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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 8 of 25  ·  497 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IRON HORSE ACQUISIT CORP II 973,608.0 $9.7M 0.20% NEW $9.94
142 FLR FLUOR CORP NEW Industrials 243,707.0 $9.7M 0.20% NEW $39.63 +14.8%
143 D. BORAL ARC ACQ I CORP. 948,694.0 $9.5M 0.20% -301K -24.1% $10.03
144 SPRING VY ACQUISITION CORP I 934,046.0 $9.5M 0.20% NEW $10.15
145 MCKINLEY ACQUISITION CORP 950,571.0 $9.5M 0.20% NEW $9.97
146 PROCAP ACQUISITION CORP 929,604.0 $9.4M 0.20% $10.13
147 CRANE HBR ACQUISITION CORP 867,540.0 $9.3M 0.20% -596K -40.7% $10.77
148 GSR IV ACQUISITION CORP 934,050.0 $9.3M 0.20% NEW $9.99
149 CTLP CANTALOUPE INC Technology 870,900.0 $9.2M 0.20% $10.62 +5.5%
150 AXIOM INTELLIGENCE AC CORP 1 913,726.0 $9.2M 0.19% $10.07
151 A PARADISE ACQUISITION CORP 913,550.0 $9.2M 0.19% $10.05
152 JETBLUE AIRWAYS CORP 9,375,000.0 $9.1M 0.19% NEW $0.97
153 ACTIVATE ENERGY ACQUISITION 910,266.0 $9.1M 0.19% NEW $10.00
154 EGH ACQUISITION CORP. 893,685.0 $9.1M 0.19% $10.14
155 GENERAL PURP ACQUISITION COR 904,811.0 $9.1M 0.19% NEW $10.01
156 BDCI BTC DEV CORP Financial Services 888,512.0 $8.9M 0.19% NEW $10.02 +0.1%
157 PRA PROASSURANCE CORP Financial Services 366,317.0 $8.9M 0.19% +16K +4.6% $24.16 +1.8%
158 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 770,000.0 $8.8M 0.18% -230K -23.0% $11.39 +2.7%
159 GWRE GUIDEWIRE SOFTWARE INC Technology 42,954.0 $8.6M 0.18% -10K -18.4% $201.01 -38.5%
160 TLNC TALON CAP CORP Financial Services 845,133.0 $8.5M 0.18% NEW $10.10 +1.0%
Page 8 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%