Position in UWMC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$709,635
-$270,407 QoQ
Shares Held
196,032
-12.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026CWM, LLC holds $2,565,192 across 8 Mortgage Finance names. UWMC ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
68,757 | $979,787 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
196,032 | $709,635 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
10,348 | $459,244 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
2,991 | $261,413 | |
| 5 | VEL |
Velocity Financial, Inc.
|
3,574 | $64,653 | |
| 6 | ONIT |
Onity Group Inc.
|
1,035 | $40,644 | |
| 7 | BETR |
Better Home & Finance Holding Co
|
770 | $27,427 | |
| 8 | LDI |
loanDepot, Inc.
|
15,767 | $22,389 |
All Filings in UWMC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $709,635 | 196,032 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $980,042 | 223,754 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $483,972 | 79,470 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $250,217 | 60,439 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $632,071 | 115,764 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $70,404 | 11,994 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $121,350 | 14,243 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $44,844 | 6,471 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $23,914 | 3,294 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,525 | 633 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,495 | 1,133 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,344 | 1,133 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,788 | 1,179 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,902 | 1,179 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,649 | 2,952 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $11,158 | 3,152 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,265 | 500 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,113 | 526 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $4,225 | 500 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $3,965 | 500 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $6,565 | 500 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $5,155 | 500 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $5,070 | 500 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | — | 500 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||