Aquatic Capital Management’s H&E Equipment Services HEES Stock Holding History

Aquatic Capital Management’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-22,841	Closed	-$2.17M	–	1362
2025 Q1	$2.17M	Buy	+22,841	New	+$1.99M	0.06%	396
2024 Q4	–	Sell	-7,000	Closed	-$341K	–	1449
2024 Q3	$341K	Sell	7,000 -5,100	-42%	-$240K	0.01%	717
2024 Q2	$534K	Buy	+12,100	New	+$620K	0.02%	523
2024 Q1	–	Sell	-5,600	Closed	-$293K	–	1393
2023 Q4	$293K	Buy	+5,600	New	+$253K	0.01%	756
2023 Q3	–	Sell	-4,900	Closed	-$224K	–	1410
2023 Q2	$224K	Buy	4,900 +2,400	+96%	+$95.9K	0.01%	641
2023 Q1	$111K	Buy	+2,500	New	+$122K	0.01%	722
2022 Q4	–	Sell	-800	Closed	-$23K	–	1556
2022 Q3	$23K	Buy	+800	New	+$25.2K	﹤0.01%	986

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Aquatic Capital Management's HEES Position: Q2 2025 in Review

Aquatic Capital Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 22,841 shares — an estimated $2.17M sold.

Aquatic Capital Management first reported a position in HEES in Q3 2022 and held it in 7 quarters. The position peaked at $2.17M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Aquatic Capital Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Aquatic Capital Management sold 22,841 H&E Equipment Services shares in Q2 2025, an estimated $2.17M.
Aquatic Capital Management first reported a position in H&E Equipment Services in Q3 2022 and held it in 7 quarters.
Aquatic Capital Management's H&E Equipment Services position peaked at $2.17M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Aquatic Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.