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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 5 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KGS KODIAK GAS SVCS INC Energy 19,897.0 $1.2M 0.00% NEW $58.20 +29.7%
82 ESLT ELBIT SYS LTD Industrials 1,320.0 $1.1M 0.00% NEW $834.09 -10.3%
83 OMDA OMADA HEALTH INC Healthcare 87,713.0 $1.1M 0.00% NEW $12.53 +30.7%
84 JOE ST JOE CO Real Estate 17,232.0 $1.1M 0.00% NEW $62.62 +2.8%
85 GFL GFL ENVIRONMENTAL INC Industrials 25,994.0 $1.1M 0.00% NEW $41.43 -9.3%
86 EXK ENDEAVOUR SILVER CORP Basic Materials 115,083.0 $1.1M 0.00% NEW $9.28 +3.4%
87 EFX EQUIFAX INC Industrials 5,872.0 $1.1M 0.00% NEW $179.67 -8.4%
88 KOP KOPPERS HOLDINGS INC Basic Materials 26,835.0 $1.0M 0.00% NEW $38.61 +7.6%
89 R RYDER SYS INC Industrials 5,049.0 $1.0M 0.00% NEW $204.59 +13.6%
90 TAYD TAYLOR DEVICES INC Industrials 18,052.0 $1.0M 0.00% NEW $56.84 -11.7%
91 CRVS CORVUS PHARMACEUTICALS INC Healthcare 69,152.0 $1.0M 0.00% NEW $14.59 -17.3%
92 PEB PEBBLEBROOK HOTEL TR Real Estate 79,132.0 $999K 0.00% NEW $12.62 +14.3%
93 SITE CTRS CORP 178,327.0 $962K 0.00% NEW $5.39
94 NSC NORFOLK SOUTHN CORP Industrials 3,320.0 $952K 0.00% NEW $286.75 +11.8%
95 E ENI SPA Energy 16,471.0 $930K 0.00% NEW $56.46 +0.5%
96 ISSC INNOVATIVE SOLUTIONS & SUPPORT Industrials 44,674.0 $916K 0.00% NEW $20.50 -20.6%
97 BCO BRINKS CO Industrials 8,522.0 $881K 0.00% NEW $103.38 +2.9%
98 GLOBUS MED INC 10,254.0 $878K 0.00% NEW $85.63
99 HBIO HARVARD BIOSCIENCE INC Healthcare 179,614.0 $873K 0.00% NEW $4.86 +6.0%
100 TECK TECK RESOURCES LTD Basic Materials 16,780.0 $866K 0.00% NEW $51.61 +16.9%
Page 5 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%