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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001353570

Campbell & CO Investment Adviser LLC

BALTIMORE, MD · File #028-11899

Latest AUM
$2.08B
Positions
1,096
Top-10 Concentration
29.2%
Filings
12

Sector Allocation

Healthcare
13.8%$287.1M
Industrials
11.3%$236.6M
Technology
10.0%$208.3M
Financials
7.6%$158.7M
Energy
5.8%$120.3M
Materials
3.8%$79.3M
Utilities
1.4%$28.2M
Real Estate
0.8%$15.7M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ITT IncITT91,307$15.8M3.36%
2Cheniere Energy IncLNG81,471$15.8M3.36%
3United Rentals IncURI17,367$14.1M2.98%
4BHP Group LtdBHPLF232,558$14.0M2.98%
5Cullen/Frost Bankers IncCFR-PB110,067$13.9M2.96%
6Pool CorpPOOL60,568$13.9M2.94%
7Ameris BancorpABCB174,979$13.0M2.76%
8Bank of America Corp060505104233,564$12.8M2.72%
9AECOMACM130,836$12.5M2.65%
10Associated Banc-CorpASBA462,794$11.9M2.53%
11DTE Energy CoDTK79,581$10.3M2.18%
12Netflix IncNFLX108,245$10.1M2.15%
13Allstate Corp/TheALL-PJ48,407$10.1M2.14%
14Labcorp Holdings IncLH39,952$10.0M2.13%
15Southwest Airlines Co844741108238,805$9.9M2.09%
16Agilent Technologies IncA72,512$9.9M2.09%
17Bio-Rad Laboratories Inc09057220731,478$9.5M2.02%
18JPMorgan Chase & CoVYLD29,196$9.4M2.00%
19Argenx SEARGX11,177$9.4M1.99%
20Veeva Systems IncVEEV42,102$9.4M1.99%