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Portfolio (Quarterly) Guide ↗

SIG North Trading, ULC

· CIK 0001868643
13F Portfolio $5.0B AUM 286 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 130 Added 127 Reduced 12 Exited
Page 10 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PUT EMERA INC 27,500.0 $1.4M 0.03% -6K -18.6% $51.87
182 PHYS CALL SPROTT ASSET MANAGEMENT LP Financial Services 39,900.0 $1.4M 0.03% NEW $35.44 -3.0%
183 FNV FRANCO NEV CORP Basic Materials 5,659.0 $1.4M 0.03% NEW $247.05 -8.6%
184 SA PUT SEABRIDGE GOLD INC Basic Materials 49,100.0 $1.4M 0.03% -3K -5.0% $28.34 +8.2%
185 CDE COEUR MNG INC Basic Materials 74,058.0 $1.4M 0.03% +2K +3.1% $18.77 -5.0%
186 BEPC CALL BROOKFIELD RENEWABLE CORP Utilities 34,500.0 $1.4M 0.03% +14K +65.9% $39.83 -5.5%
187 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 38,651.0 $1.4M 0.03% NEW $35.44 -3.0%
188 STN PUT STANTEC INC Industrials 15,500.0 $1.3M 0.03% +10K +210.0% $86.40 -11.0%
189 DSGX CALL DESCARTES SYS GROUP INC Technology 17,800.0 $1.3M 0.03% -1K -6.8% $71.56 -1.1%
190 STN CALL STANTEC INC Industrials 14,700.0 $1.3M 0.03% +6K +70.9% $86.40 -11.0%
191 DSGX DESCARTES SYS GROUP INC Technology 17,606.0 $1.3M 0.03% -3K -13.9% $71.56 -1.1%
192 EXK CALL ENDEAVOUR SILVER CORP Basic Materials 131,100.0 $1.2M 0.02% +67K +105.5% $9.31 +0.2%
193 CGAU CALL CENTERRA GOLD INC Basic Materials 67,600.0 $1.2M 0.02% +16K +30.0% $17.79 -6.6%
194 NXE PUT NEXGEN ENERGY LTD Energy 103,400.0 $1.2M 0.02% +21K +25.0% $11.60 -9.2%
195 DOO CALL BRP INC Consumer Cyclical 16,400.0 $1.2M 0.02% -4K -19.6% $71.81 -23.7%
196 BTG CALL B2GOLD CORP Basic Materials 257,100.0 $1.2M 0.02% -710K -73.4% $4.53 +2.4%
197 EQX PUT EQUINOX GOLD CORP Basic Materials 79,500.0 $1.1M 0.02% -64K -44.4% $14.46 -14.9%
198 EGO PUT ELDORADO GOLD CORP NEW Basic Materials 32,400.0 $1.1M 0.02% +19K +141.8% $34.33 -7.7%
199 ERO CALL ERO COPPER CORP Basic Materials 41,600.0 $1.1M 0.02% +5K +13.7% $26.67 +0.2%
200 ORLA CALL ORLA MNG LTD NEW Basic Materials 68,400.0 $1.1M 0.02% -223K -76.5% $16.13 -23.9%
Page 10 of 15  ·  286 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
Communication Services 39.6%
Financial Services 27.3%
Basic Materials 17.2%
Energy 8.3%
Utilities 2.9%
Technology 1.9%
Industrials 1.8%
Consumer Cyclical 0.5%
Healthcare 0.2%
Consumer Defensive 0.2%