Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ABSOLUTE INVESTMENT ADVISERS, LLC (CIK 1316187) reported $852.1M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GVA ($24.7M, 2.90%), MKSI ($20.2M, 2.38%), PATK ($18.9M, 2.22%), OSIS ($18.4M, 2.16%), TTEK ($18.4M, 2.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GVA | GRANITE CONSTR INC | $24.7M | 2.90% | 15.0M | Hold |
| 2 | MKSI | MKS INC. | $20.2M | 2.38% | 12.3M | Hold |
| 3 | PATK | PATRICK INDS INC | $18.9M | 2.22% | 10.9M | Hold |
| 4 | OSIS | OSI SYSTEMS INC | $18.4M | 2.16% | 12.0M | Hold |
| 5 | TTEK | TETRA TECH INC NEW | $18.4M | 2.16% | 17.5M | Added |
| 6 | HALO | HALOZYME THERAPEUTICS INC | $18.0M | 2.11% | 14.0M | Hold |
| 7 | CENX | CENTURY ALUM CO | $17.7M | 2.08% | 5.7M | Hold |
| 8 | FLR | FLUOR CORP | $17.1M | 2.00% | 13.9M | Hold |
| 9 | GBX | GREENBRIER COS INC | $15.9M | 1.87% | 13.8M | Hold |
| 10 | AKAM | AKAMAI TECHNOLOGIES INC | $15.8M | 1.85% | 13.8M | Hold |
| 11 | PSN | PARSONS CORP DEL | $15.6M | 1.83% | 15.8M | Added |
| 12 | AAOI | APPLIED OPTOELECTRONICS INC | $15.5M | 1.82% | 7.0M | Trimmed |
| 13 | LMAT | LEMAITRE VASCULAR INC | $14.6M | 1.71% | 13.0M | Added |
| 14 | ANIP | ANI PHARMACEUTICALS INC | $14.2M | 1.67% | 11.5M | Hold |
| 15 | ECPG | ENCORE CAP GROUP INC | $14.2M | 1.66% | 11.2M | Hold |
| 16 | USA | LIBERTY ALL STAR EQUITY FD | $13.4M | 1.57% | 2.4M | Trimmed |
| 17 | ON | ON SEMICONDUCTOR CORP | $12.8M | 1.51% | 13.2M | Hold |
| 18 | FRPT | FRESHPET INC | $12.7M | 1.49% | 11.0M | Hold |
| 19 | LNTH | LANTHEUS HLDGS INC | $12.7M | 1.49% | 10.6M | Hold |
| 20 | WT | WISDOMTREE INC | $12.5M | 1.46% | 9.3M | Added |
| 21 | FLNC | FLUENCE ENERGY INC | $12.1M | 1.42% | 12.0M | Hold |
| 22 | ATEC | ALPHATEC HLDGS INC | $12.0M | 1.41% | 11.8M | New |
| 23 | BSY | BENTLEY SYS INC | $11.9M | 1.40% | 12.5M | Hold |
| 24 | JAZZ INVESTMENTS I LTD | $11.8M | 1.39% | 8.3M | Added | |
| 25 | NTNX | NUTANIX INC | $11.8M | 1.38% | 13.0M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31