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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 29 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AUGO AURA MINERALS INC Basic Materials 768.0 $62K -98K -99.2% $80.73 -11.5%
562 PLPC PREFORMED LINE PRODS CO Industrials 226.0 $61K -206.0 -47.7% $269.91 +24.3%
563 ASTL ALGOMA STEEL GROUP Basic Materials 14,800.0 $60K -5K -23.7% $4.05 +27.8%
564 SRTS SENSUS HEALTHCARE INC Healthcare 15,273.0 $60K -42K -73.3% $3.93 -14.7%
565 LGCY LEGACY ED INC Consumer Defensive 4,641.0 $58K -8K -63.2% $12.50 -6.3%
566 NMIH NMI HLDGS INC Financial Services 1,552.0 $58K -2K -50.9% $37.37 +3.2%
567 ZKH ZKH GROUP LTD Consumer Cyclical 19,696.0 $58K -11K -35.2% $2.94 -2.2%
568 BDX BECTON DICKINSON & CO Healthcare 343.0 $53K -10K -96.7% $154.52 -4.9%
569 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 4,067.0 $53K -5K -54.1% $13.03 -10.6%
570 CHCI COMSTOCK HLDG COS INC Real Estate 2,787.0 $52K -2K -36.5% $18.66 -14.4%
571 PRCH PORCH GROUP INC Technology 7,319.0 $52K -209K -96.6% $7.10 +40.3%
572 COOPER COS INC 720.0 $51K -1K -65.7% $70.83
573 EPAC ENERPAC TOOL GROUP CORP Industrials 1,392.0 $50K -2K -58.2% $35.92 -5.7%
574 TEADS HLDG CO 75,908.0 $49K -371K -83.0% $0.65
575 FIVE FIVE BELOW INC Consumer Cyclical 214.0 $48K -41K -99.5% $224.30 -2.6%
576 NREF NEXPOINT REAL ESTATE FIN INC Real Estate 3,637.0 $48K -16K -81.5% $13.20 +14.6%
577 LUV SOUTHWEST AIRLS CO Industrials 1,246.0 $46K -9K -87.8% $36.92 +3.9%
578 MVO MV OIL TR Energy 20,316.0 $45K -8K -29.0% $2.22 -9.3%
579 PXLW PIXELWORKS INC Technology 8,384.0 $44K -6K -43.6% $5.25 +13.4%
580 ULS UL SOLUTIONS INC Industrials 515.0 $44K -4K -87.4% $85.44 +15.9%
Page 29 of 32  ·  629 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%