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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 11 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TRIPLE FLAG PRECIOUS METAL 30,929.0 $1.1M 0.02% NEW $34.71
202 AQN PUT ALGONQUIN POWER & UTILITIES Utilities 162,300.0 $997K 0.02% +24K +17.1% $6.14 -3.7%
203 IAG CALL IAMGOLD CORP Basic Materials 50,400.0 $949K 0.02% -215K -81.0% $18.82 -10.8%
204 SA CALL SEABRIDGE GOLD INC Basic Materials 32,900.0 $932K 0.02% -12K -26.4% $28.34 +8.2%
205 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 49,257.0 $928K 0.02% $18.83 +19.8%
206 ASTL CALL ALGOMA STL GROUP INC Basic Materials 213,300.0 $881K 0.02% +59K +38.1% $4.13 +14.5%
207 PUT GALAXY DIGITAL INC. 47,500.0 $876K 0.02% +19K +67.2% $18.45
208 MGA MAGNA INTL INC Consumer Cyclical 15,566.0 $869K 0.02% +8K +102.3% $55.81 +13.0%
209 IAG PUT IAMGOLD CORP Basic Materials 45,100.0 $849K 0.02% -3K -5.7% $18.82 -10.8%
210 BEPC BROOKFIELD RENEWABLE CORP Utilities 20,720.0 $825K 0.02% -51K -71.1% $39.83 -5.5%
211 FSM FORTUNA MNG CORP Basic Materials 80,614.0 $800K 0.02% -112K -58.2% $9.93 -5.1%
212 BHC PUT BAUSCH HEALTH COS INC Healthcare 145,800.0 $787K 0.02% -15K -9.1% $5.40 +0.9%
213 CAE CAE INC Industrials 29,482.0 $768K 0.01% -10K -25.4% $26.05 +3.4%
214 TLRY CALL TILRAY BRANDS INC Healthcare 115,970.0 $750K 0.01% +36K +45.3% $6.47 -16.4%
215 SSRM CALL SSR MINING IN Basic Materials 25,400.0 $747K 0.01% +11K +78.9% $29.40 +4.6%
216 GFL CALL GFL ENVIRONMENTAL INC Industrials 17,800.0 $743K 0.01% +3K +22.8% $41.72 -13.8%
217 ATS CORPORATION 26,275.0 $741K 0.01% -3K -10.4% $28.20
218 FSM PUT FORTUNA MNG CORP Basic Materials 71,500.0 $710K 0.01% -20K -21.4% $9.93 -5.1%
219 ASTL ALGOMA STL GROUP INC Basic Materials 171,817.0 $710K 0.01% +70K +68.6% $4.13 +14.5%
220 NXE NEXGEN ENERGY LTD Energy 60,177.0 $698K 0.01% -231K -79.4% $11.60 -9.2%
Page 11 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%