Southeastern Asset Management’s Albertsons Companies ACI Stock Holding History

Southeastern Asset Management’s Portfolio ACI Stock Details ACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$117M	Buy	8,636,262 +1,216,461	+16%	+$19.5M	6.09%	5
2026 Q1	$126M	Buy	7,419,801 +1,253,089	+20%	+$21.8M	6.22%	5
2025 Q4	$106M	Buy	6,166,712 +1,222,843	+25%	+$21.8M	4.72%	8
2025 Q3	$86.6M	Buy	4,943,869 +1,481,692	+43%	+$29.1M	4.42%	8
2025 Q2	$74.5M	Sell	3,462,177 -1,605,998	-32%	-$34.9M	3.75%	10
2025 Q1	$111M	Sell	5,068,175 -698,544	-12%	-$14.4M	5.94%	4
2024 Q4	$113M	Buy	5,766,719 +2,993,988	+108%	+$56.8M	5.35%	7
2024 Q3	$51.2M	Buy	+2,772,731	New	+$54.3M	2.42%	18

Other funds holding ACI

CCM

Cerberus Capital Management New York $2.1B AUM 36.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Southeastern Asset Management's ACI Position: Q2 2026 in Review

Southeastern Asset Management increased its Albertsons Companies (ACI) stake by 16% in Q2 2026, buying an estimated $19.5M and bringing the position to 8,636,262 shares worth $117M. The position accounts for 6.09% of the portfolio, ranked #5.

Southeastern Asset Management first reported a position in ACI in Q3 2024 and has held it in 8 quarters since. The position peaked at $126M in Q1 2026. 447 funds tracked by Wall St. Rank hold ACI as of Q2 2026.

Southeastern Asset Management held 8,636,262 shares of Albertsons Companies worth $117M as of Q2 2026.
Southeastern Asset Management bought 1,216,461 Albertsons Companies shares in Q2 2026, an estimated $19.5M.
Albertsons Companies made up 6.09% of Southeastern Asset Management's portfolio in Q2 2026, its #5 holding.
Southeastern Asset Management first reported a position in Albertsons Companies in Q3 2024 and has held it in 8 quarters since.
Southeastern Asset Management's Albertsons Companies position peaked at $126M in Q1 2026.
447 funds tracked by Wall St. Rank held Albertsons Companies as of Q2 2026.

Based on Southeastern Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.