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WOLVERINE ASSET MANAGEMENT LLC

175 W. JACKSON SUITE 340, CHICAGO, IL 60064 • 3128844400

Q4 2025 · Filed 2026-02-02
Market Value
$1.4B
+23.4%
Holdings
988
+24
New Purchases
248
Added To
206
Closed
185
Reduced
200
Top 10 Concentration
25.8%
Turnover
43.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IREN 8.52% 0.00% +8.52% $116M
BA 2.16% 0.00% +2.16% $29M
ETH 1.94% 0.00% +1.94% $26M
META 1.58% 0.26% +1.32% $22M
BSOL 1.05% 0.00% +1.05% $14M
SE 0.77% 0.00% +0.77% $11M
DMII 0.77% 0.00% +0.77% $11M
MSFT 0.74% 0.00% +0.74% $10M
BTU 0.94% 0.23% +0.72% $13M
WULF 0.63% 0.00% +0.63% $9M
COIN 0.53% 0.00% +0.53% $7M
CRAC 0.40% 0.00% +0.40% $5M
SSEAU 0.38% 0.00% +0.38% $5M
KRC 0.37% 0.00% +0.37% $5M
ORC 0.53% 0.16% +0.37% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBIT 0.18% 3.26% -3.07% $2M
ETHA 0.00% 1.75% -1.75% $0
GTLS-PB 0.00% 1.54% -1.54% $0
STX 0.06% 1.24% -1.18% $834K
ASTS 0.00% 1.14% -1.14% $0
MLAC 0.73% 1.53% -0.80% $10M
DMIIU 0.00% 0.64% -0.64% $0
LYV 0.00% 0.59% -0.59% $0
ISRG 0.00% 0.51% -0.51% $0
YCY 1.97% 2.44% -0.47% $27M
0HHU.L 0.69% 1.15% -0.46% $9M
OTGA 0.00% 0.46% -0.46% $0
WRE 0.44% 0.88% -0.44% $6M
COOP 0.00% 0.42% -0.42% $0
ESRT 0.67% 1.08% -0.42% $9M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 51.8%
Technology 9.9%
Real Estate 8.0%
Industrials 7.2%
Consumer Cyclical 6.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 28 $71M 5.2%
Large Cap 187 $408M 29.9%
Mid Cap 183 $189M 13.9%
Small Cap 273 $414M 30.4%
Micro Cap 317 $281M 20.6%

Portfolio Analytics

Avg Market Cap
$27.9B
Median Market Cap
$1.0B
Avg P/E
35.8
Median P/E
22.6
Avg Dividend Yield
0.03%
Avg Beta
1.04
# Stocks
818
# ETFs / Funds
170

Top Holdings (988 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IREN 8.52% 3,075,552 $116M $37.77 +3,075,552 NEW
2 BTSGU 4.79% 516,211 $65M $126.48 $9M -38,774 -7.0%
3 BA 2.16% 135,400 $29M $217.12 +135,400 NEW
4 YCY 1.97% 2,514,584 $27M $10.67 -$88K -44,226 -1.7%
5 ETH 1.94% 942,051 $26M $28.06 +942,051 NEW
6 ANSC 1.63% 1,987,668 $22M $11.19 $3M +191,839 +10.7%
7 META 1.58% 32,665 $22M $660.09 $19M +28,797 +744.5%
8 MFA 1.13% 1,653,062 $15M $9.31 $1M +139,559 +9.2%
9 TDAC 1.05% 1,367,115 $14M $10.49 -$2M -190,019 -12.2%
10 BSOL 1.05% 869,954 $14M $16.40 +869,954 NEW
11 BTU 0.94% 433,395 $13M $29.70 $10M +339,543 +361.8%
12 GTERU 0.86% 1,162,340 $12M $10.10 $268K +12,856 +1.1%
13 SE 0.77% 82,676 $11M $127.57 +82,676 NEW
14 DMII 0.77% 1,062,773 $11M $9.90 +1,062,773 NEW
15 SBXD-UN 0.75% 972,109 $10M $10.58 $3M +299,497 +44.5%
16 JACS 0.75% 983,614 $10M $10.42 -$857 -3,873 -0.4%
17 SZZLU 0.75% 1,001,497 $10M $10.16 $2M +191,078 +23.6%
18 MSFT 0.74% 20,862 $10M $483.62 +20,862 NEW
19 MLAC 0.73% 963,368 $10M $10.40 -$7M -679,343 -41.4%
20 0HHU.L 0.69% 531,021 $9M $17.69 -$3M -317,703 -37.4%
21 ESRT 0.67% 1,396,100 $9M $6.52 -$3M -165,374 -10.6%
22 CIM 0.65% 713,039 $9M $12.43 $2M +186,114 +35.3%
23 WULF 0.63% 752,685 $9M $11.49 +752,685 NEW
24 NMPAU 0.63% 859,598 $9M $10.02 $1M +106,736 +14.2%
25 OBA 0.61% 821,886 $8M $10.08 $2M +197,662 +31.7%
26 SNOW 0.59% 36,935 $8M $219.36 -$3M -10,526 -22.2%
27 PGACU 0.58% 762,638 $8M $10.36 $203K +12,393 +1.6%
28 LIN 0.54% 17,226 $7M $426.39 $728K +3,295 +23.6%
29 ORC 0.53% 1,011,903 $7M $7.20 $6M +758,217 +298.9%
30 COIN 0.53% 31,951 $7M $226.14 +31,951 NEW
31 IPODU 0.52% 696,586 $7M $10.19 $368K +31,499 +4.7%
32 IVR 0.48% 781,547 $7M $8.41 -$2M -409,522 -34.4%
33 TACH 0.46% 617,885 $6M $10.25 $4M +340,714 +122.9%
34 QSEAU 0.45% 602,513 $6M $10.23 $243K +18,008 +3.1%
35 BMEZ 0.44% 401,511 $6M $15.05 $3M +176,993 +78.8%
36 WRE 0.44% 343,832 $6M $17.40 -$4M -231,105 -40.2%
37 USA 0.44% 951,243 $6M $6.28 $2M +268,091 +39.2%
38 TVAIR 0.44% 589,695 $6M $10.12 $2M +242,577 +69.9%
39 HOUS 0.44% 420,235 $6M $14.16 $1M -20,767 -4.7%
40 BDN 0.41% 1,913,806 $6M $2.92 -$2M +76,278 +4.2%
41 CRAC 0.40% 535,518 $5M $10.09 +535,518 NEW
42 BSAA 0.39% 525,982 $5M $10.13 $2M +149,612 +39.8%
43 SSEAU 0.38% 517,147 $5M $10.03 +517,147 NEW
44 PG 0.38% 35,910 $5M $143.31 $728K +7,152 +24.9%
45 HTZ 0.37% 992,260 $5M $5.14 -$2M -121,659 -10.9%
46 KRC 0.37% 136,346 $5M $37.37 +136,346 NEW
47 BIGZ 0.37% 773,052 $5M $6.59 $2M +245,016 +46.4%
48 GTLS 0.37% 24,628 $5M $206.23 $900K +3,750 +18.0%
49 APACR 0.37% 501,429 $5M $9.95 +501,429 NEW
50 ENPH 0.37% 155,427 $5M $32.05 -$609K -2,543 -1.6%
51 EA 0.36% 24,081 $5M $204.33 $4M +20,881 +652.5%
52 EMIS 0.36% 490,026 $5M $9.95 +490,026 NEW
53 COPL 0.36% 472,012 $5M $10.27 $959K +87,434 +22.7%
54 YCY-UN 0.35% 485,387 $5M $9.96 +485,387 NEW
55 ORIQ 0.35% 476,093 $5M $10.14 $442K +39,690 +9.1%
56 SCIIU 0.35% 476,036 $5M $10.07 +476,036 NEW
57 ETV 0.35% 333,559 $5M $14.36 $3M +209,679 +169.3%
58 AG 0.35% 287,477 $5M $16.66 -$3M -310,551 -51.9%
59 IPCXU 0.34% 455,506 $5M $10.14 $3M +290,808 +176.6%
60 NFLX 0.34% 48,778 $5M $93.76 $2M +46,636 +2177.2%
61 WTG 0.33% 445,792 $5M $10.19 $152K +9,394 +2.1%
62 AL 0.33% 70,476 $5M $64.23 $1M +21,609 +44.2%
63 KCHV 0.33% 444,864 $5M $10.14 $805K +75,347 +20.4%
64 FYBR 0.33% 117,837 $4M $38.07 $563K +12,800 +12.2%
65 SBET 0.32% 491,974 $4M $8.94 +491,974 NEW
66 WENN 0.31% 414,028 $4M $10.10 $3M +327,555 +378.8%
67 LEU 0.30% 17,033 $4M $242.76 $2M +9,642 +130.5%
68 CHPGU 0.30% 405,194 $4M $10.19 $492K +44,069 +12.2%
69 HD 0.29% 11,686 $4M $344.10 +11,686 NEW
70 BAC-PL 0.29% 3,205 $4M $1,252.00 -$90K
71 DAY 0.29% 57,653 $4M $69.16 $4M +52,453 +1008.7%
72 STAG 0.29% 107,781 $4M $36.76 -$600K -21,482 -16.6%
73 PL-WT 0.29% 459,215 $4M $8.61 $2M -18,213 -3.8%
74 EXEEZ 0.28% 38,329 $4M $100.99 -$196K -2,577 -6.3%
75 EOS 0.28% 162,779 $4M $23.41 $3M +122,021 +299.4%
76 DIAX 0.28% 249,306 $4M $15.26 $130K +2,569 +1.0%
77 APLE 0.28% 319,553 $4M $11.85 $1M +106,946 +50.3%
78 CMA 0.28% 43,414 $4M $86.93 +43,414 NEW
79 TXN 0.28% 21,703 $4M $173.49 -$278K -301 -1.4%
80 NOW 0.28% 24,509 $4M $153.19 $2M +22,871 +1396.3%
81 MLM 0.27% 6,000 $4M $622.66 $2M +4,000 +200.0%
82 VSCO 0.27% 68,606 $4M $54.17 $1M -17,545 -20.4%
83 ETSY 0.27% 66,251 $4M $55.44 -$2M -15,728 -19.2%
84 NSC 0.27% 12,700 $4M $288.72 $1M +4,650 +57.8%
85 MEGI 0.26% 258,337 $4M $13.76 +258,337 NEW
86 ULS 0.26% 45,000 $4M $78.86 +45,000 NEW
87 IPEX 0.26% 342,403 $4M $10.28 -$397K -40,087 -10.5%
88 NVRI 0.26% 196,174 $4M $17.92 $1M
89 HAVAU 0.26% 345,000 $3M $10.09 +345,000 NEW
90 NBXG 0.25% 239,325 $3M $14.44 +239,325 NEW
91 CTLP 0.25% 324,749 $3M $10.62 $53K +3,500 +1.1%
92 LCCC 0.25% 336,762 $3M $10.19 $608K +56,598 +20.2%
93 ABT 0.25% 26,822 $3M $125.29 $1M +12,660 +89.4%
94 PDT 0.24% 260,103 $3M $12.70 $3M +248,243 +2093.1%
95 SNV 0.24% 65,427 $3M $50.05 $2M +45,816 +233.6%
96 ADBE 0.24% 9,286 $3M $349.99 -$587K -1,590 -14.6%
97 RQI 0.24% 280,911 $3M $11.42 +280,911 NEW
98 SEDG 0.23% 110,995 $3M $28.85 +110,995 NEW
99 GGN 0.23% 614,668 $3M $5.16 +614,668 NEW
100 ASG 0.23% 585,920 $3M $5.30 $2M +326,868 +126.2%

Options Breakdown

159 Calls $1.0B Call Value 358 Puts $4.6B Put Value 4.5 P/C Ratio

Top Calls

SymbolSharesValueStatus
AAPL 423,200 $115M
NVDA 343,800 $64M
INTC 1,351,600 $50M
AMZN 193,000 $45M
BAC 790,400 $43M
TSLA 85,000 $38M
GOOG 114,800 $36M
META 52,300 $35M
WFC 325,600 $30M
QCOM 160,300 $27M

Top Puts

SymbolSharesValueStatus
RIVN 14,019,300 $276M
BA 1,256,800 $273M
RKLB 3,562,800 $249M
IREN 6,564,000 $248M
LCID 16,778,500 $177M
MSTR 1,120,000 $170M
ASTS 2,280,300 $166M
BE 1,613,400 $140M
AAPL 426,400 $116M
MARA 12,575,100 $113M

New Positions

SymbolValue% Port
IREN $116M 8.52%
BA $29M 2.16%
ETH $26M 1.94%
BSOL $14M 1.05%
SE $11M 0.77%
DMII $11M 0.77%
MSFT $10M 0.74%
WULF $9M 0.63%
COIN $7M 0.53%
CRAC $5M 0.40%
SSEAU $5M 0.38%
KRC $5M 0.37%
APACR $5M 0.37%
EMIS $5M 0.36%
YCY-UN $5M 0.35%

Sold Out Positions

SymbolValue% Port
GCV —%
BKD —%
GDV —%
LYV —%
FLR —%
CVS —%
GWRE —%
ADX —%
BMY —%
XOM —%
RYAN —%
GPC —%
THQ —%
SXC —%
AROC —%
View SEC EDGAR Filings for WOLVERINE ASSET MANAGEMENT LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms