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Unifi Asset Management LP 13F holdings, Q1 2026

Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →

Unifi Asset Management LP disclosed 86 US equity positions worth $174.6m in its Q1 2026 13F filing. The largest position was SPY at 39.1% of the reported book, followed by MET and PRU.

· Q2 2026 →

What did Unifi Asset Management LP own in Q1 2026? Top 50 positions

#StockSectorWeightValueSharesΔ sharesvs prior
1 SPY STATE STR SPDR S&P 500 ETF T 39.1%$68.2m104,870
2 MET METLIFE INC Financial Services 3.1%$5.5m77,087
3 PRU PRUDENTIAL FINL INC Financial Services 2.9%$5.0m51,074
4 UNH UNITEDHEALTH GROUP INC Healthcare 2.6%$4.6m16,906
5 GM GENERAL MTRS CO Consumer Cyclical 2.5%$4.3m58,323
6 BA BOEING CO Industrials 2.5%$4.3m21,700
7 AIG AMERICAN INTL GROUP INC Financial Services 1.8%$3.2m42,266
8 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 1.8%$3.1m35,407
9 TDG TRANSDIGM GROUP INC Industrials 1.7%$3.0m2,614
10 DIS DISNEY WALT CO Communication Services 1.7%$3.0m30,852
11 CRWV COREWEAVE INC Technology 1.7%$2.9m37,982
12 AXP AMERICAN EXPRESS CO Financial Services 1.6%$2.8m9,233
13 CVS CVS HEALTH CORP Healthcare 1.5%$2.6m36,797
14 BSX BOSTON SCIENTIFIC CORP Healthcare 1.5%$2.6m41,123
15 AVGO BROADCOM INC Technology 1.3%$2.3m7,324
16 INTC INTEL CORP Technology 1.3%$2.3m51,106
17 F FORD MTR CO Consumer Cyclical 1.2%$2.1m185,700
18 IBM INTERNATIONAL BUSINESS MACHS Technology 1.2%$2.1m8,480
19 TLT ISHARES TR 1.1%$2.0m23,070
20 HCA HCA HEALTHCARE INC Healthcare 1.1%$1.9m4,008
21 OMF ONEMAIN HLDGS INC Financial Services 1.1%$1.9m34,800
22 AMD ADVANCED MICRO DEVICES INC Technology 1.1%$1.8m9,028
23 VZ VERIZON COMMUNICATIONS INC Communication Services 1.0%$1.8m36,100
24 CE CELANESE CORP DEL Basic Materials 1.0%$1.8m27,218
25 GE GE AEROSPACE Industrials 1.0%$1.7m5,987
26 DHR DANAHER CORP DEL Healthcare 0.9%$1.5m7,900
27 SPG SIMON PPTY GROUP INC NEW Real Estate 0.8%$1.4m7,247
28 CPB THE CAMPBELLS COMPANY Consumer Defensive 0.8%$1.3m59,200
29 MCD MCDONALDS CORP Consumer Cyclical 0.7%$1.2m4,000
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 0.7%$1.2m3,800
31 SM SM ENERGY COMPANY Energy 0.7%$1.2m39,580
32 WHR WHIRLPOOL CORP Consumer Cyclical 0.7%$1.2m22,600
33 BAX BAXTER INTL INC Healthcare 0.7%$1.2m72,002
34 T AT&T INC Communication Services 0.6%$1.1m38,700
35 SHW SHERWIN WILLIAMS CO Basic Materials 0.6%$1.0m3,200
36 HTZ HERTZ GLOBAL HLDGS INC Industrials 0.6%$1.0m220,937
37 DCH DAUCH CORP Consumer Cyclical 0.5%$934.9k157,648
38 UBER UBER TECHNOLOGIES INC Technology 0.5%$906.3k12,600
39 TMUS T-MOBILE US INC Communication Services 0.5%$904.2k4,305
40 NWL NEWELL BRANDS INC Consumer Defensive 0.5%$898.7k262,004
41 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 0.5%$894.7k105,884
42 CVNA CARVANA CO Consumer Cyclical 0.5%$863.6k2,747
43 RDN RADIAN GROUP INC Financial Services 0.5%$826.1k24,972
44 CAH CARDINAL HEALTH INC Healthcare 0.5%$803.0k3,800
45 ORCL ORACLE CORP Technology 0.4%$757.9k5,152
46 DVN DEVON ENERGY CORP NEW Energy 0.4%$754.8k15,000
47 BYD BOYD GAMING CORP Consumer Cyclical 0.4%$739.6k9,000
48 LW LAMB WESTON HLDGS INC Consumer Defensive 0.4%$701.5k16,600
49 WY WEYERHAEUSER CO Real Estate 0.4%$666.9k27,300
50 BBY BEST BUY INC Consumer Cyclical 0.4%$648.4k10,100

Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.