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Portfolio (Quarterly) Guide ↗

AQR Arbitrage LLC

· CIK 0001167456
13F Portfolio $4.8B AUM 497 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 159 New 32 Added 124 Reduced 110 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VISHAY INTERTECHNOLOGY INC 26,609,000.0 $24.0M 0.51% +5.0M +23.1% $0.90
22 STAA STAAR SURGICAL CO Healthcare 914,573.0 $21.1M 0.44% +284K +45.1% $23.09 +38.6%
23 PENGUIN SOLUTIONS INC 17,251,000.0 $17.6M 0.37% +180K +1.1% $1.02
24 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 319,888.0 $17.2M 0.36% +84K +35.8% $53.90 -34.5%
25 ASPEN INSURANCE HOLDINGS LTD 388,918.0 $14.4M 0.30% +138K +55.1% $37.10
26 TEGNA INC 659,164.0 $12.8M 0.27% +93K +16.3% $19.41
27 PRA PROASSURANCE CORP Financial Services 366,317.0 $8.9M 0.19% +16K +4.6% $24.16 +1.8%
28 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 38,224.0 $6.5M 0.14% +5K +14.7% $170.00 +35.9%
29 MKSI MKS INC. Technology 40,090.0 $6.4M 0.14% +3K +7.3% $159.80 +96.4%
30 SPECTRUM BRANDS INC 5,375,000.0 $5.1M 0.11% +1.4M +34.4% $0.95
31 GUESS INC 210,137.0 $3.5M 0.07% +26K +13.9% $16.75
32 COINBASE GLOBAL INC 105,000.0 $105K 0.00% +20K +23.5% $1.00
Page 2 of 2  ·  32 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
Financial Services 34.0%
Technology 15.5%
Industrials 13.7%
Communication Services 11.2%
Basic Materials 11.1%
Utilities 4.8%
Consumer Defensive 4.6%
Healthcare 3.6%
Consumer Cyclical 1.5%