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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 17 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ARTIUS II ACQUISITION INC 1,517,205.0 $501K 0.01% -463K -23.4% $0.33
322 LIVE OAK ACQUISITION CORP V 510,341.0 $490K 0.01% -140K -21.5% $0.96
323 DYNAMIX CORP 304,581.0 $487K 0.01% $1.60
324 GF NEW GERMANY FD INC Financial Services 40,119.0 $458K 0.01% -12K -22.7% $11.42 +3.5%
325 ARMADA ACQUISITION CORP II 562,691.0 $450K 0.01% $0.80
326 CARTESIAN GROWTH CORP III 529,846.0 $424K 0.01% $0.80
327 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 35,599.0 $423K 0.01% -25K -41.3% $11.87 -4.7%
328 EQV VENTURES ACQUISITION COR 859,837.0 $413K 0.01% -287K -25.0% $0.48
329 WESTERN DIGITAL CORP 90,000.0 $413K 0.01% NEW $4.59
330 INFLECTION PT ACQUISITION CO 1,070,225.0 $385K 0.01% -330K -23.6% $0.36
331 LUMENTUM HLDGS INC 135,000.0 $384K 0.01% NEW $2.84
332 GLQ CLOUGH GLOBAL EQUITY FD Financial Services 48,766.0 $374K 0.01% -58K -54.3% $7.66 +10.2%
333 MOUNTAIN LAKE ACQUISITION CO 1,533,906.0 $368K 0.01% -446K -22.5% $0.24
334 BOEING CO 5,250.0 $365K 0.01% -250K -97.9% $69.52
335 HENNESSY CAP INVT CORP VII 1,288,444.0 $359K 0.01% -444K -25.6% $0.28
336 ROMAN DBDR ACQUISITION CORP 600,288.0 $348K 0.01% $0.58
337 RANGE CAP ACQUISITION CORP 765,683.0 $345K 0.01% -224K -22.7% $0.45
338 KOCHAV DEFENSE ACQUI CO 1,429,380.0 $343K 0.01% -441K -23.6% $0.24
339 RITHM ACQUISITION CORP 495,978.0 $340K 0.01% -137K -21.7% $0.69
340 ALDEL FINL II INC 828,935.0 $340K 0.01% -303K -26.8% $0.41
Page 17 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%