DOSSIER · 13F-HR · Q3 2026

Access Investment Management LLC

$412M in tracked AUM across 135 positions as of Q3 2026.

AI
CIK 0002010477 · last filed Sep 30, 2026
Total AUM
$412M
as of Q3 2026
Holdings
135
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Access Investment Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
URI
UNITED RENTALS INC
$32M32K7.8%
02
WLY
WILEY JOHN & SONS INC
$18M368K4.3%
03
APO
APOLLO GLOBAL MGMT INC
$16M142K4.0%
04
EWBC
EAST WEST BANCORP INC
$16M128K3.8%
05
C
CITIGROUP INC
$16M120K3.8%
06
SF
STIFEL FINL CORP
$15M214K3.6%
07
DFIN
DONNELLEY FINL SOLUTIONS INC
$15M309K3.5%
08
SON
SONOCO PRODS CO
$14M295K3.5%
09
G3922B107
GENPACT LIMITED
$12M365K2.9%
10
JPM
JPMORGAN CHASE & CO
$12M35K2.8%

Filing history

2026Q3Sep 30
$412M▲ 5.4%
135 positionsView →
2026Q2Jun 30
$391M▲ 4.0%
144 positionsView →
2026Q1Mar 31
$376M▲ 0.9%
157 positionsView →
2025Q4Dec 31
$372M— 0.0%
167 positionsView →
2025Q3Sep 30
$372M▲ 6.0%
167 positionsLocked
2025Q2Jun 30
$351M▲ 1.8%
175 positionsLocked
2024Q4Dec 31
$345M▲ 5.1%
99 positionsLocked
2024Q3Sep 30
$328M▲ 6.7%
104 positionsLocked
2024Q2Jun 30
$308M▲ 1.6%
103 positionsLocked
2024Q1Mar 31
$303M▲ 12.9%
98 positionsLocked
2023Q4Dec 31
$268M—
88 positionsLocked