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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 77 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 VERA VERA THERAPEUTICS INC Healthcare 3,959.0 $200K NEW $50.52 -32.2%
1522 CHEETAH MOBILE INC 33,621.0 $200K NEW $5.95
1523 REX REX AMERICAN RES CORP Basic Materials 6,201.0 $200K NEW $32.25 +53.0%
1524 AFCG ADVANCED FLOWER CAP INC Real Estate 69,653.0 $198K NEW $2.84 +22.4%
1525 DDS DILLARDS INC Consumer Cyclical 326.0 $197K NEW $604.29 -11.2%
1526 WHD CACTUS INC Energy 4,309.0 $196K NEW $45.49 +35.9%
1527 TUSK MAMMOTH ENERGY SVCS INC Industrials 106,892.0 $195K NEW $1.82 +70.7%
1528 CVNA CARVANA CO Consumer Cyclical 455.0 $191K NEW $419.78 -84.9%
1529 OFG OFG BANCORP Financial Services 4,675.0 $191K NEW $40.86 +10.3%
1530 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 24,496.0 $188K NEW $7.67 +25.1%
1531 CASY CASEYS GEN STORES INC Consumer Cyclical 342.0 $188K NEW $549.71 +49.8%
1532 FLS FLOWSERVE CORP Industrials 2,720.0 $188K NEW $69.12 -3.3%
1533 SMRT SMARTRENT INC Technology 94,432.0 $188K NEW $1.99 -38.5%
1534 TDY TELEDYNE TECHNOLOGIES INC Technology 362.0 $184K NEW $508.29 +18.1%
1535 PRAXIS PRECISION MEDICINES I 629.0 $184K NEW $292.53
1536 RHI ROBERT HALF INC Industrials 6,780.0 $184K NEW $27.14 -2.0%
1537 LITE LUMENTUM HLDGS INC Technology 492.0 $181K NEW $367.89 +158.1%
1538 LRN STRIDE INC Consumer Defensive 2,823.0 $181K NEW $64.12 +35.1%
1539 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 7,287.0 $180K NEW $24.70 -36.7%
1540 OSG OCTAVE SPECIALTY GROUP INC Financial Services 23,053.0 $179K NEW $7.76 -26.5%
Page 77 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%