Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,190,491
+$1,004,009 QoQ
Shares Held
10,126,852
+65.2% QoQ
Ownership
0.631%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 289 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Derivatives in UWMC
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$1,586,000
PutShares
200,000
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 Mortgage Finance
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $498,731,632 across 9 Mortgage Finance names. UWMC ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
23,227,764 | $365,837,282 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
819,763 | $71,401,355 | |
| 3 | UWMC |
UWM Holdings Corp
This page
|
10,126,852 | $23,190,491 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
395,344 | $21,625,315 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
337,978 | $9,294,395 | |
| 6 | VEL |
Velocity Financial, Inc.
|
235,327 | $4,344,136 | |
| 7 | ONIT |
Onity Group Inc.
|
50,664 | $2,013,893 | |
| 8 | LDI |
loanDepot, Inc.
|
785,323 | $981,653 |
All Filings in UWMC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,190,491 | 10,126,852 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $39,842,077 | 17,398,287 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $22,186,482 | 6,128,863 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,251,785 | 742,417 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $19,038,295 | 3,126,157 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,431,070 | 1,070,307 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,495,317 | 640,168 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $5,915,221 | 1,007,704 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $14,355,500 | 1,684,918 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,346,449 | 1,204,394 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,964,357 | 1,097,019 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,837,551 | 956,301 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $4,372,609 | 901,569 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $4,031,215 | 719,860 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $2,908,978 | 592,460 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $1,829,286 | 552,655 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $1,405,253 | 479,609 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $1,429,218 | 403,734 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $3,043,180 | 671,784 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,954,890 | 668,056 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $1,762,790 | 253,639 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $1,408,285 | 166,661 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,586,000 | 200,000 | Put | Defined | 2021-05-17 | |
| 2021-03-31 | $3,847,588 | 485,194 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 GHIV | — | 14,195 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 GHIV | — | 61,760 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 GHIV | — | 11,760 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||