Position in UGP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$125
New position
Shares Held
25
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 178 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026LRI Investments, LLC holds $562,538 across 9 Oil & Gas Refining & Marketing names. UGP ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
1,678 | $283,665 | |
| 2 | MPC |
Marathon Petroleum Corp
|
895 | $228,824 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
177 | $46,097 | |
| 4 | IEP |
Icahn Enterprises L.P.
|
173 | $1,247 | |
| 5 | DINO |
HF Sinclair Corp
|
17 | $1,184 | |
| 6 | DK |
Delek US Holdings, Inc.
|
18 | $914 | |
| 7 | PBF |
PBF Energy Inc.
|
10 | $455 | |
| 8 | UGP |
Ultrapar Holdings Inc
This page
|
25 | $125 |
All Filings in UGP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125 | 25 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||