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Aperture Investors’s Hillman Solutions HLMN Stock Holding History

Aperture Investors’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,795,981
Closed -$14.8M – 77
2023
Q3 		$14.8M Sell
1,795,981
-1,691,973
-49% -$15.4M 2.35% 19
2023
Q2 		$31.4M Buy
3,487,954
+427,114
+14% +$3.56M 3.74% 6
2023
Q1 		$25.8M Buy
3,060,840
+1,395,649
+84% +$12.1M 3.57% 9
2022
Q4 		$12M Sell
1,665,191
-327,216
-16% -$2.46M 1.96% 20
2022
Q3 		$15M Buy
1,992,407
+375,195
+23% +$3.3M 2.46% 16
2022
Q2 		$14M Buy
1,617,212
+417,444
+35% +$4.59M 2.33% 17
2022
Q1 		$14.3M Buy
+1,199,768
New +$11.8M 1.85% 24

Other funds holding HLMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Aperture Investors's HLMN Position: Q4 2023 in Review

Aperture Investors sold out of Hillman Solutions (HLMN) in Q4 2023, closing a stake of 1,795,981 shares — an estimated $14.8M sold.

Aperture Investors first reported a position in HLMN in Q1 2022 and held it in 7 quarters. The position peaked at $31.4M in Q2 2023. 181 funds tracked by Wall St. Rank hold HLMN as of Q4 2023.

  • Aperture Investors reported no remaining Hillman Solutions position as of Q4 2023 after selling out during the quarter.
  • Aperture Investors sold 1,795,981 Hillman Solutions shares in Q4 2023, an estimated $14.8M.
  • Aperture Investors first reported a position in Hillman Solutions in Q1 2022 and held it in 7 quarters.
  • Aperture Investors's Hillman Solutions position peaked at $31.4M in Q2 2023.
  • 181 funds tracked by Wall St. Rank held Hillman Solutions as of Q4 2023.

Based on Aperture Investors's 13F filing for Q4 2023, filed 14 Feb 2024.