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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 27 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 183,476.0 $14.3M 0.02% +37K +25.0% $77.73 -7.9%
522 USFD US FOODS HLDG CORP Consumer Defensive 139,355.0 $14.2M 0.02% -8K -5.5% $102.25 +7.2%
523 PNR PENTAIR PLC Industrials 184,935.0 $14.2M 0.02% -29K -13.4% $76.66 -16.0%
524 FIS FIDELITY NATL INFORMATION SV Technology 361,295.0 $14.2M 0.02% +6K +1.7% $39.20 +5.5%
525 EHC ENCOMPASS HEALTH CORP Healthcare 139,968.0 $14.1M 0.02% -2K -1.1% $101.08 +19.0%
526 OXY OCCIDENTAL PETE CORP Energy 289,520.0 $14.1M 0.02% $48.84 +25.5%
527 BWA BORGWARNER INC Consumer Cyclical 212,708.0 $14.1M 0.02% -67K -23.9% $66.40 +2.1%
528 BPOP POPULAR INC Financial Services 85,961.0 $14.1M 0.02% +7K +9.3% $164.18 +3.0%
529 IRHYTHM TECHNOLOGIES INC 12,620,000.0 $14.0M 0.02% NEW $1.11
530 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 373,910.0 $14.0M 0.02% -52K -12.2% $37.42 +126.3%
531 SPXC SPX TECHNOLOGIES INC Industrials 57,049.0 $14.0M 0.02% -8K -12.0% $245.17 -15.5%
532 HUT 8 CORP 120,460.0 $13.9M 0.02% -71K -37.2% $115.44
533 TVTX TRAVERE THERAPEUTICS INC Healthcare 244,606.0 $13.9M 0.02% -2K -0.8% $56.81 +15.7%
534 ZION ZIONS BANCORPORATION N A Financial Services 200,622.0 $13.9M 0.02% +47K +30.8% $69.19 -1.5%
535 DY DYCOM INDS INC Industrials 27,201.0 $13.8M 0.02% +6K +26.1% $505.59 -22.3%
536 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 336,653.0 $13.7M 0.02% +215K +177.2% $40.84 +10.5%
537 BYD BOYD GAMING CORP Consumer Cyclical 155,636.0 $13.7M 0.02% +62K +65.3% $88.33 -8.5%
538 WRB BERKLEY W R CORP Financial Services 187,080.0 $13.6M 0.02% -39K -17.3% $72.80 -5.8%
539 ASB ASSOCIATED BANC CORP Financial Services 442,032.0 $13.6M 0.02% +41K +10.1% $30.77 +0.2%
540 BUNGE GLOBAL SA 127,257.0 $13.6M 0.02% +4K +3.2% $106.68
Page 27 of 107  ·  2,122 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%