Position in UWMC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$595,400
+$16,924 QoQ
Shares Held
260,000
+62.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#76
of 289 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Mount Lucas Management LP holds $1,115,150 across 2 Mortgage Finance names. UWMC ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
260,000 | $595,400 | |
| 2 | RKT |
Rocket Companies, Inc.
|
33,000 | $519,750 |
All Filings in UWMC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,400 | 260,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $578,476 | 159,800 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $681,090 | 155,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $986,580 | 162,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $890,100 | 215,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,042,860 | 191,000 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||