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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 32 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CLH CLEAN HARBORS INC Industrials 5,813.0 $1.7M 0.00% +5K +734.0% $285.91 +2.1%
622 ANDE ANDERSONS INC Consumer Defensive 23,128.0 $1.7M 0.00% +16K +242.1% $71.56 -1.3%
623 TTEK TETRA TECH INC NEW Industrials 54,966.0 $1.7M 0.00% +20K +56.1% $30.07 -9.4%
624 CNQ CANADIAN NAT RES LTD MED TER Energy 33,880.0 $1.6M 0.00% +13K +62.1% $48.55 +1.8%
625 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 283,503.0 $1.6M 0.00% +207K +270.9% $5.67 +45.7%
626 BHB BAR HBR BANKSHARES Financial Services 49,175.0 $1.6M 0.00% +28K +132.1% $32.39 +6.6%
627 SCVL SHOE CARNIVAL INC Consumer Cyclical 102,103.0 $1.6M 0.00% +84K +466.4% $15.55 -1.4%
628 TDOC TELADOC HEALTH INC Healthcare 291,381.0 $1.6M 0.00% +250K +606.8% $5.44 +21.6%
629 VLRS CONTROLADORA VUELA COMP DE A Industrials 218,775.0 $1.6M 0.00% +152K +227.9% $7.22 -14.8%
630 BBIO BRIDGEBIO PHARMA INC Healthcare 20,768.0 $1.5M 0.00% +2K +10.9% $74.20 -8.1%
631 CAPL CROSSAMERICA PARTNERS LP Energy 73,694.0 $1.5M 0.00% +33K +81.7% $20.73 +8.6%
632 VMD VIEMED HEALTHCARE INC Healthcare 165,287.0 $1.5M 0.00% +132K +397.2% $9.19 +4.6%
633 OPCH OPTION CARE HEALTH INC Healthcare 56,168.0 $1.5M 0.00% +51K +1086.2% $26.85 -22.3%
634 BOH BANK HAWAII CORP Financial Services 20,127.0 $1.5M 0.00% +3K +14.2% $74.13 +5.5%
635 FNWD FINWARD BANCORP Financial Services 40,814.0 $1.5M 0.00% +3K +7.3% $36.19 -6.6%
636 VIOT VIOMI TECHNOLOGY CO LTD Consumer Cyclical 1,353,722.0 $1.5M 0.00% +221K +19.5% $1.09 -10.9%
637 INNV INNOVAGE HLDG CORP Healthcare 183,181.0 $1.5M 0.00% +118K +180.7% $8.00 -9.8%
638 AVA AVISTA CORP Utilities 35,836.0 $1.4M 0.00% +4K +13.8% $40.07 +2.7%
639 ORLA ORLA MNG LTD NEW Basic Materials 89,633.0 $1.4M 0.00% +1K +1.4% $15.99 -23.9%
640 MOD MODINE MFG CO Consumer Cyclical 6,567.0 $1.4M 0.00% +2K +45.0% $216.38 +13.0%
Page 32 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%