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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 91 of 101  ·  2,011 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 768.0 $74K NEW $96.35 +9.8%
1802 SAIA SAIA INC Industrials 214.0 $74K NEW $345.79 +32.5%
1803 ASSERTIO HOLDINGS INC 3,899.0 $73K +2K +115.3% $18.72
1804 AIZ ASSURANT INC Financial Services 337.0 $73K $216.62 +18.4%
1805 CATY CATHAY GEN BANCORP Financial Services 1,468.0 $73K NEW $49.73 +12.7%
1806 HHS HARTE HANKS INC Communication Services 32,547.0 $73K $2.24 +15.9%
1807 EMBOTELLADORA ANDINA S A 2,922.0 $72K +2K +179.1% $24.64
1808 TENAX THERAPEUTICS INC 4,502.0 $71K NEW $15.77
1809 BR BROADRIDGE FINL SOLUTIONS IN Technology 438.0 $71K -48.0 -9.9% $162.10 -7.8%
1810 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 3,902.0 $71K -247K -98.4% $18.20 +15.2%
1811 GIGM GIGAMEDIA LTD Technology 49,607.0 $70K $1.41 -0.1%
1812 WVE WAVE LIFE SCIENCES LTD Healthcare 9,755.0 $70K +4K +67.5% $7.18 -10.8%
1813 ECARX HOLDINGS INC 71,722.0 $70K -934K -92.9% $0.98
1814 SEI SOLARIS ENERGY INFRAS INC Energy 1,209.0 $68K NEW $56.24 +28.2%
1815 MREO MEREO BIOPHARMA GROUP PLC Healthcare 209,084.0 $68K +148K +240.3% $0.33 -26.8%
1816 MTH MERITAGE HOMES CORP Consumer Cyclical 1,100.0 $68K NEW $61.82 -1.0%
1817 MUR MURPHY OIL CORP Energy 1,667.0 $68K NEW $40.79 -0.9%
1818 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 2,892.0 $67K -7K -71.6% $23.17 -16.2%
1819 GAIA GAIA INC NEW Communication Services 24,436.0 $66K NEW $2.70 -10.4%
1820 NCSM NCS MULTISTAGE HLDGS INC Energy 1,073.0 $66K $61.51 -29.9%
Page 91 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%