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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 6 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CALISA ACQUISITION CORP 322,560.0 $3.4M 0.07% NEW $10.45
102 CHURCHILL CAP CORP XI 324,536.0 $3.3M 0.07% NEW $10.21
103 QUANTUMSPHERE ACQUISITION CO 322,660.0 $3.2M 0.07% NEW $10.01
104 CRAC CROWN RESV ACQUISITION CORP Financial Services 318,750.0 $3.2M 0.07% NEW $10.09 -0.1%
105 MILUNA ACQUISITION CORP 308,038.0 $3.1M 0.07% NEW $9.99
106 STONEBRIDGE ACQUISITION II C 295,988.0 $2.9M 0.06% NEW $9.95
107 KARBON CAP PARTNERS CORP 286,326.0 $2.9M 0.06% NEW $10.07
108 CIVITAS RESOURCES INC 98,317.0 $2.7M 0.06% NEW $27.09
109 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 256,520.0 $2.6M 0.06% NEW $10.25 +0.1%
110 TANDEM DIABETES CARE INC 2,500,000.0 $2.5M 0.05% NEW $1.02
111 INSIGHT DIGITAL PARTNERS II 252,405.0 $2.5M 0.05% NEW $10.07
112 AVADEL PHARMACEUTICALS PLC 110,396.0 $2.4M 0.05% NEW $21.55
113 RICE ACQUISITION CORP 3 197,694.0 $2.0M 0.04% NEW $10.26
114 SC II ACQUISITION CORP 194,220.0 $2.0M 0.04% NEW $10.08
115 POTLATCHDELTIC CORPORATION 43,156.0 $1.7M 0.04% NEW $39.78
116 NEW AMER ACQUISITION I CORP 135,000.0 $1.4M 0.03% NEW $10.41
117 PROGRESS SOFTWARE CORP 1,300,000.0 $1.3M 0.03% NEW $1.00
118 FFIC FLUSHING FINL CORP Financial Services 77,445.0 $1.2M 0.03% NEW $15.17 +3.7%
119 LCID LUCID GROUP INC Consumer Cyclical 108,106.0 $1.1M 0.02% NEW $10.57 -40.7%
120 TERRA INNOVATUM GLOBAL NV 185,903.0 $859K 0.02% NEW $4.62
Page 6 of 8  ·  159 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%