Concurrent Investment Advisors, LLC UA — UNDER ARMOUR INC

Ownership history in Concurrent Investment Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported UNDER ARMOUR INC (UA) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows UA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concurrent Investment Advisors, LLC's position in UNDER ARMOUR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

UA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UA stock page Concurrent Investment Advisors, LLC fund profile Concurrent Investment Advisors, LLC full holdings
How Concurrent Investment Advisors, LLC held UA — position size vs. price
% of Fund (quarterly)    UA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 246,497 -22 -0.0% 0.02% $1.2M 2025-10-27 $4.68
2025 Q2 ADDED — — — 246,519 +195,208 +380.4% 0.03% $1.6M 2025-07-25 $6.92
2025 Q1 ADDED — — — 51,311 +31,011 +152.8% 0.01% $305K 2025-04-29 $5.55
2024 Q4 ADDED — — — 20,300 +51 +0.3% 0.00% $151K 2025-02-03 $7.35
2024 Q3 REDUCED 7.3% -11.8% ✅ 20,249 -1,600 -7.3% 0.00% $169K 2024-10-30 $8.01
2024 Q2 ADDED — — — 21,849 +312 +1.4% 0.00% $143K 2024-07-30 $6.80
2024 Q1 INITIATED — — — 21,537 — — 0.01% $154K 2024-05-07 $6.56

🏢 Other funds also holding UA

As of 2026 Q1 — sorted by position size

BDT CAPITAL PARTNERS, LLC 3Y 7Y 10.73% FAIRFAX FINANCIAL HOLDINGS LTD/ CAN 3Y 7Y 6.53% FORMULA GROWTH LTD 3Y 7Y 1.05% Bastion Asset Management Inc. 0.49% Values First Advisors, Inc. 3Y 0.28% Quinn Opportunity Partners LLC 3Y 7Y 0.18% GMT CAPITAL CORP 3Y 7Y 0.16% MACROVIEW INVESTMENT MANAGEMENT LLC 3Y 7Y 0.16% Murchinson Ltd. 3Y 0.11% Scientech Research LLC 0.09%

FAQ About Concurrent Investment Advisors, LLC and UA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concurrent Investment Advisors, LLC reported owning UA?

Concurrent Investment Advisors, LLC reported UA across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported UA position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for UA was 0.03% in 2025 Q2.

What is the latest reported UA position on this page?

The most recent filing on this page is 2025 Q3, when Concurrent Investment Advisors, LLC reported 246,497 shares, equal to 0.02% of portfolio, with an estimated market value of $1.2M.

What does the chart on this UA ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly UA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Concurrent Investment Advisors, LLC time their UA position?

Based on 13F filing dates vs. subsequent UA price moves, Concurrent Investment Advisors, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on UA relative to SPY over the holding period was -35.1%.

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