Incline Global Management’s Everforth Inc EFOR Stock Holding History

Incline Global Management’s Portfolio EFOR Stock Details EFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-439,688	Closed	-$17M	–	24
2026 Q1	$17M	Buy	439,688 +113,966	+35%	+$5.08M	6.68%	1
2025 Q4	$15.7M	Sell	325,722 -3,070	-0.9%	-$142K	5.36%	1
2025 Q3	$15.6M	Buy	+328,792	New	+$16.8M	4.62%	3
2023 Q4	–	Sell	-215,681	Closed	-$17.6M	–	23
2023 Q3	$17.6M	Sell	215,681 -60,090	-22%	-$4.78M	5.67%	8
2023 Q2	$20.9M	Buy	+275,771	New	+$19.8M	5.83%	7
2019 Q3	–	Sell	-453,625	Closed	-$27.5M	–	23
2019 Q2	$27.5M	Buy	+453,625	New	+$27.2M	5.66%	7
2017 Q1	–	Sell	-630,854	Closed	-$27.9M	–	33
2016 Q4	$27.9M	Sell	630,854 -339,289	-35%	-$13.5M	3.89%	15
2016 Q3	$35.2M	Buy	970,143 +111,894	+13%	+$4.16M	6.38%	8
2016 Q2	$31.7M	Buy	858,249 +367,365	+75%	+$13.5M	7.37%	5
2016 Q1	$18.1M	Buy	490,884 +134,169	+38%	+$4.74M	4.18%	15
2015 Q4	$16M	Buy	+356,715	New	+$15.6M	3.29%	17

Other funds holding EFOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Incline Global Management's EFOR Position: Q2 2026 in Review

Incline Global Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 439,688 shares — an estimated $17M sold.

Incline Global Management first reported a position in EFOR in Q4 2015 and held it in 11 quarters. The position peaked at $35.2M in Q3 2016. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Incline Global Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
Incline Global Management sold 439,688 Everforth Inc shares in Q2 2026, an estimated $17M.
Incline Global Management first reported a position in Everforth Inc in Q4 2015 and held it in 11 quarters.
Incline Global Management's Everforth Inc position peaked at $35.2M in Q3 2016.
248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Incline Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.