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Disclosery

Carlson Capital, L.P.: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carlson Capital, L.P. on UPS, newest first. How the timeline and the estimate are built.

Carlson Capital, L.P. held 79,432 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,432 shares
    Change vs previous 13F +58,726 shares

    1.76% of the 13F portfolio, value $8,538,940.

    13F-HR 0001056973-26-000010 filed by Carlson Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,706 shares
    Change vs previous 13F +15,406 shares

    0.8% of the 13F portfolio, value $2,037,056.

    13F-HR 0001056973-26-000005 filed by Carlson Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,300 shares
    Change vs previous 13F -3,500 shares

    0.25% of the 13F portfolio, value $525,707.

    13F-HR 0001056973-26-000003 filed by Carlson Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,800 shares
    Change vs previous 13F +8,800 shares

    0.42% of the 13F portfolio, value $735,064.

    13F-HR 0001056973-25-000017 filed by Carlson Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,400 shares

    13F-HR 0001056973-25-000008 filed by Carlson Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 6,400 shares
    Change vs previous 13F +6,400 shares

    0.48% of the 13F portfolio, value $807,040.

    13F-HR 0001056973-25-000003 filed by Carlson Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001056973-24-000020 filed by Carlson Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.