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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $60.9B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1959 New
Page 70 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 FNLC FIRST BANCORP INC (ME) Financial Services 14,770.0 $389K 0.00% NEW $26.34 +9.0%
1382 HOG HARLEY DAVIDSON INC Consumer Cyclical 18,936.0 $387K 0.00% NEW $20.44 +13.5%
1383 CMCL CALEDONIA MNG CORP PLC Basic Materials 14,750.0 $385K 0.00% NEW $26.10 -11.5%
1384 MTCH MATCH GROUP INC NEW Communication Services 11,923.0 $383K 0.00% NEW $32.12 +11.0%
1385 NXTC NEXTCURE INC Healthcare 26,765.0 $379K 0.00% NEW $14.16 -28.0%
1386 PUMP PROPETRO HLDG CORP Energy 39,946.0 $379K 0.00% NEW $9.49 +79.5%
1387 CUBI CUSTOMERS BANCORP INC Financial Services 5,178.0 $378K 0.00% NEW $73.00 +3.7%
1388 CNXN PC CONNECTION INC Technology 6,532.0 $375K 0.00% NEW $57.41 +11.8%
1389 GEOS GEOSPACE TECHNOLOGIES CORP Energy 22,058.0 $372K 0.00% NEW $16.86 -51.6%
1390 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 19,259.0 $372K 0.00% NEW $19.32 +18.2%
1391 VYNE THERAPEAUTICS INC 638,492.0 $370K 0.00% NEW $0.58
1392 LII LENNOX INTL INC Industrials 764.0 $370K 0.00% NEW $484.29 -0.8%
1393 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,927.0 $369K 0.00% NEW $126.07 +21.1%
1394 CALM CAL MAINE FOODS INC Consumer Defensive 4,628.0 $367K 0.00% NEW $79.30 -3.0%
1395 GCT GIGACLOUD TECHNOLOGY INC Technology 9,405.0 $367K 0.00% NEW $39.02 -1.2%
1396 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 22,185.0 $367K 0.00% NEW $16.54 -28.2%
1397 SCYX SCYNEXIS INC Healthcare 583,114.0 $367K 0.00% NEW $0.63 +6.1%
1398 WTI W & T OFFSHORE INC Energy 225,223.0 $366K 0.00% NEW $1.63 +175.7%
1399 DXC DXC TECHNOLOGY CO Technology 24,895.0 $364K 0.00% NEW $14.62 -36.9%
1400 LINC LINCOLN EDL SVCS CORP Consumer Defensive 15,008.0 $361K 0.00% NEW $24.05 +94.7%
Page 70 of 98  ·  1,959 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 34.4%
Financial Services 16.7%
Healthcare 12.8%
Communication Services 11.5%
Consumer Cyclical 9.0%
Industrials 4.8%
Consumer Defensive 3.6%
Basic Materials 3.2%
Energy 2.6%
Real Estate 0.8%