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Portfolio (Quarterly) Guide ↗

CAXTON ASSOCIATES LLP

· CIK 0002051323
13F Portfolio $4.4B AUM 755 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 291 New 191 Added 238 Reduced 288 Exited
Page 11 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SSNC SS&C TECH HLDGS Technology 4,797.0 $324K 0.01% NEW $67.57 -0.5%
202 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 14,918.0 $316K 0.01% NEW $21.18 +2.6%
203 OIS OIL STS INTL INC Energy 26,941.0 $314K 0.01% NEW $11.64 -23.7%
204 ECVT ECOVYST INC Basic Materials 24,323.0 $313K 0.01% NEW $12.86 +3.7%
205 CXW CORECIVIC INC Real Estate 16,412.0 $310K 0.01% NEW $18.91 +11.7%
206 PJT PJT PARTNERS INC Financial Services 2,218.0 $310K 0.01% NEW $139.72 +11.1%
207 ADTRAN HOLDINGS INC 24,497.0 $308K 0.01% NEW $12.58
208 YOU CLEAR SECURE INC Technology 6,364.0 $308K 0.01% NEW $48.41 +28.1%
209 ENS ENERSYS Industrials 1,734.0 $301K 0.01% NEW $173.72 +37.5%
210 GWRE GUIDEWIRE SOFTWARE INC Technology 2,000.0 $299K 0.01% NEW $149.56 -9.3%
211 COF CAPITAL ONE FINL CORP Financial Services 1,635.0 $298K 0.01% NEW $182.43 +2.3%
212 CRAI CRA INTL INC Industrials 1,837.0 $297K 0.01% NEW $161.88 -9.0%
213 ABT ABBOTT LABORATORIES Healthcare 2,827.0 $290K 0.01% NEW $102.67 -14.5%
214 PODD INSULET CORP Healthcare 1,382.0 $290K 0.01% NEW $209.84 -25.4%
215 HTH HILLTOP HLDGS INC Financial Services 8,085.0 $290K 0.01% NEW $35.82 +4.2%
216 TILE INTERFACE INC Consumer Cyclical 11,488.0 $286K 0.01% NEW $24.92 +15.4%
217 CURB CURBLINE PPTYS CORP Real Estate 10,991.0 $283K 0.01% NEW $25.79 +11.2%
218 SCL STEPAN CO Basic Materials 5,625.0 $281K 0.01% NEW $49.98 +1.5%
219 CDW CDW CORP Technology 2,291.0 $277K 0.01% NEW $121.02 -11.7%
220 EE EXCELERATE ENERGY INC Utilities 8,272.0 $276K 0.01% NEW $33.42 +5.6%
Page 11 of 15  ·  291 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
Technology 38.6%
Communication Services 18.7%
Industrials 11.5%
Consumer Cyclical 8.8%
Financial Services 5.1%
Energy 4.4%
Healthcare 4.0%
Basic Materials 2.8%
Consumer Defensive 2.4%
Utilities 1.8%