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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 14 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 5,956.0 $97K NEW $16.29 -5.7%
262 MSM MSC INDL DIRECT INC Industrials 1,049.0 $96K NEW $91.52 +14.4%
263 AEHR AEHR TEST SYS Technology 2,586.0 $95K NEW $36.74 +127.5%
264 ECPG ENCORE CAP GROUP INC Financial Services 1,351.0 $94K NEW $69.58 +17.3%
265 RCUS ARCUS BIOSCIENCES INC Healthcare 4,350.0 $93K NEW $21.38 +11.2%
266 BGC BGC GROUP INC Financial Services 9,516.0 $93K NEW $9.77 +16.5%
267 LCII LCI INDS Consumer Cyclical 751.0 $92K NEW $122.50 -9.4%
268 RLYB RALLYBIO CORP Healthcare 10,433.0 $92K NEW $8.82 +59.9%
269 PVL PERMIANVILLE ROYALTY TRUST Energy 49,513.0 $91K NEW $1.84 +7.7%
270 BCE BCE INC Communication Services 3,539.0 $89K NEW $25.15 -5.3%
271 ATI ATI INC Industrials 605.0 $88K NEW $145.45 +2.9%
272 UPST UPSTART HLDGS INC Financial Services 3,399.0 $87K NEW $25.60 +15.3%
273 PLAY DAVE & BUSTERS ENTMT INC Communication Services 7,944.0 $86K NEW $10.83 -6.6%
274 SMP STANDARD MTR PRODS INC Consumer Cyclical 2,491.0 $86K NEW $34.52 +7.2%
275 TH TARGET HOSPITALITY CORP Industrials 9,075.0 $84K NEW $9.26 +101.6%
276 BFLY BUTTERFLY NETWORK INC Healthcare 20,702.0 $83K NEW $4.01 -4.2%
277 STRA STRATEGIC ED INC Consumer Defensive 993.0 $82K NEW $82.58 -4.6%
278 LIBERTY LIVE HOLDINGS INC 868.0 $81K NEW $93.32
279 BEAM BEAM THERAPEUTICS INC Healthcare 3,348.0 $79K NEW $23.60 +13.6%
280 WHR WHIRLPOOL CORP Consumer Cyclical 1,456.0 $78K NEW $53.57 -25.4%
Page 14 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%