SALZHAUER MICHAEL UWMC — UWM HOLDINGS CORPORATION

Ownership history in SALZHAUER MICHAEL  ·  8 quarters on record

AI Ownership Summary

SALZHAUER MICHAEL reported UWM HOLDINGS CORPORATION (UWMC) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q3. The latest visible filing shows UWMC at 0.14% 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 UWMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SALZHAUER MICHAEL's position in UWM HOLDINGS CORPORATION, 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
2026 Q1

UWMC was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

UWMC stock page SALZHAUER MICHAEL fund profile SALZHAUER MICHAEL full holdings
How SALZHAUER MICHAEL held UWMC — position size vs. price
% of Fund (quarterly)    UWMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 564,388 +139,388 +32.8% 0.14% $308K 2026-05-05 $3.43
2025 Q4 ADDED — — — 425,000 +347,756 +450.2% 0.06% $148K 2026-02-02 $4.99
2025 Q4 REDUCED 81.8% -15.0% ✅ 77,244 -347,756 -81.8% 0.14% $338K 2026-02-02 $4.99
2025 Q3 ADDED — — — 425,000 +355,000 +507.1% 0.26% $541K 2025-10-20 $5.31
2025 Q2 REDUCED 78.5% +52.4% ❌ 70,000 -255,000 -78.5% 0.17% $290K 2025-08-14 $5.14
2025 Q2 ADDED — — — 325,000 +175,000 +116.7% 0.10% $165K 2025-08-14 $5.14
2025 Q1 UNCHANGED — — — 150,000 — 0% 0.08% $128K 2025-04-23 $4.04
2024 Q4 INITIATED — — — 150,000 — — 0.10% $188K 2025-01-29 $5.53

🏢 Other funds also holding UWMC

As of 2026 Q1 — sorted by position size

PharVision Advisers, LLC 15.57% FNY Investment Advisers, LLC 3Y 7Y 0.45% Carrera Capital Advisors 0.32% Mount Lucas Management LP 3Y 7Y 0.21% JCSD Capital, LLC 3Y 7Y 0.17% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.12% Pacific Capital Wealth Advisors, Inc. 3Y 0.09% Inspire Investing, LLC 3Y 7Y 0.08% Taylor & Morgan Wealth Management, LLC 3Y 0.07% Sage Investment Counsel LLC 0.07%

FAQ About SALZHAUER MICHAEL and UWMC

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

How long has SALZHAUER MICHAEL reported owning UWMC?

SALZHAUER MICHAEL reported UWMC across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported UWMC position in SALZHAUER MICHAEL's portfolio?

The largest reported portfolio weight for UWMC was 0.26% in 2025 Q3.

What is the latest reported UWMC position on this page?

The most recent filing on this page is 2026 Q1, when SALZHAUER MICHAEL reported 564,388 shares, equal to 0.14% of portfolio, with an estimated market value of $308K.

What does the chart on this UWMC ownership page compare?

The chart compares SALZHAUER MICHAEL's quarterly UWMC 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 SALZHAUER MICHAEL time their UWMC position?

Based on 13F filing dates vs. subsequent UWMC price moves, SALZHAUER MICHAEL correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on UWMC relative to SPY over the holding period was -41.5%.

← Back to SALZHAUER MICHAEL Holdings