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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 24 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HLN HALEON PLC Healthcare 451,649.0 $4.5M 0.01% +308K +214.7% $10.00 -7.3%
462 IEX IDEX CORP Industrials 23,504.0 $4.5M 0.01% +23K +4360.0% $189.50 +9.4%
463 VSH VISHAY INTERTECHNOLOGY INC Technology 244,768.0 $4.4M 0.01% +186K +316.4% $17.98 +119.5%
464 MKL MARKEL GROUP INC Financial Services 2,299.0 $4.4M 0.01% +57.0 +2.5% $1913.01 -3.1%
465 FOSL FOSSIL GROUP INC Consumer Cyclical 1,018,437.0 $4.4M 0.01% +410K +67.4% $4.30 -8.0%
466 CMCL CALEDONIA MNG CORP Basic Materials 191,474.0 $4.3M 0.01% +177K +1198.1% $22.58 +2.1%
467 GPRO GOPRO INC Technology 5,622,845.0 $4.3M 0.01% +1.2M +28.6% $0.77 +29.3%
468 SEANERGY MARITIME HLDGS CORP 335,588.0 $4.3M 0.01% +327K +3969.2% $12.88
469 GLOB GLOBANT S A Technology 93,446.0 $4.3M 0.01% +15K +19.2% $46.08 -10.7%
470 CRNC CERENCE INC Technology 682,546.0 $4.3M 0.01% +499K +270.9% $6.30 +46.5%
471 CLFD CLEARFIELD INC Technology 161,935.0 $4.3M 0.01% +59K +57.4% $26.46 +61.3%
472 TRDA ENTRADA THERAPEUTICS INC Healthcare 333,169.0 $4.2M 0.01% +22K +7.2% $12.61 -52.1%
473 FCEL FUELCELL ENERGY INC Industrials 640,301.0 $4.2M 0.01% +565K +750.4% $6.52 +198.0%
474 CRC CALIFORNIA RES CORP Energy 60,209.0 $4.2M 0.01% +57K +1981.2% $69.16 -10.3%
475 ITUB ITAU UNIBANCO HLDG SA Financial Services 493,957.0 $4.1M 0.01% +387K +363.8% $8.37 -5.4%
476 AII AMERICAN INTEGRITY INS GROUP Financial Services 209,214.0 $4.0M 0.01% +57K +37.2% $19.26 -14.1%
477 ES EVERSOURCE ENERGY Utilities 58,058.0 $4.0M 0.01% +25K +74.3% $69.24 -0.3%
478 ALGN ALIGN TECHNOLOGY INC Healthcare 23,062.0 $3.9M 0.01% +3K +13.4% $171.23 -6.5%
479 REI RING ENERGY INC Energy 2,510,097.0 $3.8M 0.01% +1.7M +198.4% $1.53 -8.7%
480 LECO LINCOLN ELEC HLDGS INC Industrials 15,378.0 $3.8M 0.01% +2K +15.2% $248.73 +3.9%
Page 24 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%