K2 Principal Fund’s Everpure Inc P Stock Holding History

K2 Principal Fund’s Portfolio P Stock Details P Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,102	Closed	-$342K	–	533
2025 Q4	$342K	Buy	+5,102	New	+$426K	0.03%	281

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

K2 Principal Fund's P Position: Q1 2026 in Review

K2 Principal Fund sold out of Everpure Inc (P) in Q1 2026, closing a stake of 5,102 shares — an estimated $342K sold.

K2 Principal Fund first reported a position in P in Q4 2025 and held it in 1 quarter. The position peaked at $342K in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

K2 Principal Fund reported no remaining Everpure Inc position as of Q1 2026 after selling out during the quarter.
K2 Principal Fund sold 5,102 Everpure Inc shares in Q1 2026, an estimated $342K.
K2 Principal Fund first reported a position in Everpure Inc in Q4 2025 and held it in 1 quarter.
K2 Principal Fund's Everpure Inc position peaked at $342K in Q4 2025.
763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on K2 Principal Fund's 13F filing for Q1 2026, filed 14 May 2026.