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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 14 of 38  ·  755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 14,072.0 $1.6M 0.04% +4K +33.3% $117.06 -6.8%
262 PECO PHILLIPS EDISON & CO INC Real Estate 43,812.0 $1.6M 0.04% -16K -26.8% $37.42 +8.3%
263 APLE APPLE HOSPITALITY REIT INC Real Estate 142,283.0 $1.6M 0.04% -5K -3.2% $11.51 +26.1%
264 MFA MFA FINL INC Real Estate 169,638.0 $1.6M 0.04% -26K -13.4% $9.58 -0.8%
265 DOCN DIGITALOCEAN HLDGS INC Technology 18,750.0 $1.6M 0.04% NEW $85.78 +84.6%
266 NEOG NEOGEN CORP Healthcare 173,061.0 $1.6M 0.04% +93K +115.8% $9.29 -4.6%
267 CHRD CHORD ENERGY CORPORATION Energy 11,237.0 $1.6M 0.04% -4K -27.0% $142.18 +0.5%
268 INTC INTEL CORP Technology 36,000.0 $1.6M 0.04% +8K +28.4% $44.13 +168.5%
269 HEI HEICO CORP NEW Industrials 5,780.0 $1.6M 0.04% NEW $274.20 +9.8%
270 SCHL SCHOLASTIC CORP Communication Services 40,079.0 $1.6M 0.04% +29K +248.3% $39.06 +0.5%
271 OZK BANK OZK LITTLE ROCK ARK Financial Services 33,816.0 $1.6M 0.04% +12K +57.2% $45.89 +5.0%
272 EGBN EAGLE BANCORPORATION INC Financial Services 62,368.0 $1.6M 0.04% +5K +8.5% $24.87 +4.9%
273 COHU COHU INC Technology 50,565.0 $1.5M 0.04% +33K +183.4% $30.62 +49.1%
274 PRA PROASSURANCE CORP Financial Services 62,422.0 $1.5M 0.04% NEW $24.72 -0.5%
275 ARCC ARES CAPITAL CORP Financial Services 85,452.0 $1.5M 0.04% +19K +28.1% $18.02 +4.0%
276 FICO FAIR ISAAC CORP Technology 1,438.0 $1.5M 0.04% NEW $1067.54 +15.0%
277 VNT VONTIER CORPORATION Technology 42,880.0 $1.5M 0.03% NEW $35.47 -19.9%
278 LNC LINCOLN NATL CORP IND Financial Services 42,696.0 $1.5M 0.03% +2K +4.6% $35.50 +1.4%
279 IDA IDACORP INC Utilities 10,562.0 $1.5M 0.03% $142.97 -1.0%
280 CNA CNA FINL CORP Financial Services 32,624.0 $1.5M 0.03% -10K -23.0% $45.92 -3.5%
Page 14 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%