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Vivaldi Capital Management LP

Position in UPS — United Parcel Service Inc

CIK 1682021 CHICAGO, IL

Position in UPS

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$4,712,303
-$246,800 QoQ
Shares Held
47,899
-4.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Derivatives in UPS

reported options exposure · as of Mar 31, 2026
CallValue
$9,838
CallShares
100
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 Integrated Freight & Logistics

Industrials · as of Mar 31, 2026

Vivaldi Capital Management LP holds $5,001,877 across 2 Integrated Freight & Logistics names. UPS ranks #1 (94.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UPS
United Parcel Service Inc
This page
47,899 $4,712,303

All Filings in UPS

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $9,838 100
2026-03-31 $4,712,303 47,899
2025-12-31 $4,959,103 49,996
2025-09-30 $4,246,331 50,836
2025-06-30 $6,375,875 63,165
2025-03-31 $10,872,401 98,849
2024-12-31 $13,056,520 103,541
2021-03-31 $176,619 1,039
2020-12-31 $288,637 1,714