Access Investment Management LLC
•CIK: 2010477•Filing: Q4 2025
**Access Investment Management LLC** manages $372M across a diversified portfolio of 167 positions. The fund exhibits significant concentration in technology and financial sectors, notably holding URI at $30.5M and JBL at $26.7M. Further top allocations include APO ($19.0M) and SF ($16.2M), indicating targeted, high-conviction bets within its investment mandate.
Total AUM
$372.2M
QoQ Performance
+0.0%
Positions
160
Top 10 Concentration
45.4%
Latest Filing
Q4 2025
Top Holdings Allocation
URI
JBL
APO
URI8.2%
JBL7.2%
APO5.1%
SF4.3%
JPM3.8%
SMURFIT3.8%
EWBC3.7%
TRVC3.2%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other88.6%
Financial8.6%
Communication1.7%
Healthcare0.4%
Technology0.3%
Industrial0.2%
Consumer0.1%
Utilities0.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023