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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 36 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ARDT ARDENT HEALTH INC Healthcare 104,009.0 $887K 0.00% +73K +240.6% $8.53 +8.0%
702 CORT CORCEPT THERAPEUTICS INC Healthcare 22,060.0 $883K 0.00% +20K +1258.4% $40.03 +49.1%
703 NFBK NORTHFIELD BANCORP INC DEL Financial Services 65,073.0 $879K 0.00% +35K +118.9% $13.51 +5.1%
704 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 49,286.0 $864K 0.00% +38K +340.9% $17.53 +4.8%
705 ESE ESCO TECHNOLOGIES INC Technology 3,076.0 $863K 0.00% +2K +335.1% $280.56 +4.5%
706 PERFORMANCE SHIPPING INC 469,244.0 $862K 0.00% +66K +16.5% $1.84
707 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 53,950.0 $861K 0.00% +36K +200.0% $15.96 -2.1%
708 NVST ENVISTA HOLDINGS CORPORATION Healthcare 33,424.0 $844K 0.00% +15K +83.5% $25.25 -6.4%
709 EBMT EAGLE BANCORP MONT INC Financial Services 41,008.0 $842K 0.00% +9K +27.4% $20.53 +8.1%
710 WTBA WEST BANCORPORATION INC Financial Services 35,325.0 $840K 0.00% +4K +11.6% $23.78 -0.6%
711 WEAV WEAVE COMMUNICATIONS INC Technology 181,802.0 $838K 0.00% +83K +83.9% $4.61 +27.8%
712 EGBN EAGLE BANCORPORATION INC Financial Services 33,577.0 $832K 0.00% +25K +312.2% $24.78 +5.3%
713 STRW STRAWBERRY FIELDS REIT INC Real Estate 70,051.0 $825K 0.00% +18K +35.6% $11.78 +11.9%
714 HOG HARLEY DAVIDSON INC Consumer Cyclical 40,725.0 $822K 0.00% +22K +115.1% $20.18 +14.9%
715 RFIL RF INDS LTD Industrials 77,726.0 $799K 0.00% +21K +36.6% $10.28 +70.9%
716 SIBN SI BONE INC Healthcare 63,199.0 $795K 0.00% +36K +136.1% $12.58 +17.8%
717 OBNK ORIGIN BANCORP INC Financial Services 19,175.0 $794K 0.00% +13K +220.4% $41.41 -30.9%
718 KVHI KVH INDS INC Technology 88,441.0 $788K 0.00% +28K +45.7% $8.91 +20.1%
719 SPXC SPX TECHNOLOGIES INC Industrials 3,898.0 $779K 0.00% +2K +74.4% $199.85 +2.9%
720 HP HELMERICH & PAYNE INC Energy 21,630.0 $778K 0.00% +20K +1006.4% $35.97 +10.1%
Page 36 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%