Position in UGP
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$183,152
+$57,838 QoQ
Shares Held
33,240
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026West Family Investments, Inc. holds $405,771 across 2 Oil & Gas Refining & Marketing names. UGP ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
901 | $222,619 | |
| 2 | UGP |
Ultrapar Holdings Inc
This page
|
33,240 | $183,152 |
All Filings in UGP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,152 | 33,240 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $125,314 | 33,240 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $136,284 | 33,240 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $109,027 | 33,240 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $96,887 | 31,457 | Shares | Sole | 2025-05-02 | |
| 2022-06-30 | $58,289 | 24,804 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $78,228 | 25,818 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $68,159 | 25,818 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||