HOTCHKIS & WILEY’s UL Holdings & Trades

First Buy
Q1 2018
Duration Held
31 Quarters
Largest Add
Q1 2018
+4.44 M Shares
Current Position
2.53 M Shares
$168.74 M Value

HOTCHKIS & WILEY's UL Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 2.53 M shares of Unilever PLC (UL) worth $168.74 M, representing 0.52% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 31 quarters.

Based on 13F filings, HOTCHKIS & WILEY has maintained a strategic position in UL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 3.12 M shares. Largest reduction occurred in Q3 2024, reducing 2.87 M shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's Unilever PLC (UL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Unilever PLC (UL) Trades by HOTCHKIS & WILEY

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2018 +4.44 M New Buy 4.44 M $62.51
Q2 2018 -1.65 M Reduce 37.11% 2.79 M $62.19
Q3 2018 +9,155 Add 0.33% 2.8 M $61.84
Q4 2018 -177,689 Reduce 6.34% 2.63 M $58.78
Q1 2019 +1.67 M Add 63.71% 4.3 M $64.94
Q2 2019 -602,311 Reduce 14.01% 3.7 M $69.72
Q3 2019 -417,689 Reduce 11.30% 3.28 M $67.61
Q4 2019 +834,392 Add 25.45% 4.11 M $64.32
Q1 2020 +461,867 Add 11.23% 4.58 M $56.89
Q2 2020 +128,622 Add 2.81% 4.7 M $61.74
Q3 2020 -311,689 Reduce 6.63% 4.39 M $69.39
Q4 2020 -40,533 Reduce 0.92% 4.35 M $67.91
Q1 2021 +3.12 M Add 71.77% 7.48 M $62.81
Q2 2021 -558,490 Reduce 7.47% 6.92 M $65.81
Q3 2021 -209,422 Reduce 3.03% 6.71 M $61.00
Q4 2021 -288,125 Reduce 4.30% 6.42 M $60.51
Q1 2022 -186,542 Reduce 2.91% 6.23 M $51.27
Q2 2022 +233,226 Add 3.74% 6.47 M $51.56
Q3 2022 -108,089 Reduce 1.67% 6.36 M $49.32
Q4 2022 -262,652 Reduce 4.13% 6.09 M $56.64
Q1 2023 -11,200 Reduce 0.18% 6.08 M $58.42
Q2 2023 -479,733 Reduce 7.89% 5.6 M $58.65
Q3 2023 -76,444 Reduce 1.36% 5.53 M $55.57
Q4 2023 +293,071 Add 5.30% 5.82 M $54.54
Q1 2024 +1.68 M Add 28.78% 7.5 M $56.46
Q2 2024 -86,084 Reduce 1.15% 7.41 M $61.86
Q3 2024 -2.87 M Reduce 38.75% 4.54 M $73.08
Q4 2024 -38,334 Reduce 0.84% 4.5 M $63.79
Q1 2025 -56,240 Reduce 1.25% 4.44 M $66.99
Q2 2025 -1.91 M Reduce 43.03% 2.53 M $68.82
Q3 2025 -1,445 Reduce 0.06% 2.53 M $66.69

HOTCHKIS & WILEY's Unilever PLC Investment FAQs

HOTCHKIS & WILEY first purchased Unilever PLC (UL) in Q1 2018, acquiring 4,443,911 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held Unilever PLC (UL) for 31 quarters since Q1 2018.

HOTCHKIS & WILEY's largest addition to Unilever PLC (UL) was in Q1 2018, adding 4,443,911 shares worth $277.77 M.

According to the latest 13F filing for Q3 2025, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 2,530,199 shares of Unilever PLC (UL), valued at approximately $168.74 M.

As of the Q3 2025 filing, Unilever PLC (UL) represents approximately 0.52% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.

HOTCHKIS & WILEY's peak holding in Unilever PLC (UL) was 7,496,063 shares, as reported at the end of Q1 2024.