Position in FTDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,511,931
+$1,766,363 QoQ
Shares Held
109,704
-14.0% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 386 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in FTDR Over Time
Shares Held
Position Value (USD)
Derivatives in FTDR
reported options exposure · as of Sep 30, 2020CallValue
$389,100
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026UBS Group AG holds $226,971,913 across 12 Personal Services names. FTDR ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
1,820,770 | $75,998,938 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
755,359 | $53,539,843 | |
| 3 | SCI |
Service Corp International
|
543,699 | $41,299,375 | |
| 4 | HRB |
H&R Block Inc
|
908,285 | $34,587,492 | |
| 5 | ANDG |
Andersen Group Inc.
|
310,065 | $11,695,650 | |
| 6 | FTDR |
Frontdoor, Inc.
This page
|
109,704 | $8,511,931 | |
| 7 | CSV |
Carriage Services Inc
|
19,949 | $764,844 | |
| 8 | MED |
Medifast Inc
|
50,223 | $532,865 |
All Filings in FTDR
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,511,931 | 109,704 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,745,568 | 127,612 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,354,150 | 92,809 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,328,892 | 94,054 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,676,310 | 113,273 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,746,739 | 201,633 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $7,561,353 | 138,309 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,799,590 | 120,850 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,605,696 | 106,709 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,425,177 | 135,825 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,608,110 | 74,052 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $561,937 | 18,370 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,614,171 | 50,601 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $956,561 | 34,310 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $649,521 | 31,227 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $325,178 | 15,948 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $70,890 | 2,944 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $775,143 | 25,968 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,179,102 | 32,172 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,160,252 | 27,691 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $945,034 | 18,969 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,201,365 | 22,351 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $902,724 | 17,979 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $389,100 | 10,000 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $689,912 | 17,731 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $180,111 | 4,063 | Shares | Defined | 2020-07-31 | |
| 2020-06-30 | $1,520,519 | 34,300 | Call | Defined | 2020-07-31 | |
| 2020-03-31 | $886,890 | 25,500 | Call | Defined | 2020-05-01 | |
| 2020-03-31 | $253,545 | 7,290 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||