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Magnetar Financial LLC

Q4 2025 · Filed 2026-02-17
Market Value
$8.7B
-41.2%
Holdings
1,075
+9
New Purchases
403
Added To
100
Closed
376
Reduced
139
Top 10 Concentration
65.9%
Turnover
72.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CMA 1.14% 0.00% +1.14% $99M
REVG 1.12% 0.00% +1.12% $98M
WBD 1.05% 0.00% +1.05% $92M
KVUE 1.04% 0.00% +1.04% $91M
RNAM 0.96% 0.00% +0.96% $84M
CFLT 0.91% 0.00% +0.91% $80M
EXAS 0.82% 0.00% +0.82% $72M
TECK 1.03% 0.25% +0.79% $90M
CSGS 0.71% 0.00% +0.71% $62M
GTLS 1.18% 0.52% +0.67% $103M
FOLD 0.65% 0.00% +0.65% $57M
CDTX 0.59% 0.00% +0.59% $51M
VECO 0.55% 0.00% +0.55% $48M
QRVO 0.53% 0.00% +0.52% $46M
WTRG 0.53% 0.00% +0.52% $46M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRWV 55.93% 75.58% -19.65% $4.9B
MRUS 0.00% 0.66% -0.66% $0
K 0.00% 0.63% -0.63% $0
AVDX 0.00% 0.57% -0.57% $0
IPG 0.00% 0.56% -0.56% $0
COOP 0.00% 0.55% -0.55% $0
VRNA 0.00% 0.45% -0.45% $0
SCS 0.00% 0.40% -0.40% $0
TRML 0.00% 0.31% -0.31% $0
SPR 0.00% 0.28% -0.28% $0
CCRN 0.05% 0.24% -0.19% $4M
SAND 0.00% 0.18% -0.18% $0
DMIIU 0.00% 0.18% -0.18% $0
AJX 0.00% 0.17% -0.17% $0
HBI 0.00% 0.15% -0.15% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 29 $37M 0.4%
Large Cap 355 $6.2B 70.6%
Mid Cap 381 $1.2B 14.1%
Small Cap 219 $893M 10.2%
Micro Cap 91 $401M 4.6%

Portfolio Analytics

Avg Market Cap
$35.7B
Median Market Cap
$5.4B
Avg P/E
34.3
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
1,075
# ETFs / Funds
0

Top Holdings (1,075 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CRWV 55.93% 68,191,394 $4.9B $71.61 -$6.3B -13,791,931 -16.8%
2 GTLS 1.18% 501,505 $103M $206.23 $27M +119,427 +31.3%
3 AL 1.17% 1,586,800 $102M $64.23 $1M +7,315 +0.5%
4 TXNM 1.15% 1,698,961 $100M $58.88 $5M +9,740 +0.6%
5 NSC 1.14% 343,984 $99M $288.72 -$8M -14,346 -4.0%
6 CMA 1.14% 1,139,969 $99M $86.93 +1,139,969 NEW
7 REVG 1.12% 1,608,032 $98M $60.81 +1,608,032 NEW
8 WBD 1.05% 3,183,153 $92M $28.82 +3,183,153 NEW
9 KVUE 1.04% 5,263,903 $91M $17.25 +5,263,903 NEW
10 TECK 1.03% 1,881,954 $90M $47.89 $54M +1,050,640 +126.4%
11 FYBR 1.02% 2,343,223 $89M $38.07 $6M +114,134 +5.1%
12 CYBR 1.02% 199,487 $89M $446.06 -$13M -11,753 -5.6%
13 TGNA 0.97% 4,355,886 $85M $19.41 $378K +215,705 +5.2%
14 PRA 0.96% 3,484,563 $84M $24.16 $12M +458,390 +15.2%
15 RNAM 0.96% 1,158,603 $84M $72.13 +1,158,603 NEW
16 CFLT 0.91% 2,630,482 $80M $30.24 +2,630,482 NEW
17 EXAS 0.82% 708,272 $72M $101.56 +708,272 NEW
18 CSGS 0.71% 804,349 $62M $76.69 +804,349 NEW
19 STAA 0.65% 2,472,390 $57M $23.09 $25M +1,268,019 +105.3%
20 FOLD 0.65% 3,967,915 $57M $14.24 +3,967,915 NEW
21 HOUS 0.64% 3,956,298 $56M $14.16 $34M +1,910,074 +93.3%
22 DAY 0.62% 781,152 $54M $69.16 $2M +21,745 +2.9%
23 CDTX 0.59% 232,537 $51M $220.89 +232,537 NEW
24 VECO 0.55% 1,691,446 $48M $28.58 +1,691,446 NEW
25 WTRG 0.53% 1,199,090 $46M $38.36 $45M +1,180,945 +6508.4%
26 QRVO 0.53% 542,786 $46M $84.51 $45M +538,314 +12037.4%
27 ATXS 0.51% 3,431,007 $45M $13.09 +3,431,007 NEW
28 NGD 0.51% 5,064,109 $44M $8.71 +5,064,109 NEW
29 CTLP 0.44% 3,654,521 $39M $10.62 $308K +11,852 +0.3%
30 LBRDK 0.41% 737,805 $36M $48.60 -$11M +6,463 +0.9%
31 0YY7.L 0.39% 2,203,909 $34M $15.34 +2,203,909 NEW
32 IMXI 0.34% 1,916,571 $29M $15.36 $3M +44,596 +2.4%
33 CCXIU 0.32% 2,700,000 $28M $10.21 +2,700,000 NEW
34 DMII 0.31% 2,700,000 $27M $9.90 +2,700,000 NEW
35 AXTA 0.27% 738,401 $24M $32.31 $18M +550,820 +293.6%
36 TACH 0.26% 2,200,000 $23M $10.26 $308K
37 MOFG 0.25% 563,016 $22M $38.50 +563,016 NEW
38 ALDF 0.23% 1,899,098 $20M $10.51 $114K
39 MLAC 0.23% 1,900,000 $20M $10.40 $142K
40 CCIX 0.22% 1,843,554 $20M $10.63 $73K -19,428 -1.0%
41 KCHV 0.22% 1,900,000 $19M $10.14 $209K
42 APO-PA 0.22% 250,000 $19M $75.48 $1M
43 SHCO 0.21% 2,078,038 $19M $8.96 $420K +21,680 +1.1%
44 VCIC 0.21% 1,669,999 $18M $10.77 -$473K -53,501 -3.1%
45 SZZLU 0.20% 1,750,000 $18M $10.16 $70K
46 AMWD 0.19% 312,728 $17M $53.90 -$4M +3,187 +1.0%
47 TACO 0.19% 1,650,000 $17M $10.14 -$446K
48 WHLRL 0.19% 190,823 $17M $87.50 -$9M
49 BLUW 0.18% 1,500,000 $15M $10.32 $502K
50 IRHOU 0.17% 1,500,000 $15M $9.94 +1,500,000 NEW
51 TVA 0.17% 1,400,000 $15M $10.65 -$84K
52 RNGTU 0.16% 1,400,000 $14M $10.20 +1,400,000 NEW
53 TDAC 0.16% 1,300,000 $14M $10.49 $176K
54 SVCC 0.15% 1,300,000 $13M $10.37 $84K
55 NHIC 0.15% 1,250,000 $13M $10.36 $225K
56 GSRFU 0.15% 1,250,000 $13M $10.30 $206K
57 NWE 0.15% 197,657 $13M $64.54 $1M +2,135 +1.1%
58 OBA 0.14% 1,250,000 $13M $10.06 +1,250,000 NEW
59 AEXA 0.14% 1,100,000 $13M $11.39 $506K
60 MESHU 0.14% 1,250,000 $12M $10.00 +1,250,000 NEW
61 ITHAU 0.14% 1,250,000 $12M $9.96 +1,250,000 NEW
62 BACC 0.14% 1,198,763 $12M $10.21 $245K -1,237 -0.1%
63 DVAX 0.14% 778,013 $12M $15.38 +778,013 NEW
64 CCCX 0.13% 712,262 $11M $15.60 -$8M -739,890 -51.0%
65 MBVIU 0.13% 1,100,000 $11M $10.10 -$22K
66 BRR 0.13% 3,125,000 $11M $3.53 +3,125,000 NEW
67 SVAQU 0.13% 1,100,000 $11M $9.95 +1,100,000 NEW
68 GTEN 0.12% 1,022,724 $11M $10.29 $72K
69 CGCT 0.12% 1,000,000 $10M $10.29 $245K
70 LWACU 0.12% 1,022,800 $10M $10.05 +1,022,800 NEW
71 IPCXU 0.12% 1,000,000 $10M $10.14 $70K
72 RDAGU 0.12% 1,000,000 $10M $10.13 -$85K
73 SBXE-UN 0.12% 1,000,000 $10M $10.10 +1,000,000 NEW
74 KBONU 0.12% 1,000,000 $10M $10.07 +1,000,000 NEW
75 BLZR 0.11% 999,987 $10M $10.01 +999,987 NEW
76 ADACU 0.11% 1,000,000 $10M $9.99 +1,000,000 NEW
77 LPCVU 0.11% 1,000,000 $10M $9.98 +1,000,000 NEW
78 BIXIU 0.11% 1,000,000 $10M $9.96 +1,000,000 NEW
79 CHAC 0.11% 900,000 $10M $10.77 $576K
80 HVMC 0.11% 929,288 $9M $10.00 +929,288 NEW
81 GSHRU 0.11% 900,000 $9M $10.24 $63K
82 CRANU 0.10% 900,000 $9M $10.07 +900,000 NEW
83 IPODU 0.10% 850,000 $9M $10.19 $60K
84 XRPN 0.10% 814,266 $8M $10.24 -$163K
85 TLNCU 0.09% 800,000 $8M $10.28 $200K
86 SCPQU 0.09% 817,952 $8M $10.00 +817,952 NEW
87 BA 0.09% 37,049 $8M $217.12 $8M +37,047 +1852350.0%
88 BLRKU 0.09% 800,000 $8M $10.00 +800,000 NEW
89 AEAQU 0.09% 800,000 $8M $10.00 +800,000 NEW
90 CEPF 0.09% 750,000 $8M $10.28 $68K
91 DAAQU 0.09% 750,000 $8M $10.20 -$15K
92 RAAQU 0.09% 750,000 $8M $10.20 -$15K
93 WENN 0.09% 750,000 $8M $10.10 -$22K
94 BDCI 0.09% 750,000 $8M $10.02 +750,000 NEW
95 FCRS 0.08% 700,000 $7M $10.24 -$252K
96 GIW 0.08% 695,261 $7M $10.24 +695,261 NEW
97 CIO 0.08% 1,012,143 $7M $6.99 $187K +22,434 +2.3%
98 VACI-UN 0.08% 700,000 $7M $10.09 +700,000 NEW
99 LATAU 0.08% 700,000 $7M $10.07 $63K
100 LFACU 0.08% 700,000 $7M $10.01 +700,000 NEW

Options Breakdown

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

Top Puts

SymbolSharesValueStatus
HYG $0 SOLD
IWM $0 SOLD

New Positions

SymbolValue% Port
CMA $99M 1.14%
REVG $98M 1.12%
WBD $92M 1.05%
KVUE $91M 1.04%
RNAM $84M 0.96%
CFLT $80M 0.91%
EXAS $72M 0.82%
CSGS $62M 0.71%
FOLD $57M 0.65%
CDTX $51M 0.59%
VECO $48M 0.55%
ATXS $45M 0.51%
NGD $44M 0.51%
0YY7.L $34M 0.39%
CCXIU $28M 0.32%

Sold Out Positions

SymbolValue% Port
OGS —%
ESTC —%
ABT —%
T —%
IBP —%
ACN —%
ARCO —%
GLW —%
ACI —%
CB —%
CVX —%
CSV —%
AR —%
ED —%
ALSN —%
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