Convergence Investment Partners, LLC

Position in UPS — United Parcel Service Inc

CIK 1456133 PALM BEACH GARDENS, FL

Position in UPS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,997,422

+$2,040,197 QoQ

Shares Held

27,883

+267.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#612

of 2,129 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $10,230,116 across 3 Integrated Freight & Logistics names. UPS ranks #3 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	12,143	$3,802,337
2	LSTR	Landstar System Inc	16,587	$3,430,357
3	UPS	United Parcel Service Inc This page	27,883	$2,997,422

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,997,422	27,883	+267.3%	Shares	Sole	2026-07-31
2024-12-31	$957,225	7,591	+0.3%	Shares	Sole	2025-01-31
2024-09-30	$1,032,366	7,572	-41.1%	Shares	Sole	2024-10-29
2024-06-30	$1,760,575	12,865	+114.9%	Shares	Sole	2024-08-01
2024-03-31	$889,847	5,987	+308.1%	Shares	Sole	2024-05-03
2023-12-31	$230,656	1,467	-2.6%	Shares	Sole	2024-02-05
2023-09-30	$234,740	1,506	-85.2%	Shares	Sole	2023-11-02
2023-06-30	$1,818,670	10,146	-1.1%	Shares	Sole	2023-07-26
2023-03-31	$1,989,949	10,258	+0.0%	Shares	Sole	2023-05-09
2022-12-31	$1,782,903	10,256	+5.1%	Shares	Sole	2023-02-03
2022-09-30	$1,576,630	9,760	+0.6%	Shares	Sole	2022-11-08
2022-06-30	$1,771,733	9,706	-0.3%	Shares	Sole	2022-08-05
2022-03-31	$2,088,411	9,738	+462.2%	Shares	Sole	2022-04-26
2021-12-31	$371,236	1,732	-4.9%	Shares	Sole	2022-01-25
2021-09-30	$331,786	1,822	-81.6%	Shares	Sole	2021-10-25
2021-06-30	$2,057,447	9,893	-2.1%	Shares	Sole	2021-07-19
2021-03-31	$1,717,748	10,105	-3.3%	Shares	Sole	2021-04-30
2020-12-31	$1,758,938	10,445	+439.0%	Shares	Sole	2021-02-05
2020-09-30	$322,928	1,938	-0.2%	Shares	Sole	2020-10-28
2020-06-30	$215,911	1,942	—	Shares	Sole	2020-07-30
No filing history on record for this holder in this stock.