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UNC Management Company, Inc.

Location
CHAPEL HILL, NC
Portfolio Value
Micro $10,293,935
Diversification
Highly concentrated
Filing Date
Global Rank
#7,739 / 8,232 ▲ 254
Top Industry
Oil & Gas E&P 100.0%
3Y Alpha vs SPY
-21.8%
Period ended 2 months ago
Filed May 15, 2026 · 30d
12 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
-3.0%
SPY
+76.3%
Annualised alpha
-21.8%
Max drawdown
−49.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
100.0%
+3.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Dec 2021 → Mar 2026 · range 2,794 – 10,000
Highly concentrated+727

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Energy 100.0% $10,293,935

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
1 positions · $10,293,935 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History