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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 38 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 PAGAYA TECHNOLOGIES LTD 50,568.0 $586K 0.00% +27K +119.2% $11.59
742 SMCI SUPER MICRO COMPUTER INC Technology 25,480.0 $578K 0.00% +25K +4378.0% $22.68 +34.7%
743 NTIC NORTHERN TECHNOLOGIES INTL C Basic Materials 70,384.0 $577K 0.00% +6K +9.7% $8.20 -2.4%
744 BLBD BLUE BIRD CORP Consumer Cyclical 9,990.0 $565K 0.00% +9K +589.9% $56.56 +15.5%
745 EAT BRINKER INTL INC Consumer Cyclical 3,959.0 $565K 0.00% +3K +553.3% $142.71 -11.5%
746 AP AMPCO-PITTSBURG CORP Industrials 83,592.0 $559K 0.00% +18K +27.6% $6.69 +43.4%
747 WEYS WEYCO GROUP INC Consumer Cyclical 17,243.0 $551K 0.00% +830.0 +5.1% $31.95 +6.0%
748 BOOM DMC GLOBAL INC Energy 103,837.0 $537K 0.00% +91K +699.1% $5.17 +34.2%
749 TTMI TTM TECHNOLOGIES INC Technology 5,326.0 $518K 0.00% +134.0 +2.6% $97.26 +66.0%
750 HURC HURCO CO Industrials 34,988.0 $513K 0.00% +5K +18.3% $14.66 +13.9%
751 SWX SOUTHWEST GAS HLDGS INC Utilities 5,822.0 $505K 0.00% +2K +49.3% $86.74 +2.7%
752 FSLY FASTLY INC Technology 17,441.0 $503K 0.00% +232.0 +1.4% $28.84 -43.3%
753 TUSK MAMMOTH ENERGY SVCS INC Industrials 204,105.0 $498K 0.00% +97K +91.0% $2.44 +29.1%
754 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 179,974.0 $497K 0.00% +93K +106.1% $2.76 -10.6%
755 TRT TRIO TECH INTL Technology 86,308.0 $497K 0.00% +43K +100.0% $5.76 +127.1%
756 VIV TELEFONICA BRASIL SA Communication Services 31,158.0 $495K 0.00% +25K +401.0% $15.89 -13.6%
757 TSBK TIMBERLAND BANCORP INC Financial Services 12,580.0 $495K 0.00% +3K +27.8% $39.35 +1.4%
758 MNTN INC 55,995.0 $490K 0.00% +51K +1088.6% $8.75
759 PROV PROVIDENT FINL HLDGS INC Financial Services 29,866.0 $475K 0.00% +2K +7.4% $15.90 +7.6%
760 AEBI SCHMIDT HLDG AG 49,154.0 $474K 0.00% +48K +4261.5% $9.64
Page 38 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%