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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 54 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NWS NEWS CORP NEW Communication Services 49,212.0 $1.4M 0.00% NEW $28.45 +5.7%
1062 PUMP PROPETRO HLDG CORP Energy 97,469.0 $1.4M 0.00% +58K +144.0% $14.36 +18.6%
1063 TCBI TEXAS CAP BANCSHARES INC Financial Services 14,700.0 $1.4M 0.00% -7K -30.9% $94.83 +4.1%
1064 TDC TERADATA CORP DEL Technology 54,445.0 $1.4M 0.00% -45K -45.5% $25.57 +29.5%
1065 PRLB PROTO LABS INC Industrials 24,497.0 $1.4M 0.00% -5K -16.9% $56.74 +25.4%
1066 ARHS ARHAUS INC Consumer Cyclical 205,446.0 $1.4M 0.00% +107K +109.1% $6.76 -5.5%
1067 RCKY ROCKY BRANDS INC Consumer Cyclical 35,885.0 $1.4M 0.00% -3K -8.2% $38.62 -7.7%
1068 HLX HELIX ENERGY SOLUTIONS GRP I Energy 140,250.0 $1.4M 0.00% +102K +264.2% $9.85 +1.9%
1069 KPTI KARYOPHARM THERAPEUTICS INC Healthcare 248,957.0 $1.4M 0.00% +245K +6581.6% $5.55 +45.2%
1070 ATEC ALPHATEC HLDGS INC Healthcare 126,770.0 $1.4M 0.00% +119K +1541.2% $10.85 -24.1%
1071 DLR DIGITAL RLTY TR INC Real Estate 7,623.0 $1.4M 0.00% NEW $180.11 +7.9%
1072 GLPG GALAPAGOS NV Healthcare 45,942.0 $1.4M 0.00% +38K +509.2% $29.89 -7.1%
1073 LIFETIME BRANDS INC 236,658.0 $1.4M 0.00% +13K +5.7% $5.73
1074 ANRO ALTO NEUROSCIENCE INC Healthcare 60,076.0 $1.3M 0.00% +3K +4.4% $22.40 -3.9%
1075 TSN TYSON FOODS INC Consumer Defensive 20,993.0 $1.3M 0.00% -4K -15.6% $63.97 +4.0%
1076 CMTL COMTECH TELECOMMUNICATIONS CP Technology 403,265.0 $1.3M 0.00% NEW $3.31 +27.3%
1077 DY DYCOM INDS INC Industrials 3,933.0 $1.3M 0.00% -4K -48.8% $338.42 +22.5%
1078 TXG 10X GENOMICS INC Healthcare 62,087.0 $1.3M 0.00% -36K -36.8% $21.18 +13.2%
1079 MTZ MASTEC INC Industrials 4,081.0 $1.3M 0.00% +4K +1738.3% $320.75 +21.2%
1080 KODK EASTMAN KODAK CO Industrials 144,647.0 $1.3M 0.00% NEW $9.04 +6.5%
Page 54 of 101  ·  2,011 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%