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Access Investment Management LLC

Portfolio Manager
Access Investment Management LLC
Performance
-5.63% (2026 Q1)
AUM (13F)
$375.59M
# of Holdings
157
Performance Rank
Allocation (Top 20)
65.63%

Access Investment Management LLC Holdings Map

Top 50 Access Investment Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JBL
JABIL INC
8.27%117.0K$31.1M
-4.84%(-5.95K)
2025-Q1: 0 shares2025-Q2: 127.8K shares2025-Q3: 122.9K shares2025-Q4: 122.9K shares2026-Q1: 117.0K shares
$127.14(+186.58%)
2026-03-31
URI
UNITED RENTALS INC
6.19%31.9K$23.3M
+0.03%(+8)
2025-Q1: 0 shares2025-Q2: 31.9K shares2025-Q3: 31.9K shares2025-Q4: 31.9K shares2026-Q1: 31.9K shares
$510.18(+83.98%)
2026-03-31
SF
STIFEL FINL CORP
4.21%213.8K$15.8M
+50.01%(+71.26K)
2025-Q1: 0 shares2025-Q2: 142.5K shares2025-Q3: 142.5K shares2025-Q4: 142.5K shares2026-Q1: 213.8K shares
$43.56(+66.64%)
2026-03-31
APO
APOLLO GLOBAL MGMT INC
4.19%141.4K$15.8M
-0.98%(-1.40K)
2025-Q1: 0 shares2025-Q2: 142.7K shares2025-Q3: 142.8K shares2025-Q4: 142.8K shares2026-Q1: 141.4K shares
$91.64(+40.23%)
2026-03-31
SON
SONOCO PRODS CO
4.17%289.9K$15.7M
+11.54%(+29.98K)
2025-Q1: 0 shares2025-Q2: 242.2K shares2025-Q3: 259.9K shares2025-Q4: 259.9K shares2026-Q1: 289.9K shares
$51.06(-3.32%)
2026-03-31
WLY
WILEY JOHN & SONS INC
3.72%366.5K$14.0M
+135.04%(+210.58K)
2025-Q1: 0 shares2025-Q2: 89.3K shares2025-Q3: 155.9K shares2025-Q4: 155.9K shares2026-Q1: 366.5K shares
$36.53(+15.90%)
2026-03-31
C
CITIGROUP INC
3.6%119.2K$13.5M
+0.08%(+90)
2025-Q1: 0 shares2025-Q2: 118.7K shares2025-Q3: 119.1K shares2025-Q4: 119.1K shares2026-Q1: 119.2K shares
$47.47(+163.49%)
2026-03-31
EWBC
EAST WEST BANCORP INC
3.59%126.3K$13.5M
-2.43%(-3.15K)
2025-Q1: 0 shares2025-Q2: 129.0K shares2025-Q3: 129.4K shares2025-Q4: 129.4K shares2026-Q1: 126.3K shares
$62.66(+96.50%)
2026-03-31
DFIN
DONNELLEY FINL SOLUTIONS INC
2.93%233.8K$11.0M
+6.46%(+14.19K)
2025-Q1: 0 shares2025-Q2: 219.3K shares2025-Q3: 219.6K shares2025-Q4: 219.6K shares2026-Q1: 233.8K shares
$58.56(-33.41%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.76%35.3K$10.4M
-22.34%(-10.14K)
2025-Q1: 0 shares2025-Q2: 50.4K shares2025-Q3: 45.4K shares2025-Q4: 45.4K shares2026-Q1: 35.3K shares
$158.41(+93.41%)
2026-03-31

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