Unified Investment Management CNXC — CONCENTRIX CORP

Ownership history in Unified Investment Management  ·  5 quarters on record

AI Ownership Summary

Unified Investment Management reported CONCENTRIX CORP (CNXC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.26% in 2025 Q1. The latest visible filing shows CNXC at 0.22% 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 CNXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Unified Investment Management's position in CONCENTRIX CORP, 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 Q4

CNXC was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2025 Q1

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 2025 Q4

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.

CNXC stock page Unified Investment Management fund profile Unified Investment Management full holdings
How Unified Investment Management held CNXC — position size vs. price
% of Fund (quarterly)    CNXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 59.1% -33.6% ✅ 5,232 -7,562 -59.1% 0.22% $218K 2026-02-09 $37.88
2025 Q3 REDUCED 35.0% -7.6% ✅ 12,794 -6,900 -35.0% 0.59% $590K 2025-10-27 $44.26
2025 Q2 ADDED — — — 19,694 +548 +2.9% 1.12% $1.0M 2025-07-15 $52.58
2025 Q1 ADDED — — — 19,146 +5,536 +40.7% 1.26% $1.1M 2025-04-25 $47.64
2024 Q4 INITIATED — — — 13,610 — — 0.67% $589K 2025-02-06 $45.31

🏢 Other funds also holding CNXC

As of 2026 Q2 — sorted by position size

Groupe Bruxelles Lambert 100.0% Kopernik Global Investors, LLC 3Y 7Y 4.36% CAPITAL MANAGEMENT CORP /VA 3Y 7Y 3.65% Round Hill Asset Management 3Y 7Y 2.03% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 1.19% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.15% Nierenberg Investment Management Company, LLC 3Y 7Y 0.72% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 0.39% Capstone Capital Management Ltd 0.31% Copeland Capital Management, LLC 3Y 7Y 0.29%

FAQ About Unified Investment Management and CNXC

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

How long has Unified Investment Management reported owning CNXC?

Unified Investment Management reported CNXC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CNXC position in Unified Investment Management's portfolio?

The largest reported portfolio weight for CNXC was 1.26% in 2025 Q1.

What is the latest reported CNXC position on this page?

The most recent filing on this page is 2025 Q4, when Unified Investment Management reported 5,232 shares, equal to 0.22% of portfolio, with an estimated market value of $218K.

What does the chart on this CNXC ownership page compare?

The chart compares Unified Investment Management's quarterly CNXC 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 Unified Investment Management time their CNXC position?

Based on 13F filing dates vs. subsequent CNXC price moves, Unified Investment Management correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on CNXC relative to SPY over the holding period was -27.6%.

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