K2 Principal Fund, L.P. Portfolio Stock Holdings

K2 Principal Fund, L.P. disclosed 396 stock positions valued at approximately $947.5 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, PENNYMAC FINL SVCS INC NEW, and DAUCH CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
396
Portfolio Value
$947.5M
Holdings by Sector
K2 Principal Fund, L.P. Portfolio Holdings in Q1 2026

102 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET INCGOOGCommunication Services1.01%33,205+19,851+148.65%$9,525,186
PENNYMAC FINL SVCS INC NEWPFSIFinancial Services0.75%81,002+78,000+2598.27%$7,079,575
DAUCH CORPAXLConsumer Cyclical0.74%1,184,918+355,726+42.90%$7,026,564
FIRST SOLAR INCFSLRTechnology0.68%32,500+13,750+73.33%$6,410,950
SPDR GOLD TRGLDOther0.66%14,603+14,603+100.00%$6,283,525
ABIVAX SAABVXHealthcare0.63%53,741+31,241+138.85%$5,984,060
ISHARES BITCOIN TRUST ETFIBITOther0.54%133,822+76,500+133.46%$5,141,441
ARS PHARMACEUTICALS INCSPRYHealthcare0.47%559,697+549,497+5387.23%$4,494,367
GREENFIRE RES LTD NEWGFREnergy0.44%656,440-188,845-22.34%$4,148,701
BROOKFIELD RENEWABLE ENERGYG16258108Other0.43%125,800-4,100-3.16%$4,106,112
NORFOLK SOUTHN CORPNSCIndustrials0.43%14,091+3,291+30.47%$4,044,117
APPLOVIN CORPAPPTechnology0.42%10,068+5,836+137.90%$4,007,064
VISTRA CORPVSTUtilities0.41%25,850+15,850+158.50%$3,886,031
ALGONQUIN POWER UTILITIESAQNUtilities0.39%600,000+400,000+200.00%$3,684,000
XPONENTIAL FITNESS INCXPOFConsumer Cyclical0.38%600,000-94,974-13.67%$3,612,000
RAYONIER ADVANCED MATLS INCRYAMBasic Materials0.37%320,400-282,224-46.83%$3,546,828
BRITISH AMERN TOB PLCBTIConsumer Defensive0.37%59,626-96,109-61.71%$3,486,332
AMAZON COM INCAMZNConsumer Cyclical0.35%16,141+3,433+27.01%$3,361,686
SERITAGE GROWTH PPTYSSRGReal Estate0.32%1,081,400+25,000+2.37%$3,038,734
DIGITALBRIDGE GROUP INCDBRGReal Estate0.31%190,000+58,933+44.96%$2,929,800
ROYAL GOLD INCRGLDBasic Materials0.29%10,625--$2,703,956
SEMRUSH HLDGS INCSEMRTechnology0.25%200,000+200,000+100.00%$2,388,000
PAPA JOHNS INTL INCPZZAConsumer Cyclical0.25%73,200+73,200+100.00%$2,372,412
REDDIT INCRDDTCommunication Services0.25%17,606+11,169+173.51%$2,370,648
PROPETRO HLDG CORPPUMPEnergy0.25%162,208+162,208+100.00%$2,337,417
MICROSOFT CORPMSFTTechnology0.23%6,000+6,000+100.00%$2,221,020
FRANCO NEV CORPFNVBasic Materials0.22%8,625-3,875-31.00%$2,130,806
PELOTON INTERACTIVE INCPTONConsumer Cyclical0.21%468,237+468,237+100.00%$2,008,737
ASML HLDG NVASMLOther0.21%1,500+1,500+100.00%$1,981,245
APTIV PLCAPTVOther0.20%27,656+27,656+100.00%$1,920,433
ISHARES TRIWMOther0.20%7,635+7,635+100.00%$1,893,480
NET LEASE OFFICE PROPERTIESNLOPReal Estate0.19%160,285+5,785+3.74%$1,846,483
PORCH GROUP INCPRCHTechnology0.19%251,564+141,564+128.69%$1,803,714
ELEMENT SOLUTIONS INCESIBasic Materials0.18%48,600+48,600+100.00%$1,659,204
NVENT ELEC PLCNVTOther0.17%13,980+13,980+100.00%$1,653,554
AMENTUM HOLDINGS INCAMTMOther0.17%60,000+60,000+100.00%$1,564,800
LULULEMON ATHLETICA INCLULUConsumer Cyclical0.16%10,000+8,500+566.67%$1,531,000
VOX ROYALTY CORPVOXRBasic Materials0.16%286,826-30,674-9.66%$1,502,968
SKYWATER TECHNOLOGY INCSKYTTechnology0.16%54,653+54,653+100.00%$1,498,039
COLUMBUS MCKINNON CORP N YCMCOIndustrials0.15%101,000+60,775+151.09%$1,467,530
STAGWELL INCSTGWCommunication Services0.15%229,170+229,170+100.00%$1,441,479
CORE SCIENTIFIC INC NEWCORZWTechnology0.15%158,192--$1,382,598
BROOKFIELD INFRASTRUCTURE PAG16252101Other0.15%38,200-86,700-69.42%$1,379,784
POWERFLEET INCAIOTTechnology0.14%432,029+163,183+60.70%$1,330,649
CARS COM INCCARSConsumer Cyclical0.14%163,259+85,083+108.84%$1,325,663
GOLDEN ENTMT INCGDENConsumer Cyclical0.13%46,937+46,937+100.00%$1,252,749
FLEXTRONICS INTL LTDFLEXOther0.13%18,484+18,484+100.00%$1,209,963
CORE NATURAL RESOURCES INCCEIXOther0.13%11,375+11,375+100.00%$1,191,304
QORVO INCQRVOTechnology0.12%14,480+14,480+100.00%$1,120,752
ISHARES TRTLTOther0.11%12,366+5,400+77.52%$1,072,009
ELECTRONIC ARTS INCEACommunication Services0.11%5,000+5,000+100.00%$1,019,350
SPHERE ENTERTAINMENT COSPHRCommunication Services0.10%8,108+8,108+100.00%$951,879
MARINE PRODS CORPMPXConsumer Cyclical0.09%120,216+120,216+100.00%$873,970
MASTERBRAND INCMBCConsumer Cyclical0.09%105,046+91,530+677.20%$872,932
PEABODY ENGR CORPBTUEnergy0.08%24,311+24,311+100.00%$801,047
DRIVEN BRANDS HLDGS INCDRVNConsumer Cyclical0.08%62,368+62,368+100.00%$786,460
KIMBERLY-CLARK CORPKMBConsumer Defensive0.08%7,412+7,412+100.00%$715,036
COMPASS DIVERSIFIEDCODIIndustrials0.08%90,891+90,891+100.00%$714,403
TIC SOLUTIONS INCTICOther0.07%106,908-8,381-7.27%$703,455
MERCK CO INCMRKHealthcare0.07%5,684--$683,728
BROADCOM INCAVGOTechnology0.07%2,150+2,150+100.00%$665,447
CLEVELAND-CLIFFS INC NEWCLFBasic Materials0.07%77,453+36,153+87.54%$654,478
SENSIENT TECHNOLOGIES CORPSXTBasic Materials0.07%7,500+7,500+100.00%$648,300
METALLA RTY STREAMING LTDMTABasic Materials0.06%81,760+12,000+17.20%$542,069
1ST FINL BANCORPFFBCFinancial Services0.05%18,068-8,508-32.01%$503,736
KEYSIGHT TECHNOLOGIES INCKEYSTechnology0.05%1,600+1,600+100.00%$451,792
LAM RESEARCH CORPLRCXOther0.05%2,000+2,000+100.00%$427,320
VERSABANK NEWVBNKFinancial Services0.04%29,982+6,824+29.47%$424,845
APPLIED MATLS INCAMATTechnology0.04%1,238+1,238+100.00%$423,136
SUNOPTA INCSTKLConsumer Defensive0.04%64,304+64,304+100.00%$416,690
COHEN STEERS INFRASTRUCTURUTFFinancial Services0.04%15,043+5,000+49.79%$389,313
TERADYNE INCTERTechnology0.04%1,300-2,364-64.52%$385,398
ADAMS DIVERSIFIED EQUITY FDADXFinancial Services0.04%17,191+340+2.02%$376,311
AMKOR TECHNOLOGY INCAMKRTechnology0.04%8,306-694-7.71%$374,019
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.04%1,100+1,100+100.00%$371,745
CSG SYS INTL INCCSGSTechnology0.03%3,723+3,723+100.00%$297,617
BLACKROCK ENHANCED EQUITY DIBDJFinancial Services0.03%32,984--$284,322
FORRESTER RESH INCFORRIndustrials0.03%50,178+50,178+100.00%$284,007
DESTRA MULTI-ALTERNATIVE FDDMAFinancial Services0.03%34,709--$281,490
NOKIA CORPNOKTechnology0.03%35,000+35,000+100.00%$281,400
ELLSWORTH GROWTH INCOME FDECFFinancial Services0.03%24,619--$274,502
ROYCE SMALL CAP TRUST INCRVTFinancial Services0.03%16,503-4,000-19.51%$273,950
KULICKE SOFFA INDS INCKLICTechnology0.03%4,100-3,900-48.75%$269,452
BLUE OWL CAPITAL CORPORATIONOBDCFinancial Services0.03%22,500+12,200+118.45%$248,850
TRIPADVISOR INCTRIPConsumer Cyclical0.03%23,000+23,000+100.00%$245,180
EAGLE POINT INCOME COMPANY IEICFinancial Services0.02%23,584--$222,633
T1 ENERGY INCFREYIndustrials0.02%50,000+50,000+100.00%$219,500
SABA CAPITAL INCOME OPPORTSABAFinancial Services0.02%22,700--$188,864
GCT SEMICONDUCTOR HLDG INCGCTS-WSOther0.01%583,091-100,000-14.64%$104,956
HIGH INCOME SECS FDPCFFinancial Services0.01%16,617--$91,726
ENTRAVISION COMMUNICATIONS CEVCCommunication Services0.01%24,919+24,919+100.00%$74,009
AIRJOULE TECHNOLOGIES CORPAIRJWIndustrials0.01%115,912--$64,911
ALGOMA STL GROUP INCASTLWBasic Materials0.01%690,879--$62,179
HIGHLAND OPPS INCOME FDHFROFinancial Services0.01%10,033--$57,288
ZEO ENERGY CORPZEOWWTechnology0.01%1,277,536--$51,101
FOLD HLDGS INCFLDDWFinancial Services0.00%380,780--$41,886
ALLIANCE ENTERTAINMENT HOLDIAENTWCommunication Services0.00%69,325-40,969-37.15%$41,595
NEUBERGER R/EST SECS INC FDXNROXOther0.00%10,400--$29,536
T1 ENERGY INCFREY-WSOther0.00%63,600+63,600+100.00%$13,992
NET POWER INCNPWR-WSOther0.00%46,181--$12,469
K2 Principal Fund, L.P. Options Holdings in Q1 2026

85 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026GLDSPDR Gold TrustCALL200,600$86,316,176
Q1 2026SPYSPDR S&P 500PUT75,000$48,775,502
Q1 2026SPYSPDR S&P 500CALL54,700$35,573,599
Q1 2026GLDSPDR Gold TrustPUT73,000$31,411,171
Q1 2026IWMiShares Russell 2000 ETFPUT85,000$21,080,000
Q1 2026SLViShares Silver TrustCALL224,400$15,290,616
Q1 2026COPXGlobal X Copper Miners ETFPUT194,000$14,811,900
Q1 2026GDXJVanEck Junior Gold Miners ETFPUT107,500$12,904,300
Q1 2026FCXFreeport-McMoRan, Inc.PUT206,000$12,108,680
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT150,000$11,934,000
Q1 2026RYAMRayonier Advanced Materials IncCALL845,000$9,354,150
Q1 2026QQQInvesco QQQ Trust, Series 1PUT16,000$9,234,880
Q1 2026XLPSPDR Select Sector Fund - ConsuPUT100,000$8,198,000
Q1 2026GDXJVanEck Junior Gold Miners ETFCALL65,000$7,802,600
Q1 2026SHOPShopify Inc.PUT58,000$6,879,960
Q1 2026EEMiShares MSCI Emerging Index FunPUT120,000$6,814,800
Q1 2026GMEGameStop CorporationPUT275,000$6,336,000
Q1 2026SUNSunoco LPPUT90,000$5,847,300
Q1 2026GDXVanEck Gold Miners ETFPUT62,500$5,735,625
Q1 2026UBERUber Technologies, Inc.PUT72,000$5,178,960
Q1 2026SOISOICALL90,000$5,085,900
Q1 2026ARKKARK Innovation ETFCALL70,000$4,731,300
Q1 2026ARKKARK Innovation ETFPUT68,000$4,596,120
Q1 2026GMEGameStop CorporationCALL180,700$4,163,328
Q1 2026SLViShares Silver TrustPUT60,000$4,088,400
Q1 2026BMOBank Of MontrealPUT20,000$3,768,400
Q1 2026IJRiShares Core S&P Small-Cap ETFPUT30,000$3,729,300
Q1 2026UBERUber Technologies, Inc.CALL45,500$3,272,815
Q1 2026PARPAR Technology CorporationCALL240,000$3,199,200
Q1 2026AXPAmerican Express CompanyPUT10,000$3,024,800
Q1 2026VOOVanguard S&P 500 ETFCALL5,000$2,987,750
Q1 2026BTIBritish American Tobacco IndusCALL50,000$2,923,500
Q1 2026QQQInvesco QQQ Trust, Series 1CALL5,000$2,885,900
Q1 2026ITGartner, Inc.CALL18,000$2,850,120
Q1 2026IGViShares Expanded Tech-Software PUT35,000$2,801,750
Q1 2026PARPAR Technology CorporationPUT210,000$2,799,300
Q1 2026G9456A100Golar LNGCALL50,000$2,705,500
Q1 2026ECVTEcovyst Inc.CALL200,000$2,572,000
Q1 2026AXLAmerican Axle & Manufacturing HCALL433,400$2,570,062
Q1 2026GDXVanEck Gold Miners ETFCALL25,000$2,294,250
Q1 2026ADPAutomatic Data Processing, Inc.PUT10,000$2,031,800
Q1 2026CLFCleveland-Cliffs Inc.PUT230,800$1,950,260
Q1 2026BBYBest Buy Co., Inc.PUT30,000$1,926,000
Q1 2026FRPTFreshpet, Inc.CALL30,500$1,798,280
Q1 2026TXRHTexas Roadhouse, Inc.PUT10,000$1,651,400
Q1 2026MATXMatson, Inc.PUT10,000$1,639,400
Q1 2026CAVACAVA Group, Inc.PUT20,000$1,618,000
Q1 2026XLISPDR Select Sector Fund - IndusPUT10,000$1,617,300
Q1 2026VALEVALE S.A.CALL100,000$1,591,000
Q1 2026CORZCore Scientific, Inc.CALL100,000$1,496,000
Q1 2026CMCOColumbus McKinnon CorporationPUT100,000$1,453,000
Q1 2026WWayfair Inc.PUT19,000$1,428,990
Q1 2026SWKStanley Black & Decker, Inc.PUT20,000$1,421,200
Q1 2026KIESPDR S&P Insurance ETFPUT25,000$1,375,000
Q1 2026NFLXNetflix, Inc.CALL14,100$1,355,715
Q1 2026HUNHuntsman CorporationCALL100,000$1,331,000
Q1 2026GGGGraco Inc.PUT15,000$1,269,750
Q1 2026PUMPProPetro Holding Corp.CALL80,000$1,152,800
Q1 2026STGWStagwell Inc.CALL179,900$1,131,571
Q1 2026ABVXAbivax SACALL10,000$1,113,500
Q1 2026EQHEquitable Holdings, Inc.PUT30,000$1,113,300
Q1 2026QSQuantumScape CorporationPUT150,000$957,000
Q1 2026ITGartner, Inc.PUT6,000$950,040
Q1 2026WIXWixCALL10,000$900,700
Q1 2026SERVServe Robotics Inc.PUT100,000$844,000
Q1 2026DELLDell Technologies Inc.PUT5,000$820,650
Q1 2026INSPInspire Medical Systems, Inc.CALL15,000$773,700
Q1 2026COPXGlobal X Copper Miners ETFCALL10,000$763,500
Q1 2026CRBGCorebridge Financial Inc.PUT30,000$715,800
Q1 2026AGYSAgilysys, Inc.PUT10,000$711,400
Q1 2026AEISAdvanced Energy Industries, IncPUT2,000$645,420
Q1 2026AMTMAmentumCALL20,000$521,600
Q1 2026FREYFREYR Battery, Inc.CALL100,000$439,000
Q1 2026CMCOColumbus McKinnon CorporationCALL30,000$435,900
Q1 2026RGTIRigetti Computing, Inc.PUT30,000$421,200
Q1 2026MARAMARA Holdings, Inc.CALL50,000$408,000
Q1 2026MGMMGM Resorts InternationalPUT10,000$370,100
Q1 2026AFRMAffirm Holdings, Inc.PUT8,000$366,560
Q1 2026PRCHPorch Group, Inc.CALL40,000$286,800
Q1 2026OWLBlue Owl Capital Inc.CALL30,000$273,900
Q1 2026FGF&G Annuities & Life, Inc.PUT10,000$253,200
Q1 2026AMCAMC Entertainment Holdings, IncPUT200,000$196,000
Q1 2026AIOTPowerFleet, Inc.CALL50,000$154,000
Q1 2026PTONPeloton Interactive, Inc.CALL29,000$124,410
Q1 2026SPRYARS Pharmaceuticals, Inc.CALL13,000$104,390

Notional value represents the total exposure of the options position.