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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 15 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 POTLATCHDELTIC CORPORATION 43,156.0 $1.7M 0.04% NEW $39.78
282 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 149,644.0 $1.7M 0.04% -224K -60.0% $11.26 +8.5%
283 WILLOW LANE ACQUISITION CORP 383,188.0 $1.6M 0.03% -151K -28.2% $4.23
284 BLACK HAWK ACQUISITION CORP 139,365.0 $1.6M 0.03% $11.25
285 NEW AMER ACQUISITION I CORP 135,000.0 $1.4M 0.03% NEW $10.41
286 INFLECTION POINT ACQUISITION 1,918,600.0 $1.4M 0.03% -544K -22.1% $0.72
287 UY SCUTI ACQUISITION CORP. 131,588.0 $1.4M 0.03% $10.26
288 FLAG SHIP ACQUISITION CORP 125,200.0 $1.3M 0.03% $10.76
289 PROGRESS SOFTWARE CORP 1,300,000.0 $1.3M 0.03% NEW $1.00
290 OAK WOODS ACQUISITION CORP 106,338.0 $1.3M 0.03% -46K -30.0% $12.10
291 ALCY ALCHEMY INVTS ACQUISITN CORP Financial Services 85,219.0 $1.2M 0.03% $14.21 -17.6%
292 VINE HILL CAP INVT CORP. 681,957.0 $1.2M 0.03% $1.75
293 FFIC FLUSHING FINL CORP Financial Services 77,445.0 $1.2M 0.03% NEW $15.17 +3.7%
294 CRANE HBR ACQUISITION CORP 1,463,990.0 $1.2M 0.03% -516K -26.1% $0.80
295 BSAA BEST SPAC I ACQUISITION CORP Financial Services 114,034.0 $1.2M 0.02% $10.13 +1.9%
296 LCID LUCID GROUP INC Consumer Cyclical 108,106.0 $1.1M 0.02% NEW $10.57 -40.7%
297 FUND SPROTT FOCUS TR INC Financial Services 124,515.0 $1.1M 0.02% -16K -11.1% $8.68 +19.4%
298 EMF TEMPLETON EMERGING MKTS FD Financial Services 61,016.0 $1.0M 0.02% -26K -29.9% $17.03 +28.5%
299 KYIVSTAR GROUP LTD 277,719.0 $1.0M 0.02% -79K -22.2% $3.74
300 ESHA ESH ACQUISITION CORP Financial Services 54,000.0 $1.0M 0.02% $19.18 -39.7%
Page 15 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%