Sirios Capital Management’s Unifirst Corp UNF Stock Holding History

Sirios Capital Management’s Portfolio UNF Stock Details UNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.67M	Sell	32,802 -65,742	-67%	-$17.2M	1.06%	29
2026 Q1	$24.8M	Buy	+98,544	New	+$22.7M	3.01%	10
2022 Q1	–	Sell	-461	Closed	-$97K	–	79
2021 Q4	$97K	Hold	461	–	–	0.01%	69
2021 Q3	$98K	Sell	461 -53,049	-99%	-$11.7M	0.01%	74
2021 Q2	$12.6M	Buy	53,510 +3,551	+7%	+$797K	1.09%	36
2021 Q1	$11.2M	Sell	49,959 -51,337	-51%	-$11.8M	0.94%	38
2020 Q4	$21.4M	Buy	+101,296	New	+$19.3M	1.67%	17

Other funds holding UNF

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sirios Capital Management's UNF Position: Q2 2026 in Review

Sirios Capital Management reduced its Unifirst Corp (UNF) stake by 67% in Q2 2026, selling an estimated $17.2M and leaving 32,802 shares worth $8.67M. The position accounts for 1.06% of the portfolio, ranked #29.

Sirios Capital Management first reported a position in UNF in Q4 2020 and has held it in 7 quarters since. The position peaked at $24.8M in Q1 2026. 340 funds tracked by Wall St. Rank hold UNF as of Q2 2026.

Sirios Capital Management held 32,802 shares of Unifirst Corp worth $8.67M as of Q2 2026.
Sirios Capital Management sold 65,742 Unifirst Corp shares in Q2 2026, an estimated $17.2M.
Unifirst Corp made up 1.06% of Sirios Capital Management's portfolio in Q2 2026, its #29 holding.
Sirios Capital Management first reported a position in Unifirst Corp in Q4 2020 and has held it in 7 quarters since.
Sirios Capital Management's Unifirst Corp position peaked at $24.8M in Q1 2026.
340 funds tracked by Wall St. Rank held Unifirst Corp as of Q2 2026.

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