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Magnetar Financial LLC

Q3 2025 · Filed 2025-11-13
Market Value
$14.8B
-23.2%
Holdings
1,066
+21
New Purchases
357
Added To
133
Closed
394
Reduced
136
Top 10 Concentration
81.3%
Turnover
70.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NSC 0.73% 0.00% +0.73% $108M
CYBR 0.69% 0.00% +0.69% $102M
AL 0.68% 0.00% +0.68% $101M
MRUS 0.66% 0.00% +0.66% $98M
TGNA 0.57% 0.01% +0.56% $84M
GTLS 0.52% 0.00% +0.52% $76M
VRNA 0.45% 0.00% +0.45% $67M
SCS 0.40% 0.00% +0.40% $59M
DAY 0.35% 0.00% +0.35% $52M
TRML 0.31% 0.00% +0.31% $46M
COOP 0.55% 0.29% +0.26% $82M
TECK 0.25% 0.02% +0.23% $36M
STAA 0.22% 0.00% +0.22% $32M
IPG 0.56% 0.37% +0.19% $83M
SAND 0.18% 0.00% +0.18% $27M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRWV 75.58% 80.83% -5.24% $11.2B
DNB 0.00% 0.50% -0.50% $0
SWTX 0.00% 0.50% -0.50% $0
BPMC 0.00% 0.48% -0.48% $0
SKX 0.00% 0.46% -0.46% $0
ANSS 0.00% 0.46% -0.46% $0
JNPR 0.00% 0.43% -0.43% $0
AZEK 0.00% 0.42% -0.42% $0
CHX 0.00% 0.36% -0.36% $0
FARO 0.00% 0.34% -0.34% $0
AMED 0.00% 0.33% -0.33% $0
ETWO 0.00% 0.32% -0.32% $0
SCHN 0.00% 0.25% -0.25% $0
RDFN 0.00% 0.25% -0.25% $0
SPTN 0.00% 0.15% -0.15% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 32 $70M 0.5%
Large Cap 384 $12.4B 83.6%
Mid Cap 372 $1.2B 8.2%
Small Cap 218 $847M 5.7%
Micro Cap 60 $291M 2.0%

Portfolio Analytics

Avg Market Cap
$39.7B
Median Market Cap
$6.4B
Avg P/E
34.0
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
1,066
# ETFs / Funds
0

Top Holdings (1,066 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRWV 75.58% 81,983,325 $11.2B $136.85 -$4.4B -13,834,923 -14.4%
2 NSC 0.73% 358,330 $108M $300.41 +358,330 NEW
3 CYBR 0.69% 211,240 $102M $483.15 +211,240 NEW
4 AL 0.68% 1,579,485 $101M $63.65 +1,579,485 NEW
5 MRUS 0.66% 1,045,209 $98M $94.15 +1,045,209 NEW
6 TXNM 0.64% 1,689,221 $96M $56.55 $2M +39,139 +2.4%
7 K 0.63% 1,143,169 $94M $82.02 $5M +26,420 +2.4%
8 AVDX 0.57% 8,466,957 $84M $9.95 $2M +19,049 +0.2%
9 TGNA 0.57% 4,140,181 $84M $20.33 $83M +4,078,275 +6587.9%
10 IPG 0.56% 2,987,340 $83M $27.91 $11M +40,211 +1.4%
11 FYBR 0.56% 2,229,089 $83M $37.35 $4M +50,640 +2.3%
12 COOP 0.55% 389,877 $82M $210.79 $25M +8,911 +2.3%
13 GTLS 0.52% 382,078 $76M $200.15 +382,078 NEW
14 PRA 0.49% 3,026,173 $73M $23.99 $5M +69,365 +2.4%
15 VRNA 0.45% 628,260 $67M $106.71 +628,260 NEW
16 SCS 0.40% 3,452,916 $59M $17.20 +3,452,916 NEW
17 DAY 0.35% 759,407 $52M $68.89 +759,407 NEW
18 LBRDK 0.31% 731,342 $46M $63.54 -$24M +17,372 +2.4%
19 TRML 0.31% 966,129 $46M $47.83 +966,129 NEW
20 SPR 0.28% 1,083,026 $42M $38.60 $1M +15,558 +1.5%
21 CTLP 0.26% 3,642,669 $39M $10.57 $3M +385,074 +11.8%
22 TECK 0.25% 831,314 $36M $43.89 $33M +734,221 +756.2%
23 CCRN 0.24% 2,474,331 $35M $14.20 $3M
24 STAA 0.22% 1,204,371 $32M $26.87 +1,204,371 NEW
25 SAND 0.18% 2,175,460 $27M $12.51 +2,175,460 NEW
26 DMIIU 0.18% 2,700,000 $27M $9.95 +2,700,000 NEW
27 IMXI 0.18% 1,871,975 $26M $13.97 $26M +1,821,116 +3580.7%
28 WHLRL 0.17% 190,823 $26M $135.75 -$3M
29 AJX 0.17% 9,834,208 $25M $2.52 -$2M
30 HBI 0.15% 3,450,672 $23M $6.59 +3,450,672 NEW
31 TACH 0.15% 2,200,000 $22M $10.12 $88K
32 HOUS 0.15% 2,046,224 $22M $10.59 +2,046,224 NEW
33 PHLT 0.14% 2,768,559 $21M $7.73 +2,768,559 NEW
34 AMWD 0.14% 309,541 $21M $66.76 +309,541 NEW
35 ALDF 0.13% 1,899,098 $20M $10.45 $76K
36 MLAC 0.13% 1,900,000 $20M $10.33 $104K
37 CCIX 0.13% 1,862,982 $20M $10.48 -$1M -119,774 -6.0%
38 KCHV 0.13% 1,900,000 $19M $10.03 +1,900,000 NEW
39 CCCX 0.13% 1,452,152 $19M $12.86 +1,452,152 NEW
40 VNMEU 0.12% 1,850,000 $18M $9.98 +1,850,000 NEW
41 VCIC 0.12% 1,723,500 $18M $10.71 -$207K -76,500 -4.2%
42 SHCO 0.12% 2,056,358 $18M $8.85 +2,056,358 NEW
43 SZZLU 0.12% 1,750,000 $18M $10.12 $158K
44 APO-PA 0.12% 250,000 $18M $70.47 -$1M
45 TACO 0.12% 1,650,000 $17M $10.41 $82K
46 TVA 0.10% 1,400,000 $15M $10.71 +1,400,000 NEW
47 BLUW 0.10% 1,500,000 $15M $9.99 +1,500,000 NEW
48 TDAC 0.09% 1,300,000 $13M $10.36 $124K
49 SVCC 0.09% 1,300,000 $13M $10.30 $98K
50 NHIC 0.09% 1,250,000 $13M $10.18 -$12K
51 GSRFU 0.09% 1,250,000 $13M $10.14 +1,250,000 NEW
52 OBAWU 0.08% 1,250,000 $13M $10.05 $50K
53 AEXA 0.08% 1,100,000 $12M $10.93 +1,100,000 NEW
54 BACC 0.08% 1,200,000 $12M $9.99 +1,200,000 NEW
55 NWE 0.08% 195,522 $11M $58.61 $11M +186,499 +2066.9%
56 ZIMV 0.08% 603,489 $11M $18.94 +603,489 NEW
57 INFA 0.08% 456,793 $11M $24.84 $224K
58 MBVIU 0.07% 1,100,000 $11M $10.12 +1,100,000 NEW
59 GTEN 0.07% 1,022,724 $10M $10.22 -$41K
60 RDAGU 0.07% 1,000,000 $10M $10.21 -$290K
61 IPCXU 0.07% 1,000,000 $10M $10.07 -$430K
62 PACH 0.07% 1,000,000 $10M $10.05 $40K
63 CGCT 0.07% 1,000,000 $10M $10.05 $35K
64 WOW 0.06% 1,864,114 $10M $5.16 +1,864,114 NEW
65 HVMCU 0.06% 929,293 $9M $10.12 +929,293 NEW
66 GSHRU 0.06% 900,000 $9M $10.17 $86K
67 MRC 0.06% 633,764 $9M $14.42 $7M +447,636 +240.5%
68 CHAC 0.06% 900,000 $9M $10.13 $99K
69 ICE 0.06% 53,653 $9M $168.48 $8M +47,163 +726.7%
70 CMCSA 0.06% 286,629 $9M $31.42 -$1M -647 -0.2%
71 IPODU 0.06% 850,000 $9M $10.12 $102K
72 ROP 0.06% 17,235 $9M $498.69 $4M +9,701 +128.8%
73 XRPN 0.06% 814,266 $9M $10.44 $326K
74 HON 0.06% 40,260 $8M $210.50 $8M +37,074 +1163.7%
75 KDP 0.06% 331,663 $8M $25.51 +331,663 NEW
76 BFAM 0.06% 76,028 $8M $108.57 $3M +30,017 +65.2%
77 META 0.06% 11,182 $8M $734.38 +11,182 NEW
78 ESLT 0.05% 15,941 $8M $509.80 $4M +5,777 +56.8%
79 KOYNU 0.05% 800,000 $8M $10.10 +800,000 NEW
80 GIB 0.05% 90,480 $8M $89.12 $8M +85,480 +1709.6%
81 OC 0.05% 56,847 $8M $141.46 -$2M -13,285 -18.9%
82 SFM 0.05% 73,884 $8M $108.80 $3M +44,312 +149.8%
83 TLNCU 0.05% 800,000 $8M $10.03 +800,000 NEW
84 APADU 0.05% 800,000 $8M $9.98 +800,000 NEW
85 AWI 0.05% 40,400 $8M $196.01 +40,400 NEW
86 SYK 0.05% 21,402 $8M $369.67 +21,402 NEW
87 CTVA 0.05% 116,713 $8M $67.63 +116,713 NEW
88 AON 0.05% 22,096 $8M $356.58 +22,096 NEW
89 ZBRA 0.05% 26,457 $8M $297.16 $4M +13,513 +104.4%
90 LIN 0.05% 16,518 $8M $475.00 +16,518 NEW
91 CBRE 0.05% 49,589 $8M $157.56 $7M +44,944 +967.6%
92 PLTR 0.05% 42,737 $8M $182.42 $7M +33,482 +361.8%
93 GILD 0.05% 70,087 $8M $111.00 $5M +46,800 +201.0%
94 DE 0.05% 16,765 $8M $457.26 +16,765 NEW
95 RAAQU 0.05% 750,000 $8M $10.22
96 DAAQU 0.05% 750,000 $8M $10.22 -$248K
97 CEPF 0.05% 750,000 $8M $10.19 +750,000 NEW
98 WENN 0.05% 750,000 $8M $10.13 +750,000 NEW
99 CDNS 0.05% 21,591 $8M $351.26 $7M +18,766 +664.3%
100 BDCIU 0.05% 750,000 $8M $10.10 +750,000 NEW

Options Breakdown

0 Calls $0 Call Value 2 Puts $26M Put Value

Top Puts

SymbolSharesValueStatus
HYG 195,000 $16M
IWM 40,000 $10M NEW

New Positions

SymbolValue% Port
NSC $108M 0.73%
CYBR $102M 0.69%
AL $101M 0.68%
MRUS $98M 0.66%
GTLS $76M 0.52%
VRNA $67M 0.45%
SCS $59M 0.40%
DAY $52M 0.35%
TRML $46M 0.31%
STAA $32M 0.22%
SAND $27M 0.18%
DMIIU $27M 0.18%
HBI $23M 0.15%
HOUS $22M 0.15%
PHLT $21M 0.14%

Sold Out Positions

SymbolValue% Port
EQBK —%
AME —%
BDX —%
EXR —%
ALB —%
AMP —%
AN —%
DY —%
EMN —%
FDX —%
ALL —%
HLI —%
HPE —%
AGRO —%
NOW —%
View SEC EDGAR Filings for Magnetar Financial LLC →

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