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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 47 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 WKC WORLD KINECT CORPORATION Energy 158,733.0 $5.2M 0.01% -964.0 -0.6% $32.94 +8.1%
922 VIKING HOLDINGS LTD 49,712.0 $5.2M 0.01% +10K +25.1% $104.67
923 HOG HARLEY DAVIDSON INC Consumer Cyclical 212,147.0 $5.2M 0.01% -7K -3.4% $24.46 +15.7%
924 DNOW DNOW INC Energy 399,964.0 $5.2M 0.01% +24K +6.4% $12.97 +19.3%
925 PLAB PHOTRONICS INC Technology 158,083.0 $5.1M 0.01% -131K -45.4% $32.53 -9.2%
926 TDC TERADATA CORP DEL Technology 148,184.0 $5.1M 0.01% -16K -9.6% $34.65 -20.6%
927 MMS MAXIMUS INC Industrials 95,450.0 $5.1M 0.01% +39K +70.2% $53.76 +8.3%
928 FBNC FIRST BANCORP N C Financial Services 79,902.0 $5.1M 0.01% +18K +30.0% $63.93 +2.1%
929 U HAUL HOLDING COMPANY 87,884.0 $5.1M 0.01% +2K +2.3% $57.70
930 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 59,068.0 $5.1M 0.01% +17K +41.2% $85.75 +3.0%
931 UNM UNUM GROUP Financial Services 56,519.0 $5.1M 0.01% -10K -14.4% $89.40 +0.1%
932 PRIM PRIMORIS SVCS CORP Industrials 50,631.0 $5.0M 0.01% +6K +13.3% $99.12 -24.2%
933 KAI KADANT INC Industrials 15,881.0 $5.0M 0.01% +7K +79.0% $314.23 -0.5%
934 PRDO PERDOCEO ED CORP Consumer Defensive 155,393.0 $5.0M 0.01% -10K -6.2% $32.00 +3.2%
935 LYFT LYFT INC Technology 340,023.0 $5.0M 0.01% +262K +334.4% $14.61 +21.0%
936 YELP YELP INC Communication Services 202,575.0 $5.0M 0.01% -22K -9.8% $24.52 -2.8%
937 CHE CHEMED CORP NEW Healthcare 10,660.0 $5.0M 0.01% +1K +11.1% $465.74 +16.2%
938 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 59,336.0 $5.0M 0.01% -38K -39.3% $83.48 +4.0%
939 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 287,980.0 $5.0M 0.01% +16K +5.8% $17.20 -1.9%
940 ASTS AST SPACEMOBILE INC Technology 55,656.0 $4.9M 0.01% -6K -10.0% $88.86 -29.8%
Page 47 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%