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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 78 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 SFM SPROUTS FMRS MKT INC Consumer Defensive 2,270.0 $179K NEW $78.85 +14.2%
1542 OUTFRONT MEDIA INC 7,466.0 $179K NEW $23.98
1543 FMAO FARMERS & MERCHANTS BANCORP Financial Services 7,243.0 $178K NEW $24.58 +10.6%
1544 DSX DIANA SHIPPING INC Industrials 108,346.0 $177K NEW $1.63 +61.0%
1545 ENSG ENSIGN GROUP INC Healthcare 1,020.0 $177K NEW $173.53 +1.4%
1546 LMND LEMONADE INC Financial Services 2,487.0 $177K NEW $71.17 -24.2%
1547 CPIX CUMBERLAND PHARMACEUTICALS I Healthcare 44,288.0 $176K NEW $3.97 +39.2%
1548 LGND LIGAND PHARMACEUTICALS INC Healthcare 933.0 $176K NEW $188.64 +10.1%
1549 ATLO AMES NATL CORP Financial Services 7,706.0 $175K NEW $22.71 +24.7%
1550 BORR DRILLING LTD 43,878.0 $175K NEW $3.99
1551 EGBN EAGLE BANCORP INC MD Financial Services 8,145.0 $173K NEW $21.24 +17.9%
1552 FSLY FASTLY INC Technology 17,209.0 $173K NEW $10.05 +62.7%
1553 PLXS PLEXUS CORP Technology 1,179.0 $173K NEW $146.73 +70.4%
1554 COOPER COS INC 2,096.0 $171K NEW $81.58
1555 RCI ROGERS COMMUNICATIONS INC Communication Services 4,500.0 $170K NEW $37.78 -5.6%
1556 CDW CDW CORP Technology 1,236.0 $168K NEW $135.92 -21.9%
1557 EL LAUDER ESTEE COS INC Consumer Defensive 1,587.0 $166K NEW $104.60 -27.2%
1558 OGN ORGANON & CO Healthcare 23,256.0 $166K NEW $7.14 +88.0%
1559 SATS ECHOSTAR CORP Technology 1,534.0 $165K NEW $107.56 +26.9%
1560 ALTO ALTO INGREDIENTS INC Basic Materials 57,136.0 $164K NEW $2.87 +62.7%
Page 78 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%