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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 11 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AMERICAN WTR CAP CORP 5,950,000.0 $5.9M 0.12% -1.1M -15.9% $1.00
202 SOCIAL COMM PARTNERS CORP 582,505.0 $5.8M 0.12% NEW $10.00
203 DYNAMIX CORP III 578,605.0 $5.8M 0.12% NEW $10.05
204 IPOD DUNE ACQUISITION CORP II Financial Services 565,876.0 $5.8M 0.12% $10.19 +1.7%
205 DAEDALUS SPL ACQUISITION COR 570,586.0 $5.7M 0.12% NEW $10.05
206 UDMY UDEMY INC Consumer Defensive 976,843.0 $5.7M 0.12% NEW $5.85 -20.9%
207 PYROPHYTE ACQUISITION CORP. 566,998.0 $5.7M 0.12% $10.06
208 INVEST GREEN ACQUISITION COR 561,502.0 $5.6M 0.12% NEW $10.03
209 HALL CHADWICK ACQUISITION CO 559,867.0 $5.6M 0.12% NEW $10.03
210 EVOX EVOLUTION GLOBAL ACQUISITION Financial Services 565,074.0 $5.6M 0.12% NEW $9.87 +1.3%
211 CHARLTON ARIA ACQUISITION CO 525,203.0 $5.5M 0.12% $10.48
212 PGAC PANTAGES CAPITAL ACQUISITION Financial Services 530,607.0 $5.5M 0.12% $10.36 +1.6%
213 AA MISSION ACQUISITION CORP 553,546.0 $5.5M 0.12% NEW $9.93
214 LAKE SUPERIOR ACQUISITION CO 544,670.0 $5.4M 0.11% NEW $9.94
215 CHENGHE ACQUISITION III CO 523,030.0 $5.2M 0.11% NEW $9.98
216 BACC BLUE ACQUISITION CORP. Financial Services 509,511.0 $5.2M 0.11% -23K -4.3% $10.21 +2.2%
217 LEAPFROG ACQUISITION CORP 512,939.0 $5.1M 0.11% NEW $10.01
218 GDEN GOLDEN ENTMT INC Consumer Cyclical 187,848.0 $5.1M 0.11% NEW $27.19 +5.0%
219 SPECTRUM BRANDS INC 5,375,000.0 $5.1M 0.11% +1.4M +34.4% $0.95
220 HTBK HERITAGE COMM CORP Financial Services 409,465.0 $4.9M 0.10% NEW $12.01 +12.0%
Page 11 of 25  ·  497 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%