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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 34 of 45  ·  887 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TRS TRIMAS CORP Consumer Cyclical 30,244.0 $1.4M 0.00% +14K +90.3% $45.03 -12.5%
662 BKE BUCKLE INC Consumer Cyclical 32,161.0 $1.4M 0.00% +12K +56.9% $42.20 +3.8%
663 FCN FTI CONSULTING INC Industrials 9,089.0 $1.4M 0.00% +3K +45.0% $149.01 +4.5%
664 EEFT EURONET WORLDWIDE INC Technology 18,398.0 $1.3M 0.00% +2K +9.2% $73.19 -4.3%
665 CRGY CRESCENT ENERGY COMPANY Energy 135,304.0 $1.3M 0.00% +17K +14.7% $9.82 +43.2%
666 LEU CENTRUS ENERGY CORP Energy 7,891.0 $1.3M 0.00% +861.0 +12.2% $167.87 +11.0%
667 STBA S & T BANCORP INC Financial Services 26,571.0 $1.3M 0.00% +16K +148.7% $49.08 +2.6%
668 CHH CHOICE HOTELS INTL INC Consumer Cyclical 11,782.0 $1.3M 0.00% +491.0 +4.3% $110.27 -0.6%
669 WMK WEIS MKTS INC Consumer Defensive 16,440.0 $1.3M 0.00% +460.0 +2.9% $78.31 -9.3%
670 INOD INNODATA INC Technology 16,926.0 $1.3M 0.00% +5K +45.2% $75.58 -15.0%
671 TRIP TRIPADVISOR INC Consumer Cyclical 92,890.0 $1.3M 0.00% +3K +3.9% $13.71 -27.1%
672 SKT TANGER INC Real Estate 32,183.0 $1.3M 0.00% +1K +3.3% $39.47 -3.2%
673 GEF GREIF INC Consumer Cyclical 16,935.0 $1.3M 0.00% +2K +14.3% $74.49 +18.0%
674 MCY MERCURY GENL CORP NEW Financial Services 11,822.0 $1.3M 0.00% +9K +323.1% $106.62 -0.9%
675 JBS N.V. 105,208.0 $1.2M 0.00% +16K +17.7% $11.84
676 JJSF J & J SNACK FOODS CORP Consumer Defensive 16,821.0 $1.2M 0.00% +503.0 +3.1% $73.45 +19.3%
677 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 77,936.0 $1.2M 0.00% +50K +179.0% $15.82 +10.7%
678 WSC WILLSCOT HLDGS CORP Industrials 41,385.0 $1.2M 0.00% +4K +11.3% $28.86 -23.3%
679 SLVM SYLVAMO CORP Basic Materials 31,334.0 $1.2M 0.00% +624.0 +2.0% $37.80 -2.7%
680 CSG SYS INTL INC 960,000.0 $1.2M 0.00% +525K +120.7% $1.23
Page 34 of 45  ·  887 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%