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What smart money is saying about Universal Store Holdings LimitedAustralia flag

UNI.AX · Consumer Cyclical · Apparel - Retail · Market cap $372M

1 fund in our archive has pitched Universal Store Holdings Limited — most recently Spheria Global Opportunities Fund Spheria Australian Smaller Companies Fund in June 2026.

Company profile

Universal Store Holdings Limited functions as a specialized retail business, offering a diverse selection of casual fashion, footwear, accessories, lifestyle goods, and gift items for both men and women throughout Australia. Its extensive product range encompasses various clothing articles, including tops, shirts, denim, outerwear such as coats and jackets, dresses, skirts, shorts, and swimwear, alongside jumpers, hoodies, and activewear. The company's footwear collection features boots, sneakers, sandals, and children's shoes, complemented by shoe care products. Furthermore, it provides a broad assortment of accessories, such as bags, belts, headwear, eyewear, jewelry, wallets, watches, and beauty items. Customers can acquire these products through its network of 78 brick-and-mortar stores, as well as its online retail platforms. Established in 1999 and headquartered in Nundah, Australia, the company operated under the name US Holdings Pty Ltd. until it formally adopted its current name, Universal Store Holdings Limited, in October 2020.

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2
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Every position in Universal Store Holdings Limited on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.

Fund letters reporting a position in Universal Store Holdings Limited, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262001

Fund activity · 2 positions

  • HoldsSpheria Global Opportunities Fund Spheria Australian Smaller Companies Fund
    June 2026

    Listed in Spheria Global Opportunities Fund Spheria Australian Smaller Companies Fund’s reported holdings.

    Read the letterUniversal Store Holdings Limited
  • HoldsSpheria Global Opportunities Fund
    June 2026
    Universal Store has been a long-term holding for the portfolio, and we believe it remains a quality retailer with ongoing growth through store roll-out, a net cash balance sheet, and trading on only 8.5x FY27 EV/EBIT.
    Read the letterUniversal Store Holdings Limited

Fund coverage · 1 thesis

  • Spheria Global Opportunities Fund Spheria Australian Smaller Companies Fund
    June 2026

    Universal Store is described as a quality retailer with strong sales growth, disciplined cost control, store rollout upside, a net cash balance sheet, and an attractive valuation.

    Read the full thesis

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