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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 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GIGCAPITAL7 CORP 1,774,074.0 $727K 0.01% -593K -25.0% $0.41
42 CHURCHILL CAP CORP X 94,279.0 $726K 0.01% -31K -24.6% $7.70
43 BOLD EAGLE ACQUISITION CORP 2,072,363.0 $663K 0.01% -757K -26.8% $0.32
44 M3BRIGADE ACQUISITION V CORP 719,914.0 $630K 0.01% -394K -35.4% $0.88
45 KODIAK AI INC. 373,784.0 $572K 0.01% -398K -51.6% $1.53
46 FIFTH ERA ACQUISITION CORP I 1,436,220.0 $560K 0.01% -346K -19.4% $0.39
47 FLC FLAHERTY & CRUMRINE TOTAL RE Financial Services 30,394.0 $532K 0.01% -22K -42.2% $17.50 -3.8%
48 GRX GABELLI HLTHCARE & WELLNESS Financial Services 52,822.0 $509K 0.01% -35K -39.9% $9.63 -6.4%
49 ARTIUS II ACQUISITION INC 1,517,205.0 $501K 0.01% -463K -23.4% $0.33
50 LIVE OAK ACQUISITION CORP V 510,341.0 $490K 0.01% -140K -21.5% $0.96
51 GF NEW GERMANY FD INC Financial Services 40,119.0 $458K 0.01% -12K -22.7% $11.42 +3.5%
52 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 35,599.0 $423K 0.01% -25K -41.3% $11.87 -4.7%
53 EQV VENTURES ACQUISITION COR 859,837.0 $413K 0.01% -287K -25.0% $0.48
54 INFLECTION PT ACQUISITION CO 1,070,225.0 $385K 0.01% -330K -23.6% $0.36
55 GLQ CLOUGH GLOBAL EQUITY FD Financial Services 48,766.0 $374K 0.01% -58K -54.3% $7.66 +10.2%
56 MOUNTAIN LAKE ACQUISITION CO 1,533,906.0 $368K 0.01% -446K -22.5% $0.24
57 BOEING CO 5,250.0 $365K 0.01% -250K -97.9% $69.52
58 HENNESSY CAP INVT CORP VII 1,288,444.0 $359K 0.01% -444K -25.6% $0.28
59 RANGE CAP ACQUISITION CORP 765,683.0 $345K 0.01% -224K -22.7% $0.45
60 KOCHAV DEFENSE ACQUI CO 1,429,380.0 $343K 0.01% -441K -23.6% $0.24
Page 3 of 7  ·  124 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%