Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Upbound Group, Inc. (UPBD)
← All UPBD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 0.06 $26.47–37.23 · VW $30.69i SEC
2014   Q4 190,100 0.06 Reduce 80.22% 0.20 $28.00–37.49 · VW $32.30i $6,904,000 SEC
2014   Q3 961,000 0.25 Add 0.06% <0.01 $23.42–31.20 · VW $27.29i $29,166,000 SEC
2014   Q2 960,400 0.23 Reduce 2.53% <0.01 $25.67–30.49 · VW $28.58i $27,544,000 SEC
2014   Q1 985,300 0.24 Buy 0.24 $23.65–33.77 · VW $26.43i $26,209,000 SEC
2009   Q2 0 0.00 Sell 100.00% 0.02 $16.94–23.14 · VW $19.23i SEC
2009   Q1 17,200 0.02 Reduce 47.56% 0.01 $14.45–20.17 · VW $17.58i $333,000 SEC
2008   Q4 32,800 0.03 Reduce 53.21% 0.03 $9.97–22.68 · VW $15.67i $579,000 SEC
2008   Q3 70,100 0.05 $22.28 $1,562,000 SEC
2008   Q2 70,100 0.04 Reduce 97.61% 1.54 $17.07–23.20 · VW $21.06i $1,442,000 SEC
2008   Q1 2,927,900 1.58 Add 2.31% 0.04 $11.67–20.22 · VW $16.91i $53,727,000 SEC
2007   Q4 2,861,700 1.16 Reduce 0.68% <0.01 $13.16–18.70 · VW $15.25i $41,552,000 SEC
2007   Q3 2,881,300 1.34 $18.13 $52,238,000 SEC
2007   Q2 2,881,300 1.73 $26.23 $75,577,000 SEC
2007   Q1 2,881,300 1.88 Reduce 1.24% 0.03 $25.77–31.43 · VW $28.53i $80,618,000 SEC
2006   Q4 2,917,600 2.03 $29.51 $86,098,000 SEC
Price snapshot:
Current price$21.15
52-week low$14.83
52-week high$25.85