Access Investment Management LLC

Est. AUM

$375.6M

13F long equity, this entity only

Positions

156

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JABIL INC	COM	$31.1M	116955	8.27%	SOLE
2	UNITED RENTALS INC	COM	$23.3M	31922	6.19%	SOLE
3	STIFEL FINL CORP	COM	$15.8M	213750	4.21%	SOLE
4	APOLLO GLOBAL MGMT INC	COM	$15.8M	141409	4.20%	SOLE
5	SONOCO PRODS CO	COM	$15.7M	289855	4.17%	SOLE
6	WILEY JOHN & SONS INC	CL A	$14.0M	366520	3.72%	SOLE
7	CITIGROUP INC	COM NEW	$13.5M	119182	3.60%	SOLE
8	EAST WEST BANCORP INC	COM	$13.5M	126250	3.59%	SOLE
9	DONNELLEY FINL SOLUTIONS INC	COM	$11.0M	233835	2.93%	SOLE
10	JPMORGAN CHASE & CO	COM	$10.4M	35250	2.76%	SOLE
11	BANK AMERICA CORP	COM	$10.2M	210075	2.73%	SOLE
12	CUSTOMERS BANCORP INC	COM	$9.7M	139940	2.59%	SOLE
13	GENPACT LIMITED	SHS	$9.4M	252522	2.50%	SOLE
14	ON SEMICONDUCTOR CORP	COM	$8.6M	138445	2.28%	SOLE
15	AGNICO EAGLE MINES LTD	COM	$8.1M	40000	2.16%	SOLE
16	SALLY BEAUTY HLDGS INC	COM	$7.8M	563855	2.08%	SOLE
17	PVH CORPORATION	COM	$7.5M	107950	2.01%	SOLE
18	OPEN TEXT CORP	COM	$7.1M	320215	1.90%	SOLE
19	FIFTH THIRD BANCORP	COM	$7.1M	153100	1.89%	SOLE
20	LINCOLN NATL CORP IND	COM	$7.0M	196500	1.86%	SOLE
21	VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$6.7M	68345	1.78%	SOLE
22	LKQ CORP	COM	$6.4M	216515	1.69%	SOLE
23	DXC TECHNOLOGY CO	COM	$6.3M	497670	1.67%	SOLE
24	LIQUIDITY SVCS INC	COM	$6.1M	200170	1.63%	SOLE
25	INTEGRA LIFESCIENCES HLDGS C	COM NEW	$6.0M	640535	1.61%	SOLE
26	LA Z BOY INC	COM	$5.9M	184375	1.58%	SOLE
27	SMURFIT WESTROCK PLC	SHS	$5.8M	145675	1.55%	SOLE
28	AVNET INC	COM	$4.9M	80000	1.31%	SOLE
29	LADDER CAP CORP	CL A	$4.7M	483796	1.26%	SOLE
30	OMNICOM GROUP INC	COM	$4.6M	60820	1.22%	SOLE
31	ISHARES TR	INTL SEL DIV ETF	$4.5M	106890	1.21%	SOLE
32	COGNIZANT TECHNOLOGY SOLUTIO	CL A	$4.5M	73075	1.19%	SOLE
33	RAYMOND JAMES FINL INC	COM	$4.3M	29716	1.15%	SOLE
34	ISHARES TR	SP SMCP600VL ETF	$3.9M	32568	1.03%	SOLE
35	BALL CORP	COM	$3.5M	58470	0.92%	SOLE
36	VANGUARD INDEX FDS	SM CP VAL ETF	$3.3M	15000	0.87%	SOLE
37	TURNING PT BRANDS INC	COM	$2.8M	32335	0.75%	SOLE
38	WINTRUST FINL CORP	COM	$2.5M	18275	0.68%	SOLE
39	COMCAST CORP NEW	CL A	$2.1M	73750	0.56%	SOLE
40	COLUMBIA BKG SYS INC	COM	$2.1M	75790	0.55%	SOLE
41	FIRST HORIZON CORPORATION	COM	$2.1M	90530	0.55%	SOLE
42	INGREDION INC	COM	$2.0M	18165	0.54%	SOLE
43	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.0M	20800	0.52%	SOLE
44	FIRSTSUN CAP BANCORP	COM	$2.0M	53725	0.52%	SOLE
45	KFORCE INC	COM	$1.9M	65520	0.51%	SOLE
46	FIRST WATCH RESTAURANT GROUP	COM	$1.7M	161210	0.45%	SOLE
47	JOHNSON & JOHNSON	COM	$1.3M	5341	0.35%	SOLE
48	UNITED THERAPEUTICS CORP DEL	COM	$1.3M	2171	0.34%	SOLE
49	COLUMBUS MCKINNON CORP N Y	COM	$1.2M	83100	0.32%	SOLE
50	RITHM CAPITAL CORP	COM NEW	$1.2M	126000	0.32%	SOLE

1–50 of 156

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.