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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Incline Global Management's EFOR Position: Q1 2026 in Review

Incline Global Management increased its Everforth Inc (EFOR) stake by 35% in Q1 2026, buying an estimated $5.08M and bringing the position to 439,688 shares worth $17M. The position accounts for 6.68% of the portfolio, ranked #1.

Incline Global Management first reported a position in EFOR in Q4 2015 and has held it in 11 quarters since. The position peaked at $35.2M in Q3 2016. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Incline Global Management held 439,688 shares of Everforth Inc worth $17M as of Q1 2026.
Incline Global Management bought 113,966 Everforth Inc shares in Q1 2026, an estimated $5.08M.
Everforth Inc made up 6.68% of Incline Global Management's portfolio in Q1 2026, its #1 holding.
Incline Global Management first reported a position in Everforth Inc in Q4 2015 and has held it in 11 quarters since.
Incline Global Management's Everforth Inc position peaked at $35.2M in Q3 2016.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Incline Global Management's 13F filing for Q1 2026, filed 15 May 2026.