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Beaconlight Capital’s Unity U Stock Holding History

Beaconlight Capital’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
2026
Q2 		$6.07M Sell
212,475
-132,834
-38% -$3.53M 2.14% 16
2026
Q1 		$7.58M Buy
345,309
+174,788
+103% +$4.85M 3.99% 8
2025
Q4 		$7.53M Buy
170,521
+53,240
+45% +$2.17M 4.4% 9
2025
Q3 		$4.7M Sell
117,281
-140,279
-54% -$5.2M 2.32% 18
2025
Q2 		$6.23M Buy
+257,560
New +$5.67M 3.56% 9
2022
Q4 		– Sell
-30,892
Closed -$984K – 45
2022
Q3 		$984K Buy
+30,892
New +$1.27M 0.56% 30

Other funds holding U

SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Beaconlight Capital's U Position: Q2 2026 in Review

Beaconlight Capital reduced its Unity (U) stake by 38% in Q2 2026, selling an estimated $3.53M and leaving 212,475 shares worth $6.07M. The position accounts for 2.14% of the portfolio, ranked #16.

Beaconlight Capital first reported a position in U in Q3 2022 and has held it in 6 quarters since. The position peaked at $7.58M in Q1 2026. 564 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Beaconlight Capital held 212,475 shares of Unity worth $6.07M as of Q2 2026.
  • Beaconlight Capital sold 132,834 Unity shares in Q2 2026, an estimated $3.53M.
  • Unity made up 2.14% of Beaconlight Capital's portfolio in Q2 2026, its #16 holding.
  • Beaconlight Capital first reported a position in Unity in Q3 2022 and has held it in 6 quarters since.
  • Beaconlight Capital's Unity position peaked at $7.58M in Q1 2026.
  • 564 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Beaconlight Capital's 13F filing for Q2 2026, filed 14 Aug 2026.