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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
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 $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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Beaconlight Capital's U Position: Q1 2026 in Review

Beaconlight Capital increased its Unity (U) stake by 103% in Q1 2026, buying an estimated $4.85M and bringing the position to 345,309 shares worth $7.58M. The position accounts for 3.99% of the portfolio, ranked #8.

Beaconlight Capital first reported a position in U in Q3 2022 and has held it in 5 quarters since. 527 funds tracked by Wall St. Rank hold U as of Q1 2026.

  • Beaconlight Capital held 345,309 shares of Unity worth $7.58M as of Q1 2026.
  • Beaconlight Capital bought 174,788 Unity shares in Q1 2026, an estimated $4.85M.
  • Unity made up 3.99% of Beaconlight Capital's portfolio in Q1 2026, its #8 holding.
  • Beaconlight Capital first reported a position in Unity in Q3 2022 and has held it in 5 quarters since.
  • 527 funds tracked by Wall St. Rank held Unity as of Q1 2026.

Based on Beaconlight Capital's 13F filing for Q1 2026, filed 14 May 2026.