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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 38  ·  755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 6,455.0 $2.1M 0.05% +1K +20.8% $330.63 -3.2%
202 PRI PRIMERICA INC Financial Services 8,472.0 $2.1M 0.05% +2K +23.9% $250.48 +12.2%
203 HRB BLOCK H & R INC Consumer Cyclical 66,622.0 $2.1M 0.05% NEW $31.74 +19.4%
204 HWM HOWMET AEROSPACE INC Industrials 9,163.0 $2.1M 0.05% +2K +36.7% $230.46 +12.8%
205 ITW ILLINOIS TOOL WKS INC Industrials 8,066.0 $2.1M 0.05% +906.0 +12.7% $260.29 -4.0%
206 BOOT BOOT BARN HLDGS INC Consumer Cyclical 14,246.0 $2.1M 0.05% NEW $146.36 +5.6%
207 EHC ENCOMPASS HEALTH CORP Healthcare 21,519.0 $2.1M 0.05% NEW $96.73 +8.0%
208 ASB ASSOCIATED BANC-CORP Financial Services 80,471.0 $2.1M 0.05% +70K +687.5% $25.86 +8.5%
209 GNW GENWORTH FINL INC Financial Services 255,430.0 $2.1M 0.05% +92K +56.0% $8.12 +13.9%
210 FNB F N B CORP Financial Services 123,705.0 $2.1M 0.05% +5K +4.4% $16.72 +4.5%
211 PVH PVH CORPORATION Consumer Cyclical 29,417.0 $2.1M 0.05% -3K -9.6% $69.76 +21.4%
212 CI THE CIGNA GROUP Healthcare 7,689.0 $2.1M 0.05% NEW $266.75 +5.7%
213 BE BLOOM ENERGY CORP Industrials 15,056.0 $2.0M 0.05% NEW $135.49 +127.2%
214 UNM UNUM GROUP Financial Services 27,767.0 $2.0M 0.05% +2K +6.1% $73.03 +14.8%
215 PRU PRUDENTIAL FINL INC Financial Services 20,638.0 $2.0M 0.05% $97.69 +5.7%
216 CNNE CANNAE HLDGS INC Consumer Cyclical 177,299.0 $2.0M 0.05% +45K +33.8% $11.37 +19.1%
217 EOG EOG RES INC Energy 13,903.0 $2.0M 0.04% -14K -50.3% $144.57 -3.2%
218 ABR ARBOR REALTY TRUST INC Real Estate 260,559.0 $2.0M 0.04% +57K +27.9% $7.71 -23.3%
219 CART MAPLEBEAR INC Consumer Cyclical 53,418.0 $2.0M 0.04% +39K +260.9% $37.46 +7.0%
220 BRX BRIXMOR PPTY GROUP INC Real Estate 69,345.0 $2.0M 0.04% -7K -8.7% $28.80 +7.2%
Page 11 of 38  ·  755 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%