Cliff Asness's BHE Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 60,099 shares of Benchmark Electronics, Inc. (BHE) worth $3.37 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 54 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in BHE, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2023, adding 152,027 shares. Largest reduction occurred in Q3 2018, reducing 251,449 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Benchmark Electronics (BHE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Benchmark Electronics (BHE) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +672 | Add 1.13% | 60,099 | $56.06 |
| Q4 2025 | +1,375 | Add 2.37% | 59,427 | $42.76 |
| Q3 2025 | -3,454 | Reduce 5.62% | 58,052 | $38.55 |
| Q2 2025 | -16,328 | Reduce 20.98% | 61,506 | $38.83 |
| Q1 2025 | -18,726 | Reduce 19.39% | 77,834 | $38.03 |
| Q4 2024 | -30,668 | Reduce 24.10% | 96,560 | $45.40 |
| Q3 2024 | -5,624 | Reduce 4.23% | 127,228 | $44.32 |
| Q2 2024 | -97,469 | Reduce 42.32% | 132,852 | $39.46 |
| Q1 2024 | -31,961 | Reduce 12.19% | 230,321 | $30.01 |
| Q4 2023 | -11,534 | Reduce 4.21% | 262,282 | $27.64 |
| Q3 2023 | -15,609 | Reduce 5.39% | 273,816 | $24.26 |
| Q2 2023 | +5,791 | Add 2.04% | 289,425 | $25.83 |
| Q1 2023 | +152,027 | Add 115.52% | 283,634 | $23.69 |
| Q4 2022 | +42,453 | Add 47.62% | 131,607 | $26.69 |
| Q3 2022 | +37,624 | Add 73.01% | 89,154 | $24.78 |
| Q2 2022 | +770 | Add 1.52% | 51,530 | $22.57 |
| Q1 2022 | -15,067 | Reduce 22.89% | 50,760 | $25.04 |
| Q4 2021 | -7,547 | Reduce 10.29% | 65,827 | $27.10 |
| Q3 2021 | +13,834 | Add 23.23% | 73,374 | $26.71 |
| Q2 2021 | +16,513 | Add 38.38% | 59,540 | $28.47 |
| Q1 2021 | -2,461 | Reduce 5.41% | 43,027 | $30.91 |
| Q4 2020 | -41,438 | Reduce 47.67% | 45,488 | $27.02 |
| Q3 2020 | -59,128 | Reduce 40.48% | 86,926 | $20.16 |
| Q2 2020 | -17,481 | Reduce 10.69% | 146,054 | $21.60 |
| Q1 2020 | -36,186 | Reduce 18.12% | 163,535 | $19.99 |
| Q4 2019 | +117,598 | Add 143.20% | 199,721 | $34.36 |
| Q3 2019 | +32,072 | Add 64.08% | 82,123 | $29.05 |
| Q2 2019 | +40,474 | Add 422.62% | 50,051 | $25.11 |
| Q1 2019 | -3,222 | Reduce 25.17% | 9,577 | $26.21 |
| Q4 2018 | -43,884 | Reduce 77.42% | 12,799 | $21.17 |
| Q3 2018 | -251,449 | Reduce 81.60% | 56,683 | $23.39 |
| Q2 2018 | -163,930 | Reduce 34.73% | 308,132 | $29.15 |
| Q1 2018 | -23,644 | Reduce 4.77% | 472,062 | $29.85 |
| Q4 2017 | -11,303 | Reduce 2.23% | 495,706 | $29.10 |
| Q3 2017 | -20,217 | Reduce 3.83% | 507,009 | $34.15 |
| Q2 2017 | +95,359 | Add 22.08% | 527,226 | $32.30 |
| Q1 2017 | +22,626 | Add 5.53% | 431,867 | $31.80 |
| Q4 2016 | +2,669 | Add 0.66% | 409,241 | $30.50 |
| Q3 2016 | +107,835 | Add 36.10% | 406,572 | $24.95 |
| Q2 2016 | +21,551 | Add 7.77% | 298,737 | $21.15 |
| Q1 2016 | -24,071 | Reduce 7.99% | 277,186 | $23.05 |
| Q4 2015 | +75,505 | Add 33.45% | 301,257 | $20.67 |
| Q3 2015 | -44,023 | Reduce 16.32% | 225,752 | $21.76 |
| Q2 2015 | +6,235 | Add 2.37% | 269,775 | $21.78 |
| Q1 2015 | +2,828 | Add 1.08% | 263,540 | $24.03 |
| Q4 2014 | -16,547 | Reduce 5.97% | 260,712 | $25.44 |
| Q3 2014 | -18,500 | Reduce 6.26% | 277,259 | $22.21 |
| Q2 2014 | +30,800 | Add 11.62% | 295,759 | $25.48 |
| Q1 2014 | +32,600 | Add 14.03% | 264,959 | $22.65 |
| Q4 2013 | +64,111 | Add 38.11% | 232,359 | $23.08 |
| Q3 2013 | +3,801 | Add 2.31% | 168,248 | $22.89 |
| Q2 2013 | +164,447 | Add 0.00% | 164,447 | $20.10 |
| Q4 2012 | +162,747 | Add 0.00% | 162,747 | $16.62 |
Cliff Asness's Benchmark Electronics Investment FAQs
Cliff Asness first purchased Benchmark Electronics, Inc. (BHE) in Q4 2012, acquiring 162,747 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Benchmark Electronics, Inc. (BHE) for 54 quarters since Q4 2012.
Cliff Asness's largest addition to Benchmark Electronics, Inc. (BHE) was in Q2 2013, adding 164,447 shares worth $3.3 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 60,099 shares of Benchmark Electronics, Inc. (BHE), valued at approximately $3.37 M.
As of the Q1 2026 filing, Benchmark Electronics, Inc. (BHE) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Benchmark Electronics, Inc. (BHE) was 527,226 shares, as reported at the end of Q2 2017.