BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 4 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXTA AXALTA COATING SYS LTD Basic Materials 568,154.0 $18.4M 0.39% NEW $32.31 -17.0%
62 SEMR SEMRUSH HLDGS INC Technology 1,509,678.0 $18.0M 0.38% NEW $11.89 +0.9%
63 PENGUIN SOLUTIONS INC 17,251,000.0 $17.6M 0.37% +180K +1.1% $1.02
64 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 319,888.0 $17.2M 0.36% +84K +35.8% $53.90 -34.5%
65 TACH TITAN ACQUISITION CORP Financial Services 1,666,912.0 $17.1M 0.36% $10.26 +1.0%
66 DIGITALBRIDGE GROUP INC 1,112,891.0 $17.1M 0.36% NEW $15.34
67 ALDF ALDEL FINL II INC Financial Services 1,614,870.0 $17.0M 0.36% $10.51 +1.0%
68 GP-ACT III ACQUISITION CORP 1,576,119.0 $16.9M 0.35% $10.70
69 COINBASE GLOBAL INC 16,410,000.0 $16.8M 0.35% $1.03
70 LIONHEART HOLDINGS 1,572,344.0 $16.8M 0.35% $10.68
71 GIGCAPITAL8 CORP 1,694,769.0 $16.8M 0.35% NEW $9.89
72 LAUNCH ONE ACQUISITION CORP 1,573,742.0 $16.7M 0.35% $10.59
73 NEW PROVIDENCE ACQUISITION C 1,613,382.0 $16.6M 0.35% $10.26
74 GRAF GLOBAL CORP 1,511,378.0 $16.3M 0.34% $10.75
75 LAUNCH TWO ACQUISITION CORP. 1,509,683.0 $15.9M 0.33% $10.50
76 SIM ACQUISITION CORP. I 1,455,722.0 $15.4M 0.32% $10.59
77 AACB ARTIUS II ACQUISITION INC Financial Services 1,490,205.0 $15.3M 0.32% $10.30 +1.4%
78 SYNOVUS FINL CORP 302,981.0 $15.2M 0.32% NEW $50.05
79 VOYAGER ACQUISITION CORP 1,418,939.0 $15.1M 0.32% $10.67
80 RITHM ACQUISITION CORP 1,451,934.0 $15.1M 0.32% $10.39
Page 4 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%