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Algert Global’s Holley HLLY Stock Holding History

Algert Global’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18M Buy
709,202
+635,130
+857% +$2.41M 0.03% 697
2025
Q4 		$306K Buy
74,072
+23,780
+47% +$85.6K ﹤0.01% 1002
2025
Q3 		$158K Buy
+50,292
New +$150K ﹤0.01% 1061
2025
Q1 		– Sell
-17,560
Closed -$53K – 1246
2024
Q4 		$53K Sell
17,560
-101,687
-85% -$285K ﹤0.01% 1144
2024
Q3 		$352K Buy
119,247
+98,466
+474% +$330K 0.01% 968
2024
Q2 		$74K Buy
20,781
+4,924
+31% +$19.2K ﹤0.01% 1423
2024
Q1 		$71K Buy
+15,857
New +$72.4K ﹤0.01% 1024

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Algert Global's HLLY Position: Q1 2026 in Review

Algert Global increased its Holley (HLLY) stake by 857% in Q1 2026, buying an estimated $2.41M and bringing the position to 709,202 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #697.

Algert Global first reported a position in HLLY in Q1 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Algert Global held 709,202 shares of Holley worth $2.18M as of Q1 2026.
  • Algert Global bought 635,130 Holley shares in Q1 2026, an estimated $2.41M.
  • Holley made up 0.03% of Algert Global's portfolio in Q1 2026, its #697 holding.
  • Algert Global first reported a position in Holley in Q1 2024 and has held it in 7 quarters since.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.