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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $65.4B AUM 2,122 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 171 New 887 Added 898 Reduced 118 Exited
Page 44 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 EFC ELLINGTON FINANCIAL INC Real Estate 18,993.0 $258K -66K -77.8% $13.61 +0.1%
862 HHH HOWARD HUGHES HOLDINGS INC Real Estate 3,493.0 $250K -4K -52.7% $71.49 -7.0%
863 WHR WHIRLPOOL CORP Consumer Cyclical 6,167.0 $243K -15K -70.9% $39.42 +2.4%
864 FCF FIRST COMWLTH FINL CORP PA Financial Services 11,809.0 $240K -29K -70.8% $20.33 +3.7%
865 JBGS JBG SMITH PPTYS Real Estate 16,197.0 $238K -12K -41.7% $14.67 -14.8%
866 OFRM ONCE UPON A FARM PBC Consumer Defensive 11,532.0 $236K -6K -34.9% $20.48 -15.3%
867 BTU PEABODY ENERGY CORP Energy 10,192.0 $236K -14K -57.3% $23.12 +19.4%
868 DV DOUBLEVERIFY HLDGS INC Technology 21,736.0 $236K -12K -34.8% $10.84 +22.8%
869 IE IVANHOE ELECTRIC INC Technology 24,423.0 $235K -12K -32.5% $9.61 +17.3%
870 XRAY DENTSPLY SIRONA INC Healthcare 21,874.0 $232K -22K -49.8% $10.61 +2.9%
871 VERA VERA THERAPEUTICS INC Healthcare 5,407.0 $232K -12K -68.1% $42.91 -24.8%
872 CXT CRANE NXT CO Industrials 4,503.0 $230K -18K -79.8% $51.16 -1.9%
873 BBCP CONCRETE PUMPING HLDGS INC Industrials 18,439.0 $222K -26K -58.2% $12.05 -22.7%
874 RLAY RELAY THERAPEUTICS INC Healthcare 11,626.0 $218K -2K -16.2% $18.71 +3.9%
875 CFFN CAPITOL FED FINL INC Financial Services 25,348.0 $216K -64K -71.6% $8.51 +0.2%
876 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 6,301.0 $210K -9K -59.3% $33.39 -22.6%
877 DIGITALBRIDGE GROUP INC 13,202.0 $208K -519.0 -3.8% $15.78
878 ERII ENERGY RECOVERY INC Industrials 22,976.0 $207K -11K -33.3% $9.02 -12.4%
879 SAM BOSTON BEER INC Consumer Defensive 1,168.0 $207K -981.0 -45.6% $177.03 +5.0%
880 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 11,083.0 $206K -4K -28.1% $18.57 -26.5%
Page 44 of 45  ·  898 positions

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.

Sector Allocation
Technology 37.4%
Financial Services 10.8%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Communication Services 8.1%
Consumer Defensive 4.4%
Real Estate 4.3%
Energy 2.6%
Basic Materials 2.4%