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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 16 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MARRIOTT VACATIONS WORLDWIDE 1,000,000.0 $999K 0.02% $1.00
302 AIRBNB INC 1,000,000.0 $992K 0.02% $0.99
303 REDFIN CORP 1,000,000.0 $941K 0.02% -1.7M -62.6% $0.94
304 GLOBA TERRA ACQUISITION COR 90,810.0 $917K 0.02% $10.10
305 WTG WINTERGREEN ACQUISITION CORP Financial Services 85,203.0 $865K 0.02% $10.15 +1.8%
306 TERRA INNOVATUM GLOBAL NV 185,903.0 $859K 0.02% NEW $4.62
307 HEQ JOHN HANCOCK DIVERSIFIED INC Financial Services 76,020.0 $817K 0.02% -40K -34.4% $10.75 +5.6%
308 1RT ACQUISITION CORP. 75,932.0 $775K 0.02% $10.20
309 GIGCAPITAL7 CORP 1,774,074.0 $727K 0.01% -593K -25.0% $0.41
310 CHURCHILL CAP CORP X 94,279.0 $726K 0.01% -31K -24.6% $7.70
311 BOLD EAGLE ACQUISITION CORP 2,072,363.0 $663K 0.01% -757K -26.8% $0.32
312 HERBALIFE LTD 600,000.0 $651K 0.01% NEW $1.08
313 M3BRIGADE ACQUISITION V CORP 719,914.0 $630K 0.01% -394K -35.4% $0.88
314 TEXAS VENTURES ACQUISITION I 667,846.0 $601K 0.01% $0.90
315 KODIAK AI INC. 373,784.0 $572K 0.01% -398K -51.6% $1.53
316 FIFTH ERA ACQUISITION CORP I 1,436,220.0 $560K 0.01% -346K -19.4% $0.39
317 FLC FLAHERTY & CRUMRINE TOTAL RE Financial Services 30,394.0 $532K 0.01% -22K -42.2% $17.50 -3.8%
318 GIGCAPITAL8 CORP 1,694,769.0 $525K 0.01% NEW $0.31
319 GRX GABELLI HLTHCARE & WELLNESS Financial Services 52,822.0 $509K 0.01% -35K -39.9% $9.63 -6.4%
320 UCFI CN HEALTHY FOOD TECH GROUP C Financial Services 91,050.0 $502K 0.01% NEW $5.51 +0.0%
Page 16 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%