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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 72 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 7,297.0 $399K 0.00% NEW $54.68 +6.9%
1422 REGCO REGENCY CTRS CORP Real Estate 5,268.0 $398K 0.00% +3K +149.4% $75.55 -70.2%
1423 PRGO PERRIGO CO PLC Healthcare 37,078.0 $398K 0.00% NEW $10.73 -0.5%
1424 AXP AMERICAN EXPRESS CO Financial Services 1,297.0 $392K 0.00% -163.0 -11.2% $302.24 +2.3%
1425 GRPN GROUPON INC Communication Services 32,971.0 $392K 0.00% -1K -4.1% $11.89 +42.4%
1426 ERO ERO COPPER CORP Basic Materials 14,700.0 $389K 0.00% +5K +54.7% $26.46 +1.0%
1427 KEP KOREA ELEC PWR CORP Utilities 27,440.0 $388K 0.00% -26K -48.5% $14.14 -8.8%
1428 ACRE ARES COML REAL ESTATE CORP Real Estate 79,136.0 $379K 0.00% +4K +5.1% $4.79 -2.1%
1429 SATS ECHOSTAR CORP Technology 3,235.0 $377K 0.00% +2K +110.9% $116.54 +17.1%
1430 KVYO KLAVIYO INC Technology 19,471.0 $377K 0.00% +1K +6.7% $19.36 -24.5%
1431 CALM CAL MAINE FOODS INC Consumer Defensive 4,731.0 $374K 0.00% +103.0 +2.2% $79.05 -0.6%
1432 GENC GENCOR INDS INC Industrials 25,153.0 $373K 0.00% +19K +336.9% $14.83 -2.3%
1433 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 11,570.0 $373K 0.00% +6K +127.5% $32.24 +2.5%
1434 PII POLARIS INC Consumer Cyclical 6,790.0 $369K 0.00% -3K -33.8% $54.34 +17.7%
1435 MDXG MIMEDX GROUP INC Healthcare 93,697.0 $368K 0.00% NEW $3.93 -9.4%
1436 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 16,978.0 $368K 0.00% -26K -60.6% $21.68 +27.7%
1437 MNKD MANNKIND CORP Healthcare 150,446.0 $367K 0.00% +33K +28.6% $2.44 +22.6%
1438 RAPP RAPPORT THERAPEUTICS INC Healthcare 11,789.0 $367K 0.00% -33K -73.4% $31.13 +13.0%
1439 AVY AVERY DENNISON CORP Industrials 2,110.0 $364K 0.00% -129.0 -5.8% $172.51 -10.6%
1440 COUR COURSERA INC Consumer Defensive 62,971.0 $364K 0.00% -1.8M -96.6% $5.78 -0.9%
Page 72 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%