309M AUM 183 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 183 New
Page 1 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CORE SCIENTIFIC INC NEW 5,054,830.0 $42.8M 13.84% NEW $8.46
2 CENTERPOINT ENERGY INC CONV PFD TAXBL 797,072.0 $28.7M 9.28% NEW $35.98
3 ASTS CALL AST SPACEMOBILE INC Technology 313,700.0 $22.8M 7.37% NEW $72.63 +0.8%
4 ASTS PUT AST SPACEMOBILE INC Technology 192,000.0 $13.9M 4.51% NEW $72.63 +0.8%
5 LCID PUT LUCID GROUP INC Consumer Cyclical 1,042,500.0 $11.0M 3.57% NEW $10.57 -51.2%
6 EOSE PUT EOS ENERGY ENTERPRISES INC Industrials 922,100.0 $10.6M 3.42% NEW $11.46 -36.0%
7 SPY PUT SPDR S&P 500 ETF TR Financial Services 15,000.0 $10.2M 3.31% NEW $681.92 +9.1%
8 OCCIDENTAL PETE CORP 435,290.0 $8.4M 2.71% NEW $19.27
9 BTU CALL PEABODY ENERGY CORP Energy 243,900.0 $7.2M 2.35% NEW $29.70 -18.8%
10 EPR PPTYS 277,813.0 $6.2M 1.99% NEW $22.18
11 AAUC 8 3/4 09/07/28 4,000,000.0 $6.0M 1.94% NEW $1.50
12 APOS PUT APOLLO GLOBAL MGMT INC Financial Services 40,400.0 $5.8M 1.89% NEW $144.76 -82.4%
13 STARWOOD PPTY TR INC 4,665,000.0 $4.8M 1.57% NEW $1.04
14 SPY SPDR S&P 500 ETF TR Financial Services 7,000.0 $4.8M 1.54% NEW $681.92 +9.1%
15 BEYOND MEAT INC 5,979,000.0 $4.7M 1.51% NEW $0.78
16 JETBLUE AIRWAYS CORP 4,697,000.0 $4.6M 1.48% NEW $0.97
17 CLSK 0 02/15/32 6,000,000.0 $4.6M 1.47% NEW $0.76
18 GPGI CALL COMPOSECURE INC Industrials 226,100.0 $4.4M 1.41% NEW $19.28 -25.6%
19 CORZ PUT CORE SCIENTIFIC INC NEW Technology 278,100.0 $4.0M 1.31% NEW $14.56 +99.7%
20 BBAI PUT BIGBEAR AI HLDGS INC Technology 747,700.0 $4.0M 1.31% NEW $5.40 -29.1%
Page 1 of 10  ·  183 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 49.2%
Technology 24.1%
Consumer Cyclical 14.7%
Industrials 5.5%
Healthcare 4.7%
Consumer Defensive 1.6%