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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 28 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 EVRG EVERGY INC Utilities 32,876.0 $2.7M 0.00% +33K +10000.0% $81.88 +2.2%
542 TILE INTERFACE INC Consumer Cyclical 107,804.0 $2.7M 0.00% +84K +362.2% $24.86 +15.6%
543 NKTX NKARTA INC Healthcare 1,259,776.0 $2.7M 0.00% +568K +82.0% $2.11 +43.8%
544 EMBC EMBECTA CORP Healthcare 300,203.0 $2.6M 0.00% +229K +321.8% $8.81 -62.3%
545 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 35,901.0 $2.6M 0.00% +20K +132.4% $73.62 +1.2%
546 TIGO MILLICOM INTL CELLULAR S A Communication Services 35,103.0 $2.6M 0.00% +6K +19.3% $74.84 +12.4%
547 Z ZILLOW GROUP INC Communication Services 63,280.0 $2.6M 0.00% +51K +418.1% $41.29 -11.7%
548 TWIN TWIN DISC INC Industrials 173,689.0 $2.6M 0.00% +15K +9.5% $15.04 +6.3%
549 LXFR LUXFER HLDGS PLC Industrials 213,255.0 $2.6M 0.00% +65K +43.9% $12.17 +30.7%
550 ORN ORION GROUP HLDGS INC Industrials 234,587.0 $2.6M 0.00% +209K +813.7% $10.88 +26.1%
551 RNW RENEW ENERGY GLOBAL PLC Utilities 554,304.0 $2.5M 0.00% +462K +501.0% $4.57 +21.4%
552 ATRC ATRICURE INC Healthcare 88,852.0 $2.5M 0.00% +6K +7.2% $28.43 +1.4%
553 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 8,608.0 $2.5M 0.00% +8K +2888.9% $289.85 +0.1%
554 CNMD CONMED CORP Healthcare 70,710.0 $2.5M 0.00% +58K +459.2% $35.28 +4.9%
555 EPD ENTERPRISE PRODS PARTNERS L Energy 65,783.0 $2.5M 0.00% +62K +1898.3% $37.82 +4.4%
556 HSY HERSHEY CO Consumer Defensive 11,955.0 $2.5M 0.00% +3K +35.4% $207.70 -8.3%
557 TG TREDEGAR CORP Industrials 309,799.0 $2.5M 0.00% +218K +238.1% $7.94 -3.5%
558 RELL RICHARDSON ELECTRS LTD Technology 222,288.0 $2.4M 0.00% +20K +9.9% $10.93 +55.1%
559 RAIL FREIGHTCAR AMER INC Industrials 303,184.0 $2.4M 0.00% +131K +75.8% $7.95 -3.5%
560 MSCI MSCI INC Financial Services 4,477.0 $2.4M 0.00% +265.0 +6.3% $538.08 +8.2%
Page 28 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%