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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 12 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GFL PUT GFL ENVIRONMENTAL INC Industrials 15,800.0 $659K 0.01% +4K +35.0% $41.72 -13.8%
222 AGI ALAMOS GOLD INC Basic Materials 14,396.0 $640K 0.01% -1K -8.7% $44.43 -11.7%
223 FSM CALL FORTUNA MNG CORP Basic Materials 64,100.0 $637K 0.01% +26K +66.1% $9.93 -5.1%
224 ERO ERO COPPER CORP Basic Materials 23,824.0 $635K 0.01% +14K +145.5% $26.67 +0.2%
225 ERO PUT ERO COPPER CORP Basic Materials 23,700.0 $632K 0.01% +14K +141.8% $26.67 +0.2%
226 NEM NEWMONT CORP Basic Materials 5,801.0 $628K 0.01% -47K -89.0% $108.25 +0.1%
227 SSRM PUT SSR MINING IN Basic Materials 21,300.0 $626K 0.01% +600.0 +2.9% $29.40 +4.6%
228 PHYS PUT SPROTT ASSET MANAGEMENT LP Financial Services 17,300.0 $613K 0.01% NEW $35.44 -3.0%
229 CALL ATS CORPORATION 21,700.0 $612K 0.01% -5K -17.5% $28.20
230 PUT ATS CORPORATION 21,700.0 $612K 0.01% NEW $28.20
231 OR OR ROYALTIES INC. Basic Materials 15,869.0 $603K 0.01% +5K +41.7% $38.02 -6.4%
232 GIL CALL GILDAN ACTIVEWEAR INC Consumer Cyclical 10,500.0 $584K 0.01% -9K -45.0% $55.65 +4.5%
233 SSRM SSR MINING IN Basic Materials 19,795.0 $582K 0.01% -2K -10.8% $29.40 +4.6%
234 BLDP CALL BALLARD PWR SYS INC NEW Industrials 232,800.0 $563K 0.01% +132K +130.9% $2.42 +124.4%
235 EXK PUT ENDEAVOUR SILVER CORP Basic Materials 60,000.0 $559K 0.01% -3K -4.9% $9.31 +0.2%
236 SVM PUT SILVERCORP METALS INC Basic Materials 50,700.0 $545K 0.01% +14K +38.5% $10.74 +16.9%
237 BEPC PUT BROOKFIELD RENEWABLE CORP Utilities 13,300.0 $530K 0.01% +200.0 +1.5% $39.83 -5.5%
238 GOOS CALL CANADA GOOSE HLDGS INC Consumer Cyclical 45,600.0 $500K 0.01% -58K -56.1% $10.97 -10.6%
239 NG CALL NOVAGOLD RESOURCES INC Basic Materials 54,200.0 $487K 0.01% +9K +20.2% $8.98 -13.6%
240 LSPD PUT LIGHTSPEED COMMERCE INC Technology 53,300.0 $478K 0.01% +3K +5.1% $8.96 -6.6%
Page 12 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%