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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 13 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CTRI CENTURI HOLDINGS INC Utilities 3,976.0 $116K NEW $29.18 -0.0%
242 GOGO GOGO INC Communication Services 28,991.0 $116K NEW $4.00 +4.3%
243 STHO STAR HLDGS Real Estate 15,634.0 $116K NEW $7.42 +15.9%
244 TNYA TENAYA THERAPEUTICS INC Healthcare 169,780.0 $116K NEW $0.68 +17.7%
245 THO THOR INDS INC Consumer Cyclical 1,460.0 $116K NEW $79.45 -9.7%
246 ROG ROGERS CORP Technology 1,065.0 $114K NEW $107.04 +23.8%
247 KYIV KYIVSTAR GROUP LTD Communication Services 11,309.0 $114K NEW $10.08 +32.8%
248 FORTRESS BIOTECH INC 40,450.0 $112K NEW $2.77
249 USEA UNITED MARITIME CORPORATION Industrials 55,717.0 $111K NEW $1.99 +14.5%
250 BC BRUNSWICK CORP Consumer Cyclical 1,489.0 $108K NEW $72.53 +3.5%
251 WAT WATERS CORP Healthcare 365.0 $107K NEW $293.15 +13.7%
252 KLXE KLX ENERGY SERVICES HOLDINGS Energy 41,547.0 $106K NEW $2.55 +50.9%
253 INSW INTERNATIONAL SEAWAYS INC Energy 1,437.0 $104K NEW $72.37 +16.5%
254 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 10,473.0 $103K NEW $9.83 -3.0%
255 LPL LG DISPLAY CO LTD Technology 26,851.0 $103K NEW $3.84 +11.4%
256 ET ENERGY TRANSFER L P Energy 5,307.0 $102K NEW $19.22 +6.0%
257 OLN OLIN CORP Basic Materials 3,406.0 $101K NEW $29.65 -12.2%
258 CURB CURBLINE PPTYS CORP Real Estate 3,853.0 $99K NEW $25.69 +8.1%
259 RELY REMITLY GLOBAL INC Technology 6,362.0 $99K NEW $15.56 +35.4%
260 BDC BELDEN INC Technology 856.0 $98K NEW $114.49 -10.6%
Page 13 of 18  ·  347 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%