GCM
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Graham Capital Management’s Upbound Group UPBD Stock Holding History

Graham Capital Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-36,932
Closed -$649K – 1540
2025
Q4 		$649K Buy
36,932
+26,546
+256% +$513K 0.02% 530
2025
Q3 		$245K Sell
10,386
-46,546
-82% -$1.15M 0.01% 955
2025
Q2 		$1.43M Sell
56,932
-7,214
-11% -$169K 0.04% 464
2025
Q1 		$1.54M Buy
64,146
+21,694
+51% +$596K 0.05% 423
2024
Q4 		$1.24M Buy
42,452
+3,640
+9% +$113K 0.04% 432
2024
Q3 		$1.24M Buy
38,812
+31,207
+410% +$1M 0.04% 404
2024
Q2 		$233K Buy
+7,605
New +$243K 0.01% 816
2023
Q3 		– Sell
-7,816
Closed -$243K – 1310
2023
Q2 		$243K Buy
+7,816
New +$228K 0.01% 758

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VPM
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IC
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Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return