Barometer Capital Management’s Unity U Stock Holding History

Barometer Capital Management’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-131,722	Closed	-$5.27M	–	154
2025 Q3	$5.27M	Sell	131,722 -16,300	-11%	-$604K	1.21%	27
2025 Q2	$3.58M	Hold	148,022	–	–	0.99%	30
2025 Q1	$2.9M	Sell	148,022 -158,022	-52%	-$3.57M	1.08%	24
2024 Q4	$5.9M	Buy	306,044 +148,022	+94%	+$3.29M	2.36%	15
2024 Q3	$3.57M	Hold	158,022	–	–	1.03%	30
2024 Q2	$2.57M	Hold	158,022	–	–	0.99%	30
2024 Q1	$3.84M	Buy	+158,022	New	+$4.97M	0.99%	35
2021 Q4	–	Sell	-33,500	Closed	-$4.23M	–	155
2021 Q3	$4.23M	Buy	+33,500	New	+$3.97M	0.82%	40
2020 Q4	–	Sell	-21,000	Closed	-$1.83M	–	189
2020 Q3	$1.83M	Buy	+21,000	New	+$1.77M	0.37%	65

Other funds holding U

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Barometer Capital Management's U Position: Q4 2025 in Review

Barometer Capital Management sold out of Unity (U) in Q4 2025, closing a stake of 131,722 shares — an estimated $5.27M sold.

Barometer Capital Management first reported a position in U in Q3 2020 and held it in 9 quarters. The position peaked at $5.9M in Q4 2024. 602 funds tracked by Wall St. Rank hold U as of Q4 2025.

Barometer Capital Management reported no remaining Unity position as of Q4 2025 after selling out during the quarter.
Barometer Capital Management sold 131,722 Unity shares in Q4 2025, an estimated $5.27M.
Barometer Capital Management first reported a position in Unity in Q3 2020 and held it in 9 quarters.
Barometer Capital Management's Unity position peaked at $5.9M in Q4 2024.
602 funds tracked by Wall St. Rank held Unity as of Q4 2025.

Based on Barometer Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.