AI Analysis · Q1 2026 · Q1 2026
Aureus Asset Management, LLC (CIK: 0001381296) — 13F Filing Analysis
Report Period: Q3 2025 (Report Date: 2025-09-30)
1. Portfolio Overview
Aureus Asset Management’s Q3 2025 filing reveals a period of substantial capital contraction and strategic realignment. The total portfolio value decreased sharply by 49.5%, dropping from $1.56 billion to $789.3 million. This reduction in assets under management (AUM) is driven not merely by market performance but by significant active ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…