Charles Mathys
@Oconnor, A Distinct Business Unit Of Ubs Asset Management Americas (llc)
Latest period2024 - Q3ReportedManaged Assets$1.296BTotal holdings444
Assets growth rate-19.33%Assets growth rate (2-Q avg)-2.21%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Oconnor, A Distinct Business Unit Of Ubs Asset Management Americas (llc)'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 444 positions.
Assets under management
The assets under management (AUM) of Oconnor, A Distinct Business Unit Of Ubs Asset Management Americas (llc) over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.296B in assets, with a quarterly growth rate of -19.33% and a 2-quarter average growth rate of -2.21%. The portfolio is managed by Charles Mathys, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPRSpirit Aer
| 6.98% | $90.38M 2.78M shares@ $32.51 avg price | New Position |
EQCEquity Com
| 3.36% | $43.444M 2.183M shares@ $19.91 avg price | New Position |
7613⤦Revance Th
| 2.66% | $34.344M 40M shares@ $0.86 avg price | |
7061⤦Peloton In
| 1.93% | $24.993M 27.352M shares@ $0.92 avg price | |
8485⤦Spirit Air
| 1.84% | $23.776M 77.636M shares@ $0.31 avg price | |
RYAAYRyanair Ho
| 1.7% | $21.929M 485,370 shares@ $45.19 avg price | Increased 144.6% |
MMM3m Co
| 1.62% | $20.888M 152,800 shares@ $136.7 avg price | New Position |
MATMattel Inc
| 1.43% | $18.46M 969,029 shares@ $19.05 avg price | |
PHParker-han
| 1.4% | $18.114M 28,670 shares@ $631.82 avg price | New Position |
3595⤦Fubotv Inc
| 1.38% | $17.86M 23.5M shares@ $0.76 avg price | Decreased -6% |