Position in SHLS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,051,105
+$14,717,185 QoQ
Shares Held
2,732,435
+45.8% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 269 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SHLS Over Time
Shares Held
Position Value (USD)
Derivatives in SHLS
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$318,720
PutShares
96,000
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 Solar
Technology · as of Jun 30, 2026UBS Group AG holds $885,559,819 across 21 Solar names. SHLS ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSLR |
First Solar, Inc.
|
1,215,007 | $286,693,051 | |
| 2 | NXT |
Nextpower Inc.
|
1,661,709 | $197,976,008 | |
| 3 | SEDG |
Solaredge Technologies, Inc.
|
2,470,352 | $144,367,370 | |
| 4 | ARRY |
Array Technologies, Inc.
|
11,472,621 | $85,012,121 | |
| 5 | RUN |
Sunrun Inc.
|
4,422,249 | $59,169,690 | |
| 6 | ENPH |
Enphase Energy, Inc.
|
1,200,655 | $59,120,249 | |
| 7 | SHLS |
Shoals Technologies Group, Inc.
This page
|
2,732,435 | $27,051,105 | |
| 8 | CSIQ |
Canadian Solar Inc.
|
773,337 | $12,388,856 |
All Filings in SHLS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,051,105 | 2,732,435 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,333,920 | 1,874,456 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $52,194,615 | 6,140,543 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $24,249,847 | 3,272,584 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,546,822 | 1,775,723 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $318,720 | 96,000 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $6,469,945 | 1,948,779 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,456,627 | 1,167,564 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,455,698 | 437,736 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,673,440 | 428,436 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,284,632 | 1,009,359 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,356,712 | 409,055 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,509,063 | 247,072 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $9,569,253 | 374,384 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,279,000 | 100,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $5,318,774 | 233,382 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,459,152 | 140,217 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,689,271 | 171,196 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,016,535 | 61,683 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,056,053 | 61,975 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,539,451 | 63,352 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,272,942 | 117,394 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,221,765 | 118,923 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,930,515 | 141,763 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||