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Holdings (Monthly) Guide ↗

Franklin Universal Trust

Monthly Holdings $282M AUM 32 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 342 New 6 Added 14 Reduced 32 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Apollo Commercial Real Estate Finance, Inc. 03762UAD7 1,500,000 SOLD $1.5M
Dornoch Debt Merger Sub, Inc. 25830JAA9 1,550,000 SOLD $1.4M
Smyrna Ready Mix Concrete LLC 83283WAE3 1,200,000 SOLD $1.3M
Herc Holdings, Inc. 42704LAE4 900,000 SOLD $0.9M
LGI Homes, Inc. 50187TAH9 800,000 SOLD $0.8M
Alliant Holdings Intermediate LLC / Alliant Holdings Co-Issuer 01883LAA1 800,000 SOLD $0.8M
Kodiak Gas Services LLC 50012LAC8 700,000 SOLD $0.7M
Chobani Holdco II LLC 169918AA7 654,870 SOLD $0.7M
Constellation Energy Generation LLC 210385AG5 700,000 SOLD $0.7M
Encore Capital Group, Inc. 292554AQ5 600,000 SOLD $0.6M
Clear Channel Outdoor Holdings, Inc. 18453HAD8 500,000 SOLD $0.5M
Expand Energy Corp. 92735LAA0 500,000 SOLD $0.5M
Sunoco LP / Sunoco Finance Corp. 86765LAQ0 500,000 SOLD $0.5M
Cablevision Lightpath LLC 12687GAA7 500,000 SOLD $0.5M
Gray Media, Inc. 389375AP1 355,000 SOLD $0.4M
Newell Brands, Inc. 651229BG0 300,000 SOLD $0.3M
Zebra Technologies Corp. 989207AD7 300,000 SOLD $0.3M
American Axle & Manufacturing, Inc. 02406PBC3 300,000 SOLD $0.3M
EQT Corp. 26884LAM1 300,000 SOLD $0.3M
Fortescue Treasury Pty. Ltd. 30251GBC0 280,000 SOLD $0.3M
OneSky Flight LLC 68278CAA3 250,000 SOLD $0.3M
Prime Security Services Borrower LLC / Prime Finance, Inc. 74166MAF3 240,000 SOLD $0.2M
GGAM Finance Ltd. 36170JAC0 200,000 SOLD $0.2M
Quikrete Holdings, Inc. 74843PAB6 150,000 SOLD $0.2M
Kodiak Gas Services LLC 50012LAE4 130,000 SOLD $0.1M
JH North America Holdings, Inc. 46593WAB1 125,000 SOLD $0.1M
JH North America Holdings, Inc. 46593WAA3 75,000 SOLD $0.1M
Newell Brands, Inc. 651229BF2 75,000 SOLD $0.1M
Transocean Titan Financing Ltd. 89386MAA6 68,095 SOLD $0.1M
American Airlines, Inc. / AAdvantage Loyalty IP Ltd. 00253XAA9 58,334 SOLD $0.1M
Newell Brands, Inc. 651229BE5 50,000 SOLD $0.1M
Murray Energy Corp. 62704PAM5 757,734 SOLD $0.0M