Access Investment Management LLC

CIK: 0002010477Latest portfolio: $372.2M · Q4 2025

Holdings

167

Total Value

$372.2M

New Positions

167

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
URIUNITED RENTALS INC
31,914$30.5M8.19%NEW
2
JBLJABIL INC
122,900$26.7M7.17%NEW
3
APOAPOLLO GLOBAL MGMT INC
142,812$19.0M5.11%NEW
4
SFSTIFEL FINL CORP
142,492$16.2M4.34%NEW
5
JPMJPMORGAN CHASE & CO.
45,392$14.3M3.85%NEW
6
SWSMURFIT WESTROCK PLC
331,275$14.1M3.79%NEW
7
EWBCEAST WEST BANCORP INC
129,400$13.8M3.70%NEW
8
TRVCCITIGROUP INC
119,092$12.1M3.25%NEW
9
DFINDONNELLEY FINL SOLUTIONS INC
219,645$11.3M3.04%NEW
10
SONSONOCO PRODS CO
259,875$11.2M3.01%NEW
11
BACBANK AMERICA CORP
210,075$10.8M2.91%NEW
12
GGENPACT LIMITED
246,775$10.3M2.78%NEW
13
S7VSALLY BEAUTY HLDGS INC
564,055$9.2M2.47%NEW
14
CUBICUSTOMERS BANCORP INC
132,415$8.7M2.33%NEW
15
LNCLINCOLN NATL CORP IND
196,500$7.9M2.13%NEW
16
OTXOPEN TEXT CORP
199,835$7.5M2.01%NEW
17
PRGOPERRIGO CO PLC
334,935$7.5M2.00%NEW
18
TPBTURNING PT BRANDS INC
73,590$7.3M1.95%NEW
19
ONON SEMICONDUCTOR CORP
138,490$6.8M1.83%NEW
20
FITBFIFTH THIRD BANCORP
153,100$6.8M1.83%NEW
21
AEMAGNICO EAGLE MINES LTD
40,000$6.7M1.81%NEW
22
WLYWILEY JOHN & SONS INC
155,940$6.3M1.70%NEW
23
WHRWHIRLPOOL CORP
76,985$6.1M1.63%NEW
24
VPLVANGUARD INTL EQUITY INDEX F
68,145$6.0M1.61%NEW
25
AVTAVNET INC
110,000$5.8M1.55%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.9032161681431713e+126T)
Consumer Cyclical0.0% ($1.410211198605144e+58T)
Technology0.0% ($2.6690103376828573e+49T)
Unknown0.0% ($1.2087918274695005e+38T)
Industrials0.0% ($3.046712621189911e+33T)
Communication Services0.0% ($631055722664747264.0T)
Healthcare0.0% ($74595337124440032.0T)
Real Estate0.0% ($480414461074.9T)
Consumer Defensive0.0% ($72754976.7T)
Utilities0.0% ($413.2B)
Energy0.0% ($736.1M)
Basic Materials0.0% ($674.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 2, 2026$372.2M167
Q3 2025Nov 4, 2025$372.2B0
Q2 2025Aug 5, 2025$351.2B175
Q4 2024Feb 4, 2025$345.1B99

Fund Information

CIK0002010477
Most Recent FilingFeb 2, 2026
Number of Filings4

Access Investment Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $372.2M across 167 holdings. The largest position is UNITED RENTALS INC (URI), representing 8.2% of the portfolio. Compared to the previous quarter, the fund opened 167 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.