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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 13 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DOO PUT BRP INC Consumer Cyclical 6,600.0 $474K 0.01% -300.0 -4.3% $71.81 -23.7%
242 AQN CALL ALGONQUIN POWER & UTILITIES Utilities 76,400.0 $469K 0.01% +10K +15.1% $6.14 -3.7%
243 TLRY TILRAY BRANDS INC Healthcare 71,747.0 $464K 0.01% +24K +51.1% $6.47 -16.4%
244 CANOPY GROWTH CORPORATION 465,493.0 $442K 0.01% $0.95
245 PUT CANOPY GROWTH CORPORATION 465,000.0 $442K 0.01% -172K -27.0% $0.95
246 CALL LITHIUM AMERS CORP NEW 106,000.0 $419K 0.01% -2K -1.8% $3.95
247 CALL COLLECTIVE MINING LTD 22,200.0 $391K 0.01% +12K +119.8% $17.61
248 BB PUT BLACKBERRY LTD Technology 120,400.0 $390K 0.01% +50K +71.5% $3.24 +105.2%
249 SUNC SUNOCOCORP LLC Energy 5,984.0 $369K 0.01% +1K +25.6% $61.65 +16.5%
250 PUT BAYTEX ENERGY CORP 82,500.0 $369K 0.01% -65K -44.1% $4.47
251 ASTL PUT ALGOMA STL GROUP INC Basic Materials 84,800.0 $350K 0.01% -15K -14.7% $4.13 +14.5%
252 OBE OBSIDIAN ENERGY LTD Energy 36,648.0 $347K 0.01% -3K -8.3% $9.47 +30.1%
253 CALL AURORA CANNABIS INC 95,200.0 $311K 0.01% -9K -8.8% $3.27
254 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 8,535.0 $308K 0.01% -37K -81.4% $36.12 +10.0%
255 CALL TRIPLE FLAG PRECIOUS METAL 8,800.0 $305K 0.01% +1K +17.3% $34.71
256 WFG WEST FRASER TIMBER LTD Basic Materials 4,643.0 $303K 0.01% -41K -89.8% $65.29 -6.6%
257 CRON CRONOS GROUP INC Healthcare 117,468.0 $295K 0.01% +14K +14.0% $2.51 +8.8%
258 LSPD LIGHTSPEED COMMERCE INC Technology 31,698.0 $284K 0.01% -8K -19.2% $8.96 -6.6%
259 CALL CANOPY GROWTH CORPORATION 298,500.0 $284K 0.01% -239K -44.4% $0.95
260 LSPD CALL LIGHTSPEED COMMERCE INC Technology 31,500.0 $282K 0.01% -129K -80.4% $8.96 -6.6%
Page 13 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%