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Portfolio (Quarterly) Guide ↗

Bridgewater Associates, LP

· CIK 0001350694
13F Portfolio $24.4B AUM 997 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 214 New 394 Added 376 Reduced 210 Exited
Page 12 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DHI D R HORTON INC Consumer Cyclical 42,798.0 $7.0M 0.03% +20K +83.8% $162.88 -7.6%
222 ADNT ADIENT PLC Consumer Cyclical 378,873.0 $7.0M 0.03% +89K +30.6% $18.38 +7.3%
223 GLNG GOLAR LNG LTD Energy 137,215.0 $6.8M 0.03% +41K +42.9% $49.84 +4.8%
224 SBUX STARBUCKS CORP Consumer Cyclical 66,482.0 $6.8M 0.03% +743.0 +1.1% $102.19 +4.0%
225 SMG SCOTTS MIRACLE-GRO CO Basic Materials 99,119.0 $6.8M 0.03% +37K +58.8% $68.11 -10.8%
226 ORI OLD REP INTL CORP Financial Services 164,925.0 $6.7M 0.03% +71K +75.8% $40.92 +3.6%
227 EEFT EURONET WORLDWIDE INC Technology 89,401.0 $6.5M 0.03% +59K +196.9% $73.19 -4.5%
228 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 58,279.0 $6.5M 0.03% +10K +19.8% $111.79 -4.8%
229 KBR KBR INC Industrials 188,121.0 $6.5M 0.03% +100K +113.8% $34.53 +9.7%
230 VICI VICI PPTYS INC Real Estate 243,817.0 $6.5M 0.03% +218K +833.8% $26.55 +1.4%
231 MIR MIRION TECHNOLOGIES INC Industrials 359,138.0 $6.4M 0.03% +7K +2.1% $17.93 -18.0%
232 RRC RANGE RES CORP Energy 172,826.0 $6.4M 0.03% +40K +30.1% $37.19 +11.2%
233 POST POST HLDGS INC Consumer Defensive 72,779.0 $6.4M 0.03% +14K +23.7% $88.26 -6.5%
234 AER AERCAP HOLDINGS NV Industrials 43,089.0 $6.3M 0.03% +19K +78.9% $145.78 +1.2%
235 PPC PILGRIMS PRIDE CORP Consumer Defensive 220,951.0 $6.2M 0.03% +132K +147.6% $28.11 +15.2%
236 KSS KOHLS CORP Consumer Cyclical 347,967.0 $6.2M 0.03% +236K +210.0% $17.72 +2.1%
237 CRUS CIRRUS LOGIC INC Technology 40,733.0 $6.1M 0.03% +9K +26.5% $148.53 -24.6%
238 IE IVANHOE ELECTRIC INC Technology 627,037.0 $6.0M 0.03% +60K +10.6% $9.61 +21.4%
239 THG HANOVER INS GROUP INC Financial Services 28,113.0 $6.0M 0.03% +12K +76.2% $214.12 +6.0%
240 KVUE KENVUE INC Consumer Defensive 311,241.0 $5.9M 0.02% +186K +149.1% $19.11 +2.2%
Page 12 of 20  ·  394 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 27.1%
Technology 25.5%
Industrials 8.5%
Healthcare 7.7%
Energy 7.2%
Consumer Cyclical 6.4%
Utilities 5.4%
Basic Materials 5.2%
Communication Services 3.8%
Consumer Defensive 2.8%