Disclosed positions

Estimated from their latest filings — positions may have changed since

$1.56M

combined est. value

Stock	Shares	Price	Value	Weight	As of
OTLYOatly Group AB	79,597	$9.95	$792.0K	51%	2026-05-30
ULTAUlta Beauty, Inc.	1,681	$455.11	$765.0K	49%	2026-06-10

OTLY

Oatly Group AB

$792.0K

79,597 sh

ULTA

Ulta Beauty, Inc.

$765.0K

1,681 sh

All filings on record

Every Form 4 transaction we track for this filer

all 3buys 0sells 0

Stock	Transaction	Date	~6mo later
ULTAUlta Beauty, Inc.	Grant — · 404 sh	2026-06-10	—
OTLYOatly Group AB	Grant — · 25,646 sh	2026-05-30	—
ULTAUlta Beauty, Inc.	Grant — · 277 sh	2025-09-01	—

ULTAGrant

2026-06-10 · Ulta Beauty, Inc.

404

—

OTLYGrant

2026-05-30 · Oatly Group AB

25,646

—

ULTAGrant

2025-09-01 · Ulta Beauty, Inc.

277

—

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.