Holdings in UTZ
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,032,983 |
292,195 |
+5.9%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$3,352,134 |
275,896 |
+6.5%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$3,250,876 |
259,034 |
+5.0%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$3,472,844 |
246,651 |
+61.6%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$2,390,027 |
152,620 |
+15.2%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$2,344,470 |
132,456 |
+22.2%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$1,803,008 |
108,354 |
+10.1%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$1,815,453 |
98,452 |
+17.2%
|
Shares |
Defined |
2024-05-10 |
| 2023-12-31 |
$1,364,548 |
84,024 |
+0.9%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$1,118,005 |
83,247 |
-12.9%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$1,562,803 |
95,526 |
+7.8%
|
Shares |
Defined |
2023-08-15 |
| 2023-03-31 |
$1,458,844 |
88,576 |
+21.3%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$1,158,144 |
73,023 |
-29.7%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$1,567,787 |
103,827 |
-5.8%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$1,522,549 |
110,170 |
-47.3%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$3,087,763 |
208,915 |
-4.1%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$3,475,217 |
217,882 |
-89.5%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$35,417,576 |
2,067,576 |
+45.8%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$30,891,857 |
1,417,708 |
-11.1%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$39,523,093 |
1,594,316 |
-4.2%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$36,710,928 |
1,664,140 |
+53.4%
|
Shares |
Defined |
2021-02-09 |
| 2020-09-30 |
$19,413,606 |
1,084,559 |
—
|
Shares |
Defined |
2020-11-05 |
