Position in LZ
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,052,533
+$1,960,111 QoQ
Shares Held
1,420,200
+131.5% QoQ
Ownership
0.827%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 99.99070553443177.ToString("F0")%
Shared 0.ToString("F0")%
None 0.009294465568229826.ToString("F0")%
Common Shares in LZ Over Time
Shares Held
Position Value (USD)
Derivatives in LZ
reported options exposure · as of Jun 30, 2022CallValue
$1,107,792
CallShares
100,800
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 Specialty Business Services
Industrials · as of Mar 31, 2026UBS Group AG holds $899,295,477 across 44 Specialty Business Services names. LZ ranks #18 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
1,174,067 | $198,581,690 | |
| 2 | CPRT |
Copart Inc
|
3,539,112 | $117,498,517 | |
| 3 | GPN |
Global Payments Inc
|
1,525,047 | $102,635,660 | |
| 4 | ARMK |
Aramark
|
2,327,604 | $94,361,065 | |
| 5 | ULS |
UL Solutions Inc.
|
912,714 | $78,228,715 | |
| 6 | AMTM |
Amentum Holdings, Inc.
|
1,710,775 | $44,617,010 | |
| 7 | MMS |
Maximus, Inc.
|
615,193 | $39,433,871 | |
| 8 | RBA |
Rb Global Inc.
|
398,932 | $38,237,630 |
All Filings in LZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,052,533 | 1,420,200 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $6,092,422 | 613,537 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,388,799 | 326,474 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,074,152 | 1,130,657 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,934,614 | 805,414 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,206,565 | 426,973 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,472,303 | 231,859 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $531,346 | 63,331 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,004,467 | 150,260 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,122,749 | 187,854 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $754,465 | 68,964 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $979,613 | 81,094 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $290,320 | 30,951 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $101,825 | 13,156 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $36,619 | 4,273 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,107,792 | 100,800 | Call | Sole | 2022-08-10 | |
| 2022-03-31 | $10,605 | 750 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,088 | 690 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $205,920 | 7,800 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $699,018 | 26,478 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $762,960 | 28,900 | Put | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||