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Portfolio (Quarterly) Guide ↗

OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)

· CIK 0001132716
13F Portfolio $2.4B AUM 13 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 12 New 1 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PLYMOUTH I 350,677.0 $7.7M 0.31% -301K -46.2% $21.88

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.