Graham Capital Management, L.P. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$4.2B

Holdings

1,174

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,174 positions)

StockValue
TEXTEREX CORP NEW
$2.0M
SYYSYSCO CORP
$2.0M
ADSKAUTODESK INC
$2.0M
DPZDOMINOS PIZZA INC
$2.0M
VLYVALLEY NATL BANCORP
$2.0M
DYT1DYNEX CAP INC
$2.0M
FUODOLBY LABORATORIES INC
$2.0M
PNFPPINNACLE FINL PARTNERS INC
$2.0M
VODVODAFONE GROUP PLC NEW
$2.0M
MDYSPDR S&P MIDCAP 400 ETF TR
$2.0M
NDAQNASDAQ INC
$2.0M
HONHONEYWELL INTL INC
$2.0M
DTEDTE ENERGY CO
$2.0M
TSLATESLA INC
$2.0M
BNBROOKFIELD CORP
$2.0M
EZUISHARES INC
$2.0M
MGAMAGNA INTL INC
$2.0M
CFGCITIZENS FINL GROUP INC
$2.0M
EAELECTRONIC ARTS INC
$2.0M
LENLENNAR CORP
$2.0M
EXEEXPAND ENERGY CORPORATION
$2.0M
EVRGEVERGY INC
$2.0M
XRTSPDR SERIES TRUST
$2.0M
AZOAUTOZONE INC
$2.0M
WHWYNDHAM HOTELS & RESORTS INC
$2.0M
HLTHILTON WORLDWIDE HLDGS INC
$2.0M
GPORGULFPORT ENERGY CORP
$2.0M
FISVFISERV INC
$2.0M
NWGNATWEST GROUP PLC
$2.0M
COPXGLOBAL X FDS
$2.0M
CEPFCANTOR EQUITY PARTNERS III I
$2.0M
ROKROCKWELL AUTOMATION INC
$2.0M
VRTVERTIV HOLDINGS CO
$2.0M
NOWSERVICENOW INC
$2.0M
JBSJBS N.V.
$2.0M
BHPBHP GROUP LTD
$2.0M
BBYBEST BUY INC
$2.0M
TYLTYLER TECHNOLOGIES INC
$2.0M
WWDWOODWARD INC
$2.0M
SPOTSPOTIFY TECHNOLOGY S A
$2.0M
BSXBOSTON SCIENTIFIC CORP
$2.0M
GTLSCHART INDS INC
$1.0M
BBAIBIGBEAR AI HLDGS INC
$1.0M
DDOGDATADOG INC
$1.0M
DOXAMDOCS LTD
$1.0M
TTANSERVICETITAN INC
$1.0M
GLBEGLOBAL E ONLINE LTD
$1.0M
AVPTAVEPOINT INC
$1.0M
FLUTFLUTTER ENTMT PLC
$1.0M
AWIARMSTRONG WORLD INDS INC NEW
$1.0M
SOUNSOUNDHOUND AI INC
$1.0M
SKYWSKYWEST INC
$1.0M
EQREQUITY RESIDENTIAL
$1.0M
BIZDVANECK ETF TRUST
$1.0M
MSCIMSCI INC
$1.0M
ZSZSCALER INC
$1.0M
KSSKOHLS CORP
$1.0M
BYDBOYD GAMING CORP
$1.0M
RHPRYMAN HOSPITALITY PPTYS INC
$1.0M
MURMURPHY OIL CORP
$1.0M
SPLVINVESCO EXCH TRADED FD TR II
$1.0M
FNDFLOOR & DECOR HLDGS INC
$1.0M
GPNGLOBAL PMTS INC
$1.0M
LHXL3HARRIS TECHNOLOGIES INC
$1.0M
QC10FLAGSTAR BANK NATIONAL ASSOC
$1.0M
PLUNPLUG POWER INC
$1.0M
IGTBRIGHTSTAR LOTTERY PLC
$1.0M
ORCLORACLE CORP
$1.0M
TREXTREX CO INC
$1.0M
ITUBITAU UNIBANCO HLDG S A
$1.0M
BJBJS WHSL CLUB HLDGS INC
$1.0M
DISDISNEY WALT CO
$1.0M
BAMBROOKFIELD ASSET MANAGMT LTD
$1.0M
HPPHUDSON PAC PPTYS INC
$1.0M
TELTE CONNECTIVITY PLC
$1.0M
LUMNLUMEN TECHNOLOGIES INC
$1.0M
BHVNBIOHAVEN LTD
$1.0M
CDNSCADENCE DESIGN SYSTEM INC
$1.0M
CAVACAVA GROUP INC
$1.0M
AXSAXIS CAP HLDGS LTD
$1.0M
ORLYOREILLY AUTOMOTIVE INC
$1.0M
UALUNITED AIRLS HLDGS INC
$1.0M
KEYSKEYSIGHT TECHNOLOGIES INC
$1.0M
AKAMAKAMAI TECHNOLOGIES INC
$1.0M
WTWISDOMTREE INC
$1.0M
SMSM ENERGY CO
$1.0M
FRFIRST INDL RLTY TR INC
$1.0M
SNDKSANDISK CORP
$1.0M
CIVICIVITAS RESOURCES INC
$1.0M
CGNXCOGNEX CORP
$1.0M
RRXREGAL REXNORD CORPORATION
$1.0M
HEHAWAIIAN ELEC INDUSTRIES
$1.0M
TBBKBANCORP INC DEL
$1.0M
JKHYHENRY JACK & ASSOC INC
$1.0M
FNBF N B CORP
$1.0M
PHMPULTE GROUP INC
$1.0M
ARCCARES CAPITAL CORP
$1.0M
CNXCNX RES CORP
$1.0M
AEEAMEREN CORP
$1.0M
WWWW INTL INC
$1.0M
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