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Portfolio (Quarterly) Guide ↗

RENAISSANCE GROUP LLC

· CIK 0000944234
13F Portfolio $2.5B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 240 New
Page 8 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CUSHMAN & WAKEFIELD LTD 74,095.0 $1.2M 0.05% NEW $16.19
142 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 13,115.0 $1.2M 0.05% NEW $90.03 -3.8%
143 ARIS ARIS MNG CORP Basic Materials 71,484.0 $1.2M 0.05% NEW $16.23 +6.2%
144 THC TENET HEALTHCARE CORP Healthcare 5,615.0 $1.1M 0.04% NEW $198.72 -12.6%
145 CSTM CONSTELLIUM SE Basic Materials 58,221.0 $1.1M 0.04% NEW $18.85 +76.3%
146 SIMO SILICON MOTION TECHNOLOGY CO Technology 11,666.0 $1.1M 0.04% NEW $92.70 +197.9%
147 CHIPMOS TECHNOLOGIES INC 36,244.0 $1.1M 0.04% NEW $29.63
148 WMT WALMART INC Consumer Defensive 9,636.0 $1.1M 0.04% NEW $111.41 +8.0%
149 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 51,139.0 $1.1M 0.04% NEW $20.74 +15.7%
150 MEOH METHANEX CORP Basic Materials 26,351.0 $1.0M 0.04% NEW $39.72 +51.4%
151 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 9,603.0 $1.0M 0.04% NEW $108.77 -5.1%
152 ESNT ESSENT GROUP LTD Financial Services 16,006.0 $1.0M 0.04% NEW $65.01 -6.5%
153 CSCO CISCO SYS INC Technology 13,432.0 $1.0M 0.04% NEW $77.03 +56.3%
154 JPM JPMORGAN CHASE & CO. Financial Services 3,191.0 $1.0M 0.04% NEW $322.22 -4.9%
155 IFS INTERCORP FINL SVCS INC Financial Services 24,166.0 $1.0M 0.04% NEW $42.36 +15.8%
156 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 10,417.0 $987K 0.04% NEW $94.71 +13.2%
157 ZGN ERMENEGILDO ZEGNA N V Consumer Cyclical 95,209.0 $976K 0.04% NEW $10.25 +30.2%
158 NOA NORTH AMERN CONSTR GROUP LTD Energy 67,775.0 $974K 0.04% NEW $14.37 +3.0%
159 CWCO CONSOLIDATED WATER CO INC Utilities 27,520.0 $971K 0.04% NEW $35.29 -16.7%
160 CCK CROWN HLDGS INC Consumer Cyclical 9,355.0 $963K 0.04% NEW $102.97 -6.1%
Page 8 of 12  ·  240 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 38.9%
Healthcare 15.2%
Financial Services 12.5%
Consumer Cyclical 9.8%
Industrials 9.8%
Communication Services 7.0%
Real Estate 2.2%
Basic Materials 1.8%
Utilities 1.4%
Consumer Defensive 1.0%