Upbound Group Inc. (UPBD)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:2
Ownership rank:365
% of all portfolios:0.166%
Hold Price * :$34.09
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
FPA Queens Road Small Cap Value Fund Add 4.15% 9,571 0.05
Q4  2023
FPA Queens Road Small Cap Value Fund Add 14.97% 30,000 0.16
Q3  2023
FPA Queens Road Small Cap Value Fund Add 33.24% 50,000 0.26
Q1  2023
Glenn Welling - Engaged Capital Add 7.04% 253,700 0.89
FPA Queens Road Small Cap Value Fund Add 0.21% 318 0.00
Q4  2022
Glenn Welling - Engaged Capital Add 40.54% 1,039,672 3.96
FPA Queens Road Small Cap Value Fund Add 0.07% 100 0.00
Q3  2022
Glenn Welling - Engaged Capital Add 8.86% 208,814 0.72
FPA Queens Road Small Cap Value Fund Buy 150,000 0.68
Q2  2021
Christopher Bloomstran - Semper Augustus Buy 4,600 0.08
Q4  2019
Lee Ainslie - Maverick Capital Buy 161,744 0.07
Q1  2019
Lee Ainslie - Maverick Capital Buy 390,130 0.11
Q2  2017
Bill Miller - Miller Value Partners Buy 72,678 0.04
Q3  2015
Thomas Gayner - Markel Group Add 0.85% 2,000 0.00
Q2  2015
Thomas Gayner - Markel Group Add 9.77% 21,000 0.02
Q1  2015
Thomas Gayner - Markel Group Add 13.16% 25,000 0.02
Q4  2014
Thomas Gayner - Markel Group Add 9.20% 16,000 0.02
Q3  2014
Thomas Gayner - Markel Group Add 58.18% 64,000 0.06
Q2  2014
Thomas Gayner - Markel Group Buy 110,000 0.09
Q2  2007
Meridian Contrarian Fund Add 3.57% 35,000 0.05

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.