Twin Securities, Inc. MANU — MANCHESTER UTD PLC NEW

Ownership history in Twin Securities, Inc.  ·  9 quarters on record

AI Ownership Summary

Twin Securities, Inc. reported MANCHESTER UTD PLC NEW (MANU) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.66% in 2024 Q3. The latest visible filing shows MANU at 0.12% 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 MANU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Twin Securities, Inc.'s position in MANCHESTER UTD PLC NEW, 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

MANU was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2024 Q3

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 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.

MANU stock page Twin Securities, Inc. fund profile Twin Securities, Inc. full holdings
How Twin Securities, Inc. held MANU — position size vs. price
% of Fund (quarterly)    MANU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,920 +350 +2.4% 0.12% $251K 2026-05-15 $19.23
2025 Q4 REDUCED — — — 14,570 -193 -1.3% 0.09% $232K 2026-02-17 $17.66
2025 Q3 ADDED — — — 14,763 +2,620 +21.6% 0.11% $224K 2025-11-14 $15.67
2025 Q2 REDUCED 67.3% -12.8% ✅ 12,143 -25,000 -67.3% 0.12% $216K 2025-08-14 $17.42
2025 Q1 ADDED — — — 37,143 +600 +1.6% 0.25% $486K 2025-05-15 $13.88
2024 Q4 ADDED — — — 36,543 +277 +0.8% 0.37% $634K 2025-02-14 $15.68
2024 Q3 ADDED — — — 36,266 +2,358 +7.0% 0.66% $587K 2024-11-14 $17.36
2024 Q2 REDUCED 6.9% +0.2% ❌ 33,908 -2,500 -6.9% 0.43% $547K 2024-08-14 $16.92
2024 Q1 INITIATED — — — 36,408 — — 0.51% $508K 2024-05-15 $16.85

🏢 Other funds also holding MANU

As of 2026 Q1 — sorted by position size

Lancaster Investment Management 3Y 7Y 9.03% BREACH INLET CAPITAL MANAGEMENT, LLC 6.76% Michelson Medical Research Foundation, Inc. 3Y 3.42% ARIEL INVESTMENTS, LLC 3Y 7Y 1.7% Lindsell Train Ltd 3Y 7Y 1.68% Harvey Partners, LLC 3Y 7Y 1.62% COOPERMAN LEON G 3Y 7Y 1.62% INFINITUM ASSET MANAGEMENT, LLC 0.78% PINNACLE ASSOCIATES LTD 3Y 7Y 0.31% Alan B Lancz & Associates, Inc. 3Y 0.27%

FAQ About Twin Securities, Inc. and MANU

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

How long has Twin Securities, Inc. reported owning MANU?

Twin Securities, Inc. reported MANU across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MANU position in Twin Securities, Inc.'s portfolio?

The largest reported portfolio weight for MANU was 0.66% in 2024 Q3.

What is the latest reported MANU position on this page?

The most recent filing on this page is 2026 Q1, when Twin Securities, Inc. reported 14,920 shares, equal to 0.12% of portfolio, with an estimated market value of $251K.

What does the chart on this MANU ownership page compare?

The chart compares Twin Securities, Inc.'s quarterly MANU 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 Twin Securities, Inc. time their MANU position?

Based on 13F filing dates vs. subsequent MANU price moves, Twin Securities, Inc. correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on MANU relative to SPY over the holding period was -10.6%.

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