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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 89 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 TFII TFI INTL INC Industrials 600.0 $62K NEW $103.33 +37.9%
1762 ENLIGHT RENEWABLE ENERGY LTD 1,353.0 $61K NEW $45.08
1763 WTFC WINTRUST FINL CORP Financial Services 433.0 $60K NEW $138.57 +5.9%
1764 FGBI FIRST GTY BANCSHARES INC Financial Services 11,248.0 $60K NEW $5.33 +66.1%
1765 LFMD LIFEMD INC Healthcare 17,733.0 $59K NEW $3.33 +28.9%
1766 NWL NEWELL BRANDS INC Consumer Defensive 15,962.0 $59K NEW $3.70 -6.0%
1767 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 208.0 $58K NEW $278.85 -15.2%
1768 WHWK WHITEHAWK THERAPEUTICS INC Healthcare 24,634.0 $58K NEW $2.35 +70.7%
1769 QUINCE THERAPEUTICS INC 17,311.0 $57K NEW $3.29
1770 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,218.0 $57K NEW $46.80 +9.6%
1771 DBI DESIGNER BRANDS INC Consumer Cyclical 7,823.0 $57K NEW $7.29 -14.8%
1772 EOG EOG RES INC Energy 545.0 $57K NEW $104.59 +38.7%
1773 FMC FMC CORP Basic Materials 4,121.0 $57K NEW $13.83 -7.2%
1774 MMSI MERIT MED SYS INC Healthcare 647.0 $57K NEW $88.10 -27.7%
1775 CORT CORCEPT THERAPEUTICS INC Healthcare 1,624.0 $56K NEW $34.48 +71.0%
1776 HP HELMERICH & PAYNE INC Energy 1,955.0 $56K NEW $28.64 +44.8%
1777 RALLYBIO CORP 83,480.0 $56K NEW $0.67
1778 GAMESTOP CORP NEW 2,740.0 $55K NEW $20.07
1779 MNTN INC 4,711.0 $55K NEW $11.67
1780 VAL VALARIS LTD Energy 1,080.0 $54K NEW $50.00 +125.8%
Page 89 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%