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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $70.5B AUM 2,011 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 347 New 884 Added 629 Reduced 295 Exited
Page 16 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MTW MANITOWOC CO INC Industrials 1,076,246.0 $12.5M 0.02% +381K +54.7% $11.65 +1.9%
302 BW BABCOCK & WILCOX ENTERPRISES Industrials 844,683.0 $12.4M 0.02% +649K +332.6% $14.68 +33.4%
303 SII SPROTT INC Financial Services 87,200.0 $12.4M 0.02% +60K +219.9% $142.09 -9.2%
304 SPT SPROUT SOCIAL INC Technology 2,168,128.0 $12.3M 0.02% +420K +24.0% $5.69 +14.5%
305 SNA SNAP ON INC Industrials 33,676.0 $12.2M 0.02% +10K +45.0% $363.08 +0.1%
306 LZ LEGALZOOM COM INC Industrials 2,142,022.0 $12.1M 0.02% +574K +36.6% $5.66 +16.2%
307 VREX VAREX IMAGING CORP Healthcare 1,140,499.0 $12.1M 0.02% +180K +18.8% $10.60 -8.5%
308 IHS IHS HOLDING LIMITED Communication Services 1,463,631.0 $12.0M 0.02% +60K +4.2% $8.22 +0.3%
309 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 397,716.0 $12.0M 0.02% +317K +390.2% $30.09 +13.1%
310 IHRT IHEARTMEDIA INC Communication Services 4,078,675.0 $11.9M 0.02% +472K +13.1% $2.92 +77.5%
311 CSTL CASTLE BIOSCIENCES INC Healthcare 484,441.0 $11.9M 0.02% +94K +24.1% $24.53 -21.2%
312 SONO SONOS INC Technology 883,884.0 $11.8M 0.02% +268K +43.4% $13.39 +10.2%
313 Q QNITY ELECTRONICS INC Technology 100,320.0 $11.6M 0.02% +100K +10000.0% $115.32 +29.2%
314 VRTX VERTEX PHARMACEUTICALS INC Healthcare 25,868.0 $11.5M 0.02% +4K +16.5% $446.19 -2.2%
315 MCHP MICROCHIP TECHNOLOGY INC. Technology 178,644.0 $11.5M 0.02% +87K +95.2% $64.56 +43.7%
316 EBS EMERGENT BIOSOLUTIONS INC Healthcare 1,381,624.0 $11.5M 0.02% +271K +24.4% $8.29 -2.0%
317 GAU GALIANO GOLD INC Basic Materials 4,578,665.0 $11.4M 0.02% +1.1M +33.3% $2.49 -8.0%
318 KMT KENNAMETAL INC Industrials 311,741.0 $11.3M 0.02% +271K +674.6% $36.11 -3.3%
319 SMBK SMARTFINANCIAL INC Financial Services 284,179.0 $11.1M 0.02% +36K +14.6% $39.07 +3.8%
320 APTIV PLC 158,017.0 $11.0M 0.02% +28K +21.7% $69.44
Page 16 of 45  ·  884 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Healthcare 13.0%
Financial Services 12.2%
Communication Services 9.2%
Consumer Cyclical 8.6%
Energy 6.5%
Industrials 5.8%
Consumer Defensive 5.5%
Basic Materials 3.8%
Real Estate 1.2%