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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 28 of 38  ·  755 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MTRN MATERION CORP Basic Materials 2,738.0 $396K 0.01% -7K -72.0% $144.65 +45.3%
542 KEX KIRBY CORP Industrials 2,973.0 $395K 0.01% NEW $132.88 +9.6%
543 CXT CRANE NXT CO Industrials 9,657.0 $392K 0.01% +4K +86.4% $40.59 -1.3%
544 HLX HELIX ENERGY SOLUTIONS GRP I Energy 38,531.0 $381K 0.01% -30K -44.1% $9.89 +1.5%
545 MIDCAP FINANCIAL INVSTMNT CO 33,741.0 $379K 0.01% +11K +50.4% $11.24
546 SMH VANECK ETF TRUST 987.0 $378K 0.01% -3K -75.3% $383.40 +48.0%
547 AAOI APPLIED OPTOELECTRONICS INC Technology 4,468.0 $378K 0.01% NEW $84.59 +109.0%
548 NOV NOV INC Energy 20,078.0 $378K 0.01% NEW $18.81 +10.9%
549 DUK DUKE ENERGY CORP NEW Utilities 2,874.0 $376K 0.01% -1K -32.1% $130.94 -4.8%
550 W WAYFAIR INC Consumer Cyclical 5,000.0 $376K 0.01% NEW $75.21 -13.9%
551 DFH DREAM FINDERS HOMES INC Consumer Cyclical 26,933.0 $375K 0.01% +15K +128.7% $13.92 +5.1%
552 MCB METROPOLITAN BK HLDG CORP Financial Services 4,480.0 $373K 0.01% NEW $83.29 +9.6%
553 REX REX AMERICAN RES CORP Basic Materials 8,178.0 $373K 0.01% NEW $45.57 +7.0%
554 CMCO COLUMBUS MCKINNON CORP N Y Industrials 25,636.0 $372K 0.01% -17K -39.9% $14.53 +0.9%
555 CALM CAL MAINE FOODS INC Consumer Defensive 4,664.0 $369K 0.01% -3K -37.1% $79.15 -2.8%
556 JBGS JBG SMITH PPTYS Real Estate 25,106.0 $367K 0.01% -21K -45.8% $14.61 -1.4%
557 ASTS AST SPACEMOBILE INC Technology 4,422.0 $366K 0.01% -14K -76.3% $82.87 +16.1%
558 CENCORA INC 1,164.0 $366K 0.01% $314.14
559 DAR DARLING INGREDIENTS INC Consumer Defensive 5,907.0 $365K 0.01% NEW $61.85 -6.5%
560 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,457.0 $365K 0.01% NEW $250.64 +21.9%
Page 28 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%