Unilever (UL) Looked Undervalued. Why Was It Sold?
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 24,693,472 | $1,484,571,644 | +17% | 0.44% |
| 2. | GQG Partners Rajiv Jain | 8,673,777 | $521,467,466 | -8% | 0.97% |
| 3. | First Eagle Investment Management Jean-Marie Eveillard | 842,507 | $50,651,521 | +5% | 0.08% |
| 4. | Yacktman Asset Management Donald Yacktman | 241,192 | $14,500,463 | +21% | 0.18% |
| 5. | Levin Capital Strategies John A. Levin | 146,847 | $8,828,463 | -3% | 0.59% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,174,081 | $371,185,750 | 0.25% | |
| 2. | 4,808,071 | $289,061,246 | 0.05% | |
| 3. | 4,223,732 | $253,929,205 | 0.06% | |
| 4. | 3,985,623 | $243,920,224 | 0.01% | |
| 5. | 2,722,721 | $163,689,987 | 3.68% |