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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 8 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CPF CENTRAL PAC FINL CORP Financial Services 370,055.0 $11.8M 0.02% -13K -3.3% $31.95 +5.3%
142 F FORD MTR CO Consumer Cyclical 1,024,331.0 $11.8M 0.02% -3.5M -77.2% $11.53 +16.2%
143 BWA BORG WARNER INC Consumer Cyclical 212,115.0 $11.5M 0.02% -69K -24.6% $54.23 +14.0%
144 CRBG COREBRIDGE FINL INC Financial Services 480,759.0 $11.5M 0.02% -210K -30.4% $23.85 +15.6%
145 ALNT ALLIENT INC Technology 192,663.0 $11.4M 0.02% -8K -4.2% $59.08 +3.1%
146 TSEM TOWER SEMICONDUCTOR LTD Technology 63,442.0 $11.1M 0.02% -533K -89.4% $175.40 +56.2%
147 LUFAX HOLDING LTD 5,945,969.0 $11.1M 0.02% -777K -11.6% $1.87
148 ENTA ENANTA PHARMACEUTICALS INC Healthcare 880,023.0 $11.1M 0.02% -5K -0.6% $12.62 +6.3%
149 IBEX IBEX LTD Technology 413,559.0 $11.1M 0.02% -58K -12.3% $26.81 +14.0%
150 THFF FIRST FINANCIAL CORPORATION Financial Services 171,819.0 $10.9M 0.01% -19K -10.0% $63.19 +3.2%
151 DOO BRP INC Consumer Cyclical 151,600.0 $10.9M 0.01% -122K -44.6% $71.59 -22.4%
152 RPM RPM INTL INC Basic Materials 107,085.0 $10.6M 0.01% -92K -46.2% $99.32 -4.1%
153 CPS COOPER-STANDARD HOLDINGS INC Consumer Cyclical 381,096.0 $10.6M 0.01% -9K -2.4% $27.85 -3.6%
154 WSM WILLIAMS SONOMA INC Consumer Cyclical 57,651.0 $10.5M 0.01% -2K -2.9% $182.29 -7.5%
155 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 283,603.0 $10.4M 0.01% -1.2M -81.0% $36.78 +0.5%
156 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 386,624.0 $10.1M 0.01% -83K -17.6% $26.24 -10.7%
157 ARVN ARVINAS INC Healthcare 949,874.0 $10.1M 0.01% -237K -20.0% $10.59 -17.1%
158 ESTC ELASTIC N V Technology 199,729.0 $10.0M 0.01% -39K -16.4% $49.94 +1.3%
159 IAC IAC INC Technology 247,772.0 $9.9M 0.01% -67K -21.4% $40.00 -0.3%
160 TTC TORO CO Industrials 105,662.0 $9.9M 0.01% -2K -2.1% $93.41 -5.1%
Page 8 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%