Institutions / Unifi Asset Management LP

Unifi Asset Management LP

CIK 2048100 · Institution · as of Jun 30, 2026
Portfolio value
$142.03M
Positions
61
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$142.03M-18.7%
$174.63M$133.34M$92.05MQ4 '25Q1 '26Q2 '26

Positions

61-29.1%
867461Q4 '25Q1 '26Q2 '26

Top holdings

Jun 30, 2026View all 61 →
CompanyClassValueShares% of portfolio
State Str SPDR S&P 500 ETF T$60.24M80,67442.4%
MetLife Inc$6.52M77,0874.6%
Prudential Financial Inc$5.51M51,0743.9%
General Motors Co$4.80M62,3293.4%
Ford Motor Co$4.14M297,5772.9%
Verizon Communications Inc$3.88M91,5222.7%
TransDigm Group Inc.$3.48M2,6142.5%
The Boeing Company$3.44M15,8902.4%
PennyMac Financial Services, Inc.$3.08M35,4072.2%
Walmart Inc.$2.82M24,9112.0%
Intel Corp$2.35M16,8421.7%
OneMain Holdings Inc$2.12M34,8001.5%
iShares MSCI UAE ETF$1.99M23,0701.4%
Microsoft Corp$1.95M5,2291.4%
Occidental Petroleum Corp /De$1.91M39,4231.3%
AT&T Inc.$1.91M92,3041.3%
Boston Scientific Corp$1.76M41,1231.2%
Newell Brands Inc.$1.61M262,0041.1%
HCA Healthcare, Inc.$1.56M4,0081.1%
Danaher Corp /De$1.50M7,9001.1%
Conagra Brands Inc.$1.46M108,8001.0%
Celanese Corp$1.46M31,7181.0%
American International Group, Inc.$1.31M17,6170.9%
Devon Energy Corp$1.27M30,7180.9%
Walt Disney Co$1.14M11,7930.8%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add78462F103$57.28M+88K
+524.23%
104,870
48.02% of portfolio
high
Q2 2026
as of
Trim78462F103$-18.07M-24K
-23.07%
80,674
42.42% of portfolio
medium
Q2 2026
as of
TrimIntel Corp$-4.78M-34K
-67.04%
16,842
1.66% of portfolio
low
Q2 2026
as of
ExitUnitedhealth Group Inc$-4.57M-17K
-100.00%
low
Q1 2026
as of
AddUnitedhealth Group Inc$3.72M+14K
+438.06%
16,906
3.22% of portfolio
low
Q1 2026
as of
AddPrudential Financial Inc$3.26M+33K
+188.15%
51,074
3.51% of portfolio
low
Q1 2026
as of
NewAmerican International Group, Inc.$3.18M+42K
42,266
2.24% of portfolio
low
Q1 2026
as of
NewPennyMac Financial Services, Inc.$3.09M+35K
35,407
2.18% of portfolio
low
Q1 2026
as of
TrimKinder Morgan, Inc.$-2.98M-89K
-87.51%
12,682
0.30% of portfolio
low
Q1 2026
as of
NewWalt Disney Co$2.97M+31K
30,852
2.09% of portfolio
low